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Portfolio (Quarterly) Guide ↗

PENOBSCOT WEALTH MANAGEMENT

· CIK 0001875768
13F Portfolio $374M AUM 117 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 61 Added 28 Reduced 2 Exited
Page 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VBR VANGUARD INDEX FDS 1,565.0 $380K 0.10% -132.0 -7.8% $242.92 +2.2%
82 IWF ISHARES TR 3,005.0 $373K 0.10% +2K +352.6% $124.17 -0.2%
83 JPM JPMORGAN CHASE & CO Financial Services 1,122.0 $367K 0.10% -256.0 -18.6% $327.43 +8.2%
84 SOXX ISHARES TR 560.0 $359K 0.10% NEW $640.88 -18.0%
85 GOOG ALPHABET INC 1,012.0 $357K 0.10% +38.0 +3.9% $353.25
86 SHYD VANECK ETF TRUST 15,047.0 $345K 0.09% +4K +39.6% $22.90 -0.8%
87 XLY SELECT SECTOR SPDR TR 2,931.0 $344K 0.09% +73.0 +2.5% $117.27 -1.2%
88 PG PROCTER & GAMBLE CO Consumer Defensive 2,314.0 $339K 0.09% -452.0 -16.3% $146.65 -2.4%
89 VO VANGUARD INDEX FDS 4,136.0 $333K 0.09% +3K +279.8% $80.57 +3.1%
90 ETN EATON CORP PLC Industrials 776.0 $331K 0.09% +109.0 +16.3% $425.90 -2.3%
91 FREL FIDELITY COVINGTON TRUST 11,223.0 $329K 0.09% $29.30 +1.2%
92 GE GE AEROSPACE Industrials 837.0 $313K 0.08% $373.74 -8.3%
93 VXUS VANGUARD STAR FDS 3,646.0 $312K 0.08% -194.0 -5.0% $85.50 +2.8%
94 FSLR FIRST SOLAR INC Energy 1,310.0 $309K 0.08% $235.96 -11.0%
95 VTEB VANGUARD MUN BD FDS 5,977.0 $302K 0.08% -4K -42.2% $50.58 -2.2%
96 COWZ PACER FDS TR 4,843.0 $301K 0.08% -2K -27.9% $62.20 +15.9%
97 SCHV SCHWAB STRATEGIC TR 8,247.0 $287K 0.08% $34.81 -0.1%
98 VCR VANGUARD WORLD FD 700.0 $278K 0.07% +46.0 +7.0% $396.43 -1.7%
99 IAU ISHARES GOLD TR Financial Services 3,546.0 $268K 0.07% +1K +44.7% $75.51 +14.7%
100 JNJ JOHNSON & JOHNSON Healthcare 1,047.0 $266K 0.07% +24.0 +2.4% $253.99 +4.6%
Page 5 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.9%
Technology 31.5%
Healthcare 13.4%
Industrials 7.5%
Consumer Defensive 4.6%
Communication Services 3.4%
Consumer Cyclical 3.1%
Energy 1.4%
Utilities 1.2%