AC
Andrew Carter Portfolio
Invests via Panoramic Capital Partners LLC | Managed by Andrew Carter, Nicholas (Nick) Hubert, Grace Buchanan
Invests via Panoramic Capital Partners LLC
Managed by Andrew Carter, Nicholas (Nick) Hubert, Grace Buchanan
Automatically Tracked
Veteran investor and operating executive focused on growth-stage technology and fintech companies. Andrew Carter brings experience leading product, corporate strategy and capital-raising initiatives, with prior roles in venture-backed startups and institutional asset managers. Market-facing profile emphasizes sourcing, diligence and scaling go-to-market execution; typical engagement spans Series A–C rounds and board or operating-advisor positions.
Veteran investor and operating executive focused on growth-stage technology and fintech companies. Andrew Carter brings experience leading product, corporate strategy and capital-raising initiatives, with prior roles in venture-backed startups and institutional asset managers. Market-facing profile emphasizes sourcing, diligence and scaling go-to-market execution; typical engagement spans Series A–C rounds and board or operating-advisor positions.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.8%
Gain -0.66%
Monthly
1.29%
Yearly
16.65%
Drawdown
17.61%
$1.06B
Equity
Holdings
$1.06B
Investment
$1.02B
$45.15M
Profit -$5.37M
Realized
$940,830.55
Unrealized
$44.21M
Dividends
$3.42M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$5.37M
Win %
78%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$16.34M
Win %
78%
This Month
Compared to last month
Gain
-1.19%
Profit
-$12.73M
Win %
78%
This Year
Compared to last year
Gain
1.4%
Profit
$14.99M
Win %
71%
INTC Intel Corporation
+9.59%
+$24,386.17 
AMD Advanced Micro Devices, Inc.
+6.46%
+$17,054.51 
LRCX Lam Research Corporation
+3.82%
+$12,080.47 
AMAT Applied Materials, Inc.
+3.58%
+$11,721.61 
TSLA Tesla, Inc.
+3.35%
+$43,988.79 
GEV GE Vernova Inc.
+3.32%
+$10,121.76 
AVGO Broadcom Inc.
+3.05%
+$22,900.86 
PM Philip Morris International Inc.
+2.44%
+$4,943.95 
CAT Caterpillar Inc.
+1.69%
+$5,725.41 
KLAC KLA Corporation
+1.49%
+$5,103.22 
UNH UnitedHealth Group Incorporated
+1.43%
+$3,424.68 
PDP Invesco Dorsey Wright Momentum ETF
+1.33%
+$2,527 
PANW Palo Alto Networks, Inc.
+1.19%
+$2,647.98 
NWN Northwest Natural Holding Company
+1.18%
+$20,124.84 
NOC Northrop Grumman Corporation
+1%
+$3,577.45 
BLBD Blue Bird Corporation
+0.78%
+$1,485 
XOM Exxon Mobil Corporation
+0.31%
+$1,152.36 
MU Micron Technology, Inc.
+0.25%
+$1,179.05 
BAC Bank of America Corporation
+0.15%
+$434.53 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$303.52 
FTEC Fidelity MSCI Information Technology Index ETF
+0.08%
+$270.01 
VGT Vanguard Information Technology ETF
+0.06%
+$273.6 
CGGE Capital Group Global Equity ETF
+0.04%
+$7,533.18 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$39.46 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$109.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMGN Amgen Inc.
-8.95%
-$29,002.74 
MCO Moody's Corporation
-2.52%
-$6,810.14 
NVDA NVIDIA Corporation
-1.91%
-$96,133.59 
LLY Eli Lilly and Company
-1.91%
-$11,962.71 
MA Mastercard Incorporated
-1.86%
-$5,185.19 
HD The Home Depot, Inc.
-1.8%
-$5,157.07 
V Visa Inc. Class A
-1.76%
-$8,679.03 
FDX FedEx Corporation
-1.71%
-$4,151.04 
JNJ Johnson & Johnson
-1.54%
-$17,463.25 
PLTR Palantir Technologies Inc.
-1.52%
-$10,824.62 
MSFT Microsoft Corp.
-1.46%
-$73,783.33 
WFC Wells Fargo & Company
-1.27%
-$3,311.7 
AAPL Apple Inc.
-1.2%
-$65,518.08 
GLD SPDR Gold Shares
-1.15%
-$3,217.33 
WMT Walmart Inc.
-1.07%
-$3,967.43 
RACE Ferrari N.V.
-1.06%
-$2,921.21 
MRK Merck & Co., Inc.
-0.93%
-$3,386.28 
JPM JPMorgan Chase & Co.
-0.78%
-$5,331.2 
COST Costco Wholesale Corporation
-0.69%
-$5,012.47 
ABCB Ameris Bancorp
-0.64%
-$1,332.66 
AMZN Amazon.com Inc
-0.52%
-$9,140.14 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.45%
-$962.28 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$85,916.16 
RTX RTX Corporation
-0.43%
-$2,015.45 
ESGV Vanguard ESG U.S. Stock ETF
-0.43%
-$1,987.83 
OEF iShares S&P 100 ETF
-0.37%
-$92,970.78 
DON WisdomTree U.S. MidCap Dividend Fund
-0.36%
-$1,008 
IVV iShares Core S&P 500 ETF
-0.33%
-$2.96M 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$9,850.44 
FAST Fastenal Co.
