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PCP
Panoramic Capital Partners Portfolio holdings
AUM
$162M
1-Year Est. Return
17.6%
This Fund
S&P 500
This Quarter
Est. Return
+2.38%
1 Year Est. Return
+17.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100.27%
Top 10 Holdings %
Top 10 Hldgs %
80.01%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$25.1M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$17.6M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$13.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$10M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.25M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.58% |
| 2 | Consumer Discretionary | 3.44% |
| 3 | Communication Services | 2.74% |
| 4 | Consumer Staples | 2.69% |
| 5 | Financials | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$885B
| $412K | 0.36% |
+4,558
| New | +$396K |
|
27
Berkshire Hathaway Class B
BRK.B
$1.1T
| $404K | 0.35% |
+891
| New | +$411K |
|
28
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
| $377K | 0.33% |
+7,295
| New | +$379K |
|
29
Nike
NKE
$61.9B
| $373K | 0.33% |
+4,926
| New | +$387K |
|
30
Tesla
TSLA
$1.23T
| $362K | 0.32% |
+896
| New | +$288K |
|
31
Woodward
WWD
$21.3B
| $341K | 0.3% |
+2,052
| New | +$351K |
|
32
Northrop Grumman
NOC
$77.1B
| $330K | 0.29% |
+703
| New | +$354K |
|
33
Eli Lilly
LLY
$1.02T
| $323K | 0.28% |
+419
| New | +$347K |
|
34
Ferrari
RACE
$69.2B
| $322K | 0.28% |
+759
| New | +$342K |
|
35
Procter & Gamble
PG
$336B
| $316K | 0.28% |
+1,883
| New | +$321K |
|
36
Sherwin-Williams
SHW
$82.7B
| $308K | 0.27% |
+907
| New | +$339K |
|
37
Starbucks
SBUX
$120B
| $296K | 0.26% |
+3,248
| New | +$314K |
|
38
ServiceNow
NOW
$115B
| $294K | 0.26% |
+1,385
| New | +$281K |
|
39
Adobe
ADBE
$99.5B
| $283K | 0.25% |
+637
| New | +$315K |
|
40
Union Pacific
UNP
$174B
| $280K | 0.25% |
+1,228
| New | +$291K |
|
41
ConocoPhillips
COP
$147B
| $276K | 0.24% |
+2,783
| New | +$295K |
|
42
Autodesk
ADSK
$49.5B
| $268K | 0.24% |
+906
| New | +$268K |
|
43
iShares Core US REIT ETF
USRT
$4.62B
| $268K | 0.24% |
+4,668
| New | +$281K |
|
44
Chipotle Mexican Grill
CMG
$47.2B
| $262K | 0.23% |
+4,343
| New | +$262K |
|
45
Mastercard
MA
$502B
| $260K | 0.23% |
+494
| New | +$256K |
|
46
Comcast
CMCSA
$85B
| $254K | 0.22% |
+6,777
| New | +$281K |
|
47
Moody's
MCO
$82.8B
| $240K | 0.21% |
+508
| New | +$242K |
|
48
S&P Global
SPGI
$121B
| $234K | 0.21% |
+469
| New | +$238K |
|
49
FedEx
FDX
$72.7B
| $229K | 0.2% |
+814
| New | +$227K |
|
50
Salesforce
CRM
$151B
| $223K | 0.2% |
+666
| New | +$213K |
|
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Panoramic Capital Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Panoramic Capital Partners, which disclosed 59 positions worth $114M. Its ten largest holdings account for 80% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 42,338 shares worth $24.9M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Consumer Discretionary and Communication Services.
- Panoramic Capital Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 42,338 shares worth $24.9M.
- Panoramic Capital Partners's ten largest holdings make up 80% of its $114M portfolio in Q4 2024.
- Panoramic Capital Partners disclosed 59 positions in Q4 2024, its first 13F filing on record.
Based on Panoramic Capital Partners's 13F filing for Q4 2024, filed 29 Jan 2025.