Panoramic Capital Partners, LLC Diversified Active

CIK: 0002052992 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Jan 29, 2025

Total Value ($000): $113,799 (100.0% shares, 0.0% debt)

Holdings (59)

IVV ISHARES TR 21.9%
Value ($000) $24,923 Shares 42,338 Est. Cost $588.68 Unrealized
OEF ISHARES TR 15.6%
Value ($000) $17,761 Shares 61,489 Est. Cost $288.85 Unrealized
SGOV ISHARES TR 11.6%
Value ($000) $13,222 Shares 131,803 Est. Cost $100.32 Unrealized
IJR ISHARES TR 8.5%
Value ($000) $9,661 Shares 83,850 Est. Cost $115.22 Unrealized
IJH ISHARES TR 7.0%
Value ($000) $8,014 Shares 128,617 Est. Cost $62.31 Unrealized
MSFT MICROSOFT CORP 5.9%
Value ($000) $6,702 Shares 15,900 Est. Cost $422.35 Unrealized 0.0%
AAPL APPLE INC 4.1%
Value ($000) $4,666 Shares 18,631 Est. Cost $234.51 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $2,219 Shares 3,786 Est. Cost $586.08 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $2,095 Shares 15,604 Est. Cost $137.79 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $1,783 Shares 1,946 Est. Cost $922.64 Unrealized 0.0%
AMZN AMAZON COM INC 1.3%
Value ($000) $1,514 Shares 6,903 Est. Cost $204.58 Unrealized 0.0%
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $1,311 Shares 4,522 Est. Cost $289.81 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $1,214 Shares 5,238 Est. Cost $182.87 Unrealized 0.0%
V VISA INC 1.0%
Value ($000) $1,170 Shares 3,702 Est. Cost $298.33 Unrealized 0.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $1,047 Shares 5,529 Est. Cost $174.14 Unrealized 0.0%
GOOG ALPHABET INC 0.8%
Value ($000) $913 Shares 4,792 Est. Cost $175.67 Unrealized 0.0%
META META PLATFORMS INC 0.8%
Value ($000) $901 Shares 1,539 Est. Cost $584.74 Unrealized 0.0%
IGIB ISHARES TR 0.7%
Value ($000) $851 Shares 16,525 Est. Cost $51.51 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $758 Shares 1,331 Est. Cost $569.58 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $715 Shares 4,944 Est. Cost $149.59 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $684 Shares 1,353 Est. Cost $552.89 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $635 Shares 2,647 Est. Cost $228.03 Unrealized 0.0%
HD HOME DEPOT INC 0.5%
Value ($000) $574 Shares 1,476 Est. Cost $397.26 Unrealized 0.0%
SYY SYSCO CORP 0.5%
Value ($000) $549 Shares 7,176 Est. Cost $73.94 Unrealized 0.0%
CPRT COPART INC 0.4%
Value ($000) $484 Shares 8,426 Est. Cost $56.95 Unrealized 0.0%
WMT WALMART INC 0.4%
Value ($000) $412 Shares 4,558 Est. Cost $85.80 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $404 Shares 891 Est. Cost $461.73 Unrealized 0.0%
IGSB ISHARES TR 0.3%
Value ($000) $377 Shares 7,295 Est. Cost $51.70 Unrealized
NKE NIKE INC 0.3%
Value ($000) $373 Shares 4,926 Est. Cost $76.48 Unrealized 0.0%
TSLA TESLA INC 0.3%
Value ($000) $362 Shares 896 Est. Cost $321.74 Unrealized 0.0%
WWD WOODWARD INC 0.3%
Value ($000) $341 Shares 2,052 Est. Cost $169.70 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $330 Shares 703 Est. Cost $492.97 Unrealized 0.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $323 Shares 419 Est. Cost $821.14 Unrealized 0.0%
RACE FERRARI N V 0.3%
Value ($000) $322 Shares 759 Est. Cost $451.22 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $316 Shares 1,883 Est. Cost $165.73 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $308 Shares 907 Est. Cost $369.58 Unrealized 0.0%
SBUX STARBUCKS CORP 0.3%
Value ($000) $296 Shares 3,248 Est. Cost $93.94 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value ($000) $294 Shares 277 Est. Cost $202.58 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value ($000) $283 Shares 637 Est. Cost $495.13 Unrealized 0.0%
UNP UNION PAC CORP 0.2%
Value ($000) $280 Shares 1,228 Est. Cost $230.22 Unrealized 0.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $276 Shares 2,783 Est. Cost $102.31 Unrealized 0.0%
ADSK AUTODESK INC 0.2%
Value ($000) $268 Shares 906 Est. Cost $295.42 Unrealized 0.0%
USRT ISHARES TR 0.2%
Value ($000) $268 Shares 4,668 Est. Cost $57.31 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $262 Shares 4,343 Est. Cost $60.27 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $260 Shares 494 Est. Cost $514.68 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $254 Shares 6,777 Est. Cost $39.99 Unrealized 0.0%
MCO MOODYS CORP 0.2%
Value ($000) $240 Shares 508 Est. Cost $473.16 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $234 Shares 469 Est. Cost $503.12 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value ($000) $229 Shares 814 Est. Cost $271.73 Unrealized 0.0%
CRM SALESFORCE INC 0.2%
Value ($000) $223 Shares 666 Est. Cost $316.76 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $222 Shares 1,218 Est. Cost $188.91 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $218 Shares 420 Est. Cost $547.53 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $218 Shares 1,421 Est. Cost $159.52 Unrealized 0.0%
AZO AUTOZONE INC 0.2%
Value ($000) $215 Shares 67 Est. Cost $3166.27 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $209 Shares 165 Est. Cost $1229.53 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $209 Shares 759 Est. Cost $276.10 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $203 Shares 1,030 Est. Cost $197.49 Unrealized
IT GARTNER INC 0.2%
Value ($000) $203 Shares 418 Est. Cost $515.55 Unrealized 0.0%
FAST FASTENAL CO 0.2%
Value ($000) $200 Shares 2,786 Est. Cost $38.15 Unrealized 0.0%