PANORAMIC INVESTMENT ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI PANORAMIC INVESTMENT ADVISORS, LLC | Institutional Filer | ▲ 12.29% | $206.6M | 22 |
Current Portfolio Holdings
Showing all 22 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 403K | $22.9M | 11.06% |
| 2 | TRIN | Trinity Capital Inc. | Financial Services | 1.3M | $19.1M | 9.24% |
| 3 | PFFA | ETFIS SER TR I | — | 775K | $15.8M | 7.63% |
| 4 | GAIN | Gladstone Investment Corporation | Financial Services | 1.1M | $15.2M | 7.35% |
| 5 | ARCC | Ares Capital Corporation | Financial Services | 816K | $14.7M | 7.12% |
| 6 | BCSF | Bain Capital Specialty Finance, Inc. | Financial Services | 1.2M | $14.4M | 6.98% |
| 7 | OCSL | Oaktree Specialty Lending Corporation | Financial Services | 1.2M | $14.0M | 6.79% |
| 8 | OBDC | Blue Owl Capital Corporation | Financial Services | 1.2M | $13.4M | 6.50% |
| 9 | YBTC | ROUNDHILL ETF TRUST | — | 601K | $12.7M | 6.13% |
| 10 | HTGC | Hercules Capital, Inc. | Financial Services | 800K | $11.8M | 5.72% |
| 11 | CSWC | Capital Southwest Corporation | Financial Services | 516K | $11.4M | 5.52% |
| 12 | TSLX | Sixth Street Specialty Lending, Inc. | Financial Services | 611K | $11.2M | 5.43% |
| 13 | OHI | Omega Healthcare Investors, Inc. | Real Estate | 244K | $10.7M | 5.17% |
| 14 | ABR | Arbor Realty Trust, Inc. | Real Estate | 958K | $7.4M | 3.58% |
| 15 | SACH | Sachem Capital Corp. | Real Estate | 2.8M | $2.9M | 1.38% |
Showing 1 to 15 of 22 holdings