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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVV ISHARES TR 355.0 $266K 0.07% NEW $749.02 +3.4%
102 SCHG SCHWAB STRATEGIC TR 7,692.0 $260K 0.07% $33.84 +6.0%
103 MGC VANGUARD WORLD FD 931.0 $255K 0.07% NEW $273.63 +3.3%
104 GEV GE VERNOVA INC Utilities 214.0 $251K 0.07% NEW $1174.86 -18.8%
105 META META PLATFORMS INC Communication Services 436.0 $246K 0.07% +12.0 +2.8% $563.77 +1.3%
106 VGK VANGUARD INTL EQUITY INDEX F 2,731.0 $242K 0.07% $88.55 +4.2%
107 IBM INTERNATIONAL BUSINESS MACHS Technology 855.0 $241K 0.06% +5.0 +0.6% $281.36 -15.1%
108 MMM 3M CO Industrials 1,462.0 $237K 0.06% $161.94 +10.4%
109 VIGI VANGUARD WHITEHALL FDS 2,452.0 $229K 0.06% $93.37 +5.6%
110 PEP PEPSICO INC Consumer Defensive 1,690.0 $229K 0.06% $135.43 +3.2%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 446.0 $224K 0.06% -3.0 -0.7% $501.36 +25.8%
112 KO COCA COLA CO Consumer Defensive 2,690.0 $219K 0.06% NEW $81.27 +9.6%
113 VT VANGUARD INTL EQUITY INDEX F 1,342.0 $211K 0.06% NEW $156.95 +2.9%
114 PXH INVESCO EXCH TRADED FD TR II 7,526.0 $210K 0.06% NEW $27.88 +6.0%
115 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 221.0 $207K 0.06% -124.0 -35.9% $934.76 -0.0%
116 V VISA INC Financial Services 600.0 $206K 0.06% NEW $343.20 +10.6%
117 DFSU DIMENSIONAL ETF TRUST 4,375.0 $204K 0.06% NEW $46.63 +4.2%
Page 6 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%