Stock Taper 
PANORAMIC CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 324 | $380.65K |
 Caterpillar Inc. | CAT | 417 | $444.06K |
 Micron Technology, Inc. | MU | 457 | $527.51K |
 Mastercard Incorporated | MA | 481 | $247.04K |
 Eli Lilly and Company | LLY | 545 | $653.69K |
 Moody's Corporation | MCO | 547 | $247.75K |
 Advanced Micro Devices, Inc. | AMD | 553 | $321.24K |
 UnitedHealth Group Incorporated | UNH | 604 | $251.04K |
 Palo Alto Networks, Inc. | PANW | 667 | $227.46K |
 Ferrari N.V. | RACE | 670 | $249.43K |
 Northrop Grumman Corporation | NOC | 696 | $354.48K |
 Berkshire Hathaway Inc. | BRK-B | 716 | $358.28K |
 Applied Materials, Inc. | AMAT | 720 | $520.56K |
 Amgen Inc. | AMGN | 741 | $268.37K |
 FedEx Corporation | FDX | 752 | $235.58K |
 Costco Wholesale Corporation | COST | 795 | $743.7K |
 The Home Depot, Inc. | HD | 893 | $314.94K |
 Meta Platforms, Inc. | META | 898 | $505.83K |
 Lam Research Corporation | LRCX | 1.03K | $445.9K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.05K | $501.45K |