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Holdings (Monthly) Guide ↗

Symmetry Panoramic US Equity Fund

· Symmetry Panoramic Trust
Monthly Holdings $444M AUM 203 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds
All 203 New 69 Added 22 Reduced 19 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 91,033 NEW $10.9M 2.46% EC
2 AMAZON.COM, INC. N/A Feb 2026 24,974 NEW $6.8M 1.52% EC
3 MICROSOFT CORPORATION 594918104 Feb 2026 10,683 NEW $4.8M 1.08% EC
4 ALPHABET INC. 02079K305 Feb 2026 12,031 NEW $4.6M 1.03% EC
5 QUANTA SERVICES, INC. N/A Feb 2026 5,645 NEW $4.0M 0.91% EC
6 JPMORGAN CHASE & CO. 46625H100 Feb 2026 9,175 NEW $2.7M 0.62% EC
7 MICRON TECHNOLOGY, INC. 595112103 Feb 2026 2,606 NEW $2.5M 0.57% EC
8 APPLE INC. N/A Feb 2026 7,656 NEW $2.4M 0.54% EC
9 META PLATFORMS, INC. 30303M102 Feb 2026 3,744 NEW $2.4M 0.53% EC
10 ELI LILLY AND COMPANY 532457108 Feb 2026 1,994 NEW $2.2M 0.50% EC
11 BROADCOM INC. 11135F101 Feb 2026 4,863 NEW $2.2M 0.49% EC
12 BERKSHIRE HATHAWAY INC. N/A Feb 2026 4,390 NEW $2.1M 0.47% EC
13 WALMART INC. 931142103 Feb 2026 12,409 NEW $1.4M 0.32% EC
14 ADVANCED MICRO DEVICES, INC. N/A Feb 2026 2,605 NEW $1.3M 0.30% EC
15 LAM RESEARCH CORPORATION 512807306 Feb 2026 3,958 NEW $1.3M 0.28% EC
16 SANDISK CORPORATION 80004C200 May 2026 670 NEW $1.1M 0.26% EC
17 WESTERN DIGITAL CORPORATION 958102105 Feb 2026 1,942 NEW $1.0M 0.23% EC
18 APPLIED MATERIALS, INC. N/A Feb 2026 2,225 NEW $1.0M 0.23% EC
19 BANK OF AMERICA CORPORATION N/A Feb 2026 19,102 NEW $986K 0.22% EC
20 KLA CORPORATION 482480100 Feb 2026 499 NEW $959K 0.22% EC
21 JOHNSON & JOHNSON 478160104 Feb 2026 3,912 NEW $881K 0.20% EC
22 EXXON MOBIL CORPORATION 30231G102 Feb 2026 6,030 NEW $876K 0.20% EC
23 ARISTA NETWORKS, INC. N/A Feb 2026 5,287 NEW $843K 0.19% EC
24 APPLOVIN CORPORATION 03831W108 Feb 2026 1,325 NEW $812K 0.18% EC
25 N/A ESM26 Feb 2026 2 NEW $760K 0.17% DE
26 NETFLIX, INC. 64110L106 Feb 2026 8,600 NEW $740K 0.17% EC
27 MORGAN STANLEY 617446448 Feb 2026 3,430 NEW $713K 0.16% EC
28 GENERAL ELECTRIC COMPANY 369604301 Feb 2026 2,178 NEW $705K 0.16% EC
29 UNITED RENTALS, INC. 911363109 Feb 2026 689 NEW $686K 0.15% EC
30 AMERICAN EXPRESS COMPANY N/A Feb 2026 2,063 NEW $653K 0.15% EC
31 CITIGROUP INC. 172967424 Feb 2026 5,169 NEW $651K 0.15% EC
32 FORTINET, INC. N/A Feb 2026 4,710 NEW $650K 0.15% EC
33 RTX CORPORATION N/A Feb 2026 3,586 NEW $644K 0.15% EC
34 HF SINCLAIR CORPORATION 403949100 May 2026 7,921 NEW $554K 0.12% EC
35 ABBVIE INC. 00287Y109 Feb 2026 2,417 NEW $526K 0.12% EC
36 MARATHON PETROLEUM CORPORATION 56585A102 Feb 2026 2,046 NEW $509K 0.11% EC
37 THE ALLSTATE CORPORATION N/A Feb 2026 2,435 NEW $502K 0.11% EC
38 AMGEN INC. N/A Feb 2026 1,448 NEW $488K 0.11% EC
39 The Travelers Companies, Inc. N/A Feb 2026 1,659 NEW $484K 0.11% EC
40 The Bank of New York Mellon Corporation N/A Feb 2026 3,378 NEW $471K 0.11% EC
41 QUANTA SERVICES, INC. N/A Feb 2026 661 NEW $470K 0.11% EC
42 ANALOG DEVICES, INC. N/A Feb 2026 1,132 NEW $468K 0.11% EC
43 VERTIV HOLDINGS CO 92537N108 Feb 2026 1,428 NEW $451K 0.10% EC
44 AMPHENOL CORPORATION N/A Feb 2026 2,808 NEW $418K 0.09% EC
45 NUCOR CORPORATION 670346105 Feb 2026 1,635 NEW $409K 0.09% EC
46 ROYAL CARIBBEAN CRUISES LTD. V7780T103 Feb 2026 1,436 NEW $409K 0.09% EC
47 AFLAC INCORPORATED N/A Feb 2026 3,430 NEW $386K 0.09% EC
48 AMERIPRISE FINANCIAL, INC. 03076C106 Feb 2026 840 NEW $374K 0.08% EC
49 EATON CORPORATION PUBLIC LIMITED COMPANY G29183103 Feb 2026 928 NEW $372K 0.08% EC
50 HOWMET AEROSPACE INC. 443201108 Feb 2026 1,435 NEW $371K 0.08% EC
51 CASEY'S GENERAL STORES, INC. 147528103 Feb 2026 472 NEW $362K 0.08% EC
52 AUTOZONE, INC. N/A Feb 2026 121 NEW $355K 0.08% EC
53 PERMIAN RESOURCES CORPORATION 71424F105 May 2026 18,261 NEW $351K 0.08% EC
54 N/A 25160K207 Feb 2026 348,266 NEW $348K 0.08% STIV
55 THE PROGRESSIVE CORPORATION 743315103 Feb 2026 1,769 NEW $337K 0.08% EC
56 THE ALLSTATE CORPORATION N/A Feb 2026 1,628 NEW $336K 0.08% EC
57 FORTINET, INC. N/A Feb 2026 2,397 NEW $331K 0.07% EC
58 KEYSIGHT TECHNOLOGIES, INC. 49338L103 Feb 2026 976 NEW $330K 0.07% EC
59 W.W. GRAINGER, INC. 384802104 Feb 2026 264 NEW $326K 0.07% EC
60 TRANE TECHNOLOGIES PLC G8994E103 Feb 2026 713 NEW $322K 0.07% EC
61 THE HARTFORD INSURANCE GROUP, INC. 416515104 Feb 2026 2,530 NEW $322K 0.07% EC
62 TARGET CORPORATION N/A Feb 2026 2,520 NEW $320K 0.07% EC
63 ARISTA NETWORKS, INC. N/A Feb 2026 1,968 NEW $314K 0.07% EC
64 UNITED THERAPEUTICS CORPORATION 91307C102 Feb 2026 555 NEW $309K 0.07% EC
65 AUTOMATIC DATA PROCESSING, INC. N/A Feb 2026 1,387 NEW $308K 0.07% EC
66 AMETEK, INC. N/A Feb 2026 1,286 NEW $290K 0.07% EC
67 STEEL DYNAMICS, INC. 858119100 Feb 2026 1,049 NEW $273K 0.06% EC
68 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION 929740108 Feb 2026 1,037 NEW $271K 0.06% EC
69 FASTENAL COMPANY 311900104 Feb 2026 6,022 NEW $266K 0.06% EC
70 NASDAQ, INC. 631103108 Feb 2026 2,757 NEW $255K 0.06% EC
71 AON PUBLIC LIMITED COMPANY G0403H108 Feb 2026 794 NEW $251K 0.06% EC
72 PARKER-HANNIFIN CORPORATION 701094104 Feb 2026 297 NEW $251K 0.06% EC
73 EBAY INC. 278642103 Feb 2026 2,292 NEW $250K 0.06% EC
74 MCKESSON CORPORATION 58155Q103 Feb 2026 336 NEW $249K 0.06% EC
75 N/A 25160K207 Feb 2026 245,732 NEW $246K 0.06% STIV
76 TARGA RESOURCES CORP. 87612G101 Feb 2026 918 NEW $234K 0.05% EC
77 SNAP-ON INCORPORATED 833034101 Feb 2026 626 NEW $232K 0.05% EC
78 CENCORA, INC. N/A Feb 2026 862 NEW $232K 0.05% EC
79 CUMMINS INC. 231021106 Feb 2026 352 NEW $228K 0.05% EC
