Panoramic Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Panoramic Capital Partners
Panoramic Capital Partners holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.9 | $25M | 42k | 588.68 | |
| Ishares Tr S&p 100 Etf (OEF) | 15.6 | $18M | 62k | 288.85 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 11.6 | $13M | 132k | 100.32 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 8.5 | $9.7M | 84k | 115.22 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.0 | $8.0M | 129k | 62.31 | |
| Microsoft Corporation (MSFT) | 5.9 | $6.7M | 16k | 421.49 | |
| Apple (AAPL) | 4.1 | $4.7M | 19k | 250.42 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $2.2M | 3.8k | 586.08 | |
| NVIDIA Corporation (NVDA) | 1.8 | $2.1M | 16k | 134.29 | |
| Costco Wholesale Corporation (COST) | 1.6 | $1.8M | 1.9k | 916.27 | |
| Amazon (AMZN) | 1.3 | $1.5M | 6.9k | 219.39 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $1.3M | 4.5k | 289.81 | |
| Broadcom (AVGO) | 1.1 | $1.2M | 5.2k | 231.84 | |
| Visa Com Cl A (V) | 1.0 | $1.2M | 3.7k | 316.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.0M | 5.5k | 189.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $913k | 4.8k | 190.44 | |
| Meta Platforms Cl A (META) | 0.8 | $901k | 1.5k | 585.51 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.7 | $851k | 17k | 51.51 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $758k | 1.3k | 569.58 | |
| Johnson & Johnson (JNJ) | 0.6 | $715k | 4.9k | 144.62 | |
| UnitedHealth (UNH) | 0.6 | $684k | 1.4k | 505.86 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $635k | 2.6k | 239.71 | |
| Home Depot (HD) | 0.5 | $574k | 1.5k | 388.99 | |
| SYSCO Corporation (SYY) | 0.5 | $549k | 7.2k | 76.46 | |
| Copart (CPRT) | 0.4 | $484k | 8.4k | 57.39 | |
| Wal-Mart Stores (WMT) | 0.4 | $412k | 4.6k | 90.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $404k | 891.00 | 453.28 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $377k | 7.3k | 51.70 | |
| Nike CL B (NKE) | 0.3 | $373k | 4.9k | 75.67 | |
| Tesla Motors (TSLA) | 0.3 | $362k | 896.00 | 403.84 | |
| Woodward Governor Company (WWD) | 0.3 | $342k | 2.1k | 166.42 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $330k | 703.00 | 469.29 | |
| Eli Lilly & Co. (LLY) | 0.3 | $324k | 419.00 | 772.00 | |
| Ferrari Nv Ord (RACE) | 0.3 | $323k | 759.00 | 424.84 | |
| Procter & Gamble Company (PG) | 0.3 | $316k | 1.9k | 167.65 | |
| Sherwin-Williams Company (SHW) | 0.3 | $308k | 907.00 | 339.93 | |
| Starbucks Corporation (SBUX) | 0.3 | $296k | 3.2k | 91.25 | |
| Servicenow (NOW) | 0.3 | $294k | 277.00 | 1060.12 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $283k | 637.00 | 444.68 | |
| Union Pacific Corporation (UNP) | 0.2 | $280k | 1.2k | 227.95 | |
| ConocoPhillips (COP) | 0.2 | $276k | 2.8k | 99.19 | |
| Autodesk (ADSK) | 0.2 | $268k | 906.00 | 295.57 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $268k | 4.7k | 57.31 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $262k | 4.3k | 60.30 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $260k | 494.00 | 526.57 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $254k | 6.8k | 37.53 | |
| Moody's Corporation (MCO) | 0.2 | $241k | 508.00 | 473.37 | |
| S&p Global (SPGI) | 0.2 | $234k | 469.00 | 498.03 | |
| FedEx Corporation (FDX) | 0.2 | $229k | 814.00 | 281.25 | |
| salesforce (CRM) | 0.2 | $223k | 666.00 | 334.33 | |
| Palo Alto Networks (PANW) | 0.2 | $222k | 1.2k | 181.96 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $219k | 420.00 | 520.23 | |
| Qualcomm (QCOM) | 0.2 | $218k | 1.4k | 153.62 | |
| AutoZone (AZO) | 0.2 | $215k | 67.00 | 3202.00 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $209k | 165.00 | 1267.28 | |
| Verisk Analytics (VRSK) | 0.2 | $209k | 759.00 | 275.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $203k | 1.0k | 197.49 | |
| Gartner (IT) | 0.2 | $203k | 418.00 | 484.47 | |
| Fastenal Company (FAST) | 0.2 | $200k | 2.8k | 71.91 |
