Holdings (Monthly) Guide ↗

Symmetry Panoramic Global Equity Fund

· Symmetry Panoramic Trust

Monthly Holdings $413M AUM 63 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds

All 452 New 63 Added 34 Reduced 26 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	Avantis US Small Cap Value ETF	N/A	Feb 2026	60,362	+59,523	$7.2M	+1045.0%	1.75%	EC
2	MICROSOFT CORPORATION	594918104	Feb 2026	11,749	+844	$5.3M	+23.5%	1.28%	EC
3	ALPHABET INC.	02079K305	Feb 2026	12,863	+7,151	$4.9M	+174.7%	1.18%	EC
4	N/A	25160K207	Feb 2026	4,109,619	+93,126	$4.1M	+2.3%	1.00%	STIV
5	BROADCOM INC.	11135F101	Feb 2026	4,755	+143	$2.1M	+44.1%	0.51%	EC
6	KLA CORPORATION	482480100	Feb 2026	1,098	+842	$2.1M	+440.6%	0.51%	EC
7	META PLATFORMS, INC.	30303M102	Feb 2026	3,244	+73	$2.1M	-0.2%	0.50%	EC
8	UNITED RENTALS, INC.	911363109	Feb 2026	1,568	+1,289	$1.6M	+566.2%	0.38%	EC
9	TARGA RESOURCES CORP.	87612G101	Feb 2026	5,718	+4,525	$1.5M	+418.5%	0.35%	EC
10	CITIGROUP INC.	172967424	Feb 2026	8,369	+5,832	$1.1M	+276.9%	0.26%	EC
11	MORGAN STANLEY	617446448	Feb 2026	4,924	+3,029	$1.0M	+224.6%	0.25%	EC
12	WESTERN DIGITAL CORPORATION	958102105	Feb 2026	1,814	+1,375	$964K	+684.8%	0.23%	EC
13	HCA HEALTHCARE, INC.	40412C101	Feb 2026	2,450	+2,003	$927K	+291.7%	0.22%	EC
14	VISA INC.	92826C839	Feb 2026	2,498	+153	$815K	+8.6%	0.20%	EC
15	HOWMET AEROSPACE INC.	443201108	Feb 2026	3,066	+1,846	$792K	+147.2%	0.19%	EC
16	EXXON MOBIL CORPORATION	30231G102	Feb 2026	5,416	+4,765	$787K	+692.5%	0.19%	EC
17	AMERIPRISE FINANCIAL, INC.	03076C106	Feb 2026	1,458	+1,088	$650K	+273.6%	0.16%	EC
18	JOHNSON & JOHNSON	478160104	Feb 2026	2,552	+177	$575K	-2.5%	0.14%	EC
19	SOUTHERN COPPER CORPORATION	84265V105	Feb 2026	2,964	+29	$567K	-11.5%	0.14%	EC
20	TECHNIPFMC PLC	G87110105	Feb 2026	8,086	+7,693	$553K	+2023.0%	0.13%	EC
21	CADENCE DESIGN SYSTEMS, INC.	127387108	Feb 2026	1,402	+945	$526K	+281.6%	0.13%	EC
22	OLD DOMINION FREIGHT LINE, INC.	679580100	Feb 2026	2,245	+1,363	$505K	+182.2%	0.12%	EC
23	BRISTOL-MYERS SQUIBB COMPANY	110122108	Feb 2026	8,212	+835	$470K	+2.1%	0.11%	EC
24	MERCK & CO., INC.	58933Y105	Feb 2026	3,867	+341	$459K	+5.2%	0.11%	EC
25	UNION PACIFIC CORPORATION	907818108	Feb 2026	1,639	+103	$430K	+5.8%	0.10%	EC
26	HONEYWELL INTERNATIONAL INCORPORATION	438516106	Feb 2026	1,800	+156	$428K	+6.9%	0.10%	EC
27	CIENA CORPORATION	171779309	Feb 2026	734	+401	$426K	+266.8%	0.10%	EC
28	FAIR ISAAC CORPORATION	303250104	Feb 2026	339	+261	$424K	+285.7%	0.10%	EC
29	CINTAS CORPORATION	172908105	Feb 2026	2,416	+1,484	$414K	+120.7%	0.10%	EC
30	THE PROGRESSIVE CORPORATION	743315103	Feb 2026	2,106	+547	$401K	+20.4%	0.10%	EC
