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:
18.73%
Gain -0.69%
Monthly
1.01%
Yearly
12.83%
Drawdown
19.47%
$176.4M
Equity
Holdings
$176.4M
Investment
$145.35M
$30.77M
Profit -$1.34M
Realized
-$283,484.29
Unrealized
$31.06M
Dividends
$2.46M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$1.34M
Win %
66%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.13M
Win %
66%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.13M
Win %
66%
This Year
Compared to last year
Gain
8.19%
Profit
$13.35M
Win %
66%
META Meta Platforms Inc Class A
+4.24%
+$32,549.4 
AMD Advanced Micro Devices, Inc.
+4.02%
+$23,833.28 
KLAC KLA Corporation
+3.91%
+$14,641.83 
FAST Fastenal Co.
+3.87%
+$8,795.32 
WMT Walmart Inc.
+3.43%
+$17,401.8 
AMGN Amgen Inc.
+3.03%
+$6,623.4 
LRCX Lam Research Corporation
+2.78%
+$13,485 
XOM Exxon Mobil Corporation
+2.11%
+$7,279.67 
CAT Caterpillar Inc.
+1.83%
+$9,813.72 
LLY Eli Lilly and Company
+1.76%
+$10,445.76 
WWD Woodward Inc.
+1.55%
+$10,937.16 
SYY Sysco Corporation
+1.52%
+$8,838 
MU Micron Technology, Inc.
+1.45%
+$10,983.7 
SHW The Sherwin-Williams Company
+1.23%
+$3,750.79 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$3,679.54 
COST Costco Wholesale Corporation
+0.79%
+$13,018.32 
ABBV AbbVie Inc.
+0.78%
+$1,574.82 
HD The Home Depot, Inc.
+0.48%
+$1,745.99 
SBUX Starbucks Corporation
+0.4%
+$977.36 
JNJ Johnson & Johnson
+0.31%
+$3,029.6 
NKE Nike, Inc. - Class B
+0.17%
+$342 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$354.82 
TSLA Tesla, Inc.
0%
+$63.07 
JPM JPMorgan Chase & Co.
0%
$0 
NOW ServiceNow, Inc.
-7.62%
-$15,100.96 
PLTR Palantir Technologies Inc.
-6.53%
-$40,971.18 
CRM Salesforce Inc
-5.04%
-$8,114.13 
NVDA NVIDIA Corporation
-3.55%
-$205,777.44 
MSFT Microsoft Corp.
-3.11%
-$239,071 
RACE Ferrari N.V.
-2.63%
-$6,302.87 
AMZN Amazon.com Inc
-2.53%
-$52,507 
NFLX Netflix, Inc.
-2.17%
-$4,581.11 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$10,069.5 
NOC Northrop Grumman Corporation
-1.93%
-$7,286.76 
CPRT Copart Inc.
-1.65%
-$5,188.23 
AAPL Apple Inc.
-1.58%
-$103,828.23 
FDX FedEx Corporation
-1.32%
-$3,827.88 
MA Mastercard Incorporated
-1.2%
-$4,298.43 
V Visa Inc. Class A
-1.16%
-$10,175.2 
MCO Moody's Corporation
-1.14%
-$2,859.69 
GEV GE Vernova Inc.
-1.04%
-$3,336.6 
VSGX Vanguard ESG International Stock ETF
-1%
-$2,531.5 
WFC Wells Fargo & Company
-0.94%
-$2,258.09 
OEF iShares S&P 100 ETF
-0.93%
-$213,076.16 
RTX RTX Corporation
-0.91%
-$3,596.1 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$156,752.82 
ESGV Vanguard ESG U.S. Stock ETF
-0.88%
-$4,042.43 
GE General Electric Company
-0.87%
-$3,883 
EFA iShares MSCI EAFE ETF
-0.84%
-$6,099.42 
GOOGL Alphabet Inc
-0.79%
-$20,983.82 
GOOG Alphabet Inc
-0.76%
-$13,617.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$12,345.06 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$21,264.96 
IVV iShares Core S&P 500 ETF
-0.71%
-$308,580.99 
AVGO Broadcom Inc.
-0.49%
-$4,923.36 
DON WisdomTree U.S. MidCap Dividend Fund
-0.47%
-$1,248 
CGCB Capital Group Core Bond ETF
-0.19%
-$37,560.65 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$1,643.5 
BAC Bank of America Corporation
-0.11%
-$277.08 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$13,070.33 
MDY SPDR S&P MidCap 400 ETF Trust
-0.06%
-$585.89 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$215.43 Events
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Dividends
Dividend Analysis
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| Trades 266 | Longs Won 154/266 57% | Profit Factor 16.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $579,800.86 |
| Average Win $212,585.8 | Best Trade (Jun 02) $7.41M | Sharpe Ratio -15.94 |
| Average Loss -$17,554.09 | Worst Trade (Mar 30) -$1.01M | Z-Score 3.63 (99.97%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy $115,684.79 |
| 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 | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
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Returns
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