Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- Latest filing
- Aug 7, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 62
- +3 vs. Q3 2025
- Portfolio value
- $163.1M
- +$7.41M (+4.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 57,039 | $39.1M | 24.0% | +257+0.5% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 60,533 | $20.8M | 12.7% | −1,367−2.2% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 751,213 | $19.9M | 12.2% | +115,234+18.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 124,407 | $15.0M | 9.2% | +1,050+0.9% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 201,082 | $13.3M | 8.1% | +5,447+2.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 17,425 | $8.43M | 5.2% | +70+0.4% | Added | History |
| AAPLApple Inc. | Stock | 20,849 | $5.67M | 3.5% | +1,339+6.9% | Added | History |
| NVDANVIDIA Corp | Stock | 25,982 | $4.85M | 3.0% | +242+0.9% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 35,482 | $3.56M | 2.2% | −3,034−7.9% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,909 | $2.67M | 1.6% | −29−0.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 7,337 | $2.30M | 1.4% | +121+1.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 8,078 | $1.86M | 1.1% | −120−1.5% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,942 | $1.77M | 1.1% | +2,003+103.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,025 | $1.58M | 1.0% | −16−0.3% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,522 | $1.52M | 0.9% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 1,722 | $1.48M | 0.9% | +22+1.3% | Added | History |
| VVisa Inc. | Stock | 2,765 | $969.7K | 0.6% | −336−10.8% | Reduced | History |
| JNJJohnson & Johnson | Stock | 4,328 | $895.7K | 0.5% | +19+0.4% | Added | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,435 | $885.5K | 0.5% | −90−0.5% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,429 | $862.2K | 0.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,284 | $847.6K | 0.5% | −91−6.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,424 | $781.1K | 0.5% | +24+1.0% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 4,126 | $733.4K | 0.4% | +4,126 | New | History |
| AVGOBroadcom Inc. | Stock | 2,104 | $728.2K | 0.4% | +74+3.6% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $661.8K | 0.4% | 00.0% | Unchanged | – |
| WWDWoodward, Inc. | COM | 2,052 | $620.4K | 0.4% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 558 | $599.7K | 0.4% | +8+1.5% | Added | History |
| SYYSysco Corp | Stock | 7,856 | $578.9K | 0.4% | +6+0.1% | Added | History |
| WMTWalmart Inc. | Stock | 4,485 | $499.7K | 0.3% | −38−0.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 874 | $439.3K | 0.3% | −148−14.5% | Reduced | History |
| GEGeneral Electric Co | Stock | 1,412 | $435.1K | 0.3% | +10+0.7% | Added | History |
| MAMastercard Inc | Stock | 752 | $429.3K | 0.3% | −23−3.0% | Reduced | History |
| RTXRTX Corp | Stock | 2,276 | $417.4K | 0.3% | +6+0.3% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 3,397 | $410.9K | 0.3% | +136+4.2% | Added | – |
| HDHome Depot, Inc. | Stock | 1,164 | $400.5K | 0.2% | −240−17.1% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 702 | $400.3K | 0.2% | +2+0.3% | Added | History |
| CPRTCopart Inc | COM | 10,173 | $398.3K | 0.2% | +1,722+20.4% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,181 | $379.7K | 0.2% | −114−1.6% | Reduced | – |
| CATCaterpillar Inc | Stock | 588 | $336.8K | 0.2% | +4+0.7% | Added | History |
| SHWSherwin Williams Co | COM | 1,039 | $336.7K | 0.2% | −20−1.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $319.1K | 0.2% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 4,560 | $290.5K | 0.2% | −7−0.2% | Reduced | History |
| WFCWells Fargo & Company | Stock | 3,031 | $282.5K | 0.2% | +70+2.4% | Added | History |
| MCOMoodys Corp | Stock | 551 | $281.5K | 0.2% | −37−6.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,311 | $278.1K | 0.2% | +130+6.0% | Added | History |
| FDXFedEx Corp | Stock | 882 | $254.6K | 0.2% | +5+0.6% | Added | History |
| BACBank of America Corp | Stock | 4,618 | $254.0K | 0.2% | +68+1.5% | Added | History |
| RACEFerrari N.V. | COM | 677 | $250.2K | 0.2% | +12+1.8% | Added | History |
| LRCXLam Research Corp | Stock | 1,450 | $248.2K | 0.2% | +1,450 | New | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,800 | $247.7K | 0.2% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,136 | $243.3K | 0.1% | +1,136 | New | History |
| NOWServiceNow, Inc. | Stock | 1,552 | $237.8K | 0.1% | −83−5.1% | ReducedConverted for a 5-for-1 split | History |
| NFLXNetflix Inc | Stock | 2,531 | $237.3K | 0.1% | +31+1.2% | AddedConverted for a 10-for-1 split | History |
| KLACKLA Corp | COM NEW | 183 | $222.4K | 0.1% | +183 | New | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 3,050 | $218.4K | 0.1% | +3,050 | New | – |
| AMGNAmgen Inc | Stock | 665 | $217.8K | 0.1% | +665 | New | History |
| GEVGE Vernova Inc. | Stock | 332 | $217.0K | 0.1% | +5+1.5% | Added | History |
| SBUXStarbucks Corp | Stock | 2,572 | $216.6K | 0.1% | −1,473−36.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 943 | $215.5K | 0.1% | +6+0.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 801 | $212.2K | 0.1% | +801 | New | History |
| FASTFastenal Co | Stock | 5,084 | $204.0K | 0.1% | −641−11.2% | Reduced | History |
| MUMicron Technology Inc | Stock | 710 | $202.6K | 0.1% | +710 | New | History |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46436E866 | IBONDS 25 TRM TS | 20,859 | $487.4K | 0.3% | – |
| PMPhilip Morris International Inc. | Stock | 1,779 | $288.6K | 0.2% | History |
| UNPUnion Pacific Corp | Stock | 941 | $222.3K | 0.1% | History |
| ORCLOracle Corp | Stock | 752 | $211.5K | 0.1% | History |
| PGProcter & Gamble Co | Stock | 1,345 | $206.7K | 0.1% | History |