Panoramic Capital Partners, LLC Diversified Active

CIK: 0002052992 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 14, 2025

Total Value ($000): $97,024 (100.0% shares, 0.0% debt)

Holdings (52)

IVV ISHARES TR 24.0%
Value ($000) $23,331 Shares 46,775 Est. Cost $580.15 Unrealized
OEF ISHARES TR 15.5%
Value ($000) $14,998 Shares 62,394 Est. Cost $288.15 Unrealized
SGOV ISHARES TR 10.2%
Value ($000) $9,939 Shares 98,972 Est. Cost $100.32 Unrealized
IJR ISHARES TR 9.0%
Value ($000) $8,726 Shares 96,352 Est. Cost $112.02 Unrealized
IJH ISHARES TR 8.2%
Value ($000) $7,936 Shares 155,114 Est. Cost $60.41 Unrealized
MSFT MICROSOFT CORP 6.3%
Value ($000) $6,076 Shares 17,137 Est. Cost $421.10 Unrealized -3.8%
AAPL APPLE INC 3.2%
Value ($000) $3,140 Shares 18,213 Est. Cost $234.51 Unrealized -1.6%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $1,636 Shares 3,295 Est. Cost $586.08 Unrealized
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $1,619 Shares 1,782 Est. Cost $922.64 Unrealized +5.2%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $1,420 Shares 14,750 Est. Cost $137.79 Unrealized -8.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $1,347 Shares 7,892 Est. Cost $206.14 Unrealized +5.3%
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $1,102 Shares 4,522 Est. Cost $289.81 Unrealized
V VISA INC 0.9%
Value ($000) $914 Shares 2,966 Est. Cost $298.33 Unrealized +12.7%
IGIB ISHARES TR 0.9%
Value ($000) $848 Shares 16,525 Est. Cost $51.51 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $809 Shares 5,591 Est. Cost $174.21 Unrealized +3.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $669 Shares 1,428 Est. Cost $562.69 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $599 Shares 3,995 Est. Cost $149.59 Unrealized +1.9%
GOOG ALPHABET INC 0.6%
Value ($000) $582 Shares 3,971 Est. Cost $175.67 Unrealized +3.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $567 Shares 1,150 Est. Cost $467.23 Unrealized +4.0%
SYY SYSCO CORP 0.6%
Value ($000) $539 Shares 7,933 Est. Cost $73.69 Unrealized -3.2%
META META PLATFORMS INC 0.5%
Value ($000) $532 Shares 1,043 Est. Cost $584.74 Unrealized +10.0%
CPRT COPART INC 0.5%
Value ($000) $453 Shares 8,290 Est. Cost $56.95 Unrealized -1.2%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $452 Shares 2,085 Est. Cost $228.03 Unrealized +10.0%
HD HOME DEPOT INC 0.5%
Value ($000) $452 Shares 1,348 Est. Cost $397.26 Unrealized -4.2%
LLY ELI LILLY & CO 0.5%
Value ($000) $442 Shares 609 Est. Cost $822.87 Unrealized +0.5%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $420 Shares 1,009 Est. Cost $416.06 Unrealized
IGSB ISHARES TR 0.4%
Value ($000) $378 Shares 7,295 Est. Cost $51.70 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $373 Shares 778 Est. Cost $524.66 Unrealized +3.3%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $351 Shares 714 Est. Cost $492.61 Unrealized -4.6%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $350 Shares 632 Est. Cost $552.89 Unrealized -9.7%
TJX TJX COS INC NEW 0.4%
Value ($000) $349 Shares 2,906 Est. Cost $120.10 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $328 Shares 1,046 Est. Cost $366.73 Unrealized -5.1%
WWD WOODWARD INC 0.3%
Value ($000) $323 Shares 2,052 Est. Cost $169.70 Unrealized +8.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $319 Shares 4,006 Est. Cost $95.28 Unrealized +6.0%
TSLA TESLA INC 0.3%
Value ($000) $310 Shares 1,397 Est. Cost $325.87 Unrealized +2.3%
EFA ISHARES TR 0.3%
Value ($000) $306 Shares 4,195 Est. Cost $72.96 Unrealized
ESGV VANGUARD WORLD FD 0.3%
Value ($000) $283 Shares 3,261 Est. Cost $86.93 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $282 Shares 2,798 Est. Cost $107.21 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $279 Shares 3,406 Est. Cost $85.80 Unrealized +8.3%
CRM SALESFORCE INC 0.3%
Value ($000) $271 Shares 1,112 Est. Cost $313.65 Unrealized -1.5%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $269 Shares 1,697 Est. Cost $165.73 Unrealized -1.1%
AMGN AMGEN INC 0.3%
Value ($000) $264 Shares 943 Est. Cost $287.24 Unrealized 0.0%
RTX RTX CORPORATION 0.3%
Value ($000) $264 Shares 2,191 Est. Cost $124.76 Unrealized 0.0%
AVGO BROADCOM INC 0.3%
Value ($000) $263 Shares 1,684 Est. Cost $182.87 Unrealized +14.7%
RACE FERRARI N V 0.3%
Value ($000) $261 Shares 656 Est. Cost $451.22 Unrealized -0.3%
NOW SERVICENOW INC 0.2%
Value ($000) $242 Shares 332 Est. Cost $200.95 Unrealized -4.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $241 Shares 1,618 Est. Cost $136.99 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $241 Shares 803 Est. Cost $292.89 Unrealized 0.0%
NKE NIKE INC 0.2%
Value ($000) $241 Shares 4,517 Est. Cost $76.48 Unrealized -5.8%
MCO MOODYS CORP 0.2%
Value ($000) $238 Shares 601 Est. Cost $473.99 Unrealized +1.0%
GE GE AEROSPACE 0.2%
Value ($000) $233 Shares 1,378 Est. Cost $195.73 Unrealized 0.0%
FAST FASTENAL CO 0.2%
Value ($000) $215 Shares 3,018 Est. Cost $38.05 Unrealized -3.2%