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:
31.46%
Gain +1.94%
Monthly
1.26%
Yearly
16.23%
Drawdown
17.61%
$1.07B
Equity
Holdings
$1.07B
Investment
$1.02B
$55.21M
Profit +$10.14M
Realized
$940,830.55
Unrealized
$54.27M
Dividends
$6.23M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.94%
Profit
$10.14M
Win %
78%
This Week
Compared To Last Week
Gain
0.96%
Profit
$10.14M
Win %
78%
This Month
Compared to last month
Gain
0.58%
Profit
$6.17M
Win %
78%
This Year
Compared to last year
Gain
2.37%
Profit
$25.05M
Win %
70%
TSLA Tesla, Inc.
+6.47%
+$89,312.72 
GEV GE Vernova Inc.
+4.62%
+$12,198.6 
LRCX Lam Research Corp.
+3.73%
+$8,839.1 
INTC Intel Corporation
+3.56%
+$8,217.23 
KLAC KLA Corporation
+3.12%
+$8,403.7 
MU Micron Technology Inc.
+2.96%
+$11,859.14 
NVDA NVIDIA Corporation
+2.92%
+$134,063.63 
AMAT Applied Materials Inc.
+2.73%
+$7,423.21 
AVGO Broadcom Inc.
+2.71%
+$18,299.85 
PANW Palo Alto Networks, Inc.
+2.4%
+$6,101.85 
RTX RTX Corporation
+2.28%
+$10,135.5 
AMD Advanced Micro Devices Inc.
+2.14%
+$6,121.72 
FTEC Fidelity MSCI Information Technology Index ETF
+1.68%
+$5,480.73 
GE General Electric Company
+1.67%
+$6,752.09 
VGT Vanguard Information Technology ETF
+1.64%
+$7,113.6 
PDP Invesco Dorsey Wright Momentum ETF
+1.6%
+$3,003 
BLBD Blue Bird Corporation
+1.59%
+$2,760 
NOC Northrop Grumman Corporation
+1.55%
+$5,957.76 
PM Philip Morris International Inc.
+1.5%
+$3,321.89 
QQQ Invesco QQQ Trust, Series 1
+1.38%
+$2,761.64 
WFC Wells Fargo & Company
+1.24%
+$2,977.62 
RACE Ferrari N.V.
+1.23%
+$3,249.5 
IJH iShares Core S&P Mid-Cap ETF
+1.21%
+$196,714 
FAST Fastenal Co.
+1.15%
+$2,900.62 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+1.14%
+$11,498.41 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.13%
+$2,352.24 
CAT Caterpillar Inc.
+1.13%
+$3,235.92 
IJR iShares Core S&P Small-Cap ETF
+1.1%
+$204,050.88 
JNJ Johnson & Johnson
+1.09%
+$11,875.01 
SYY Sysco Corp.
+1.09%
+$2,143.47 
FDX FedEx Corp.
+1.08%
+$2,428.97 
JPM JPMorgan Chase & Co.
+1.07%
+$6,740.16 
CGGE Capital Group Global Equity ETF
+1%
+$170,752.08 
BAC Bank of America Corporation
+0.98%
+$2,264.13 
VTI Vanguard Total Stock Market ETF
+0.98%
+$20,557.8 
IVV iShares Core S&P 500 ETF
+0.96%
+$8.64M 
OEF iShares S&P 100 ETF
+0.96%
+$235,504.38 
SPY State Street SPDR S&P 500 ETF Trust
+0.93%
+$27,870.14 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.92%
+$7,373.94 
ESGV Vanguard ESG U.S. Stock ETF
+0.9%
+$4,077.6 
CGGR Capital Group Growth ETF
+0.89%
+$116,709.78 
EFA iShares MSCI EAFE ETF
+0.78%
+$5,513.6 
AMZN Amazon.com Inc
+0.77%
+$12,959.9 
MSFT Microsoft Corporation Common Stock
+0.76%
+$40,392.92 
ABCB Ameris Bancorp
+0.75%
+$1,502.26 
DON WisdomTree U.S. MidCap Dividend Fund
+0.72%
+$1,968 
AMGN Amgen Inc. Common Stock
+0.61%
+$2,000.69 
GLD SPDR Gold Shares
+0.56%
+$1,420.02 
VSGX Vanguard ESG International Stock ETF
+0.52%
+$1,184.49 
MCO Moody's Corporation
+0.43%
+$1,132.28 
WMT Walmart Inc.
+0.41%
+$1,689.53 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$1,571.62 
LLY Eli Lilly and Company
+0.34%
+$2,387.1 
COST Costco Wholesale Corp
+0.23%
+$1,810.61 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.21%
+$1,725.67 
CGCB Capital Group Core Bond ETF
+0.12%
+$25,081.2 
GOOGL Alphabet Inc
+0.1%
+$2,079.86 
XOM ExxonMobil Holdings Corporation
+0.09%
+$395.76 
META Meta Platforms Inc Class A
+0.09%
+$520.84 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$107.92 
GOOG Alphabet Inc
+0.01%
+$190.57 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$237.52 
BOXX Alpha Architect 1-3 Month Box ETF
+0.01%
+$19.93 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MRK Merck & Co., Inc.
