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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IGIB | ISHARES TR | — | 16,435.0 | $874K | 0.41% | — | — | $53.17 | -2.7% |
| 22 | AVGO | BROADCOM INC | Technology | 2,095.0 | $791K | 0.37% | -247.0 | -10.6% | $377.75 | -2.1% |
| 23 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 795.0 | $744K | 0.35% | -1K | -55.8% | $935.47 | +0.5% |
| 24 | EFA | ISHARES TR | — | 6,892.0 | $716K | 0.34% | — | — | $103.88 | +2.5% |
| 25 | LLY | ELI LILLY & CO | Healthcare | 545.0 | $654K | 0.31% | — | — | $1199.44 | -3.3% |
| 26 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,904.0 | $623K | 0.29% | -562.0 | -22.8% | $327.33 | +8.4% |
| 27 | KLAC | KLA CORP | Technology | 1,849.0 | $558K | 0.26% | +2K | +700.4% | $301.71 | -43.4% |
| 28 | GE | GE AEROSPACE | Industrials | 1,420.0 | $531K | 0.25% | -166.0 | -10.5% | $373.86 | -11.4% |
| 29 | MU | MICRON TECHNOLOGY INC | Technology | 457.0 | $528K | 0.25% | -141.0 | -23.6% | $1154.29 | -19.1% |
| 30 | AMAT | APPLIED MATLS INC | Technology | 720.0 | $521K | 0.25% | -26.0 | -3.5% | $723.00 | -38.9% |
| 31 | META | META PLATFORMS INC | Communication Services | 898.0 | $506K | 0.24% | -396.0 | -30.6% | $563.29 | +2.7% |
| 32 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,050.0 | $501K | 0.24% | — | — | $477.57 | -13.3% |
| 33 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,074.0 | $475K | 0.23% | -426.0 | -9.5% | $116.67 | +54.2% |
| 34 | V | VISA INC | Financial Services | 1,316.0 | $452K | 0.21% | -1K | -51.4% | $343.09 | +8.6% |
| 35 | ESGV | VANGUARD WORLD FD | — | 3,398.0 | $449K | 0.21% | — | — | $132.22 | +2.0% |
| 36 | LRCX | LAM RESEARCH CORP | Technology | 1,029.0 | $446K | 0.21% | -460.0 | -30.9% | $433.33 | -33.0% |
| 37 | CAT | CATERPILLAR INC | Industrials | 417.0 | $444K | 0.21% | -262.0 | -38.6% | $1064.90 | -26.8% |
| 38 | RTX | RTX CORPORATION | Industrials | 2,330.0 | $442K | 0.21% | +26.0 | +1.1% | $189.73 | +8.1% |
| 39 | VGT | VANGUARD WORLD FD | — | 3,648.0 | $436K | 0.21% | NEW | — | $119.52 | -0.5% |
| 40 | WMT | WALMART INC | Consumer Defensive | 3,465.0 | $392K | 0.19% | -1K | -23.0% | $113.26 | -6.5% |
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%