Panoramic Capital Partners

Panoramic Capital Partners as of June 30, 2025

Portfolio Holdings for Panoramic Capital Partners

Panoramic Capital Partners holds 59 positions in its portfolio as reported in the June 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 $35M 55k 628.17
Ishares Tr S&p 100 Etf (OEF) 13.3 $19M 62k 307.86
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 10.7 $15M 587k 26.18
Ishares Tr Core S&p Scp Etf (IJR) 9.3 $13M 118k 113.08
Ishares Tr Core S&p Mcp Etf (IJH) 8.3 $12M 188k 63.79
Microsoft Corporation (MSFT) 5.8 $8.4M 17k 498.83
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.8 $5.5M 55k 100.42
Apple (AAPL) 2.8 $4.0M 19k 213.55
NVIDIA Corporation (NVDA) 2.8 $4.0M 25k 159.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $2.4M 3.9k 625.34
Amazon (AMZN) 1.2 $1.8M 8.0k 223.41
Costco Wholesale Corporation (COST) 1.2 $1.8M 1.8k 987.02
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.4M 4.5k 308.03
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.2M 6.5k 179.53
Visa Com Cl A (V) 0.8 $1.1M 3.1k 358.86
Meta Platforms Cl A (META) 0.6 $932k 1.3k 719.01
Alphabet Cap Stk Cl C (GOOG) 0.6 $919k 5.1k 180.55
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $876k 17k 52.98
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $832k 1.4k 582.43
JPMorgan Chase & Co. (JPM) 0.5 $686k 2.3k 296.00
Ishares Tr Msci Eafe Etf (EFA) 0.4 $617k 6.9k 89.52
SYSCO Corporation (SYY) 0.4 $606k 7.8k 77.18
Tesla Motors (TSLA) 0.4 $580k 1.8k 315.35
Broadcom (AVGO) 0.4 $522k 1.9k 275.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $520k 1.1k 485.00
Woodward Governor Company (WWD) 0.4 $518k 2.1k 252.34
Johnson & Johnson (JNJ) 0.4 $517k 3.3k 156.01
Home Depot (HD) 0.3 $487k 1.3k 371.68
Mastercard Incorporated Cl A (MA) 0.3 $437k 767.00 569.24
Eli Lilly & Co. (LLY) 0.3 $433k 555.00 780.67
Copart (CPRT) 0.3 $416k 8.4k 49.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $383k 7.3k 52.48
Wal-Mart Stores (WMT) 0.3 $382k 3.9k 98.36
Starbucks Corporation (SBUX) 0.3 $380k 4.0k 94.44
Sherwin-Williams Company (SHW) 0.3 $373k 1.1k 354.00
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $362k 3.3k 111.01
Nike CL B (NKE) 0.2 $352k 4.6k 76.39
Northrop Grumman Corporation (NOC) 0.2 $351k 697.00 504.20
Ge Aerospace Com New (GE) 0.2 $341k 1.4k 246.97
Servicenow (NOW) 0.2 $340k 325.00 1044.69
Ferrari Nv Ord (RACE) 0.2 $326k 665.00 490.20
Raytheon Technologies Corp (RTX) 0.2 $325k 2.2k 145.75
Philip Morris International (PM) 0.2 $304k 1.7k 178.88
Netflix (NFLX) 0.2 $304k 234.00 1297.18
Moody's Corporation (MCO) 0.2 $296k 586.00 505.06
salesforce (CRM) 0.2 $296k 1.1k 272.15
Procter & Gamble Company (PG) 0.2 $249k 1.5k 160.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $247k 1.1k 234.80
Fastenal Company (FAST) 0.2 $247k 5.7k 43.13
Exxon Mobil Corporation (XOM) 0.2 $245k 2.2k 112.20
Wells Fargo & Company (WFC) 0.2 $245k 2.9k 83.59
Amgen (AMGN) 0.2 $238k 797.00 298.24
McDonald's Corporation (MCD) 0.2 $232k 789.00 294.08
Caterpillar (CAT) 0.2 $229k 576.00 397.86
Bank of America Corporation (BAC) 0.1 $216k 4.4k 48.93
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $211k 9.0k 23.30
FedEx Corporation (FDX) 0.1 $210k 872.00 241.22
Union Pacific Corporation (UNP) 0.1 $210k 887.00 236.16
Verisk Analytics (VRSK) 0.1 $204k 670.00 304.06