Position in CDW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$421
-$37,797 QoQ
Shares Held
3
-98.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#733
of 746 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Mascoma Wealth Management LLC holds $249,879 across 7 Information Technology Services names. CDW ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
795 | $223,561 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
111 | $15,201 | |
| 3 | ACN |
Accenture plc
|
82 | $10,204 | |
| 4 | CDW |
CDW Corp
This page
|
3 | $421 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
12 | $310 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
11 | $124 | |
| 7 | CNDT |
CONDUENT Inc
|
40 | $58 |
All Filings in CDW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421 | 3 | Shares | Sole | 2026-07-24 | |
| 2025-06-30 | $38,218 | 214 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $34,295 | 214 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $55,518 | 319 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $124,917 | 552 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $124,678 | 557 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $69,572 | 272 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $61,831 | 272 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $58,712 | 291 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,872 | 32 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,236 | 32 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,714 | 32 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $3,623 | 23 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,187 | 29 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||