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Mascoma Wealth Management LLC

Q1 2023 Holdings

Filed 2023-05-01 | 693 holdings | $341.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Performance Food Group Co COM(PFGC)Stock71377A103$000.0%
Azenta Inc COM(AZTA)Stock114340102$000.0%
Booz Allen Hamilton Hldg Corp CL A(BAH)Stock099502106$000.0%
Bright Horizons FAM SOL in del COM(BFAM)Stock109194100$000.0%
Burlington Stores Inc COM(BURL)Stock122017106$000.0%
CF Inds Hldgs Inc COM(CF)Stock125269100$000.0%
Carters Inc COM(CRI)Stock146229109$000.0%
Catalent Inc COM(CTLTEUR)Stock148806102$000.0%
Lancaster Colony Corp COM(MZTI)Stock513847103$000.0%
Cavco Inds Inc del COM(CVCO)Stock149568107$000.0%
Championx Corporation COM(APY1EUR)Stock15872M104$000.0%
Rapid7 Inc COM(RPD)Stock753422104$000.0%
Cintas Corp COM(CTAS)Stock172908105$000.0%
Cognex Corp COM(CGNX)Stock192422103$000.0%
Columbus Mckinnon Corp N Y COM(CMCO)Stock199333105$000.0%
Comfort SYS USA Inc COM(FIX)Stock199908104$000.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$000.0%
Paylocity Hldg Corp COM(PCTY)Stock70438V106$000.0%
Summit Hotel Pptys Inc COM(INN)REIT866082100$000.0%
SUN Cmntys Inc COM(SUI)REIT866674104$000.0%
Dorman Prods Inc COM(DORM)Stock258278100$000.0%
Polaris Inc COM(PII)Stock731068102$000.0%
Lithia Mtrs Inc COM(LAD)Stock536797103$000.0%
EOG RES Inc COM(EOG)Stock26875P101$000.0%
Ovintiv Inc COM(OVV)Stock69047Q102$000.0%
Portland GEN Elec Co COM New(POR)Stock736508847$000.0%
Eagle Matls Inc COM(EXP)Stock26969P108$000.0%
Easterly Govt Pptys Inc COMREIT27616P103$000.0%
Eastgroup Pptys Inc COM(EGP)REIT277276101$000.0%
Syneos Health Inc CL A(8IN)Stock87166B102$000.0%
Electronic Arts Inc COM(EA)Stock285512109$000.0%
Element Solutions Inc COM(ESI)Stock28618M106$000.0%
Power Integrations Inc COM(POWI)Stock739276103$000.0%
Texas Roadhouse Inc COM(TXRH)Stock882681109$000.0%
Entegris Inc COM(ENTG)Stock29362U104$000.0%
Toro Co COM(TTC)Stock891092108$000.0%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$000.0%
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$000.0%
Exponent Inc COM(EXPO)Stock30214U102$000.0%
Fastenal Co COM(FAST)Stock311900104$000.0%
Propetro Hldg Corp COM(PUMP)Stock74347M108$000.0%
Federal Signal Corp COM(FSS)Stock313855108$000.0%
Vail Resorts Inc COM(MTN)Stock91879Q109$000.0%
SM Energy Co COM(SM)Stock78454L100$000.0%
Msci Inc COM(MSCI)Stock55354G100$000.0%
Magnolia Oil & Gas Corp CL A(MGY)Stock559663109$000.0%
Quaker Houghton COM(KWR)Stock747316107$000.0%
Manhattan Associates Inc COM(MANH)Stock562750109$000.0%
Vericel Corp COM(VCEL)Stock92346J108$000.0%
Nordson Corp COM(NDSN)Stock655663102$000.0%
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