Panoramic Capital Partners as of March 31, 2025
Portfolio Holdings for Panoramic Capital Partners
Panoramic Capital Partners holds 52 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.0 | $23M | 47k | 498.80 | |
| Ishares Tr S&p 100 Etf (OEF) | 15.5 | $15M | 62k | 240.38 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 10.2 | $9.9M | 99k | 100.42 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 9.0 | $8.7M | 96k | 90.56 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.2 | $7.9M | 155k | 51.16 | |
| Microsoft Corporation (MSFT) | 6.3 | $6.1M | 17k | 354.55 | |
| Apple (AAPL) | 3.2 | $3.1M | 18k | 172.42 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $1.6M | 3.3k | 496.48 | |
| Costco Wholesale Corporation (COST) | 1.7 | $1.6M | 1.8k | 908.75 | |
| NVIDIA Corporation (NVDA) | 1.5 | $1.4M | 15k | 96.30 | |
| Amazon (AMZN) | 1.4 | $1.3M | 7.9k | 170.66 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $1.1M | 4.5k | 243.75 | |
| Visa Com Cl A (V) | 0.9 | $914k | 3.0k | 308.27 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $848k | 17k | 51.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $809k | 5.6k | 144.70 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $669k | 1.4k | 468.22 | |
| Johnson & Johnson (JNJ) | 0.6 | $599k | 4.0k | 150.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $582k | 4.0k | 146.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $567k | 1.2k | 492.64 | |
| SYSCO Corporation (SYY) | 0.6 | $539k | 7.9k | 68.00 | |
| Meta Platforms Cl A (META) | 0.5 | $532k | 1.0k | 510.45 | |
| Copart (CPRT) | 0.5 | $453k | 8.3k | 54.59 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $452k | 2.1k | 216.87 | |
| Home Depot (HD) | 0.5 | $452k | 1.3k | 335.24 | |
| Eli Lilly & Co. (LLY) | 0.5 | $442k | 609.00 | 726.24 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $420k | 1.0k | 416.06 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $378k | 7.3k | 51.83 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $373k | 778.00 | 479.92 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $351k | 714.00 | 491.97 | |
| UnitedHealth (UNH) | 0.4 | $350k | 632.00 | 553.08 | |
| TJX Companies (TJX) | 0.4 | $349k | 2.9k | 120.03 | |
| Sherwin-Williams Company (SHW) | 0.3 | $328k | 1.0k | 313.51 | |
| Woodward Governor Company (WWD) | 0.3 | $323k | 2.1k | 157.51 | |
| Starbucks Corporation (SBUX) | 0.3 | $319k | 4.0k | 79.69 | |
| Tesla Motors (TSLA) | 0.3 | $310k | 1.4k | 221.86 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $306k | 4.2k | 72.96 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $284k | 3.3k | 86.93 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $282k | 2.8k | 100.77 | |
| Wal-Mart Stores (WMT) | 0.3 | $279k | 3.4k | 81.79 | |
| salesforce (CRM) | 0.3 | $271k | 1.1k | 243.99 | |
| Procter & Gamble Company (PG) | 0.3 | $269k | 1.7k | 158.39 | |
| Amgen (AMGN) | 0.3 | $264k | 943.00 | 280.26 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $264k | 2.2k | 120.46 | |
| Broadcom (AVGO) | 0.3 | $263k | 1.7k | 156.03 | |
| Ferrari Nv Ord (RACE) | 0.3 | $261k | 656.00 | 397.86 | |
| Servicenow (NOW) | 0.2 | $242k | 332.00 | 727.60 | |
| Philip Morris International (PM) | 0.2 | $242k | 1.6k | 149.23 | |
| McDonald's Corporation (MCD) | 0.2 | $241k | 803.00 | 299.83 | |
| Nike CL B (NKE) | 0.2 | $241k | 4.5k | 53.27 | |
| Moody's Corporation (MCO) | 0.2 | $238k | 601.00 | 396.70 | |
| Ge Aerospace Com New (GE) | 0.2 | $234k | 1.4k | 169.43 | |
| Fastenal Company (FAST) | 0.2 | $215k | 3.0k | 71.20 |
