Panoramic Capital Partners
Latest statistics and disclosures from Panoramic Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, CGCB, OEF, IJR, IJH, and represent 67.83% of Panoramic Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: CGCB, IVV, OEF, IJH, IJR, AMAT, MRK, SPGI, VTI, NVDA.
- Started 3 new stock positions in AMAT, MRK, SPGI.
- Reduced shares in these 10 stocks: SGOV, , , MSFT, JNJ, SHW, MU, CPRT, MA, V.
- Sold out of its positions in CRM, NOW.
- Panoramic Capital Partners was a net buyer of stock by $5.4M.
- Panoramic Capital Partners has $162M in assets under management (AUM), dropping by -0.45%.
- Central Index Key (CIK): 0002052992
Tip: Access up to 7 years of quarterly data
Positions held by Panoramic Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Panoramic Capital Partners
Panoramic Capital Partners holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 23.6 | $38M | +2% | 59k | 653.21 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 13.4 | $22M | +10% | 827k | 26.26 |
|
| Ishares Tr S&p 100 Etf (OEF) | 12.3 | $20M | +3% | 63k | 318.07 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 9.8 | $16M | +3% | 129k | 124.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.8 | $14M | +4% | 211k | 67.53 |
|
| Microsoft Corporation (MSFT) | 3.9 | $6.3M | 17k | 370.16 |
|
|
| Apple (AAPL) | 3.3 | $5.3M | 21k | 253.79 |
|
|
| NVIDIA Corporation (NVDA) | 2.9 | $4.6M | +2% | 27k | 174.40 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.0 | $3.2M | -10% | 32k | 100.66 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $2.6M | 3.9k | 650.42 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.1M | 7.4k | 287.56 |
|
|
| Costco Wholesale Corporation (COST) | 1.1 | $1.8M | +4% | 1.8k | 996.43 |
|
| Amazon (AMZN) | 1.0 | $1.7M | 8.1k | 208.27 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.6M | +7% | 4.9k | 320.81 |
|
| Tesla Motors (TSLA) | 0.9 | $1.5M | +2% | 4.1k | 371.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.5M | +3% | 5.2k | 286.87 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.0M | -3% | 4.2k | 244.44 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.6 | $941k | +6% | 1.5k | 616.67 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $875k | 16k | 53.22 |
|
|
| Visa Com Cl A (V) | 0.5 | $818k | -2% | 2.7k | 302.24 |
|
| Meta Platforms Cl A (META) | 0.5 | $740k | 1.3k | 572.00 |
|
|
| Woodward Governor Company (WWD) | 0.5 | $735k | 2.1k | 357.92 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $725k | 2.5k | 294.16 |
|
|
| Broadcom (AVGO) | 0.4 | $725k | +11% | 2.3k | 309.51 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $669k | 6.9k | 97.13 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $658k | +9% | 4.5k | 146.28 |
|
| SYSCO Corporation (SYY) | 0.3 | $561k | 7.9k | 71.33 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $559k | 4.5k | 124.28 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $501k | -2% | 545.00 | 919.77 |
|
| Caterpillar (CAT) | 0.3 | $481k | +15% | 679.00 | 708.46 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $481k | 705.00 | 682.24 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $462k | +10% | 964.00 | 479.20 |
|
| Ge Aerospace Com New (GE) | 0.3 | $450k | +12% | 1.6k | 283.86 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $444k | 2.3k | 192.90 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $393k | 2.3k | 169.66 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $381k | 3.4k | 112.28 |
|
|
| Home Depot (HD) | 0.2 | $381k | 1.2k | 328.89 |
|
|
| Ge Vernova (GEV) | 0.2 | $380k | +31% | 435.00 | 872.90 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $378k | 7.2k | 52.56 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $358k | -4% | 716.00 | 499.66 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $355k | 1.1k | 337.95 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $340k | +26% | 231.00 | 1472.41 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $318k | +2% | 1.5k | 213.66 |
|
| FedEx Corporation (FDX) | 0.2 | $316k | 887.00 | 355.98 |
|
|
| Copart (CPRT) | 0.2 | $306k | -9% | 9.2k | 33.20 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $295k | -11% | 919.00 | 320.55 |
|
| Nike CL B (NKE) | 0.2 | $290k | +20% | 5.5k | 52.82 |
|
| Netflix (NFLX) | 0.2 | $275k | +12% | 2.9k | 96.15 |
|
| Applied Materials (AMAT) | 0.2 | $255k | NEW | 746.00 | 341.79 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $252k | 4.8k | 52.54 |
|
|
| Moody's Corporation (MCO) | 0.1 | $240k | 549.00 | 436.25 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $239k | 3.0k | 79.60 |
|
|
| Merck & Co (MRK) | 0.1 | $238k | NEW | 2.0k | 120.29 |
|
| Fastenal Company (FAST) | 0.1 | $237k | 5.1k | 46.40 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $235k | 2.6k | 89.59 |
|
|
| Amgen (AMGN) | 0.1 | $231k | 658.00 | 351.71 |
|
|
| Ferrari Nv Ord (RACE) | 0.1 | $230k | 680.00 | 338.45 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $229k | 4.7k | 48.75 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $217k | -6% | 1.1k | 203.43 |
|
| S&p Global (SPGI) | 0.1 | $212k | NEW | 498.00 | 425.34 |
|
| Abbvie (ABBV) | 0.1 | $211k | +3% | 972.00 | 217.49 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $207k | -5% | 2.9k | 71.73 |
|
| Micron Technology (MU) | 0.1 | $202k | -15% | 598.00 | 337.84 |
|
Past Filings by Panoramic Capital Partners
SEC 13F filings are viewable for Panoramic Capital Partners going back to 2024
- Panoramic Capital Partners 2026 Q1 filed April 8, 2026
- Panoramic Capital Partners 2025 Q4 filed Jan. 7, 2026
- Panoramic Capital Partners 2025 Q3 filed Oct. 17, 2025
- Panoramic Capital Partners 2025 Q2 filed July 18, 2025
- Panoramic Capital Partners 2025 Q1 filed April 14, 2025
- Panoramic Capital Partners 2024 Q4 filed Jan. 29, 2025