Portfolio (Quarterly)
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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 | 1,294.0 | $740K | 0.46% | +10.0 | +0.8% | $572.00 | +6.7% |
| 22 | WWD | WOODWARD INC | Industrials | 2,052.0 | $734K | 0.45% | — | — | $357.92 | -1.8% |
| 23 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,466.0 | $725K | 0.45% | +42.0 | +1.7% | $294.16 | +4.2% |
| 24 | AVGO | BROADCOM INC | Technology | 2,342.0 | $725K | 0.45% | +238.0 | +11.3% | $309.51 | +33.8% |
| 25 | EFA | ISHARES TR | — | 6,892.0 | $669K | 0.41% | — | — | $97.13 | +7.1% |
| 26 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,500.0 | $658K | 0.41% | +374.0 | +9.1% | $146.28 | -6.4% |
| 27 | SYY | SYSCO CORP | Consumer Defensive | 7,861.0 | $561K | 0.34% | — | — | $71.33 | +6.9% |
| 28 | WMT | WALMART INC | Consumer Defensive | 4,500.0 | $559K | 0.34% | — | — | $124.28 | -3.2% |
| 29 | LLY | ELI LILLY & CO | Healthcare | 545.0 | $501K | 0.31% | -13.0 | -2.3% | $919.77 | +15.8% |
| 30 | CAT | CATERPILLAR INC | Industrials | 679.0 | $481K | 0.30% | +91.0 | +15.5% | $708.46 | +24.2% |
| 31 | NOC | NORTHROP GRUMMAN CORP | Industrials | 705.0 | $481K | 0.30% | — | — | $682.24 | -18.6% |
| 32 | — | BERKSHIRE HATHAWAY INC DEL | — | 964.0 | $462K | 0.28% | +90.0 | +10.3% | $479.20 | — |
| 33 | GE | GE AEROSPACE | Industrials | 1,586.0 | $450K | 0.28% | +174.0 | +12.3% | $283.86 | +6.7% |
| 34 | RTX | RTX CORPORATION | Industrials | 2,304.0 | $444K | 0.27% | +28.0 | +1.2% | $192.90 | -8.2% |
| 35 | XOM | EXXON MOBIL CORP | Energy | 2,315.0 | $393K | 0.24% | — | — | $169.66 | -8.7% |
| 36 | ESGV | VANGUARD WORLD FD | — | 3,397.0 | $381K | 0.23% | — | — | $112.28 | +17.1% |
| 37 | HD | HOME DEPOT INC | Consumer Cyclical | 1,158.0 | $381K | 0.23% | -6.0 | -0.5% | $328.89 | -4.8% |
| 38 | GEV | GE VERNOVA INC | Utilities | 435.0 | $380K | 0.23% | +103.0 | +31.0% | $872.90 | +19.0% |
| 39 | IGSB | ISHARES TR | — | 7,195.0 | $378K | 0.23% | — | — | $52.56 | -0.5% |
| 40 | MA | MASTERCARD INCORPORATED | Financial Services | 716.0 | $358K | 0.22% | -36.0 | -4.8% | $499.66 | -0.2% |
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%