31	PFIZER INC.	717081103	Feb 2026	15,006	+1,550	$393K	+5.6%	0.10%	EC
32	CONOCOPHILLIPS	20825C104	Feb 2026	3,391	+2	$387K	+0.5%	0.09%	EC
33	MARATHON PETROLEUM CORPORATION	56585A102	Feb 2026	1,418	+277	$353K	+56.0%	0.09%	EC
34	MCKESSON CORPORATION	58155Q103	Feb 2026	453	+140	$336K	+8.8%	0.08%	EC
35	FREEPORT-MCMORAN INC.	35671D857	Feb 2026	4,694	+1,885	$308K	+61.3%	0.07%	EC
36	TERADYNE, INC.	880770102	Feb 2026	823	+564	$308K	+271.7%	0.07%	EC
37	KEYSIGHT TECHNOLOGIES, INC.	49338L103	Feb 2026	848	+227	$287K	+50.3%	0.07%	EC
38	VALERO ENERGY CORPORATION	91913Y100	Feb 2026	1,057	+534	$259K	+141.8%	0.06%	EC
39	SNAP-ON INCORPORATED	833034101	Feb 2026	644	+513	$239K	+373.7%	0.06%	EC
40	TELEDYNE TECHNOLOGIES INCORPORATED	879360105	Feb 2026	385	+158	$239K	+54.3%	0.06%	EC
41	STRYKER CORPORATION	863667101	Feb 2026	775	+164	$236K	-0.1%	0.06%	EC
42	THE HARTFORD INSURANCE GROUP, INC.	416515104	Feb 2026	1,716	+683	$218K	+50.0%	0.05%	EC
43	DEVON ENERGY CORPORATION	25179M103	Feb 2026	4,864	+1,681	$216K	+56.2%	0.05%	EC
44	T-MOBILE US, INC.	872590104	Feb 2026	1,122	+553	$210K	+70.3%	0.05%	EC
45	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION	929740108	Feb 2026	779	+233	$203K	+41.2%	0.05%	EC
46	BOOKING HOLDINGS INC.	09857L108	Feb 2026	1,175	+1,128	$197K	-1.3%	0.05%	EC
47	KINROSS GOLD CORPORATION	496902404	Feb 2026	6,213	+2,528	$189K	+38.6%	0.05%	EC
48	UBER TECHNOLOGIES, INC.	90353T100	Feb 2026	2,486	+503	$175K	+17.0%	0.04%	EC
49	Pan American Silver Corp.	697900108	Feb 2026	2,951	+2,014	$169K	+162.2%	0.04%	EC
50	PACKAGING CORPORATION OF AMERICA	695156109	Feb 2026	755	+555	$165K	+256.0%	0.04%	EC
51	IQVIA HOLDINGS INC	46266C105	Feb 2026	858	+248	$156K	+43.3%	0.04%	EC
52	INTUITIVE SURGICAL, INC.	46120E602	Feb 2026	337	+117	$143K	+29.2%	0.03%	EC
53	CARVANA CO.	146869102	Feb 2026	1,915	+1,532	$140K	+9.2%	0.03%	EC
54	NVR, Inc.	62944T105	Feb 2026	22	+11	$134K	+62.4%	0.03%	EC
55	VULCAN MATERIALS COMPANY	929160109	Feb 2026	438	+163	$124K	+45.4%	0.03%	EC
56	LABCORP HOLDINGS INC.	504922105	Feb 2026	475	+266	$124K	+104.4%	0.03%	EC
57	BLOCK, INC.	852234103	Feb 2026	1,561	+593	$118K	+91.7%	0.03%	EC
58	HUNTINGTON BANCSHARES INCORPORATED	446150104	Feb 2026	5,680	+1,300	$93K	+26.3%	0.02%	EC
59	PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED	744573106	Feb 2026	1,160	+269	$91K	+19.0%	0.02%	EC
60	THE ESTEE LAUDER COMPANIES INC.	518439104	Feb 2026	875	+696	$78K	+297.2%	0.02%	EC
61	CORPAY, INC.	219948106	Feb 2026	197	+85	$71K	+95.7%	0.02%	EC
62	COUPANG, INC.	22266T109	Feb 2026	3,715	+2,021	$62K	+90.8%	0.01%	EC
63	BLACKSTONE INC.	09260D107	Feb 2026	406	+168	$47K	+76.0%	0.01%	EC