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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,050.0 | $319K | 0.20% | NEW | — | $303.89 | +36.0% |
| 42 | NKE | NIKE INC | Consumer Cyclical | 4,560.0 | $291K | 0.18% | NEW | — | $63.71 | -30.2% |
| 43 | WFC | WELLS FARGO CO NEW | Financial Services | 3,031.0 | $282K | 0.17% | NEW | — | $93.19 | -17.2% |
| 44 | MCO | MOODYS CORP | Financial Services | 551.0 | $281K | 0.17% | NEW | — | $510.85 | -11.2% |
| 45 | XOM | EXXON MOBIL CORP | Energy | 2,311.0 | $278K | 0.17% | NEW | — | $120.34 | +24.6% |
| 46 | FDX | FEDEX CORP | Industrials | 882.0 | $255K | 0.16% | NEW | — | $288.70 | +38.5% |
| 47 | BAC | BANK AMERICA CORP | Financial Services | 4,618.0 | $254K | 0.16% | NEW | — | $55.00 | -5.5% |
| 48 | RACE | FERRARI N V | Consumer Cyclical | 677.0 | $250K | 0.15% | NEW | — | $369.56 | -10.3% |
| 49 | LRCX | LAM RESEARCH CORP | Technology | 1,450.0 | $248K | 0.15% | NEW | — | $171.18 | +88.3% |
| 50 | DON | WISDOMTREE TR | — | 4,800.0 | $248K | 0.15% | NEW | — | $51.60 | +7.5% |
| 51 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,136.0 | $243K | 0.15% | NEW | — | $214.16 | +135.0% |
| 52 | NOW | SERVICENOW INC | Technology | 1,552.0 | $238K | 0.15% | NEW | — | $153.19 | -34.1% |
| 53 | NFLX | NETFLIX INC | Communication Services | 2,531.0 | $237K | 0.15% | NEW | — | $93.76 | -6.4% |
| 54 | KLAC | KLA CORP | Technology | 183.0 | $222K | 0.14% | NEW | — | $1215.08 | +65.5% |
| 55 | VSGX | VANGUARD WORLD FD | — | 3,050.0 | $218K | 0.13% | NEW | — | $71.61 | +14.3% |
| 56 | AMGN | AMGEN INC | Healthcare | 665.0 | $218K | 0.13% | NEW | — | $327.50 | +2.4% |
| 57 | GEV | GE VERNOVA INC | Utilities | 332.0 | $217K | 0.13% | NEW | — | $653.57 | +64.2% |
| 58 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,572.0 | $217K | 0.13% | NEW | — | $84.21 | +20.1% |
| 59 | ABBV | ABBVIE INC | Healthcare | 943.0 | $215K | 0.13% | NEW | — | $228.49 | -6.9% |
| 60 | CRM | SALESFORCE INC | Technology | 801.0 | $212K | 0.13% | NEW | — | $264.91 | -32.1% |
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%