Panoramic Capital Partners as of June 30, 2026
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 | 1.2M | 39.62 | |
| Ishares Tr S&p 100 Etf (OEF) | 11.2 | $24M | 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 | 134k | 148.31 | |
| Capital Group Global Equity SHS (CGGE) | 8.4 | $18M | 502k | 35.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.2 | $17M | 225k | 77.11 | |
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 6.4 | $13M | 285k | 47.20 | |
| Apple (AAPL) | 2.3 | $4.9M | 17k | 289.37 | |
| NVIDIA Corporation (NVDA) | 2.1 | $4.4M | 22k | 200.09 | |
| Microsoft Corporation (MSFT) | 1.8 | $3.8M | 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 | 6.7k | 357.37 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.0 | $2.2M | 22k | 100.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $2.1M | 5.6k | 370.04 | |
| Northwest Natural Holdin (NWN) | 0.8 | $1.7M | 35k | 49.06 | |
| Amazon (AMZN) | 0.8 | $1.6M | 6.8k | 238.34 | |
| Tesla Motors (TSLA) | 0.7 | $1.6M | 3.7k | 420.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.5M | 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 | 2.1k | 377.75 | |
| Costco Wholesale Corporation (COST) | 0.4 | $744k | 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 | 1.9k | 327.33 | |
| Kla Corp Com New (KLAC) | 0.3 | $558k | 1.8k | 301.71 | |
| Ge Aerospace Com New (GE) | 0.3 | $531k | 1.4k | 373.86 | |
| Micron Technology (MU) | 0.2 | $528k | 457.00 | 1154.29 | |
| Applied Materials (AMAT) | 0.2 | $521k | 720.00 | 723.00 | |
| Meta Platforms Cl A (META) | 0.2 | $506k | 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 | 4.1k | 116.67 | |
| Visa Com Cl A (V) | 0.2 | $452k | 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 | 1.0k | 433.33 | |
| Caterpillar (CAT) | 0.2 | $444k | 417.00 | 1064.90 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $442k | 2.3k | 189.73 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $436k | 3.6k | 119.52 | |
| Wal-Mart Stores (WMT) | 0.2 | $392k | 3.5k | 113.26 | |
| Ge Vernova (GEV) | 0.2 | $381k | 324.00 | 1174.86 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $377k | 7.2k | 52.41 | |
| Intel Corporation (INTC) | 0.2 | $371k | 2.7k | 139.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $358k | 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 | 1.1k | 285.58 | |
| Advanced Micro Devices (AMD) | 0.2 | $321k | 553.00 | 580.91 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $318k | 2.3k | 136.72 | |
| Home Depot (HD) | 0.1 | $315k | 893.00 | 352.68 | |
| Merck & Co (MRK) | 0.1 | $313k | 2.4k | 128.50 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $271k | 4.8k | 56.52 | |
| Amgen (AMGN) | 0.1 | $268k | 741.00 | 362.17 | |
| Etf Opportunities Trust Hedgeye Capital (HECA) | 0.1 | $264k | 9.7k | 27.30 | |
| Bank of America Corporation (BAC) | 0.1 | $261k | 4.6k | 56.98 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $253k | 686.00 | 368.38 | |
| UnitedHealth (UNH) | 0.1 | $251k | 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 | 481.00 | 513.60 | |
| Wells Fargo & Company (WFC) | 0.1 | $240k | 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 | 3.0k | 78.96 | |
| FedEx Corporation (FDX) | 0.1 | $236k | 752.00 | 313.27 | |
| Fastenal Company (FAST) | 0.1 | $234k | 4.9k | 48.03 | |
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $231k | 2.0k | 117.09 | |
| Palo Alto Networks (PANW) | 0.1 | $228k | 667.00 | 341.02 | |
| Ameris Ban (ABCB) | 0.1 | $219k | 2.4k | 90.26 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $218k | 5.3k | 40.68 | |
| Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) | 0.1 | $212k | 1.4k | 151.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $210k | 285.00 | 736.40 | |
| SYSCO Corporation (SYY) | 0.1 | $202k | 2.4k | 83.58 | |
| Philip Morris International (PM) | 0.1 | $201k | 1.1k | 180.91 |