-2.51%
-$8,867.04 
MA Mastercard Inc. Class A Common Stock
-1.44%
-$4,304.95 
UNH UnitedHealth Group Inc.
-1.13%
-$2,850.88 
V Visa Inc. Class A
-0.92%
-$4,941.58 
NWN Northwest Natural Holding Company
-0.36%
-$6,245.64 
HECA Hedgeye Capital Allocation ETF
-0.34%
-$869.49 
AAPL Apple Inc.
-0.3%
-$17,829.96 
HD The Home Depot, Inc.
-0.22%
-$634.03 Events
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Dividends
Dividend Analysis
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| Trades 388 | Longs Won 253/388 65% | Profit Factor 15.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $233,352.79 | Best Trade (Oct 14) $28.26M | Sharpe Ratio -8.32 |
| Average Loss -$28,368.12 | Worst Trade (Oct 14) -$660,260.6 | Z-Score 10.7 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $142,290.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,062 | $4.28M | $5.92M | - | $1.63M | 38.17% | -0.301% |
| ABCB Ameris Bancorp | 2,423 | $218,700 | $201,714.75 | - | -$16,985.25 | -7.77% | +0.75% |
| AMAT Applied Materials Inc. | 720 | $246,088.47 | $279,036 | - | $32,947.53 | 13.39% | +2.733% |
| AMD Advanced Micro Devices Inc. | 553 | $118,430.6 | $291,906.58 | - | $173,475.98 | 146.48% | +2.142% |
| AMGN Amgen Inc. Common Stock | 741 | $245,553.63 | $327,492.36 | - | $81,938.73 | 33.37% | +0.615% |
| AMZN Amazon.com Inc | 6,821 | $1.47M | $1.7M | - | $236,573.74 | 16.12% | +0.766% |
| AVGO Broadcom Inc. | 2,095 | $535,029.62 | $692,219.42 | - | $157,189.8 | 29.38% | +2.715% |
| BAC Bank of America Corporation | 4,574 | $224,566.99 | $233,525.57 | - | $8,958.58 | 3.99% | +0.979% |
| BLBD Blue Bird Corporation | 3,000 | $236,880 | $175,950 | - | -$60,930 | -25.72% | +1.594% |
| BOXX Alpha Architect 1-3 Month Box ETF | 1,973 | $231,019 | $234,333.41 | - | $3,314.41 | 1.43% | +0.009% |
| BRK-B Berkshire Hathaway Inc. | 716 | $347,419.8 | $389,779.66 | - | $42,359.86 | 12.19% | +0.405% |
| CAT Caterpillar Inc. | 417 | $195,506.35 | $289,035.21 | - | $93,528.86 | 47.84% | +1.132% |
| CGCB Capital Group Core Bond ETF | 836,040 | $21.95M | $21.26M | - | -$691,916.78 | -3.15% | +0.118% |
| CGGE Capital Group Global Equity ETF | 502,212 | $17.7M | $17.16M | - | -$542,389.06 | -3.06% | +1.005% |
| CGGR Capital Group Growth ETF | 284,658 | $13.44M | $13.19M | - | -$244,821.28 | -1.82% | +0.893% |
| COST Costco Wholesale Corp | 795 | $734,684.44 | $799,450.01 | - | $64,765.57 | 8.82% | +0.227% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 5,346 | $217,475 | $210,044.34 | - | -$7,430.66 | -3.42% | +1.133% |
| DON WisdomTree U.S. MidCap Dividend Fund | 4,800 | $251,040 | $273,888 | - | $22,848 | 9.1% | +0.724% |
| EFA iShares MSCI EAFE ETF | 6,892 | $584,292.85 | $712,839.56 | - | $128,546.71 | 22% | +0.779% |
| ESGV Vanguard ESG U.S. Stock ETF | 3,398 | $335,997.37 | $459,681.44 | - | $123,684.07 | 36.81% | +0.895% |
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Option values are updated at end of day.
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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: iShares Core S&P 500 ETF - $3.22M, Capital Group Core Bond ETF - $924,513.25, iShares S&P 100 ETF - $418,775.98, Woodward, Inc - $396,569.52, and iShares 0-3 Month Treasury Bond ETF - $396,396.9. 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 Corporation Common Stock - $234,508.42, Copart, Inc - $213,660.84, Broadcom Inc - $182,100.28, Salesforce, Inc - $101,014.77, and Nike, Inc. Class B Common Stock - $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 $6.23M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.22M, Capital Group Core Bond ETF - $924,513.25, iShares 0-3 Month Treasury Bond ETF - $377,560.92, iShares Core S&P Small-Cap ETF - $335,739.72, and iShares S&P 100 ETF - $323,612.08. 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.
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