Position in A
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$39,849
+$5,655 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#925
of 1,112 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Mascoma Wealth Management LLC holds $703,392 across 8 Diagnostics & Research names. A ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,084 | $543,474 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
120 | $63,172 | |
| 3 | LH |
Labcorp Holdings Inc.
|
150 | $42,000 | |
| 4 | A |
Agilent Technologies, Inc.
This page
|
300 | $39,849 | |
| 5 | DHR |
Danaher Corp /De/
|
64 | $12,190 | |
| 6 | DGX |
Quest Diagnostics Inc
|
9 | $1,907 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
1 | $529 | |
| 8 | NTRA |
Natera, Inc.
|
1 | $271 |
All Filings in A
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,849 | 300 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,194 | 300 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $40,821 | 300 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $38,505 | 300 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $35,403 | 300 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $35,094 | 300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $40,302 | 300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $44,544 | 300 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $38,889 | 300 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $43,653 | 300 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $41,709 | 300 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $33,546 | 300 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $36,075 | 300 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $41,502 | 300 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $44,895 | 300 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $36,465 | 300 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $35,631 | 300 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $39,699 | 300 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $47,895 | 300 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||