Position in EXEL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,441
+$1,152 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#684
of 751 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Mascoma Wealth Management LLC holds $19,738 across 8 Biotechnology names. EXEL ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
14 | $6,954 | |
| 2 | EXEL |
Exelixis, Inc.
This page
|
100 | $5,441 | |
| 3 | FTRE |
Fortrea Holdings Inc.
|
150 | $2,610 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
40 | $2,181 | |
| 5 | IONS |
Ionis Pharmaceuticals Inc
|
14 | $1,110 | |
| 6 | HALO |
Halozyme Therapeutics, Inc.
|
9 | $704 | |
| 7 | LGND |
Ligand Pharmaceuticals Inc
|
2 | $632 | |
| 8 | INSM |
INSMED Inc
|
1 | $106 |
All Filings in EXEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,441 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,289 | 100 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,383 | 100 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,130 | 100 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,408 | 100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,692 | 100 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||