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:

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PROCTER & GAMBLE Co

PG|742718109

Shares:1.7K

Value:$268.8K

% of Portfolio:0.3% ($268.8K/$97.0M)

AMGEN INC

AMGN|031162100

Shares:943

Value:$264.3K

% of Portfolio:0.3% ($264.3K/$97.0M)

RTX Corp

RTX|75513E101

Shares:2.2K

Value:$263.9K

% of Portfolio:0.3% ($263.9K/$97.0M)

Broadcom Inc.

AVGO|11135F101

Shares:1.7K

Value:$262.8K

% of Portfolio:0.3% ($262.8K/$97.0M)

Ferrari N.V.

RACE|N3167Y103

Shares:656

Value:$261.0K

% of Portfolio:0.3% ($261.0K/$97.0M)

ServiceNow, Inc.

NOW|81762P102

Shares:332

Value:$241.6K

% of Portfolio:0.2% ($241.6K/$97.0M)

Philip Morris International Inc.

PM|718172109

Shares:1.6K

Value:$241.5K

% of Portfolio:0.2% ($241.5K/$97.0M)

MCDONALDS CORP

MCD|580135101

Shares:803

Value:$240.8K

% of Portfolio:0.2% ($240.8K/$97.0M)

NIKE, Inc.

NKE|654106103

Shares:4.5K

Value:$240.6K

% of Portfolio:0.2% ($240.6K/$97.0M)

MOODYS CORP /DE/

MCO|615369105

Shares:601

Value:$238.4K

% of Portfolio:0.2% ($238.4K/$97.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.4K

Value:$233.5K

% of Portfolio:0.2% ($233.5K/$97.0M)

FASTENAL CO

FAST|311900104

Shares:3.0K

Value:$214.9K

% of Portfolio:0.2% ($214.9K/$97.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	1.7K	QoQ -9.87% (-186) YoY-	All Managers (Combined)	$268.8K	0.3% ($268.8K/$97.0M)	QoQ -14.85% (-$46.9K) YoY-
AMGEN INC(AMGNcusip031162100)	943	QoQ NEW(+943) YoY-	All Managers (Combined)	$264.3K	0.3% ($264.3K/$97.0M)	QoQ NEW(+$264.3K) YoY-
RTX Corp(RTXcusip75513E101)	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$263.9K	0.3% ($263.9K/$97.0M)	QoQ NEW(+$263.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.7K	QoQ -67.85% (-3.6K) YoY-	All Managers (Combined)	$262.8K	0.3% ($262.8K/$97.0M)	QoQ -78.36% (-$951.6K) YoY-
Ferrari N.V.(RACEcusipN3167Y103)	656	QoQ -13.57% (-103) YoY-	All Managers (Combined)	$261.0K	0.3% ($261.0K/$97.0M)	QoQ -19.05% (-$61.5K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	332	QoQ +19.85% (-55) YoY-	All Managers (Combined)	$241.6K	0.2% ($241.6K/$97.0M)	QoQ -17.73% (-$52.1K) YoY-
Philip Morris International Inc.(PMcusip718172109)	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$241.5K	0.2% ($241.5K/$97.0M)	QoQ NEW(+$241.5K) YoY-
MCDONALDS CORP(MCDcusip580135101)	803	QoQ NEW(+803) YoY-	All Managers (Combined)	$240.8K	0.2% ($240.8K/$97.0M)	QoQ NEW(+$240.8K) YoY-
NIKE, Inc.(NKEcusip654106103)	4.5K	QoQ -8.30% (-409) YoY-	All Managers (Combined)	$240.6K	0.2% ($240.6K/$97.0M)	QoQ -35.44% (-$132.1K) YoY-
MOODYS CORP /DE/(MCOcusip615369105)	601	QoQ +18.30% (-93) YoY-	All Managers (Combined)	$238.4K	0.2% ($238.4K/$97.0M)	QoQ -0.85% (-$2.1K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$233.5K	0.2% ($233.5K/$97.0M)	QoQ NEW(+$233.5K) YoY-
FASTENAL CO(FASTcusip311900104)	3.0K	QoQ +8.32% (+232) YoY-	All Managers (Combined)	$214.9K	0.2% ($214.9K/$97.0M)	QoQ +7.25% (+$14.5K) YoY-