Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- Latest filing
- Aug 7, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 18, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 59
- +7 vs. Q1 2025
- Portfolio value
- $144.2M
- +$47.2M (+48.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 55,151 | $34.6M | 24.0% | +8,376+17.9% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 62,372 | $19.2M | 13.3% | −220.0% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 586,898 | $15.4M | 10.7% | +586,898 | New | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 118,303 | $13.4M | 9.3% | +21,951+22.8% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 187,874 | $12.0M | 8.3% | +32,760+21.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 16,864 | $8.41M | 5.8% | −273−1.6% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 55,080 | $5.53M | 3.8% | −43,892−44.3% | Reduced | – |
| AAPLApple Inc. | Stock | 18,839 | $4.02M | 2.8% | +626+3.4% | Added | History |
| NVDANVIDIA Corp | Stock | 25,119 | $4.00M | 2.8% | +10,369+70.3% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,876 | $2.42M | 1.7% | +581+17.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 7,979 | $1.78M | 1.2% | +87+1.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,801 | $1.78M | 1.2% | +19+1.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,522 | $1.39M | 1.0% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 6,493 | $1.17M | 0.8% | +902+16.1% | Added | History |
| VVisa Inc. | Stock | 3,092 | $1.11M | 0.8% | +126+4.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,296 | $931.8K | 0.6% | +253+24.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,089 | $918.8K | 0.6% | +1,118+28.2% | Added | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,525 | $875.5K | 0.6% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,428 | $831.7K | 0.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,317 | $685.8K | 0.5% | +232+11.1% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $617.0K | 0.4% | +2,697+64.3% | Added | – |
| SYYSysco Corp | Stock | 7,845 | $605.5K | 0.4% | −88−1.1% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,838 | $579.6K | 0.4% | +441+31.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,895 | $521.5K | 0.4% | +211+12.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,073 | $520.4K | 0.4% | −77−6.7% | Reduced | History |
| WWDWoodward, Inc. | COM | 2,052 | $517.8K | 0.4% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 3,311 | $516.5K | 0.4% | −684−17.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,311 | $487.3K | 0.3% | −37−2.7% | Reduced | History |
| MAMastercard Inc | Stock | 767 | $436.6K | 0.3% | −11−1.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 555 | $433.3K | 0.3% | −54−8.9% | Reduced | History |
| CPRTCopart Inc | COM | 8,429 | $415.7K | 0.3% | +139+1.7% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,295 | $382.8K | 0.3% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 3,885 | $382.1K | 0.3% | +479+14.1% | Added | History |
| SBUXStarbucks Corp | Stock | 4,022 | $379.8K | 0.3% | +16+0.4% | Added | History |
| SHWSherwin Williams Co | COM | 1,054 | $373.1K | 0.3% | +8+0.8% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 3,261 | $362.0K | 0.3% | 00.0% | Unchanged | – |
| NKENIKE, Inc. | Stock | 4,611 | $352.2K | 0.2% | +94+2.1% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 697 | $351.4K | 0.2% | −17−2.4% | Reduced | History |
| GEGeneral Electric Co | Stock | 1,382 | $341.3K | 0.2% | +4+0.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 325 | $339.5K | 0.2% | −7−2.1% | Reduced | History |
| RACEFerrari N.V. | COM | 665 | $326.0K | 0.2% | +9+1.4% | Added | History |
| RTXRTX Corp | Stock | 2,231 | $325.2K | 0.2% | +40+1.8% | Added | History |
| PMPhilip Morris International Inc. | Stock | 1,701 | $304.3K | 0.2% | +83+5.1% | Added | History |
| NFLXNetflix Inc | Stock | 234 | $303.5K | 0.2% | +234 | New | History |
| MCOMoodys Corp | Stock | 586 | $296.0K | 0.2% | −15−2.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,087 | $295.8K | 0.2% | −25−2.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 1,549 | $249.1K | 0.2% | −148−8.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $246.5K | 0.2% | +1,050 | New | History |
| FASTFastenal Co | Stock | 5,715 | $246.5K | 0.2% | −321−5.3% | ReducedConverted for a 2-for-1 split | History |
| XOMExxonMobil Holdings Corp | COM | 2,181 | $244.7K | 0.2% | −617−22.1% | Reduced | History |
| WFCWells Fargo & Company | Stock | 2,925 | $244.5K | 0.2% | +2,925 | New | History |
| AMGNAmgen Inc | Stock | 797 | $237.7K | 0.2% | −146−15.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 789 | $232.0K | 0.2% | −14−1.7% | Reduced | History |
| CATCaterpillar Inc | Stock | 576 | $229.2K | 0.2% | +576 | New | History |
| BACBank of America Corp | Stock | 4,414 | $216.0K | 0.1% | +4,414 | New | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 9,049 | $210.8K | 0.1% | +9,049 | New | – |
| FDXFedEx Corp | Stock | 872 | $210.3K | 0.1% | +872 | New | History |
| UNPUnion Pacific Corp | Stock | 887 | $209.5K | 0.1% | +887 | New | History |
| VRSKVerisk Analytics, Inc. | COM | 670 | $203.7K | 0.1% | +670 | New | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.