The Analysis of Panoramic Capital Partners, LLC's Holdings
Currently, Panoramic Capital Partners, LLC holds 62 types of securities in its portfolio with a total value $163.1M. In the most recent quarter, they have increased their positions in CGCB (+115.2K shares, valued at $3.1M), TSLA (+2.0K shares, valued at $900.8K), PLTR (+4.1K shares, valued at $733.4K); decreased their positions in OEF (-1.4K shares, valued at $468.8K), SGOV (-3.0K shares, valued at $304.6K), SBUX (-1.5K shares, valued at $124.0K); initiated new positions in PLTR (+4.1K shares, valued at $733.4K), N/A (+1.4K shares, valued at $248.2K), AMD (+1.1K shares, valued at $243.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR57.0K shares0.45%2025-12-312026-01-07
OEF ISHARES TR60.5K shares-2.21%2025-12-312026-01-07 CGCB CAPITAL GRP FIXED INCM ETF T751.2K shares18.12%2025-12-312026-01-07 IJR ISHARES TR124.4K shares0.85%2025-12-312026-01-07 IJH ISHARES TR201.1K shares2.78%2025-12-312026-01-07 MSFT MICROSOFT CORP17.4K shares0.40%2025-12-312026-01-07 AAPL APPLE INC20.8K shares6.86%2025-12-312026-01-07 NVDA NVIDIA CORPORATION26.0K shares0.94%2025-12-312026-01-07 SGOV ISHARES TR35.5K shares-7.88%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR3.9K shares-0.74%2025-12-312026-01-07 ALPHABET INC ALPHABET INC7.3K shares1.68%2025-12-312026-01-07 AMZN AMAZON COM INC8.1K shares-1.46%2025-12-312026-01-07 TSLA TESLA INC3.9K shares103.30%2025-12-312026-01-07 ALPHABET INC ALPHABET INC5.0K shares-0.32%2025-12-312026-01-07 VTI VANGUARD INDEX FDS4.5K shares0.00%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW1.7K shares1.29%2025-12-312026-01-07 V VISA INC2.8K shares-10.84%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON4.3K shares0.44%2025-12-312026-01-07 IGIB ISHARES TR16.4K shares-0.54%2025-12-312026-01-07 MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares0.00%2025-12-312026-01-07 META META PLATFORMS INC1.3K shares-6.62%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.2.4K shares1.00%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC4.1K sharesnew addition2025-12-312026-01-07 BROADCOM INC BROADCOM INC2.1K shares3.65%2025-12-312026-01-07 EFA ISHARES TR6.9K shares0.00%2025-12-312026-01-07 WWD WOODWARD INC2.1K shares0.00%2025-12-312026-01-07 LLY ELI LILLY & CO558 shares1.45%2025-12-312026-01-07 SYY SYSCO CORP7.9K shares0.08%2025-12-312026-01-07 WMT WALMART INC4.5K shares-0.84%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE1.4K shares0.71%2025-12-312026-01-07 MA MASTERCARD INCORPORATED752 shares-2.97%2025-12-312026-01-07 RTX RTX CORPORATION2.3K shares0.26%2025-12-312026-01-07 ESGV VANGUARD WORLD FD3.4K shares4.17%2025-12-312026-01-07 HD HOME DEPOT INC1.2K shares-17.09%2025-12-312026-01-07 NOC NORTHROP GRUMMAN CORP702 shares0.29%2025-12-312026-01-07 CPRT COPART INC10.2K shares20.38%2025-12-312026-01-07 IGSB ISHARES TR7.2K shares-1.56%2025-12-312026-01-07 CAT CATERPILLAR INC588 shares0.68%2025-12-312026-01-07 SHW SHERWIN WILLIAMS CO1.0K shares-1.89%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-12-312026-01-07 NKE NIKE INC4.6K shares-0.15%2025-12-312026-01-07 WFC WELLS FARGO CO NEW3.0K shares2.36%2025-12-312026-01-07 MCO MOODYS CORP551 shares-6.29%2025-12-312026-01-07 XOM EXXON MOBIL CORP2.3K shares5.96%2025-12-312026-01-07 FDX FEDEX CORP882 shares0.57%2025-12-312026-01-07 BAC BANK AMERICA CORP4.6K shares1.49%2025-12-312026-01-07 RACE FERRARI N V677 shares1.80%2025-12-312026-01-07 DON WISDOMTREE TR4.8K shares0.00%2025-12-312026-01-07 AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-01-07 NOW SERVICENOW INC1.6K shares374.62%2025-12-312026-01-07 NFLX NETFLIX INC2.5K shares912.40%2025-12-312026-01-07 KLAC KLA CORP183 sharesnew addition2025-12-312026-01-07 VSGX VANGUARD WORLD FD3.0K sharesnew addition2025-12-312026-01-07 AMGN AMGEN INC665 sharesnew addition2025-12-312026-01-07 GEV GE VERNOVA INC332 shares1.53%2025-12-312026-01-07 SBUX STARBUCKS CORP2.6K shares-36.42%2025-12-312026-01-07 ABBV ABBVIE INC943 shares0.64%2025-12-312026-01-07 CRM SALESFORCE INC801 sharesnew addition2025-12-312026-01-07 FAST FASTENAL CO5.1K shares-11.20%2025-12-312026-01-07 MU MICRON TECHNOLOGY INC710 sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available