Portfolio (Quarterly)
Guide ↗
Panoramic Capital Partners, LLC
· CIK 0002052992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | Technology | 746.0 | $255K | 0.16% | NEW | — | $341.79 | +26.4% |
| 2 | MRK | MERCK & CO INC | Healthcare | 1,977.0 | $238K | 0.15% | NEW | — | $120.29 | +1.8% |
| 3 | SPGI | S&P GLOBAL INC | Financial Services | 498.0 | $212K | 0.13% | NEW | — | $425.34 | -1.8% |
① 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
Technology
43.7%
Financial Services
14.3%
Communication Services
10.5%
Consumer Cyclical
9.8%
Industrials
7.8%
Consumer Defensive
6.6%
Healthcare
5.0%
Energy
0.9%
Utilities
0.9%
Basic Materials
0.7%