Panoramic Capital Partners, LLC
data from 31/12/2025
Capitalization
$ 163.053 M
4.76 %
Performance
$ 16.184 M
13.32 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | IVV | ISHARES TR | 23.96% | 39.069 M $ | 57039 | 2024/12/31 | 888.070 K $ | 2.34 % |
| 2025/12/31 | ISHARES TR | 12.73% | 20.761 M $ | 60533 | 2024/12/31 | 627.047 K $ | 3.04 % | |
| 2025/12/31 | CAPITAL GRP FIXED INCM ETF T | 12.22% | 19.922 M $ | 751213 | 2025/06/30 | -38.158 K $ | -0.23 % | |
| 2025/12/31 | ISHARES TR | 9.17% | 14.951 M $ | 124407 | 2024/12/31 | 166.531 K $ | 1.14 % | |
| 2025/12/31 | ISHARES TR | 8.14% | 13.271 M $ | 201082 | 2024/12/31 | 144.769 K $ | 1.13 % | |
| 2025/12/31 | MICROSOFT CORP | 5.17% | 8.427 M $ | 17425 | 2024/12/31 | -595.970 K $ | -6.63 % | |
| 2025/12/31 | APPLE INC | 3.48% | 5.668 M $ | 20849 | 2024/12/31 | 336.157 K $ | 6.77 % | |
| 2025/12/31 | NVIDIA CORPORATION | 2.97% | 4.846 M $ | 25982 | 2024/12/31 | -2.059 K $ | -0.04 % | |
| 2025/12/31 | ISHARES TR | 2.18% | 3.562 M $ | 35482 | 2024/12/31 | -12.325 K $ | -0.32 % | |
| 2025/12/31 | SPDR S&P 500 ETF TR | 1.63% | 2.666 M $ | 3909 | 2024/12/31 | 61.865 K $ | 2.36 % | |
| 2025/12/31 | ALPHABET INC | 1.41% | 2.296 M $ | 7337 | 2024/12/31 | 504.398 K $ | 28.75 % | |
| 2025/12/31 | AMAZON COM INC | 1.14% | 1.865 M $ | 8078 | 2024/12/31 | 92.227 K $ | 5.12 % | |
| 2025/12/31 | TESLA INC | 1.09% | 1.773 M $ | 3942 | 2024/12/31 | 9.695 K $ | 1.12 % | |
| 2025/12/31 | ALPHABET INC | 0.97% | 1.577 M $ | 5025 | 2024/12/31 | 354.130 K $ | 28.84 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.93% | 1.516 M $ | 4522 | 2024/12/31 | 32.106 K $ | 2.16 % | |
| 2025/12/31 | COSTCO WHSL CORP NEW | 0.91% | 1.485 M $ | 1722 | 2024/12/31 | -107.592 K $ | -6.84 % | |
| 2025/12/31 | VISA INC | 0.59% | 969.713 K $ | 2765 | 2024/12/31 | 28.932 K $ | 2.73 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.55% | 895.680 K $ | 4328 | 2024/12/31 | 92.772 K $ | 11.61 % | |
| 2025/12/31 | ISHARES TR | 0.54% | 885.518 K $ | 16435 | 2024/12/31 | -3.470 K $ | -0.39 % | |
| 2025/12/31 | SPDR S&P MIDCAP 400 ETF TR | 0.53% | 862.208 K $ | 1429 | 2024/12/31 | 10.474 K $ | 1.23 % | |
| 2025/12/31 | META PLATFORMS INC | 0.52% | 847.556 K $ | 1284 | 2024/12/31 | -102.148 K $ | -10.12 % | |
| 2025/12/31 | JPM | JPMORGAN CHASE & CO. | 0.48% | 781.061 K $ | 2424 | 2024/12/31 | 16.296 K $ | 2.15 % |
| 2025/12/31 | PALANTIR TECHNOLOGIES INC | 0.45% | 733.396 K $ | 4126 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | BROADCOM INC | 0.45% | 728.194 K $ | 2104 | 2024/12/31 | 32.865 K $ | 4.91 % | |
| 2025/12/31 | ISHARES TR | 0.41% | 661.839 K $ | 6892 | 2025/03/31 | 18.332 K $ | 2.85 % | |
| 2025/12/31 | WOODWARD INC | 0.38% | 620.361 K $ | 2052 | 2024/12/31 | 101.799 K $ | 19.63 % | |
| 2025/12/31 | ELI LILLY & CO | 0.37% | 599.671 K $ | 558 | 2024/12/31 | 171.424 K $ | 40.85 % | |
| 2025/12/31 | SYSCO CORP | 0.36% | 578.909 K $ | 7856 | 2024/12/31 | -67.902 K $ | -10.51 % | |
| 2025/12/31 | WALMART INC | 0.31% | 499.674 K $ | 4485 | 2024/12/31 | 37.767 K $ | 8.10 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.27% | 439.316 K $ | 874 | 2024/12/31 | -91.000 $ | -0.02 % | |
| 2025/12/31 | GE AEROSPACE | 0.27% | 435.087 K $ | 1412 | 2025/03/31 | 10.262 K $ | 2.43 % | |
| 2025/12/31 | MASTERCARD INCORPORATED | 0.26% | 429.302 K $ | 752 | 2024/12/31 | 1.604 K $ | 0.36 % | |