80 AMERICAN INTERNATIONAL GROUP, INC. N/A Feb 2026 3,061 NEW $227K 0.05% EC
81 MOTOROLA SOLUTIONS, INC. 620076307 Feb 2026 562 NEW $227K 0.05% EC
82 ABBOTT LABORATORIES N/A Feb 2026 2,595 NEW $222K 0.05% EC
83 TECHNIPFMC PLC G87110105 Feb 2026 3,183 NEW $218K 0.05% EC
84 TELEDYNE TECHNOLOGIES INCORPORATED 879360105 Feb 2026 346 NEW $214K 0.05% EC
85 PACCAR INC 693718108 Feb 2026 1,925 NEW $212K 0.05% EC
86 ELEVANCE HEALTH, INC. N/A Feb 2026 524 NEW $206K 0.05% EC
87 THE BOEING COMPANY N/A Feb 2026 866 NEW $200K 0.05% EC
88 O'Reilly Automotive, Inc. 67103H107 Feb 2026 2,295 NEW $199K 0.04% EC
89 CINTAS CORPORATION 172908105 Feb 2026 1,128 NEW $193K 0.04% EC
90 Carnival Corporation G2004J103 May 2026 6,841 NEW $192K 0.04% EC
91 CIENA CORPORATION 171779309 Feb 2026 328 NEW $190K 0.04% EC
92 HCA HEALTHCARE, INC. 40412C101 Feb 2026 501 NEW $190K 0.04% EC
93 DIAMONDBACK ENERGY, INC. 25278X109 Feb 2026 989 NEW $189K 0.04% EC
94 CADENCE DESIGN SYSTEMS, INC. 127387108 Feb 2026 504 NEW $189K 0.04% EC
95 CBRE GROUP, INC. 12504L109 Feb 2026 1,493 NEW $187K 0.04% EC
96 AMERICAN ELECTRIC POWER COMPANY, INC. N/A Feb 2026 1,473 NEW $187K 0.04% EC
97 DICK'S SPORTING GOODS, INC. 253393102 Feb 2026 802 NEW $183K 0.04% EC
98 CITIZENS FINANCIAL GROUP, INC. 174610105 Feb 2026 2,928 NEW $182K 0.04% EC
99 D.R. HORTON, INC. 23331A109 Feb 2026 1,235 NEW $182K 0.04% EC
100 DELTA AIR LINES, INC. 247361702 Feb 2026 2,194 NEW $181K 0.04% EC
101 CENCORA, INC. N/A Feb 2026 665 NEW $179K 0.04% EC
102 W. R. BERKLEY CORPORATION N/A Feb 2026 2,740 NEW $174K 0.04% EC
103 EOG RESOURCES, INC. 26875P101 Feb 2026 1,300 NEW $173K 0.04% EC
104 AFLAC INCORPORATED N/A Feb 2026 1,540 NEW $173K 0.04% EC
105 AIR PRODUCTS AND CHEMICALS, INC. N/A Feb 2026 607 NEW $169K 0.04% EC
106 UNITED AIRLINES HOLDINGS, INC. 910047109 Feb 2026 1,470 NEW $169K 0.04% EC
107 PULTEGROUP, INC. 745867101 Feb 2026 1,425 NEW $168K 0.04% EC
108 Altria Group, Inc. 02209S103 Feb 2026 2,398 NEW $167K 0.04% EC
109 OCCIDENTAL PETROLEUM CORPORATION 674599105 Feb 2026 2,923 NEW $166K 0.04% EC
110 SYNOPSYS, INC. 871607107 Feb 2026 347 NEW $165K 0.04% EC
111 W. R. BERKLEY CORPORATION N/A Feb 2026 2,596 NEW $165K 0.04% EC
112 DOVER CORPORATION 260003108 Feb 2026 779 NEW $165K 0.04% EC
113 AUTOZONE, INC. N/A Feb 2026 56 NEW $164K 0.04% EC
114 WILLIAMS-SONOMA, INC. 969904101 Feb 2026 800 NEW $163K 0.04% EC
115 OLD DOMINION FREIGHT LINE, INC. 679580100 Feb 2026 721 NEW $162K 0.04% EC
116 HUBBELL INCORPORATED 443510607 Feb 2026 332 NEW $157K 0.04% EC
117 AMETEK, INC. N/A Feb 2026 690 NEW $156K 0.04% EC
118 QUEST DIAGNOSTICS INCORPORATED 74834L100 Feb 2026 754 NEW $147K 0.03% EC
119 QUALCOMM INCORPORATED 747525103 Feb 2026 583 NEW $146K 0.03% EC
120 EDWARDS LIFESCIENCES CORPORATION N/A Feb 2026 1,683 NEW $146K 0.03% EC
