PCP

Panoramic Capital Partners Portfolio holdings

AUM $163M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$901K
3
+$733K
4
AAPL icon
Apple
AAPL
+$364K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$360K

Top Sells

1
+$487K
2
+$469K
3
+$305K
4
PM icon
Philip Morris
PM
+$289K
5
UNP icon
Union Pacific
UNP
+$222K

Sector Composition

1 Technology 13.55%
2 Communication Services 3.04%
3 Consumer Discretionary 2.94%
4 Financials 2.11%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
51
Advanced Micro Devices
AMD
$385B
$243K 0.15%
+1,136
NOW icon
52
ServiceNow
NOW
$123B
$238K 0.15%
1,552
-83
NFLX icon
53
Netflix
NFLX
$351B
$237K 0.15%
2,531
+31
KLAC icon
54
KLA
KLAC
$188B
$222K 0.14%
+183
VSGX icon
55
Vanguard ESG International Stock ETF
VSGX
$5.94B
$218K 0.13%
+3,050
AMGN icon
56
Amgen
AMGN
$184B
$218K 0.13%
+665
GEV icon
57
GE Vernova
GEV
$195B
$217K 0.13%
332
+5
SBUX icon
58
Starbucks
SBUX
$105B
$217K 0.13%
2,572
-1,473
ABBV icon
59
AbbVie
ABBV
$394B
$215K 0.13%
943
+6
CRM icon
60
Salesforce
CRM
$199B
$212K 0.13%
+801
FAST icon
61
Fastenal
FAST
$49.8B
$204K 0.13%
5,084
-641
MU icon
62
Micron Technology
MU
$461B
$203K 0.12%
+710
IBTF
63
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-20,859
ORCL icon
64
Oracle
ORCL
$470B
– –
-752
PG icon
65
Procter & Gamble
PG
$353B
– –
-1,345
PM icon
66
Philip Morris
PM
$279B
– –
-1,779
UNP icon
67
Union Pacific
UNP
$139B
– –
-941
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