Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- Latest filing
- Aug 7, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 17, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 59
- 0 vs. Q2 2025
- Portfolio value
- $155.6M
- +$11.5M (+7.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 56,782 | $38.0M | 24.4% | +1,631+3.0% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 61,900 | $20.6M | 13.2% | −472−0.8% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 635,979 | $16.9M | 10.9% | +49,081+8.4% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 123,357 | $14.7M | 9.4% | +5,054+4.3% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 195,635 | $12.8M | 8.2% | +7,761+4.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 17,355 | $8.99M | 5.8% | +491+2.9% | Added | History |
| AAPLApple Inc. | Stock | 19,510 | $4.97M | 3.2% | +671+3.6% | Added | History |
| NVDANVIDIA Corp | Stock | 25,740 | $4.80M | 3.1% | +621+2.5% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 38,516 | $3.88M | 2.5% | −16,564−30.1% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,938 | $2.62M | 1.7% | +62+1.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 8,198 | $1.80M | 1.2% | +219+2.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 7,216 | $1.75M | 1.1% | +723+11.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,700 | $1.57M | 1.0% | −101−5.6% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,522 | $1.48M | 1.0% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 5,041 | $1.23M | 0.8% | −48−0.9% | Reduced | History |
| VVisa Inc. | Stock | 3,101 | $1.06M | 0.7% | +9+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,375 | $1.01M | 0.6% | +79+6.1% | Added | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,525 | $893.8K | 0.6% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 1,939 | $862.3K | 0.6% | +101+5.5% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,429 | $851.7K | 0.5% | +1+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 4,309 | $799.0K | 0.5% | +998+30.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,400 | $757.0K | 0.5% | +83+3.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,030 | $669.7K | 0.4% | +135+7.1% | Added | History |
| SYYSysco Corp | Stock | 7,850 | $646.4K | 0.4% | +5+0.1% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $643.5K | 0.4% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,404 | $568.9K | 0.4% | +93+7.1% | Added | History |
| WWDWoodward, Inc. | COM | 2,052 | $518.6K | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,022 | $513.8K | 0.3% | −51−4.8% | Reduced | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 20,859 | $487.4K | 0.3% | +11,810+130.5% | Added | – |
| WMTWalmart Inc. | Stock | 4,523 | $466.1K | 0.3% | +638+16.4% | Added | History |
| MAMastercard Inc | Stock | 775 | $440.8K | 0.3% | +8+1.0% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 700 | $426.5K | 0.3% | +3+0.4% | Added | History |
| GEGeneral Electric Co | Stock | 1,402 | $421.9K | 0.3% | +20+1.4% | Added | History |
| LLYEli Lilly & Co | Stock | 550 | $419.6K | 0.3% | −5−0.9% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,295 | $386.9K | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,261 | $386.2K | 0.2% | 00.0% | Unchanged | – |
| CPRTCopart Inc | COM | 8,451 | $380.0K | 0.2% | +22+0.3% | Added | History |
| RTXRTX Corp | Stock | 2,270 | $379.8K | 0.2% | +39+1.7% | Added | History |
| SHWSherwin Williams Co | COM | 1,059 | $366.7K | 0.2% | +5+0.5% | Added | History |
| SBUXStarbucks Corp | Stock | 4,045 | $342.2K | 0.2% | +23+0.6% | Added | History |
| RACEFerrari N.V. | COM | 665 | $322.7K | 0.2% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 4,567 | $318.5K | 0.2% | −44−1.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 327 | $300.9K | 0.2% | +2+0.6% | Added | History |
| NFLXNetflix Inc | Stock | 250 | $299.7K | 0.2% | +16+6.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $293.3K | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 1,779 | $288.6K | 0.2% | +78+4.6% | Added | History |
| FASTFastenal Co | Stock | 5,725 | $280.8K | 0.2% | +10+0.2% | Added | History |
| MCOMoodys Corp | Stock | 588 | $280.2K | 0.2% | +2+0.3% | Added | History |
| CATCaterpillar Inc | Stock | 584 | $278.7K | 0.2% | +8+1.4% | Added | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,800 | $251.0K | 0.2% | +4,800 | New | – |
| WFCWells Fargo & Company | Stock | 2,961 | $248.2K | 0.2% | +36+1.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,181 | $245.9K | 0.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 4,550 | $234.7K | 0.2% | +136+3.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 941 | $222.3K | 0.1% | +54+6.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 937 | $217.0K | 0.1% | +937 | New | History |
| ORCLOracle Corp | Stock | 752 | $211.5K | 0.1% | +752 | New | History |
| FDXFedEx Corp | Stock | 877 | $206.9K | 0.1% | +5+0.6% | Added | History |
| PGProcter & Gamble Co | Stock | 1,345 | $206.7K | 0.1% | −204−13.2% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 327 | $201.1K | 0.1% | +327 | New | History |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 1,087 | $295.8K | 0.2% | History |
| AMGNAmgen Inc | Stock | 797 | $237.7K | 0.2% | History |
| MCDMcDonalds Corp | Stock | 789 | $232.0K | 0.2% | History |
| VRSKVerisk Analytics, Inc. | COM | 670 | $203.7K | 0.1% | History |