121 INGERSOLL RAND INC. 45687V106 Feb 2026 2,017 NEW $144K 0.03% EC
122 ATMOS ENERGY CORPORATION N/A Feb 2026 848 NEW $143K 0.03% EC
123 IDEXX LABORATORIES, INC. 45168D104 Feb 2026 248 NEW $140K 0.03% EC
124 OVINTIV INC. 69047Q102 May 2026 2,291 NEW $128K 0.03% EC
125 PACKAGING CORPORATION OF AMERICA 695156109 Feb 2026 568 NEW $124K 0.03% EC
126 BECTON, DICKINSON AND COMPANY N/A Feb 2026 837 NEW $123K 0.03% EC
127 TERADYNE, INC. 880770102 Feb 2026 324 NEW $121K 0.03% EC
128 C.H. ROBINSON WORLDWIDE, INC. 12541W209 May 2026 666 NEW $119K 0.03% EC
129 AUTODESK, INC. N/A Feb 2026 507 NEW $117K 0.03% EC
130 ARCHER-DANIELS-MIDLAND COMPANY. N/A Feb 2026 1,469 NEW $117K 0.03% EC
131 BROADRIDGE FINANCIAL SOLUTIONS, INC. 11133T103 Feb 2026 752 NEW $116K 0.03% EC
132 JACOBS SOLUTIONS INC. 46982L108 Feb 2026 927 NEW $111K 0.03% EC
133 QNITY ELECTRONICS, INC. 74743L100 May 2026 706 NEW $110K 0.02% EC
134 NVENT ELECTRIC PUBLIC LIMITED COMPANY G6700G107 May 2026 647 NEW $108K 0.02% EC
135 ATI INC 01741R102 May 2026 609 NEW $107K 0.02% EC
136 CONSOLIDATED EDISON, INC. 209115104 Feb 2026 996 NEW $105K 0.02% EC
137 RALPH LAUREN CORPORATION 751212101 Feb 2026 285 NEW $104K 0.02% EC
138 TRACTOR SUPPLY COMPANY 892356106 Feb 2026 3,240 NEW $102K 0.02% EC
139 AKAMAI TECHNOLOGIES, INC. 00971T101 May 2026 646 NEW $97K 0.02% EC
140 LOWE'S COMPANIES, INC. 548661107 Feb 2026 448 NEW $96K 0.02% EC
141 Garmin Ltd. H2906T109 Feb 2026 406 NEW $95K 0.02% EC
142 ALBEMARLE CORPORATION N/A Feb 2026 538 NEW $95K 0.02% EC
143 THE HOME DEPOT, INC. 437076102 Feb 2026 292 NEW $93K 0.02% EC
144 FIRST CITIZENS BANCSHARES, INC. 31946M103 Feb 2026 46 NEW $92K 0.02% EC
145 XPO, INC. 983793100 Feb 2026 422 NEW $90K 0.02% EC
146 RELIANCE, INC. 759509102 Feb 2026 235 NEW $89K 0.02% EC
147 IONQ Inc 46222L108 May 2026 1,236 NEW $89K 0.02% EC
148 Roivant Sciences Ltd G76279101 May 2026 2,942 NEW $88K 0.02% EC
149 TD SYNNEX CORPORATION 87162W100 Feb 2026 336 NEW $88K 0.02% EC
150 THE CIGNA GROUP 125523100 Feb 2026 311 NEW $86K 0.02% EC
151 DOW INC. 260557103 May 2026 2,508 NEW $85K 0.02% EC
152 ARCH CAPITAL GROUP LTD. G0450A105 Feb 2026 941 NEW $84K 0.02% EC
153 DANAHER CORPORATION 235851102 Feb 2026 460 NEW $84K 0.02% EC
154 AMERICAN WATER WORKS COMPANY, INC. N/A Feb 2026 677 NEW $83K 0.02% EC
155 COPART, INC. 217204106 Feb 2026 2,537 NEW $83K 0.02% EC
156 Bunge Global SA H11356104 May 2026 668 NEW $82K 0.02% EC
157 GE VERNOVA INC. 36828A101 Feb 2026 84 NEW $81K 0.02% EC
158 LyondellBasell Industries N.V. N53745100 May 2026 1,209 NEW $81K 0.02% EC
159 VIATRIS INC. 92556V106 May 2026 4,682 NEW $76K 0.02% EC
160 CARLISLE COMPANIES INCORPORATED 142339100 Feb 2026 219 NEW $76K 0.02% EC
