The Analysis of Panoramic Capital Partners, LLC's Holdings
Currently, Panoramic Capital Partners, LLC holds 59 types of securities in its portfolio with a total value $155.6M. In the most recent quarter, they have increased their positions in CGCB (+49.1K shares, valued at $1.3M), IVV (+1.6K shares, valued at $1.1M), IJR (+5.1K shares, valued at $600.6K); decreased their positions in SGOV (-16.6K shares, valued at $1.7M), OEF (-472 shares, valued at $157.1K), COST (-101 shares, valued at $93.5K); initiated new positions in DON (+4.8K shares, valued at $251.0K), ABBV (+937 shares, valued at $217.0K), ORCL (+752 shares, valued at $211.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR56.8K shares2.96%2025-09-302025-10-17
OEF ISHARES TR61.9K shares-0.76%2025-09-302025-10-17 CGCB CAPITAL GRP FIXED INCM ETF T636.0K shares8.36%2025-09-302025-10-17 IJR ISHARES TR123.4K shares4.27%2025-09-302025-10-17 IJH ISHARES TR195.6K shares4.13%2025-09-302025-10-17 MSFT MICROSOFT CORP17.4K shares2.91%2025-09-302025-10-17 AAPL APPLE INC19.5K shares3.56%2025-09-302025-10-17 NVDA NVIDIA CORPORATION25.7K shares2.47%2025-09-302025-10-17 SGOV ISHARES TR38.5K shares-30.07%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR3.9K shares1.60%2025-09-302025-10-17 AMZN AMAZON COM INC8.2K shares2.74%2025-09-302025-10-17 GOOGL ALPHABET INC7.2K shares11.14%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW1.7K shares-5.61%2025-09-302025-10-17 VTI VANGUARD INDEX FDS4.5K shares0.00%2025-09-302025-10-17 GOOG ALPHABET INC5.0K shares-0.94%2025-09-302025-10-17 V VISA INC3.1K shares0.29%2025-09-302025-10-17 META META PLATFORMS INC1.4K shares6.10%2025-09-302025-10-17 IGIB ISHARES TR16.5K shares0.00%2025-09-302025-10-17 TSLA TESLA INC1.9K shares5.50%2025-09-302025-10-17 MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares0.07%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON4.3K shares30.14%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.2.4K shares3.58%2025-09-302025-10-17 AVGO BROADCOM INC2.0K shares7.12%2025-09-302025-10-17 SYY SYSCO CORP7.8K shares0.06%2025-09-302025-10-17 EFA ISHARES TR6.9K shares0.00%2025-09-302025-10-17 HD HOME DEPOT INC1.4K shares7.09%2025-09-302025-10-17 WWD WOODWARD INC2.1K shares0.00%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares-4.75%2025-09-302025-10-17 IBTF ISHARES TR20.9K shares130.51%2025-09-302025-10-17 WMT WALMART INC4.5K shares16.42%2025-09-302025-10-17 MA MASTERCARD INCORPORATED775 shares1.04%2025-09-302025-10-17 NOC NORTHROP GRUMMAN CORP700 shares0.43%2025-09-302025-10-17 GE GE AEROSPACE1.4K shares1.45%2025-09-302025-10-17 LLY ELI LILLY & CO550 shares-0.90%2025-09-302025-10-17 IGSB ISHARES TR7.3K shares0.00%2025-09-302025-10-17 ESGV VANGUARD WORLD FD3.3K shares0.00%2025-09-302025-10-17 CPRT COPART INC8.5K shares0.26%2025-09-302025-10-17 RTX RTX CORPORATION2.3K shares1.75%2025-09-302025-10-17 SHW SHERWIN WILLIAMS CO1.1K shares0.47%2025-09-302025-10-17 SBUX STARBUCKS CORP4.0K shares0.57%2025-09-302025-10-17 RACE FERRARI N V665 shares0.00%2025-09-302025-10-17 NKE NIKE INC4.6K shares-0.95%2025-09-302025-10-17 NOW SERVICENOW INC327 shares0.62%2025-09-302025-10-17 NFLX NETFLIX INC250 shares6.84%2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-10-17 PM PHILIP MORRIS INTL INC1.8K shares4.59%2025-09-302025-10-17 FAST FASTENAL CO5.7K shares0.17%2025-09-302025-10-17 MCO MOODYS CORP588 shares0.34%2025-09-302025-10-17 CAT CATERPILLAR INC584 shares1.39%2025-09-302025-10-17 DON WISDOMTREE TR4.8K sharesnew addition2025-09-302025-10-17 WFC WELLS FARGO CO NEW3.0K shares1.23%2025-09-302025-10-17 XOM EXXON MOBIL CORP2.2K shares0.00%2025-09-302025-10-17 BAC BANK AMERICA CORP4.5K shares3.08%2025-09-302025-10-17 UNP UNION PAC CORP941 shares6.09%2025-09-302025-10-17 ABBV ABBVIE INC937 sharesnew addition2025-09-302025-10-17 ORCL ORACLE CORP752 sharesnew addition2025-09-302025-10-17 FDX FEDEX CORP877 shares0.57%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO1.3K shares-13.17%2025-09-302025-10-17 GEV GE VERNOVA INC327 sharesnew addition2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available