Panoramic Capital Partners
Latest statistics and disclosures from Panoramic Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, OEF, CGCB, IJR, CGGE, and represent 61.36% of Panoramic Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$44M), CGGE (+$18M), CGGR (+$13M), NWN, IJH, IJR, OEF, KLAC, VGT, INTC.
- Started 17 new stock positions in DES, FTEC, NWN, VGT, CGGR, UNH, GLD, PANW, QQQ, PM. INTC, BLBD, CGGE, PDP, HECA, BOXX, ABCB.
- Reduced shares in these 10 stocks: MSFT, AAPL, SGOV, NVDA, COST, WWD, V, SYY, GOOG, CPRT.
- Sold out of its positions in ABBV, CPRT, NFLX, NKE, SPGI, SHW, SBUX, WWD.
- Panoramic Capital Partners was a net buyer of stock by $71M.
- Panoramic Capital Partners has $212M in assets under management (AUM), dropping by 30.32%.
- 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 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 22.0 | $47M | +1907% | 1.2M | 39.62 |
|
| Ishares Tr S&p 100 Etf (OEF) | 11.2 | $24M | +3% | 65k | 365.87 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 10.3 | $22M | 836k | 26.18 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 9.4 | $20M | +4% | 134k | 148.31 |
|
| Capital Group Global Equity SHS (CGGE) | 8.4 | $18M | NEW | 502k | 35.24 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.2 | $17M | +6% | 225k | 77.11 |
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 6.4 | $13M | NEW | 285k | 47.20 |
|
| Apple (AAPL) | 2.3 | $4.9M | -17% | 17k | 289.37 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $4.4M | -18% | 22k | 200.09 |
|
| Microsoft Corporation (MSFT) | 1.8 | $3.8M | -40% | 10k | 373.01 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $3.0M | 4.0k | 746.68 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.4M | -9% | 6.7k | 357.37 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.0 | $2.2M | -30% | 22k | 100.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $2.1M | +15% | 5.6k | 370.04 |
|
| Northwest Natural Holdin (NWN) | 0.8 | $1.7M | NEW | 35k | 49.06 |
|
| Amazon (AMZN) | 0.8 | $1.6M | -15% | 6.8k | 238.34 |
|
| Tesla Motors (TSLA) | 0.7 | $1.6M | -8% | 3.7k | 420.60 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.5M | -18% | 4.2k | 353.33 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.5 | $1.1M | 1.5k | 703.39 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | 4.1k | 253.97 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $874k | 16k | 53.17 |
|
|
| Broadcom (AVGO) | 0.4 | $791k | -10% | 2.1k | 377.75 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $744k | -55% | 795.00 | 935.47 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $716k | 6.9k | 103.88 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $654k | 545.00 | 1199.44 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $623k | -22% | 1.9k | 327.33 |
|
| Kla Corp Com New (KLAC) | 0.3 | $558k | +700% | 1.8k | 301.71 |
|
| Ge Aerospace Com New (GE) | 0.3 | $531k | -10% | 1.4k | 373.86 |
|
| Micron Technology (MU) | 0.2 | $528k | -23% | 457.00 | 1154.29 |
|
| Applied Materials (AMAT) | 0.2 | $521k | -3% | 720.00 | 723.00 |
|
| Meta Platforms Cl A (META) | 0.2 | $506k | -30% | 898.00 | 563.29 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $501k | 1.1k | 477.57 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $475k | -9% | 4.1k | 116.67 |
|
| Visa Com Cl A (V) | 0.2 | $452k | -51% | 1.3k | 343.09 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $449k | 3.4k | 132.22 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $446k | -30% | 1.0k | 433.33 |
|
| Caterpillar (CAT) | 0.2 | $444k | -38% | 417.00 | 1064.90 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $442k | 2.3k | 189.73 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $436k | NEW | 3.6k | 119.52 |
|
| Wal-Mart Stores (WMT) | 0.2 | $392k | -23% | 3.5k | 113.26 |
|
| Ge Vernova (GEV) | 0.2 | $381k | -25% | 324.00 | 1174.86 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $377k | 7.2k | 52.41 |
|
|
| Intel Corporation (INTC) | 0.2 | $371k | NEW | 2.7k | 139.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $358k | -25% | 716.00 | 500.39 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $355k | 696.00 | 509.31 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $328k | NEW | 1.1k | 285.58 |
|
| Advanced Micro Devices (AMD) | 0.2 | $321k | -48% | 553.00 | 580.91 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $318k | 2.3k | 136.72 |
|
|
| Home Depot (HD) | 0.1 | $315k | -22% | 893.00 | 352.68 |
|
| Merck & Co (MRK) | 0.1 | $313k | +23% | 2.4k | 128.50 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $271k | 4.8k | 56.52 |
|
|
| Amgen (AMGN) | 0.1 | $268k | +12% | 741.00 | 362.17 |
|
| Etf Opportunities Trust Hedgeye Capital (HECA) | 0.1 | $264k | NEW | 9.7k | 27.30 |
|
| Bank of America Corporation (BAC) | 0.1 | $261k | -2% | 4.6k | 56.98 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $253k | NEW | 686.00 | 368.38 |
|
| UnitedHealth (UNH) | 0.1 | $251k | NEW | 604.00 | 415.63 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $249k | 670.00 | 372.29 |
|
|
| Moody's Corporation (MCO) | 0.1 | $248k | 547.00 | 452.92 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $247k | -32% | 481.00 | 513.60 |
|
| Wells Fargo & Company (WFC) | 0.1 | $240k | -3% | 2.9k | 82.63 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $238k | 2.9k | 82.34 |
|
|
| Blue Bird Corp (BLBD) | 0.1 | $237k | NEW | 3.0k | 78.96 |
|
| FedEx Corporation (FDX) | 0.1 | $236k | -15% | 752.00 | 313.27 |
|
| Fastenal Company (FAST) | 0.1 | $234k | -4% | 4.9k | 48.03 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $231k | NEW | 2.0k | 117.09 |
|
| Palo Alto Networks (PANW) | 0.1 | $228k | NEW | 667.00 | 341.02 |
|
| Ameris Ban (ABCB) | 0.1 | $219k | NEW | 2.4k | 90.26 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $218k | NEW | 5.3k | 40.68 |
|
| Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) | 0.1 | $212k | NEW | 1.4k | 151.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $210k | NEW | 285.00 | 736.40 |
|
| SYSCO Corporation (SYY) | 0.1 | $202k | -69% | 2.4k | 83.58 |
|
| Philip Morris International (PM) | 0.1 | $201k | NEW | 1.1k | 180.91 |
|
Past Filings by Panoramic Capital Partners
SEC 13F filings are viewable for Panoramic Capital Partners going back to 2024
- Panoramic Capital Partners 2026 Q2 filed Aug. 7, 2026
- 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