PCP
Panoramic Capital Partners Portfolio holdings
AUM
$163M
1-Year Est. Return
15.26%
This Fund
S&P 500
1 Year Est. Return
+15.26%
AUM
$156M
AUM Growth
+$11.5M
(+7.9%)
Holding
63
Top Buys
| 1 | +$1.29M | |
| 2 | +$1.05M | |
| 3 | +$581K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$499K |
| 5 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$276K |
Top Sells
| 1 | +$1.67M | |
| 2 | +$296K | |
| 3 | +$238K | |
| 4 |
McDonald's
MCD
|
+$232K |
| 5 |
Verisk Analytics
VRSK
|
+$204K |
Sector Composition
| 1 | Technology | 13% |
| 2 | Communication Services | 2.76% |
| 3 | Consumer Discretionary | 2.71% |
| 4 | Financials | 2.27% |
| 5 | Industrials | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$234B
| $248K | 0.16% |
2,961
+36
|
|
||
52
Exxon Mobil
XOM
$655B
| $246K | 0.16% |
2,181
|
|
||
53
Bank of America
BAC
$338B
| $235K | 0.15% |
4,550
+136
|
|
||
54
Union Pacific
UNP
$144B
| $222K | 0.14% |
941
+54
|
|
||
55
AbbVie
ABBV
$392B
| $217K | 0.14% |
+937
|
|
||
56
Oracle
ORCL
$448B
| $211K | 0.14% |
+752
|
|
||
57
FedEx
FDX
$82.8B
| $207K | 0.13% |
877
+5
|
|
||
58
Procter & Gamble
PG
$354B
| $207K | 0.13% |
1,345
-204
|
|
||
59
GE Vernova
GEV
$223B
| $201K | 0.13% |
+327
|
|
||
|
60
McDonald's
MCD
$233B
| – | – |
-789
|
|
||
61
Amgen
AMGN
$197B
| – | – |
-797
|
|
||
62
Salesforce
CRM
$183B
| – | – |
-1,087
|
|
||
|
63
Verisk Analytics
VRSK
$28.2B
| – | – |
-670
|
|