Panoramic Capital Partners, LLC Diversified Active

CIK: 0002052992 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $155,644 (100.0% shares, 0.0% debt)

Holdings (59)

IVV ISHARES TR 24.4%
Value ($000) $38,004 Shares 56,782 Est. Cost $589.79 Unrealized
OEF ISHARES TR 13.2%
Value ($000) $20,603 Shares 61,900 Est. Cost $288.15 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 10.9%
Value ($000) $16,904 Shares 635,979 Est. Cost $26.21 Unrealized
IJR ISHARES TR 9.4%
Value ($000) $14,658 Shares 123,357 Est. Cost $112.49 Unrealized
IJH ISHARES TR 8.2%
Value ($000) $12,767 Shares 195,635 Est. Cost $61.16 Unrealized
MSFT MICROSOFT CORP 5.8%
Value ($000) $8,989 Shares 17,355 Est. Cost $423.58 Unrealized +20.1%
AAPL APPLE INC 3.2%
Value ($000) $4,968 Shares 19,510 Est. Cost $233.14 Unrealized -3.2%
NVDA NVIDIA CORPORATION 3.1%
Value ($000) $4,803 Shares 25,740 Est. Cost $133.85 Unrealized +30.2%
SGOV ISHARES TR 2.5%
Value ($000) $3,879 Shares 38,516 Est. Cost $100.32 Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $2,623 Shares 3,938 Est. Cost $593.13 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $1,800 Shares 8,198 Est. Cost $206.59 Unrealized +9.6%
GOOGL ALPHABET INC 1.1%
Value ($000) $1,754 Shares 7,216 Est. Cost $176.35 Unrealized +18.6%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,574 Shares 1,700 Est. Cost $923.36 Unrealized +3.6%
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $1,484 Shares 4,522 Est. Cost $289.81 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $1,228 Shares 5,041 Est. Cost $173.29 Unrealized +21.1%
V VISA INC 0.7%
Value ($000) $1,059 Shares 3,101 Est. Cost $300.31 Unrealized +14.9%
META META PLATFORMS INC 0.6%
Value ($000) $1,010 Shares 1,375 Est. Cost $599.71 Unrealized +23.9%
IGIB ISHARES TR 0.6%
Value ($000) $894 Shares 16,525 Est. Cost $51.51 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $862 Shares 1,939 Est. Cost $321.37 Unrealized +7.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $852 Shares 1,429 Est. Cost $562.69 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $799 Shares 4,309 Est. Cost $154.20 Unrealized +9.9%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $757 Shares 2,400 Est. Cost $232.76 Unrealized +27.1%
AVGO BROADCOM INC 0.4%
Value ($000) $670 Shares 2,030 Est. Cost $194.48 Unrealized +57.2%
SYY SYSCO CORP 0.4%
Value ($000) $646 Shares 7,850 Est. Cost $73.69 Unrealized +7.0%
EFA ISHARES TR 0.4%
Value ($000) $644 Shares 6,892 Est. Cost $79.44 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $569 Shares 1,404 Est. Cost $396.73 Unrealized -1.9%
WWD WOODWARD INC 0.3%
Value ($000) $519 Shares 2,052 Est. Cost $169.70 Unrealized +46.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $514 Shares 1,022 Est. Cost $467.23 Unrealized +3.7%
ISHARES TR 0.3%
Value ($000) $487 Shares 20,859 Est. Cost $23.34 Unrealized
WMT WALMART INC 0.3%
Value ($000) $466 Shares 4,523 Est. Cost $88.65 Unrealized +11.9%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $441 Shares 775 Est. Cost $525.16 Unrealized +9.2%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $427 Shares 700 Est. Cost $492.61 Unrealized +14.3%
GE GE AEROSPACE 0.3%
Value ($000) $422 Shares 1,402 Est. Cost $196.83 Unrealized +38.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $420 Shares 550 Est. Cost $822.87 Unrealized -9.8%
IGSB ISHARES TR 0.2%
Value ($000) $387 Shares 7,295 Est. Cost $51.70 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $386 Shares 3,261 Est. Cost $86.93 Unrealized
CPRT COPART INC 0.2%
Value ($000) $380 Shares 8,451 Est. Cost $56.94 Unrealized -17.2%
RTX RTX CORPORATION 0.2%
Value ($000) $380 Shares 2,270 Est. Cost $125.39 Unrealized +23.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $367 Shares 1,059 Est. Cost $366.73 Unrealized -4.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $342 Shares 4,045 Est. Cost $95.28 Unrealized -7.0%
RACE FERRARI N V 0.2%
Value ($000) $323 Shares 665 Est. Cost $451.40 Unrealized +6.1%
NKE NIKE INC 0.2%
Value ($000) $318 Shares 4,567 Est. Cost $76.13 Unrealized -3.1%
NOW SERVICENOW INC 0.2%
Value ($000) $301 Shares 327 Est. Cost $200.95 Unrealized -7.0%
NFLX NETFLIX INC 0.2%
Value ($000) $300 Shares 250 Est. Cost $113.64 Unrealized +7.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $293 Shares 1,050 Est. Cost $234.80 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $289 Shares 1,779 Est. Cost $139.64 Unrealized +18.3%
FAST FASTENAL CO 0.2%
Value ($000) $281 Shares 5,725 Est. Cost $39.02 Unrealized +20.3%
MCO MOODYS CORP 0.2%
Value ($000) $280 Shares 588 Est. Cost $473.99 Unrealized +6.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $279 Shares 584 Est. Cost $332.13 Unrealized +28.1%
DON WISDOMTREE TR 0.2%
Value ($000) $251 Shares 4,800 Est. Cost $52.30 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $248 Shares 2,961 Est. Cost $71.26 Unrealized +12.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $246 Shares 2,181 Est. Cost $107.21 Unrealized +2.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $235 Shares 4,550 Est. Cost $41.65 Unrealized +16.1%
UNP UNION PAC CORP 0.1%
Value ($000) $222 Shares 941 Est. Cost $218.74 Unrealized +2.0%
ABBV ABBVIE INC 0.1%
Value ($000) $217 Shares 937 Est. Cost $201.95 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $211 Shares 752 Est. Cost $254.17 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $207 Shares 877 Est. Cost $215.22 Unrealized +6.1%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $207 Shares 1,345 Est. Cost $165.73 Unrealized -6.5%
GEV GE VERNOVA INC 0.1%
Value ($000) $201 Shares 327 Est. Cost $605.52 Unrealized 0.0%