Portfolio (Quarterly)
Guide ↗
Panoramic Capital Partners, LLC
· CIK 0002052992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | META | META PLATFORMS INC | Communication Services | 1,284.0 | $848K | 0.52% | NEW | — | $660.09 | -7.7% |
| 22 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,424.0 | $781K | 0.48% | NEW | — | $322.22 | -5.2% |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,126.0 | $733K | 0.45% | NEW | — | $177.75 | -23.2% |
| 24 | AVGO | BROADCOM INC | Technology | 2,104.0 | $728K | 0.45% | NEW | — | $346.10 | +22.2% |
| 25 | EFA | ISHARES TR | — | 6,892.0 | $662K | 0.41% | NEW | — | $96.03 | +9.4% |
| 26 | WWD | WOODWARD INC | Industrials | 2,052.0 | $620K | 0.38% | NEW | — | $302.32 | +19.7% |
| 27 | LLY | ELI LILLY & CO | Healthcare | 558.0 | $600K | 0.37% | NEW | — | $1074.68 | -0.2% |
| 28 | SYY | SYSCO CORP | Consumer Defensive | 7,856.0 | $579K | 0.35% | NEW | — | $73.69 | +2.1% |
| 29 | WMT | WALMART INC | Consumer Defensive | 4,485.0 | $500K | 0.31% | NEW | — | $111.41 | +6.2% |
| 30 | — | BERKSHIRE HATHAWAY INC DEL | — | 874.0 | $439K | 0.27% | NEW | — | $502.65 | — |
| 31 | GE | GE AEROSPACE | Industrials | 1,412.0 | $435K | 0.27% | NEW | — | $308.14 | +1.9% |
| 32 | MA | MASTERCARD INCORPORATED | Financial Services | 752.0 | $429K | 0.26% | NEW | — | $570.88 | -13.5% |
| 33 | RTX | RTX CORPORATION | Industrials | 2,276.0 | $417K | 0.26% | NEW | — | $183.40 | -2.7% |
| 34 | ESGV | VANGUARD WORLD FD | — | 3,397.0 | $411K | 0.25% | NEW | — | $120.96 | +9.5% |
| 35 | HD | HOME DEPOT INC | Consumer Cyclical | 1,164.0 | $401K | 0.25% | NEW | — | $344.10 | -10.1% |
| 36 | NOC | NORTHROP GRUMMAN CORP | Industrials | 702.0 | $400K | 0.24% | NEW | — | $570.21 | -2.5% |
| 37 | CPRT | COPART INC | Industrials | 10,173.0 | $398K | 0.24% | NEW | — | $39.15 | -15.0% |
| 38 | IGSB | ISHARES TR | — | 7,181.0 | $380K | 0.23% | NEW | — | $52.88 | -0.9% |
| 39 | CAT | CATERPILLAR INC | Industrials | 588.0 | $337K | 0.21% | NEW | — | $572.87 | +58.1% |
| 40 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 1,039.0 | $337K | 0.21% | NEW | — | $324.03 | -3.9% |
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
47.2%
Financial Services
14.0%
Communication Services
10.6%
Consumer Cyclical
10.3%
Industrials
6.6%
Consumer Defensive
5.5%
Healthcare
4.1%
Basic Materials
0.7%
Energy
0.6%
Utilities
0.5%