-0.3%
-$731.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.28%
-$6,063 
VSGX Vanguard ESG International Stock ETF
-0.27%
-$650.02 
HECA Hedgeye Capital Allocation ETF
-0.25%
-$676.27 
BRK-B Berkshire Hathaway Inc.
-0.21%
-$751.8 
GE General Electric Company
-0.2%
-$979.8 
EFA iShares MSCI EAFE ETF
-0.2%
-$1,516.24 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$33,722.4 
SYY Sysco Corporation
-0.19%
-$363.31 
MDY SPDR S&P MidCap 400 ETF Trust
-0.18%
-$1,930.39 
GOOG Alphabet Inc
-0.12%
-$1,778.7 
GOOGL Alphabet Inc
-0.12%
-$2,683.53 
CGGR Capital Group Growth ETF
-0.1%
-$12,809.61 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$739.58 
CGCB Capital Group Core Bond ETF
-0.06%
-$12,540.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$179.87 
META Meta Platforms Inc Class A
-0.02%
-$103.29 Events
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Dividends
Dividend Analysis
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| Trades 388 | Longs Won 254/388 65% | Profit Factor 15.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $873,951.1 |
| Average Win $190,310.33 | Best Trade (Aug 14) $36.41M | Sharpe Ratio -8.32 |
| Average Loss -$23,798.86 | Worst Trade (Jun 30) -$339,573.07 | Z-Score 8.1 (100%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $116,365.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,062 | $4.28M | $5.39M | - | $1.11M | 25.99% | -1.2% |
| ABCB Ameris Bancorp | 2,423 | $218,700 | $207,166.5 | - | -$11,533.5 | -5.27% | -0.639% |
| AMAT Applied Materials, Inc. | 720 | $246,088.47 | $339,112.8 | - | $93,024.33 | 37.8% | +3.58% |
| AMD Advanced Micro Devices, Inc. | 553 | $118,430.6 | $281,150.73 | - | $162,720.13 | 137.4% | +6.458% |
| AMGN Amgen Inc. | 741 | $245,553.63 | $294,984.69 | - | $49,431.06 | 20.13% | -8.952% |
| AMZN Amazon.com Inc | 6,821 | $1.47M | $1.75M | - | $286,162.41 | 19.49% | -0.518% |
| AVGO Broadcom Inc. | 2,095 | $535,029.62 | $772,690.89 | - | $237,661.27 | 44.42% | +3.054% |
| BAC Bank of America Corporation | 4,574 | $224,566.99 | $287,132.85 | - | $62,565.86 | 27.86% | +0.152% |
| BLBD Blue Bird Corporation | 3,000 | $236,880 | $192,375 | - | -$44,505 | -18.79% | +0.778% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 1,973 | $231,019 | $233,109.95 | - | $2,090.95 | 0.91% | +0.017% |
| BRK-B Berkshire Hathaway Inc. | 716 | $347,419.8 | $361,565.68 | - | $14,145.88 | 4.07% | -0.207% |
| CAT Caterpillar Inc. | 417 | $195,506.35 | $345,138.39 | - | $149,632.04 | 76.54% | +1.687% |
| CGCB Capital Group Core Bond ETF | 836,040 | $21.95M | $21.5M | - | -$453,645.38 | -2.07% | -0.058% |
| CGGE Capital Group Global Equity ETF | 502,212 | $17.7M | $17.73M | - | $27,621.56 | 0.16% | +0.043% |
| CGGR Capital Group Growth ETF | 284,658 | $13.44M | $13.42M | - | -$18,518.17 | -0.14% | -0.095% |
| COST Costco Wholesale Corporation | 795 | $734,684.44 | $723,000.82 | - | -$11,683.62 | -1.59% | -0.689% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 5,346 | $217,475 | $215,069.58 | - | -$2,405.42 | -1.11% | -0.445% |
| DON WisdomTree U.S. MidCap Dividend Fund | 4,800 | $251,040 | $276,288 | - | $25,248 | 10.06% | -0.364% |
| EFA iShares MSCI EAFE ETF | 6,892 | $584,292.85 | $745,231.96 | - | $160,939.11 | 27.54% | -0.203% |
| ESGV Vanguard ESG U.S. Stock ETF | 3,398 | $335,997.37 | $462,382.85 | - | $126,385.48 | 37.62% | -0.428% |
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FAQ
Which stocks have generated the highest profits for Andrew Carter?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Core Bond ETF - $924,502.38, iShares Core S&P 500 ETF - $627,760.13, Woodward Inc - $396,569.52, iShares 0-3 Month Treasury Bond ETF - $389,774.81, and iShares S&P 100 ETF - $369,353.1. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Microsoft Corp - $234,508.42, Copart Inc - $213,660.84, Broadcom Inc - $183,462.03, Salesforce Inc - $101,014.77, and Nike, Inc. - Class B - $97,477.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Carter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.42M earned over time. The largest contributors to dividend income include Capital Group Core Bond ETF - $924,502.38, iShares Core S&P 500 ETF - $627,760.13, iShares 0-3 Month Treasury Bond ETF - $370,938.83, iShares S&P 100 ETF - $274,189.2, and iShares Core S&P Small-Cap ETF - $267,351.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Carter's monthly returns?
Andrew Carter's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew Carter's strategy be considered aggressive or moderate?
Andrew Carter's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Andrew Carter's strategy?
Andrew Carter's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
