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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GEV | GE VERNOVA INC | Utilities | 324.0 | $381K | 0.18% | -111.0 | -25.5% | $1174.86 | -23.5% |
| 42 | IGSB | ISHARES TR | — | 7,195.0 | $377K | 0.18% | — | — | $52.41 | -1.2% |
| 43 | INTC | INTEL CORP | Technology | 2,655.0 | $371K | 0.17% | NEW | — | $139.63 | -36.3% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 716.0 | $358K | 0.17% | -248.0 | -25.7% | $500.39 | — |
| 45 | NOC | NORTHROP GRUMMAN CORP | Industrials | 696.0 | $354K | 0.17% | -9.0 | -1.3% | $509.31 | +4.6% |
| 46 | FTEC | FIDELITY COVINGTON TRUST | — | 1,149.0 | $328K | 0.15% | NEW | — | $285.58 | -0.7% |
| 47 | AMD | ADVANCED MICRO DEVICES INC | Technology | 553.0 | $321K | 0.15% | -511.0 | -48.0% | $580.91 | -20.9% |
| 48 | XOM | EXXON MOBIL CORP | Energy | 2,328.0 | $318K | 0.15% | +13.0 | +0.6% | $136.72 | +20.4% |
| 49 | HD | HOME DEPOT INC | Consumer Cyclical | 893.0 | $315K | 0.15% | -265.0 | -22.9% | $352.68 | -9.3% |
| 50 | MRK | MERCK & CO INC | Healthcare | 2,436.0 | $313K | 0.15% | +459.0 | +23.2% | $128.50 | +16.7% |
| 51 | DON | WISDOMTREE TR | — | 4,800.0 | $271K | 0.13% | — | — | $56.52 | +0.9% |
| 52 | AMGN | AMGEN INC | Healthcare | 741.0 | $268K | 0.13% | +83.0 | +12.6% | $362.17 | +21.0% |
| 53 | HECA | ETF OPPORTUNITIES TRUST | — | 9,661.0 | $264K | 0.12% | NEW | — | $27.30 | +1.4% |
| 54 | BAC | BANK OF AMER CORP | Financial Services | 4,574.0 | $261K | 0.12% | -118.0 | -2.5% | $56.98 | +8.8% |
| 55 | GLD | SPDR GOLD TR | Financial Services | 686.0 | $253K | 0.12% | NEW | — | $368.38 | +7.7% |
| 56 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 604.0 | $251K | 0.12% | NEW | — | $415.63 | -4.7% |
| 57 | RACE | FERRARI N V | Consumer Cyclical | 670.0 | $249K | 0.12% | -10.0 | -1.5% | $372.29 | +10.2% |
| 58 | MCO | MOODYS CORP | Financial Services | 547.0 | $248K | 0.12% | — | — | $452.92 | +9.2% |
| 59 | MA | MASTERCARD INCORPORATED | Financial Services | 481.0 | $247K | 0.12% | -235.0 | -32.8% | $513.60 | +13.1% |
| 60 | WFC | WELLS FARGO & CO | Financial Services | 2,905.0 | $240K | 0.11% | -101.0 | -3.4% | $82.63 | +5.3% |
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%