Panoramic Capital Partners

Panoramic Capital Partners as of Dec. 31, 2025

Portfolio Holdings for Panoramic Capital Partners

Panoramic Capital Partners holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.0 $39M 57k 684.95
Ishares Tr S&p 100 Etf (OEF) 12.7 $21M 61k 342.97
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 12.2 $20M 751k 26.52
Ishares Tr Core S&p Scp Etf (IJR) 9.2 $15M 124k 120.18
Ishares Tr Core S&p Mcp Etf (IJH) 8.1 $13M 201k 66.00
Microsoft Corporation (MSFT) 5.2 $8.4M 17k 483.61
Apple (AAPL) 3.5 $5.7M 21k 271.86
NVIDIA Corporation (NVDA) 3.0 $4.8M 26k 186.50
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.2 $3.6M 36k 100.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.7M 3.9k 681.89
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.3M 7.3k 313.00
Amazon (AMZN) 1.1 $1.9M 8.1k 230.82
Tesla Motors (TSLA) 1.1 $1.8M 3.9k 449.72
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.6M 5.0k 313.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.5M 4.5k 335.27
Costco Wholesale Corporation (COST) 0.9 $1.5M 1.7k 862.34
Visa Com Cl A (V) 0.6 $970k 2.8k 350.71
Johnson & Johnson (JNJ) 0.5 $896k 4.3k 206.95
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $886k 16k 53.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $862k 1.4k 603.36
Meta Platforms Cl A (META) 0.5 $848k 1.3k 660.09
JPMorgan Chase & Co. (JPM) 0.5 $781k 2.4k 322.22
Palantir Technologies Cl A (PLTR) 0.4 $733k 4.1k 177.75
Broadcom (AVGO) 0.4 $728k 2.1k 346.10
Ishares Tr Msci Eafe Etf (EFA) 0.4 $662k 6.9k 96.03
Woodward Governor Company (WWD) 0.4 $620k 2.1k 302.32
Eli Lilly & Co. (LLY) 0.4 $600k 558.00 1074.68
SYSCO Corporation (SYY) 0.4 $579k 7.9k 73.69
Wal-Mart Stores (WMT) 0.3 $500k 4.5k 111.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $439k 874.00 502.65
Ge Aerospace Com New (GE) 0.3 $435k 1.4k 308.14
Mastercard Incorporated Cl A (MA) 0.3 $429k 752.00 570.88
Raytheon Technologies Corp (RTX) 0.3 $417k 2.3k 183.40
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $411k 3.4k 120.96
Home Depot (HD) 0.2 $401k 1.2k 344.10
Northrop Grumman Corporation (NOC) 0.2 $400k 702.00 570.21
Copart (CPRT) 0.2 $398k 10k 39.15
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $380k 7.2k 52.88
Caterpillar (CAT) 0.2 $337k 588.00 572.87
Sherwin-Williams Company (SHW) 0.2 $337k 1.0k 324.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $319k 1.1k 303.89
Nike CL B (NKE) 0.2 $291k 4.6k 63.71
Wells Fargo & Company (WFC) 0.2 $283k 3.0k 93.19
Moody's Corporation (MCO) 0.2 $282k 551.00 510.85
Exxon Mobil Corporation (XOM) 0.2 $278k 2.3k 120.34
FedEx Corporation (FDX) 0.2 $255k 882.00 288.70
Bank of America Corporation (BAC) 0.2 $254k 4.6k 55.00
Ferrari Nv Ord (RACE) 0.2 $250k 677.00 369.56
Lam Research Corp Com New (LRCX) 0.2 $248k 1.5k 171.18
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $248k 4.8k 51.60
Advanced Micro Devices (AMD) 0.1 $243k 1.1k 214.16
Servicenow (NOW) 0.1 $238k 1.6k 153.19
Netflix (NFLX) 0.1 $237k 2.5k 93.76
Kla Corp Com New (KLAC) 0.1 $222k 183.00 1215.08
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $218k 3.1k 71.61
Amgen (AMGN) 0.1 $218k 665.00 327.50
Ge Vernova (GEV) 0.1 $217k 332.00 653.57
Starbucks Corporation (SBUX) 0.1 $217k 2.6k 84.21
Abbvie (ABBV) 0.1 $216k 943.00 228.49
salesforce (CRM) 0.1 $212k 801.00 264.91
Fastenal Company (FAST) 0.1 $204k 5.1k 40.13
Micron Technology (MU) 0.1 $203k 710.00 285.41