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Home > Institutional Investor > Panoramic Capital Partners, Llc > Profile

Instuitional Investor - Panoramic Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Panoramic Capital Partners, Llc
Portfolio Value $211,542,393
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,176,056 $46,596,996 22.03%
2.
Ishares Trust
 IEF 64,788 $23,703,982 11.21%
3.
Capital Grp Fixed Incm Etf T - CORE BOND ETF
 836,040 $21,887,538 10.35%
4.
Ishares Trust
 IEF 134,244 $19,909,791 9.41%
5.
Capital Group Global Equity
 502,212 $17,697,951 8.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.