Panoramic-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MPLX",
  "ABT",
  null,
  "GOOGL",
  "VDE",
  null,
  null,
  "AVGO",
  "MFIC",
  "ABR",
  "BBDC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "FSCO",
  null,
  "EMXC",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "SILA",
  null,
  null,
  "MSFT",
  "IJR",
  null,
  null,
  "VHT",
  null,
  "PEP",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "LMT",
  "MRK",
  "IEFA",
  "SCHX",
  null,
  "O",
  "GLD",
  null,
  "SPLG",
  "BIV",
  "VNQ",
  "VOE",
  "SCHW",
  null,
  null,
  null,
  null,
  "FSK",
  "VYM",
  "AHR",
  "MGC",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VYMI",
  "VXUS",
  "VOO",
  null,
  "V",
  "WELL",
  null,
  null,
  "XEL",
  "SCHD",
  "SOFI",
  "SCHG",
  null,
  "SCHA",
  null,
  null,
  null,
  "BRK-B",
  "CMCSA",
  "CRWD",
  "RSP",
  "IJJ",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "TSLA",
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 115
Total Value: 148106445
Accession Number: 0001986152-25-000041
Form Type: 13F-HR
CIK: panoramic-investment-advisors
Manager Name: Panoramic-Investment-Advisors

Data Enrichment

56% identified

64 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $148.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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SCHWAB CHARLES CORP

SCHW|808513105

Shares:12.5K

Value:$981.1K

% of Portfolio:0.7% ($981.1K/$148.1M)

921909768

VXUS|921909768

Shares:15.6K

Value:$970.6K

% of Portfolio:0.7% ($970.6K/$148.1M)

33738R506

Shares:16.5K

Value:$963.9K

% of Portfolio:0.7% ($963.9K/$148.1M)

46138E404

Shares:50.9K

Value:$959.7K

% of Portfolio:0.6% ($959.7K/$148.1M)

97717W109

Shares:11.4K

Value:$875.9K

% of Portfolio:0.6% ($875.9K/$148.1M)

464288703

Shares:13.8K

Value:$815.6K

% of Portfolio:0.6% ($815.6K/$148.1M)

61774R858

Shares:14.9K

Value:$742.0K

% of Portfolio:0.5% ($742.0K/$148.1M)

464287705

IJJ|464287705

Shares:5.9K

Value:$710.6K

% of Portfolio:0.5% ($710.6K/$148.1M)

WELLTOWER INC.

WELL|95040Q104

Shares:4.6K

Value:$697.4K

% of Portfolio:0.5% ($697.4K/$148.1M)

464287507

IJH|464287507

Shares:11.9K

Value:$694.6K

% of Portfolio:0.5% ($694.6K/$148.1M)

46435U713

Shares:15.4K

Value:$693.8K

% of Portfolio:0.5% ($693.8K/$148.1M)

MidCap Financial Investment Corp

MFIC|03761U502

Shares:53.6K

Value:$689.7K

% of Portfolio:0.5% ($689.7K/$148.1M)

46654Q203

Shares:12.7K

Value:$656.6K

% of Portfolio:0.4% ($656.6K/$148.1M)

921946794

VYMI|921946794

Shares:8.9K

Value:$655.8K

% of Portfolio:0.4% ($655.8K/$148.1M)

46137V357

RSP|46137V357

Shares:3.7K

Value:$649.3K

% of Portfolio:0.4% ($649.3K/$148.1M)

33733E104

Shares:6.8K

Value:$610.4K

% of Portfolio:0.4% ($610.4K/$148.1M)

Sila Realty Trust, Inc.

SILA|146280508

Shares:22.8K

Value:$608.0K

% of Portfolio:0.4% ($608.0K/$148.1M)

46138E354

Shares:7.8K

Value:$579.5K

% of Portfolio:0.4% ($579.5K/$148.1M)

464287150

ITOT|464287150

Shares:4.6K

Value:$567.2K

% of Portfolio:0.4% ($567.2K/$148.1M)

