Panoramic Capital Partners

Panoramic Capital Partners as of March 31, 2026

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 59k 653.21
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 13.4 $22M 827k 26.26
Ishares Tr S&p 100 Etf (OEF) 12.3 $20M 63k 318.07
Ishares Tr Core S&p Scp Etf (IJR) 9.8 $16M 129k 124.31
Ishares Tr Core S&p Mcp Etf (IJH) 8.8 $14M 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 27k 174.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.0 $3.2M 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 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 4.9k 320.81
Tesla Motors (TSLA) 0.9 $1.5M 4.1k 371.75
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.5M 5.2k 286.87
Johnson & Johnson (JNJ) 0.6 $1.0M 4.2k 244.44
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.6 $941k 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 2.7k 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 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 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 545.00 919.77
Caterpillar (CAT) 0.3 $481k 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 964.00 479.20
Ge Aerospace Com New (GE) 0.3 $450k 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 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 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 231.00 1472.41
Lam Research Corp Com New (LRCX) 0.2 $318k 1.5k 213.66
FedEx Corporation (FDX) 0.2 $316k 887.00 355.98
Copart (CPRT) 0.2 $306k 9.2k 33.20
Sherwin-Williams Company (SHW) 0.2 $295k 919.00 320.55
Nike CL B (NKE) 0.2 $290k 5.5k 52.82
Netflix (NFLX) 0.2 $275k 2.9k 96.15
Applied Materials (AMAT) 0.2 $255k 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 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 1.1k 203.43
S&p Global (SPGI) 0.1 $212k 498.00 425.34
Abbvie (ABBV) 0.1 $211k 972.00 217.49
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $207k 2.9k 71.73
Micron Technology (MU) 0.1 $202k 598.00 337.84