Panoramic-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVGO",
  "HD",
  "MCD",
  "META",
  null,
  "IJH",
  "MA",
  "MSFT",
  "GE",
  "FAST",
  "IJR",
  "NOC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "AMGN",
  null,
  "NOW",
  "SHW",
  "RTX",
  "SBUX",
  "TJX",
  "RACE",
  "AMZN",
  "ESGV",
  "V",
  "WMT",
  "WWD",
  "CRM",
  "SYY",
  "BRK-B",
  "CPRT",
  "COST",
  "EFA",
  "MCO",
  "NKE",
  "QQQ",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 52
Total Value: 97024329
Accession Number: 0001951757-25-000359
Form Type: 13F-HR
CIK: panoramic-capital-partners
Manager Name: Panoramic-Capital-Partners

Data Enrichment

92% identified

48 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $97.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:46.8K

Value:$23.3M

% of Portfolio:24.0% ($23.3M/$97.0M)

464287101

Shares:62.4K

Value:$15.0M

% of Portfolio:15.5% ($15.0M/$97.0M)

46436E718

Shares:99.0K

Value:$9.9M

% of Portfolio:10.2% ($9.9M/$97.0M)

464287804

IJR|464287804

Shares:96.4K

Value:$8.7M

% of Portfolio:9.0% ($8.7M/$97.0M)

464287507

IJH|464287507

Shares:155.1K

Value:$7.9M

% of Portfolio:8.2% ($7.9M/$97.0M)

MICROSOFT CORP

MSFT|594918104

Shares:17.1K

Value:$6.1M

% of Portfolio:6.3% ($6.1M/$97.0M)

Apple Inc.

AAPL|037833100

Shares:18.2K

Value:$3.1M

% of Portfolio:3.2% ($3.1M/$97.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.3K

Value:$1.6M

% of Portfolio:1.7% ($1.6M/$97.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.8K

Value:$1.6M

% of Portfolio:1.7% ($1.6M/$97.0M)

NVIDIA CORP

NVDA|67066G104

Shares:14.8K

Value:$1.4M

% of Portfolio:1.5% ($1.4M/$97.0M)

AMAZON COM INC

AMZN|023135106

Shares:7.9K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$97.0M)

922908769

VTI|922908769

Shares:4.5K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$97.0M)

VISA INC.

V|92826C839

Shares:3.0K

Value:$914.3K

% of Portfolio:0.9% ($914.3K/$97.0M)

464288638

Shares:16.5K

Value:$848.4K

% of Portfolio:0.9% ($848.4K/$97.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.6K

Value:$809.0K

% of Portfolio:0.8% ($809.0K/$97.0M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.4K

Value:$668.6K

% of Portfolio:0.7% ($668.6K/$97.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.0K

Value:$599.3K

% of Portfolio:0.6% ($599.3K/$97.0M)

Alphabet Inc.

GOOG|02079K107

Shares:4.0K

Value:$582.1K

% of Portfolio:0.6% ($582.1K/$97.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$566.5K

% of Portfolio:0.6% ($566.5K/$97.0M)

SYSCO CORP

SYY|871829107

Shares:7.9K

Value:$539.4K

% of Portfolio:0.6% ($539.4K/$97.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	46.8K	QoQ +10.47% (-4.4K) YoY-	All Managers (Combined)	$23.3M	24.0% ($23.3M/$97.0M)	QoQ -6.38% (-$1.6M) YoY-
(cusip464287101)✕	62.4K	QoQ +1.47% (-905) YoY-	All Managers (Combined)	$15.0M	15.5% ($15.0M/$97.0M)	QoQ -15.55% (-$2.8M) YoY-
(cusip46436E718)✕	99.0K	QoQ -24.90% (-32.8K) YoY-	All Managers (Combined)	$9.9M	10.2% ($9.9M/$97.0M)	QoQ -24.83% (-$3.3M) YoY-
(IJRcusip464287804)	96.4K	QoQ +14.90% (-12.5K) YoY-	All Managers (Combined)	$8.7M	9.0% ($8.7M/$97.0M)	QoQ -9.68% (-$935.6K) YoY-
(IJHcusip464287507)	155.1K	QoQ +20.60% (-26.5K) YoY-	All Managers (Combined)	$7.9M	8.2% ($7.9M/$97.0M)	QoQ -0.97% (-$78.5K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	17.1K	QoQ +7.77% (-1.2K) YoY-	All Managers (Combined)	$6.1M	6.3% ($6.1M/$97.0M)	QoQ -9.33% (-$625.7K) YoY-
Apple Inc.(AAPLcusip037833100)	18.2K	QoQ -2.24% (-418) YoY-	All Managers (Combined)	$3.1M	3.2% ($3.1M/$97.0M)	QoQ -32.69% (-$1.5M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.3K	QoQ -12.96% (-491) YoY-	All Managers (Combined)	$1.6M	1.7% ($1.6M/$97.0M)	QoQ -26.27% (-$583.0K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.8K	QoQ -8.42% (-164) YoY-	All Managers (Combined)	$1.6M	1.7% ($1.6M/$97.0M)	QoQ -9.17% (-$163.7K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	14.8K	QoQ -5.47% (-854) YoY-	All Managers (Combined)	$1.4M	1.5% ($1.4M/$97.0M)	QoQ -32.21% (-$675.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	7.9K	QoQ +14.32% (-989) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$97.0M)	QoQ -11.06% (-$167.6K) YoY-
(VTIcusip922908769)	4.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$97.0M)	QoQ -15.89% (-$208.3K) YoY-
VISA INC.(Vcusip92826C839)	3.0K	QoQ -19.88% (-736) YoY-	All Managers (Combined)	$914.3K	0.9% ($914.3K/$97.0M)	QoQ -21.85% (-$255.7K) YoY-
(cusip464288638)✕	16.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$848.4K	0.9% ($848.4K/$97.0M)	QoQ -0.33% (-$2.8K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	5.6K	QoQ +1.12% (-62) YoY-	All Managers (Combined)	$809.0K	0.8% ($809.0K/$97.0M)	QoQ -22.70% (-$237.6K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.4K	QoQ +7.28% (-97) YoY-	All Managers (Combined)	$668.6K	0.7% ($668.6K/$97.0M)	QoQ -11.80% (-$89.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	4.0K	QoQ -19.19% (-949) YoY-	All Managers (Combined)	$599.3K	0.6% ($599.3K/$97.0M)	QoQ -16.18% (-$115.7K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	4.0K	QoQ -17.13% (-821) YoY-	All Managers (Combined)	$582.1K	0.6% ($582.1K/$97.0M)	QoQ -36.21% (-$330.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +29.06% (+259) YoY-	All Managers (Combined)	$566.5K	0.6% ($566.5K/$97.0M)	QoQ +40.27% (+$162.7K) YoY-
SYSCO CORP(SYYcusip871829107)	7.9K	QoQ +10.54% (-757) YoY-	All Managers (Combined)	$539.4K	0.6% ($539.4K/$97.0M)	QoQ -1.68% (-$9.2K) YoY-