Panoramic Capital Partners

Panoramic Capital Partners as of Sept. 30, 2025

Portfolio Holdings for Panoramic Capital Partners

Panoramic Capital Partners holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.4 $38M 57k 669.30
Ishares Tr S&p 100 Etf (OEF) 13.2 $21M 62k 332.84
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 10.9 $17M 636k 26.58
Ishares Tr Core S&p Scp Etf (IJR) 9.4 $15M 123k 118.83
Ishares Tr Core S&p Mcp Etf (IJH) 8.2 $13M 196k 65.26
Microsoft Corporation (MSFT) 5.8 $9.0M 17k 517.94
Apple (AAPL) 3.2 $5.0M 20k 254.63
NVIDIA Corporation (NVDA) 3.1 $4.8M 26k 186.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.5 $3.9M 39k 100.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $2.6M 3.9k 666.18
Amazon (AMZN) 1.2 $1.8M 8.2k 219.57
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.8M 7.2k 243.10
Costco Wholesale Corporation (COST) 1.0 $1.6M 1.7k 925.63
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.5M 4.5k 328.17
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.2M 5.0k 243.55
Visa Com Cl A (V) 0.7 $1.1M 3.1k 341.38
Meta Platforms Cl A (META) 0.6 $1.0M 1.4k 734.38
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $894k 17k 54.09
Tesla Motors (TSLA) 0.6 $862k 1.9k 444.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $852k 1.4k 596.03
Johnson & Johnson (JNJ) 0.5 $799k 4.3k 185.42
JPMorgan Chase & Co. (JPM) 0.5 $757k 2.4k 315.43
Broadcom (AVGO) 0.4 $670k 2.0k 329.91
SYSCO Corporation (SYY) 0.4 $646k 7.9k 82.34
Ishares Tr Msci Eafe Etf (EFA) 0.4 $644k 6.9k 93.37
Home Depot (HD) 0.4 $569k 1.4k 405.19
Woodward Governor Company (WWD) 0.3 $519k 2.1k 252.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $514k 1.0k 502.74
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.3 $487k 21k 23.36
Wal-Mart Stores (WMT) 0.3 $466k 4.5k 103.06
Mastercard Incorporated Cl A (MA) 0.3 $441k 775.00 568.81
Northrop Grumman Corporation (NOC) 0.3 $427k 700.00 609.32
Ge Aerospace Com New (GE) 0.3 $422k 1.4k 300.92
Eli Lilly & Co. (LLY) 0.3 $420k 550.00 763.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $387k 7.3k 53.03
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $386k 3.3k 118.44
Copart (CPRT) 0.2 $380k 8.5k 44.97
Raytheon Technologies Corp (RTX) 0.2 $380k 2.3k 167.33
Sherwin-Williams Company (SHW) 0.2 $367k 1.1k 346.26
Starbucks Corporation (SBUX) 0.2 $342k 4.0k 84.60
Ferrari Nv Ord (RACE) 0.2 $323k 665.00 485.22
Nike CL B (NKE) 0.2 $319k 4.6k 69.73
Servicenow (NOW) 0.2 $301k 327.00 920.28
Netflix (NFLX) 0.2 $300k 250.00 1198.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $293k 1.1k 279.29
Philip Morris International (PM) 0.2 $289k 1.8k 162.20
Fastenal Company (FAST) 0.2 $281k 5.7k 49.04
Moody's Corporation (MCO) 0.2 $280k 588.00 476.48
Caterpillar (CAT) 0.2 $279k 584.00 477.15
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $251k 4.8k 52.30
Wells Fargo & Company (WFC) 0.2 $248k 3.0k 83.81
Exxon Mobil Corporation (XOM) 0.2 $246k 2.2k 112.75
Bank of America Corporation (BAC) 0.2 $235k 4.6k 51.59
Union Pacific Corporation (UNP) 0.1 $222k 941.00 236.25
Abbvie (ABBV) 0.1 $217k 937.00 231.54
Oracle Corporation (ORCL) 0.1 $212k 752.00 281.24
FedEx Corporation (FDX) 0.1 $207k 877.00 235.87
Procter & Gamble Company (PG) 0.1 $207k 1.3k 153.65
Ge Vernova (GEV) 0.1 $201k 327.00 614.90