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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464288638

Shares:4.6K

Value:$242.5K

% of Portfolio:0.2% ($242.5K/$148.1M)

82889N632

Shares:10.6K

Value:$231.5K

% of Portfolio:0.2% ($231.5K/$148.1M)

922908512

VOE|922908512

Shares:1.4K

Value:$230.3K

% of Portfolio:0.2% ($230.3K/$148.1M)

464287804

IJR|464287804

Shares:2.2K

Value:$227.2K

% of Portfolio:0.2% ($227.2K/$148.1M)

HOME DEPOT, INC.

HD|437076102

Shares:600

Value:$219.8K

% of Portfolio:0.1% ($219.8K/$148.1M)

922908553

VNQ|922908553

Shares:2.4K

Value:$219.5K

% of Portfolio:0.1% ($219.5K/$148.1M)

MPLX LP

MPLX|55336V100

Shares:4.1K

Value:$217.1K

% of Portfolio:0.1% ($217.1K/$148.1M)

VISA INC.

V|92826C839

Shares:619

Value:$216.9K

% of Portfolio:0.1% ($216.9K/$148.1M)

COMCAST CORP

CMCSA|20030N101

Shares:5.9K

Value:$216.5K

% of Portfolio:0.1% ($216.5K/$148.1M)

92204A108

Shares:653

Value:$212.7K

% of Portfolio:0.1% ($212.7K/$148.1M)

XCEL ENERGY INC

XEL|98389B100

Shares:3.0K

Value:$210.3K

% of Portfolio:0.1% ($210.3K/$148.1M)

78468R788

Shares:4.5K

Value:$201.1K

% of Portfolio:0.1% ($201.1K/$148.1M)

Barings BDC, Inc.

BBDC|06759L103

Shares:19.0K

Value:$181.5K

% of Portfolio:0.1% ($181.5K/$148.1M)

ARBOR REALTY TRUST INC

ABR|038923108

Shares:11.7K

Value:$137.5K

% of Portfolio:0.1% ($137.5K/$148.1M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:10.7K

Value:$123.9K

% of Portfolio:0.1% ($123.9K/$148.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288638)✕	4.6K	QoQ +0.56% (+26) YoY -24.30% (-1.5K)	All Managers (Combined)	$242.5K	0.2% ($242.5K/$148.1M)	QoQ +2.54% (+$6.0K) YoY -22.95% (-$72.3K)
(cusip82889N632)✕	10.6K	QoQ 0.00% (-0) YoY NEW(+10.6K)	All Managers (Combined)	$231.5K	0.2% ($231.5K/$148.1M)	QoQ -4.69% (-$11.4K) YoY NEW(+$231.5K)
(VOEcusip922908512)	1.4K	QoQ +0.63% (-9) YoY +7.89% (+105)	All Managers (Combined)	$230.3K	0.2% ($230.3K/$148.1M)	QoQ -0.14% (-$336) YoY +11.07% (+$23.0K)
(IJRcusip464287804)	2.2K	QoQ +7.31% (-148) YoY -37.63% (-1.3K)	All Managers (Combined)	$227.2K	0.2% ($227.2K/$148.1M)	QoQ -2.59% (-$6.1K) YoY -40.98% (-$157.8K)
HOME DEPOT, INC.(HDcusip437076102)	600	QoQ +0.33% (-2) YoY NEW(+600)	All Managers (Combined)	$219.8K	0.1% ($219.8K/$148.1M)	QoQ -5.57% (-$13.0K) YoY NEW(+$219.8K)
(VNQcusip922908553)	2.4K	QoQ -3.96% (-100) YoY -21.45% (-662)	All Managers (Combined)	$219.5K	0.1% ($219.5K/$148.1M)	QoQ -2.36% (-$5.3K) YoY -17.75% (-$47.4K)
MPLX LP(MPLXcusip55336V100)	4.1K	QoQ -3.10% (-130) YoY NEW(+4.1K)	All Managers (Combined)	$217.1K	0.1% ($217.1K/$148.1M)	QoQ +8.35% (-$16.7K) YoY NEW(+$217.1K)
VISA INC.(Vcusip92826C839)	619	QoQ -7.47% (-50) YoY NEW(+619)	All Managers (Combined)	$216.9K	0.1% ($216.9K/$148.1M)	QoQ +2.60% (-$5.5K) YoY NEW(+$216.9K)
COMCAST CORP(CMCSAcusip20030N101)	5.9K	QoQ 0.00% (-0) YoY -8.21% (-525)	All Managers (Combined)	$216.5K	0.1% ($216.5K/$148.1M)	QoQ -1.67% (-$3.7K) YoY -21.86% (-$60.6K)
(cusip92204A108)✕	653	QoQ +15.16% (-86) YoY NEW(+653)	All Managers (Combined)	$212.7K	0.1% ($212.7K/$148.1M)	QoQ -0.05% (-$123) YoY NEW(+$212.7K)
XCEL ENERGY INC(XELcusip98389B100)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$210.3K	0.1% ($210.3K/$148.1M)	QoQ +4.84% (+$9.7K) YoY NEW(+$210.3K)
(cusip78468R788)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$201.1K	0.1% ($201.1K/$148.1M)	QoQ NEW(+$201.1K) YoY NEW(+$201.1K)
Barings BDC, Inc.(BBDCcusip06759L103)	19.0K	QoQ 0.00% (-0) YoY -28.31% (-7.5K)	All Managers (Combined)	$181.5K	0.1% ($181.5K/$148.1M)	QoQ -0.31% (-$570) YoY -26.46% (-$65.3K)
ARBOR REALTY TRUST INC(ABRcusip038923108)	11.7K	QoQ 0.00% (-0) YoY -11.02% (-1.4K)	All Managers (Combined)	$137.5K	0.1% ($137.5K/$148.1M)	QoQ -15.16% (-$24.6K) YoY -21.09% (-$36.8K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	10.7K	QoQ 0.00% (-0) YoY -53.69% (-12.3K)	All Managers (Combined)	$123.9K	0.1% ($123.9K/$148.1M)	QoQ -24.48% (-$40.1K) YoY -26.22% (-$44.0K)