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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Meta Platforms, Inc.

META|30303M102

Shares:1.0K

Value:$532.4K

% of Portfolio:0.5% ($532.4K/$97.0M)

COPART INC

CPRT|217204106

Shares:8.3K

Value:$452.6K

% of Portfolio:0.5% ($452.6K/$97.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.1K

Value:$452.2K

% of Portfolio:0.5% ($452.2K/$97.0M)

HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$451.9K

% of Portfolio:0.5% ($451.9K/$97.0M)

ELI LILLY & Co

LLY|532457108

Shares:609

Value:$442.3K

% of Portfolio:0.5% ($442.3K/$97.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.0K

Value:$419.8K

% of Portfolio:0.4% ($419.8K/$97.0M)

464288646

Shares:7.3K

Value:$378.1K

% of Portfolio:0.4% ($378.1K/$97.0M)

Mastercard Inc

MA|57636Q104

Shares:778

Value:$373.4K

% of Portfolio:0.4% ($373.4K/$97.0M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:714

Value:$351.3K

% of Portfolio:0.4% ($351.3K/$97.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:632

Value:$349.5K

% of Portfolio:0.4% ($349.5K/$97.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.9K

Value:$348.8K

% of Portfolio:0.4% ($348.8K/$97.0M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.0K

Value:$327.9K

% of Portfolio:0.3% ($327.9K/$97.0M)

Woodward, Inc.

WWD|980745103

Shares:2.1K

Value:$323.2K

% of Portfolio:0.3% ($323.2K/$97.0M)

STARBUCKS CORP

SBUX|855244109

Shares:4.0K

Value:$319.2K

% of Portfolio:0.3% ($319.2K/$97.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$309.9K

% of Portfolio:0.3% ($309.9K/$97.0M)

464287465

EFA|464287465

Shares:4.2K

Value:$306.1K

% of Portfolio:0.3% ($306.1K/$97.0M)

921910733

ESGV|921910733

Shares:3.3K

Value:$283.5K

% of Portfolio:0.3% ($283.5K/$97.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.8K

Value:$282.0K

% of Portfolio:0.3% ($282.0K/$97.0M)

Walmart Inc.

WMT|931142103

Shares:3.4K

Value:$278.6K

% of Portfolio:0.3% ($278.6K/$97.0M)

Salesforce, Inc.

CRM|79466L302

Shares:1.1K

Value:$271.3K

% of Portfolio:0.3% ($271.3K/$97.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.0K	QoQ -32.22% (-496) YoY-	All Managers (Combined)	$532.4K	0.5% ($532.4K/$97.0M)	QoQ -40.91% (-$368.7K) YoY-
COPART INC(CPRTcusip217204106)	8.3K	QoQ -1.61% (-136) YoY-	All Managers (Combined)	$452.6K	0.5% ($452.6K/$97.0M)	QoQ -6.41% (-$31.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.1K	QoQ -21.23% (-562) YoY-	All Managers (Combined)	$452.2K	0.5% ($452.2K/$97.0M)	QoQ -28.73% (-$182.3K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ -8.67% (-128) YoY-	All Managers (Combined)	$451.9K	0.5% ($451.9K/$97.0M)	QoQ -21.29% (-$122.2K) YoY-
ELI LILLY & Co(LLYcusip532457108)	609	QoQ +45.34% (+190) YoY-	All Managers (Combined)	$442.3K	0.5% ($442.3K/$97.0M)	QoQ +36.73% (+$118.8K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$419.8K	0.4% ($419.8K/$97.0M)	QoQ NEW(+$419.8K) YoY-
(cusip464288646)✕	7.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$378.1K	0.4% ($378.1K/$97.0M)	QoQ +0.25% (+$948) YoY-
Mastercard Inc(MAcusip57636Q104)	778	QoQ +57.48% (+284) YoY-	All Managers (Combined)	$373.4K	0.4% ($373.4K/$97.0M)	QoQ +43.53% (+$113.3K) YoY-
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	714	QoQ +1.56% (+11) YoY-	All Managers (Combined)	$351.3K	0.4% ($351.3K/$97.0M)	QoQ +6.47% (+$21.4K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	632	QoQ -53.28% (-721) YoY-	All Managers (Combined)	$349.5K	0.4% ($349.5K/$97.0M)	QoQ -48.92% (-$334.9K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$348.8K	0.4% ($348.8K/$97.0M)	QoQ NEW(+$348.8K) YoY-
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.0K	QoQ +15.32% (+139) YoY-	All Managers (Combined)	$327.9K	0.3% ($327.9K/$97.0M)	QoQ +6.36% (+$19.6K) YoY-
Woodward, Inc.(WWDcusip980745103)	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$323.2K	0.3% ($323.2K/$97.0M)	QoQ -5.35% (-$18.3K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	4.0K	QoQ +23.33% (+758) YoY-	All Managers (Combined)	$319.2K	0.3% ($319.2K/$97.0M)	QoQ +7.71% (+$22.9K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ +55.91% (-501) YoY-	All Managers (Combined)	$309.9K	0.3% ($309.9K/$97.0M)	QoQ -14.34% (-$51.9K) YoY-
(EFAcusip464287465)	4.2K	QoQ NEW(+4.2K) YoY-	All Managers (Combined)	$306.1K	0.3% ($306.1K/$97.0M)	QoQ NEW(+$306.1K) YoY-
(ESGVcusip921910733)	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$283.5K	0.3% ($283.5K/$97.0M)	QoQ NEW(+$283.5K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.8K	QoQ NEW(+2.8K) YoY-	All Managers (Combined)	$282.0K	0.3% ($282.0K/$97.0M)	QoQ NEW(+$282.0K) YoY-
Walmart Inc.(WMTcusip931142103)	3.4K	QoQ -25.27% (-1.2K) YoY-	All Managers (Combined)	$278.6K	0.3% ($278.6K/$97.0M)	QoQ -32.35% (-$133.2K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.1K	QoQ +66.96% (+446) YoY-	All Managers (Combined)	$271.3K	0.3% ($271.3K/$97.0M)	QoQ +21.85% (+$48.7K) YoY-