161 BOOZ ALLEN HAMILTON HOLDING CORPORATION N/A Feb 2026 948 NEW $75K 0.02% EC
162 CF INDUSTRIES HOLDINGS, INC. 125269100 May 2026 658 NEW $74K 0.02% EC
163 STERLING INFRASTRUCTURE, INC. 859241101 May 2026 85 NEW $73K 0.02% EC
164 DOORDASH, INC. 25809K105 Feb 2026 456 NEW $73K 0.02% EC
165 ENTEGRIS, INC. 29362U104 May 2026 522 NEW $72K 0.02% EC
166 LABCORP HOLDINGS INC. 504922105 Feb 2026 274 NEW $71K 0.02% EC
167 CHIPOTLE MEXICAN GRILL, INC. 169656105 Feb 2026 2,200 NEW $70K 0.02% EC
168 AMEREN CORPORATION N/A Feb 2026 643 NEW $69K 0.02% EC
169 FIDELITY NATIONAL FINANCIAL, INC 31620R303 Feb 2026 1,462 NEW $69K 0.02% EC
170 INTERNATIONAL FLAVORS & FRAGRANCES INC. 459506101 May 2026 901 NEW $69K 0.02% EC
171 CARPENTER TECHNOLOGY CORPORATION 144285103 May 2026 145 NEW $68K 0.02% EC
172 FAIR ISAAC CORPORATION 303250104 Feb 2026 54 NEW $68K 0.02% EC
173 Evergy, Inc. 30034W106 May 2026 815 NEW $67K 0.02% EC
174 AIRBNB, INC. N/A Feb 2026 497 NEW $66K 0.01% EC
175 VERISIGN, INC. N/A Feb 2026 224 NEW $64K 0.01% EC
176 OMNICOM GROUP INC. 681919106 May 2026 875 NEW $64K 0.01% EC
177 RBC BEARINGS INCORPORATED 75524B104 May 2026 110 NEW $63K 0.01% EC
178 ROYAL GOLD, INC. 780287108 May 2026 262 NEW $59K 0.01% EC
179 MKS, INCORPORATED. 55306N104 May 2026 179 NEW $58K 0.01% EC
180 F5, INC. 315616102 May 2026 151 NEW $58K 0.01% EC
181 MARSH & MCLENNAN COMPANIES, INC. 571748102 Feb 2026 355 NEW $57K 0.01% EC
182 MODERNA, INC. 60770K107 May 2026 1,157 NEW $55K 0.01% EC
183 HEICO CORPORATION 422806109 Feb 2026 156 NEW $54K 0.01% EC
184 API GROUP CORPORATION 00187Y100 May 2026 1,321 NEW $54K 0.01% EC
185 NEXTPOWER INC. N/A Feb 2026 346 NEW $54K 0.01% EC
186 BALL CORPORATION N/A Feb 2026 943 NEW $52K 0.01% EC
187 CHEVRON CORPORATION 166764100 Feb 2026 279 NEW $51K 0.01% EC
188 PERMIAN RESOURCES CORPORATION 71424F105 May 2026 2,571 NEW $49K 0.01% EC
189 AMKOR TECHNOLOGY, INC. N/A Feb 2026 674 NEW $47K 0.01% EC
190 ROKU, INC. 77543R102 May 2026 355 NEW $46K 0.01% EC
191 SITIME CORPORATION 82982T106 May 2026 63 NEW $45K 0.01% EC
192 BWX TECHNOLOGIES, INC. 05605H100 May 2026 227 NEW $44K 0.01% EC
193 SHARKNINJA, INC. G8068L108 May 2026 364 NEW $44K 0.01% EC
194 GILEAD SCIENCES, INC. 375558103 Feb 2026 292 NEW $39K 0.01% EC
195 UL SOLUTIONS INC. 903731107 May 2026 391 NEW $39K 0.01% EC
196 GLOBE LIFE INC. N/A Feb 2026 250 NEW $38K 0.01% EC
197 VERISK ANALYTICS, INC. 92345Y106 Feb 2026 205 NEW $36K 0.01% EC
198 MASTEC, INC. 576323109 May 2026 91 NEW $34K 0.01% EC
199 ALCOA CORPORATION N/A Feb 2026 414 NEW $32K 0.01% EC
200 ALLIANT ENERGY CORPORATION N/A Feb 2026 411 NEW $29K 0.01% EC
201 FABRINET G3323L100 May 2026 36 NEW $24K 0.01% EC
202 REVOLUTION MEDICINES, INC. 76155X100 May 2026 73 NEW $11K 0.00% EC
203 ATLASSIAN CORPORATION N/A Feb 2026 71 NEW $8K 0.00% EC