| 2025/12/31 | RTX CORPORATION | 0.26% | 417.418 K $ | 2276 | 2025/03/31 | 36.478 K $ | 9.60 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.25% | 410.892 K $ | 3397 | 2025/03/31 | 8.217 K $ | 2.13 % | |
| 2025/12/31 | HOME DEPOT INC | 0.25% | 400.532 K $ | 1164 | 2024/12/31 | -85.770 K $ | -15.08 % | |
| 2025/12/31 | NORTHROP GRUMMAN CORP | 0.25% | 400.287 K $ | 702 | 2024/12/31 | -27.377 K $ | -6.42 % | |
| 2025/12/31 | COPART INC | 0.24% | 398.273 K $ | 10173 | 2024/12/31 | -49.184 K $ | -12.94 % | |
| 2025/12/31 | ISHARES TR | 0.23% | 379.731 K $ | 7181 | 2024/12/31 | -1.094 K $ | -0.28 % | |
| 2025/12/31 | CATERPILLAR INC | 0.21% | 336.848 K $ | 588 | 2025/06/30 | 55.900 K $ | 20.06 % | |
| 2025/12/31 | SHERWIN WILLIAMS CO | 0.21% | 336.667 K $ | 1039 | 2024/12/31 | -23.541 K $ | -6.42 % | |
| 2025/12/31 | TAIWAN SEMICONDUCTOR MFG LTD | 0.20% | 319.084 K $ | 1050 | 2024/12/31 | 25.829 K $ | 8.81 % | |
| 2025/12/31 | NIKE INC | 0.18% | 290.518 K $ | 4560 | 2024/12/31 | -27.493 K $ | -8.63 % | |
| 2025/12/31 | WELLS FARGO CO NEW | 0.17% | 282.466 K $ | 3031 | 2025/06/30 | 27.744 K $ | 11.18 % | |
| 2025/12/31 | MOODYS CORP | 0.17% | 281.478 K $ | 551 | 2024/12/31 | 20.209 K $ | 7.21 % | |
| 2025/12/31 | EXXON MOBIL CORP | 0.17% | 278.106 K $ | 2311 | 2025/03/31 | 16.553 K $ | 6.73 % | |
| 2025/12/31 | FEDEX CORP | 0.16% | 254.633 K $ | 882 | 2024/12/31 | 46.384 K $ | 22.42 % | |
| 2025/12/31 | BANK AMERICA CORP | 0.16% | 253.990 K $ | 4618 | 2025/06/30 | 15.515 K $ | 6.61 % | |
| 2025/12/31 | FERRARI N V | 0.15% | 250.192 K $ | 677 | 2024/12/31 | -76.913 K $ | -23.84 % | |
| 2025/12/31 | LAM RESEARCH CORP | 0.15% | 248.211 K $ | 1450 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | WISDOMTREE TR | 0.15% | 247.680 K $ | 4800 | 2025/09/30 | -3.359 K $ | -1.34 % | |
| 2025/12/31 | ADVANCED MICRO DEVICES INC | 0.15% | 243.286 K $ | 1136 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | SERVICENOW INC | 0.15% | 237.751 K $ | 1552 | 2024/12/31 | -250.838 K $ | -83.35 % | |
| 2025/12/31 | NETFLIX INC | 0.15% | 237.307 K $ | 2531 | 2025/06/30 | -276.290 K $ | -92.18 % | |
| 2025/12/31 | KLA CORP | 0.14% | 222.360 K $ | 183 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.13% | 218.419 K $ | 3050 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | AMGEN INC | 0.13% | 217.786 K $ | 665 | 2025/03/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | GE VERNOVA INC | 0.13% | 216.985 K $ | 332 | 2025/09/30 | 12.645 K $ | 6.29 % | |
| 2025/12/31 | STARBUCKS CORP | 0.13% | 216.588 K $ | 2572 | 2024/12/31 | -1.577 K $ | -0.46 % | |
| 2025/12/31 | ABBVIE INC | 0.13% | 215.466 K $ | 943 | 2025/09/30 | -2.857 K $ | -1.32 % | |
| 2025/12/31 | SALESFORCE INC | 0.13% | 212.193 K $ | 801 | 2024/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | FASTENAL CO | 0.13% | 204.021 K $ | 5084 | 2024/12/31 | -51.009 K $ | -18.17 % | |
| 2025/12/31 | MICRON TECHNOLOGY INC | 0.12% | 202.641 K $ | 710 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | PM | PHILIP MORRIS INTL INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | PG | PROCTER AND GAMBLE CO | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | UNP | UNION PAC CORP | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | IBTF | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/12/31 | ORCL | ORACLE CORP | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |