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:
-0.25%
Gain
Monthly
-0.01%
Yearly
-0.16%
Drawdown
22.31%
$182.14M
Equity
Holdings
$182.14M
Investment
$151.39M
$30.48M
Profit -$983,664.92
Realized
-$276,272.17
Unrealized
$30.76M
Dividends
$3.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$983,664.92
Win %
77%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$787,599.46
Win %
77%
This Month
Compared to last month
Gain
0.08%
Profit
$146,962.21
Win %
77%
This Year
Compared to last year
Gain
12.49%
Profit
$20.22M
Win %
73%
NOC Northrop Grumman Corporation
+3.47%
+$12,697.05 
GE General Electric Company
+3.2%
+$17,541.18 
MRK Merck & Co., Inc.
+2.31%
+$5,822.27 
MU Micron Technology, Inc.
+2.12%
+$10,829.77 
XOM Exxon Mobil Corporation
+1.91%
+$6,435.7 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$8,782.04 
RTX RTX Corporation
+1.72%
+$7,695.36 
SYY Sysco Corporation
+1.6%
+$10,376.52 
JNJ Johnson & Johnson
+1.47%
+$15,359.08 
WFC Wells Fargo & Company
+1.4%
+$3,712.41 
ABBV AbbVie Inc.
+1.27%
+$3,139.56 
LLY Eli Lilly and Company
+1.23%
+$7,815.3 
WMT Walmart Inc.
+0.92%
+$4,747.5 
WWD Woodward Inc.
+0.89%
+$7,182 
GEV GE Vernova Inc.
+0.73%
+$3,310.36 
BAC Bank of America Corporation
+0.65%
+$1,876.8 
HD The Home Depot, Inc.
+0.34%
+$1,354.86 
AMGN Amgen Inc.
+0.25%
+$616.41 
CGCB Capital Group Core Bond ETF
+0.25%
+$53,764.6 
JPM JPMorgan Chase & Co.
+0.22%
+$1,861.83 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.16%
+$1,396.97 
DON WisdomTree U.S. MidCap Dividend Fund
+0.16%
+$432 
SHW The Sherwin-Williams Company
+0.11%
+$335.43 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$359.75 
COST Costco Wholesale Corporation
+0.09%
+$1,555.23 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$944.24 
CAT Caterpillar Inc.
+0.01%
+$81.48 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-8.81%
-$18,726.45 
META Meta Platforms Inc Class A
-4.52%
-$38,871.77 
AMAT Applied Materials, Inc.
-4.43%
-$18,538.09 
KLAC KLA Corporation
-3.16%
-$16,008.3 
LRCX Lam Research Corporation
-2.93%
-$14,011.48 
GOOGL Alphabet Inc
-2.57%
-$67,421.9 
GOOG Alphabet Inc
-2.53%
-$46,600.96 
TSLA Tesla, Inc.
-2.5%
-$39,613.86 
AMD Advanced Micro Devices, Inc.
-2.31%
-$12,310.48 
MSFT Microsoft Corp.
-1.96%
-$135,138.02 
PLTR Palantir Technologies Inc.
-1.79%
-$10,844.55 
NVDA NVIDIA Corporation
-1.74%
-$95,986.02 
V Visa Inc. Class A
-1.59%
-$15,721.89 
MCO Moody's Corporation
-1.52%
-$4,342.6 
MA Mastercard Incorporated
-1.32%
-$5,198.15 
VSGX Vanguard ESG International Stock ETF
-1.22%
-$2,828.28 
AVGO Broadcom Inc.
-1.04%
-$9,110.38 
SPGI S&P Global Inc.
-1.03%
-$2,355.54 
RACE Ferrari N.V.
-1.03%
-$2,679.19 
FAST Fastenal Co.
-0.89%
-$2,115.67 
ESGV Vanguard ESG U.S. Stock ETF
-0.87%
-$3,923.53 
OEF iShares S&P 100 ETF
-0.84%
-$194,549.16 
CPRT Copart Inc.
-0.83%
-$2,163.88 
SBUX Starbucks Corporation
-0.81%
-$2,311.65 
EFA iShares MSCI EAFE ETF
-0.72%
-$5,169 
IVV iShares Core S&P 500 ETF
-0.59%
-$263,087.65 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$17,289.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$9,755.95 
AMZN Amazon.com Inc
-0.53%
-$10,732.9 
AAPL Apple Inc.
-0.44%
-$30,788.65 
NKE Nike, Inc. - Class B
-0.34%
-$823.2 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$52,728.87 
FDX FedEx Corporation
-0.16%
-$461.25 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,388.64 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$20,002.72 Events
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Dividends
Dividend Analysis
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| Trades 323 | Longs Won 208/323 64% | Profit Factor 14.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $515,693.27 |
| Average Win $157,244.9 | Best Trade (Jul 14) $7.05M | Sharpe Ratio -13.8 |
| Average Loss -$19,364.02 | Worst Trade (Jul 10) -$570,167.85 | Z-Score 8.31 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $94,365.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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