Portfolio (Quarterly)
Guide ↗
Panoramic Capital Partners, LLC
· CIK 0002052992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 17,062.0 | $4.9M | 2.33% | -4K | -18.0% | $289.37 | +12.4% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 21,799.0 | $4.4M | 2.06% | -5K | -18.0% | $200.09 | +8.7% |
| 3 | MSFT | MICROSOFT CORP | Technology | 10,149.0 | $3.8M | 1.79% | -7K | -40.8% | $373.01 | +34.3% |
| 4 | GOOGL | ALPHABET INC | Communication Services | 6,709.0 | $2.4M | 1.13% | -700.0 | -9.4% | $357.37 | -6.3% |
| 5 | SGOV | ISHARES TR | — | 21,993.0 | $2.2M | 1.05% | -10K | -30.4% | $100.67 | -0.3% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 6,821.0 | $1.6M | 0.77% | -1K | -15.6% | $238.34 | +7.0% |
| 7 | TSLA | TESLA INC | Consumer Cyclical | 3,709.0 | $1.6M | 0.74% | -341.0 | -8.4% | $420.60 | -15.3% |
| 8 | GOOG | ALPHABET INC | — | 4,235.0 | $1.5M | 0.71% | -966.0 | -18.6% | $353.33 | — |
| 9 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,109.0 | $1.0M | 0.49% | -59.0 | -1.4% | $253.97 | +6.8% |
| 10 | AVGO | BROADCOM INC | Technology | 2,095.0 | $791K | 0.37% | -247.0 | -10.6% | $377.75 | -2.1% |
| 11 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 795.0 | $744K | 0.35% | -1K | -55.8% | $935.47 | +0.5% |
| 12 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,904.0 | $623K | 0.29% | -562.0 | -22.8% | $327.33 | +8.4% |
| 13 | GE | GE AEROSPACE | Industrials | 1,420.0 | $531K | 0.25% | -166.0 | -10.5% | $373.86 | -11.4% |
| 14 | MU | MICRON TECHNOLOGY INC | Technology | 457.0 | $528K | 0.25% | -141.0 | -23.6% | $1154.29 | -19.1% |
| 15 | AMAT | APPLIED MATLS INC | Technology | 720.0 | $521K | 0.25% | -26.0 | -3.5% | $723.00 | -38.9% |
| 16 | META | META PLATFORMS INC | Communication Services | 898.0 | $506K | 0.24% | -396.0 | -30.6% | $563.29 | +2.7% |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,074.0 | $475K | 0.23% | -426.0 | -9.5% | $116.67 | +54.2% |
| 18 | V | VISA INC | Financial Services | 1,316.0 | $452K | 0.21% | -1K | -51.4% | $343.09 | +8.6% |
| 19 | LRCX | LAM RESEARCH CORP | Technology | 1,029.0 | $446K | 0.21% | -460.0 | -30.9% | $433.33 | -33.0% |
| 20 | CAT | CATERPILLAR INC | Industrials | 417.0 | $444K | 0.21% | -262.0 | -38.6% | $1064.90 | -26.8% |
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
44.3%
Financial Services
16.9%
Consumer Cyclical
9.9%
Communication Services
7.2%
Healthcare
6.3%
Industrials
5.6%
Utilities
5.2%
Consumer Defensive
3.8%
Energy
0.8%