25861R105

Shares:12.2K

Value:$562.1K

% of Portfolio:0.4% ($562.1K/$148.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SCHWAB CHARLES CORP(SCHWcusip808513105)	12.5K	QoQ -0.79% (-100) YoY -7.79% (-1.1K)	All Managers (Combined)	$981.1K	0.7% ($981.1K/$148.1M)	QoQ +4.93% (-$46.1K) YoY -0.22% (-$2.2K)
(VXUScusip921909768)	15.6K	QoQ -2.26% (-362) YoY -11.95% (-2.1K)	All Managers (Combined)	$970.6K	0.7% ($970.6K/$148.1M)	QoQ +2.99% (-$28.2K) YoY -9.33% (-$99.9K)
(cusip33738R506)✕	16.5K	QoQ -0.60% (-100) YoY -2.94% (-500)	All Managers (Combined)	$963.9K	0.7% ($963.9K/$148.1M)	QoQ -1.61% (-$15.8K) YoY +1.14% (-$10.9K)
(cusip46138E404)✕	50.9K	QoQ +10.07% (+4.7K) YoY +106.04% (+26.2K)	All Managers (Combined)	$959.7K	0.6% ($959.7K/$148.1M)	QoQ +8.28% (+$73.5K) YoY +106.04% (+$493.9K)
(cusip97717W109)✕	11.4K	QoQ +0.94% (+107) YoY +10.03% (+1.0K)	All Managers (Combined)	$875.9K	0.6% ($875.9K/$148.1M)	QoQ +2.39% (+$20.5K) YoY +19.71% (+$144.3K)
(cusip464288703)✕	13.8K	QoQ +0.37% (-52) YoY +3.09% (-413)	All Managers (Combined)	$815.6K	0.6% ($815.6K/$148.1M)	QoQ -6.13% (-$53.3K) YoY -0.10% (-$865)
(cusip61774R858)✕	14.9K	QoQ +7.49% (+1.0K) YoY NEW(+14.9K)	All Managers (Combined)	$742.0K	0.5% ($742.0K/$148.1M)	QoQ +7.45% (+$51.5K) YoY NEW(+$742.0K)
(IJJcusip464287705)	5.9K	QoQ 0.00% (-0) YoY -9.87% (-650)	All Managers (Combined)	$710.6K	0.5% ($710.6K/$148.1M)	QoQ -4.18% (-$31.0K) YoY -8.77% (-$68.3K)
WELLTOWER INC.(WELLcusip95040Q104)	4.6K	QoQ -2.14% (-100) YoY -21.85% (-1.3K)	All Managers (Combined)	$697.4K	0.5% ($697.4K/$148.1M)	QoQ +18.95% (-$111.1K) YoY +28.13% (-$153.1K)
(IJHcusip464287507)	11.9K	QoQ -1.64% (-199) YoY -28.15% (-4.7K)	All Managers (Combined)	$694.6K	0.5% ($694.6K/$148.1M)	QoQ -7.89% (-$59.6K) YoY -30.98% (-$311.8K)
(cusip46435U713)✕	15.4K	QoQ +7.80% (+1.1K) YoY NEW(+15.4K)	All Managers (Combined)	$693.8K	0.5% ($693.8K/$148.1M)	QoQ +4.96% (+$32.8K) YoY NEW(+$693.8K)
MidCap Financial Investment Corp(MFICcusip03761U502)	53.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$689.7K	0.5% ($689.7K/$148.1M)	QoQ -4.67% (-$33.8K) YoY -14.49% (-$116.9K)
(cusip46654Q203)✕	12.7K	QoQ 0.00% (-0) YoY -0.93% (-120)	All Managers (Combined)	$656.6K	0.4% ($656.6K/$148.1M)	QoQ -8.15% (-$58.3K) YoY -5.43% (-$37.7K)
(VYMIcusip921946794)	8.9K	QoQ 0.00% (+0) YoY -1.65% (-150)	All Managers (Combined)	$655.8K	0.4% ($655.8K/$148.1M)	QoQ +8.55% (+$51.7K) YoY +5.33% (-$33.2K)
(RSPcusip46137V357)	3.7K	QoQ 0.00% (-0) YoY +16.76% (+538)	All Managers (Combined)	$649.3K	0.4% ($649.3K/$148.1M)	QoQ -1.14% (-$7.5K) YoY +19.42% (+$105.6K)
(cusip33733E104)✕	6.8K	QoQ -5.41% (-390) YoY -18.41% (-1.5K)	All Managers (Combined)	$610.4K	0.4% ($610.4K/$148.1M)	QoQ -3.45% (-$21.9K) YoY -14.60% (-$104.4K)
Sila Realty Trust, Inc.(SILAcusip146280508)	22.8K	QoQ -3.26% (-769) YoY NEW(+22.8K)	All Managers (Combined)	$608.0K	0.4% ($608.0K/$148.1M)	QoQ +6.23% (-$35.7K) YoY NEW(+$608.0K)
(cusip46138E354)✕	7.8K	QoQ +0.36% (+28) YoY +1.57% (+120)	All Managers (Combined)	$579.5K	0.4% ($579.5K/$148.1M)	QoQ +7.13% (+$38.6K) YoY +15.21% (+$76.5K)
(ITOTcusip464287150)	4.6K	QoQ -4.18% (-203) YoY -18.51% (-1.1K)	All Managers (Combined)	$567.2K	0.4% ($567.2K/$148.1M)	QoQ -9.10% (-$56.8K) YoY -13.76% (-$90.6K)
(cusip25861R105)✕	12.2K	QoQ -0.20% (-25) YoY -13.34% (-1.9K)	All Managers (Combined)	$562.1K	0.4% ($562.1K/$148.1M)	QoQ +1.74% (-$9.6K) YoY -12.79% (-$82.5K)