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Panoramic Capital Partners, LLC

All holdings · as of Jun 30, 2026

72 positions

CompanyClassValueShares% of portfolio
Philip Morris International Inc.$201.0K1,1110.1%
SYSCO CORP$202.4K2,4220.1%
INVESCO QQQ TR$209.9K2850.1%
INVESCO EXCHANGE TRADED FD T$212.4K1,4000.1%
WISDOMTREE TR$217.5K5,3460.1%
Ameris Bancorp$218.7K2,4230.1%
Palo Alto Networks Inc$227.5K6670.1%
EA SERIES TRUST$231.0K1,9730.1%
Fastenal Co$234.1K4,8750.1%
FedEx Corp$235.6K7520.1%
Blue Bird Corporation$236.9K3,0000.1%
VANGUARD WORLD FD$237.9K2,8890.1%
WELLS FARGO & COMPANY/MN$240.0K2,9050.1%
Mastercard Inc$247.0K4810.1%
Moody's Corp$247.7K5470.1%
FERRARI N V$249.4K6700.1%
UNITEDHEALTH GROUP INC$251.0K6040.1%
SPDR GOLD TR$252.7K6860.1%
BANK OF AMERICA CORP /DE$260.6K4,5740.1%
ETF OPPORTUNITIES TRUST$263.7K9,6610.1%
AMGEN INC$268.4K7410.1%
WISDOMTREE TR$271.3K4,8000.1%
Merck & Co., Inc.$313.0K2,4360.1%
HOME DEPOT, INC.$314.9K8930.1%
EXXON MOBIL CORP$318.3K2,3280.2%
ADVANCED MICRO DEVICES INC$321.2K5530.2%
FIDELITY COVINGTON TRUST$328.1K1,1490.2%
Northrop Grumman Corp$354.5K6960.2%
Warren E. Buffett$358.3K7160.2%
INTEL CORP$370.7K2,6550.2%
ISHARES TR$377.1K7,1950.2%
GE Vernova Inc.$380.7K3240.2%
Walmart Inc.$392.4K3,4650.2%
VANGUARD WORLD FD$436.0K3,6480.2%
RTX Corp$442.1K2,3300.2%
CATERPILLAR INC$444.1K4170.2%
LAM RESEARCH CORP$445.9K1,0290.2%
VANGUARD WORLD FD$449.3K3,3980.2%
Visa Inc$451.5K1,3160.2%
Palantir Technologies Inc$475.3K4,0740.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$501.4K1,0500.2%
Meta Platforms Inc$505.8K8980.2%
APPLIED MATERIALS INC /DE$520.6K7200.2%
MICRON TECHNOLOGY INC$527.5K4570.2%
GENERAL ELECTRIC CO$530.9K1,4200.3%
KLA CORP$557.9K1,8490.3%
JPMORGAN CHASE & CO$623.2K1,9040.3%
ELI LILLY & Co$653.7K5450.3%
ISHARES TR$715.9K6,8920.3%
COSTCO WHOLESALE CORP /NEW$743.7K7950.4%
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