Top 50 Panoramic Capital Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.58% | 58.6K | $38.3M | +2.73%(+1.55K) | $587.59(+23.72%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 13.38% | 827.1K | $21.7M | +10.11%(+75.92K) | $26.33(-0.56%) | 2026-03-31 | |
| OEF | ISHARES TR | 12.26% | 62.6K | $19.9M | +3.34%(+2.02K) | $284.31(+25.96%) | 2026-03-31 | |
| IJR | ISHARES TR | 9.85% | 128.6K | $16.0M | +3.38%(+4.20K) | $114.03(+21.12%) | 2026-03-31 | |
| IJH | ISHARES TR | 8.76% | 210.6K | $14.2M | +4.71%(+9.47K) | $62.06(+18.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.91% | 17.2K | $6.3M | -1.56%(-272) | $426.59(-3.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.25% | 20.8K | $5.3M | -0.22%(-46) | $241.81(+17.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.86% | 26.6K | $4.6M | +2.34%(+607) | $132.96(+47.79%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.96% | 31.6K | $3.2M | -11.00%(-3.90K) | $100.52(-0.09%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.58% | 3.9K | $2.6M | +0.87%(+34) | $582.63(+24.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.14% | +12.94% |
| Top 20 Holdings Unweighted | +6.31% | +20.16% |
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