Portfolio (Quarterly)
Guide ↗
Panoramic Capital Partners, LLC
· CIK 0002052992| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | WMT | WALMART INC | Consumer Defensive | 3,465.0 | $392K | 0.19% | -1K | -23.0% | $113.26 | -6.5% |
| 22 | GEV | GE VERNOVA INC | Utilities | 324.0 | $381K | 0.18% | -111.0 | -25.5% | $1174.86 | -23.5% |
| 23 | — | BERKSHIRE HATHAWAY INC DEL | — | 716.0 | $358K | 0.17% | -248.0 | -25.7% | $500.39 | — |
| 24 | NOC | NORTHROP GRUMMAN CORP | Industrials | 696.0 | $354K | 0.17% | -9.0 | -1.3% | $509.31 | +4.6% |
| 25 | AMD | ADVANCED MICRO DEVICES INC | Technology | 553.0 | $321K | 0.15% | -511.0 | -48.0% | $580.91 | -20.9% |
| 26 | HD | HOME DEPOT INC | Consumer Cyclical | 893.0 | $315K | 0.15% | -265.0 | -22.9% | $352.68 | -9.3% |
| 27 | BAC | BANK OF AMER CORP | Financial Services | 4,574.0 | $261K | 0.12% | -118.0 | -2.5% | $56.98 | +8.8% |
| 28 | RACE | FERRARI N V | Consumer Cyclical | 670.0 | $249K | 0.12% | -10.0 | -1.5% | $372.29 | +10.2% |
| 29 | MA | MASTERCARD INCORPORATED | Financial Services | 481.0 | $247K | 0.12% | -235.0 | -32.8% | $513.60 | +13.1% |
| 30 | WFC | WELLS FARGO & CO | Financial Services | 2,905.0 | $240K | 0.11% | -101.0 | -3.4% | $82.63 | +5.3% |
| 31 | FDX | FEDEX CORP | Industrials | 752.0 | $236K | 0.11% | -135.0 | -15.2% | $313.27 | +3.7% |
| 32 | FAST | FASTENAL CO | Industrials | 4,875.0 | $234K | 0.11% | -223.0 | -4.4% | $48.03 | +1.5% |
| 33 | SYY | SYSCO CORP | Consumer Defensive | 2,422.0 | $202K | 0.10% | -5K | -69.2% | $83.58 | -1.8% |
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%