Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- Latest filing
- Aug 7, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 52
- −7 vs. Q4 2024
- Portfolio value
- $97.0M
- −$16.8M (−14.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 46,775 | $23.3M | 24.0% | +4,437+10.5% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 62,394 | $15.0M | 15.5% | +905+1.5% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 98,972 | $9.94M | 10.2% | −32,831−24.9% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 96,352 | $8.73M | 9.0% | +12,502+14.9% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 155,114 | $7.94M | 8.2% | +26,497+20.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 17,137 | $6.08M | 6.3% | +1,237+7.8% | Added | History |
| AAPLApple Inc. | Stock | 18,213 | $3.14M | 3.2% | −418−2.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,295 | $1.64M | 1.7% | −491−13.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,782 | $1.62M | 1.7% | −164−8.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 14,750 | $1.42M | 1.5% | −854−5.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 7,892 | $1.35M | 1.4% | +989+14.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,522 | $1.10M | 1.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 2,966 | $914.3K | 0.9% | −736−19.9% | Reduced | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,525 | $848.4K | 0.9% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 5,591 | $809.0K | 0.8% | +62+1.1% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,428 | $668.6K | 0.7% | +97+7.3% | Added | History |
| JNJJohnson & Johnson | Stock | 3,995 | $599.3K | 0.6% | −949−19.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 3,971 | $582.1K | 0.6% | −821−17.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,150 | $566.5K | 0.6% | +259+29.1% | Added | History |
| SYYSysco Corp | Stock | 7,933 | $539.4K | 0.6% | +757+10.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,043 | $532.4K | 0.5% | −496−32.2% | Reduced | History |
| CPRTCopart Inc | COM | 8,290 | $452.6K | 0.5% | −136−1.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,085 | $452.2K | 0.5% | −562−21.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,348 | $451.9K | 0.5% | −128−8.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 609 | $442.3K | 0.5% | +190+45.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,009 | $419.8K | 0.4% | +1,009 | New | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,295 | $378.1K | 0.4% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 778 | $373.4K | 0.4% | +284+57.5% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 714 | $351.3K | 0.4% | +11+1.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 632 | $349.5K | 0.4% | −721−53.3% | Reduced | History |
| TJXTJX Companies Inc | Stock | 2,906 | $348.8K | 0.4% | +2,906 | New | History |
| SHWSherwin Williams Co | COM | 1,046 | $327.9K | 0.3% | +139+15.3% | Added | History |
| WWDWoodward, Inc. | COM | 2,052 | $323.2K | 0.3% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 4,006 | $319.2K | 0.3% | +758+23.3% | Added | History |
| TSLATesla, Inc. | Stock | 1,397 | $309.9K | 0.3% | +501+55.9% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,195 | $306.1K | 0.3% | +4,195 | New | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,261 | $283.5K | 0.3% | +3,261 | New | – |
| XOMExxonMobil Holdings Corp | COM | 2,798 | $282.0K | 0.3% | +2,798 | New | History |
| WMTWalmart Inc. | Stock | 3,406 | $278.6K | 0.3% | −1,152−25.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,112 | $271.3K | 0.3% | +446+67.0% | Added | History |
| PGProcter & Gamble Co | Stock | 1,697 | $268.8K | 0.3% | −186−9.9% | Reduced | History |
| AMGNAmgen Inc | Stock | 943 | $264.3K | 0.3% | +943 | New | History |
| RTXRTX Corp | Stock | 2,191 | $263.9K | 0.3% | +2,191 | New | History |
| AVGOBroadcom Inc. | Stock | 1,684 | $262.8K | 0.3% | −3,554−67.9% | Reduced | History |
| RACEFerrari N.V. | COM | 656 | $261.0K | 0.3% | −103−13.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 332 | $241.6K | 0.2% | +55+19.9% | Added | History |
| PMPhilip Morris International Inc. | Stock | 1,618 | $241.5K | 0.2% | +1,618 | New | History |
| MCDMcDonalds Corp | Stock | 803 | $240.8K | 0.2% | +803 | New | History |
| NKENIKE, Inc. | Stock | 4,517 | $240.6K | 0.2% | −409−8.3% | Reduced | History |
| MCOMoodys Corp | Stock | 601 | $238.4K | 0.2% | +93+18.3% | Added | History |
| GEGeneral Electric Co | Stock | 1,378 | $233.5K | 0.2% | +1,378 | New | History |
| FASTFastenal Co | Stock | 3,018 | $214.9K | 0.2% | +232+8.3% | Added | History |
Sold out since Q4 2024 (17)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 637 | $283.3K | 0.2% | History |
| UNPUnion Pacific Corp | Stock | 1,228 | $279.9K | 0.2% | History |
| COPConocoPhillips | Stock | 2,783 | $276.0K | 0.2% | History |
| ADSKAutodesk, Inc. | COM | 906 | $267.8K | 0.2% | History |
| iShares Tr464288521 | CRE U S REIT ETF | 4,668 | $267.5K | 0.2% | – |
| CMGChipotle Mexican Grill Inc | COM | 4,343 | $261.9K | 0.2% | History |
| CMCSAComcast Corp | Stock | 6,777 | $254.3K | 0.2% | History |
| SPGIS&P Global Inc. | Stock | 469 | $233.6K | 0.2% | History |
| FDXFedEx Corp | Stock | 814 | $228.9K | 0.2% | History |
| PANWPalo Alto Networks Inc | Stock | 1,218 | $221.6K | 0.2% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 420 | $218.5K | 0.2% | History |
| QCOMQualcomm Inc | Stock | 1,421 | $218.3K | 0.2% | History |
| AZOAutoZone Inc | COM | 67 | $214.5K | 0.2% | History |
| TDGTransDigm Group INC | COM | 165 | $209.1K | 0.2% | History |
| VRSKVerisk Analytics, Inc. | COM | 759 | $209.1K | 0.2% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,030 | $203.4K | 0.2% | History |
| ITGartner Inc | COM | 418 | $202.5K | 0.2% | History |