Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- Latest filing
- Aug 7, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 8, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 63
- +1 vs. Q4 2025
- Portfolio value
- $162.3M
- −$733.8K (−0.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 58,594 | $38.3M | 23.6% | +1,555+2.7% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 827,135 | $21.7M | 13.4% | +75,922+10.1% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 62,556 | $19.9M | 12.3% | +2,023+3.3% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 128,607 | $16.0M | 9.8% | +4,200+3.4% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 210,555 | $14.2M | 8.8% | +9,473+4.7% | Added | – |
| MSFTMicrosoft Corp | Stock | 17,153 | $6.35M | 3.9% | −272−1.6% | Reduced | History |
| AAPLApple Inc. | Stock | 20,803 | $5.28M | 3.3% | −46−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 26,589 | $4.64M | 2.9% | +607+2.3% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 31,580 | $3.18M | 2.0% | −3,902−11.0% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,943 | $2.56M | 1.6% | +34+0.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 7,409 | $2.13M | 1.3% | +72+1.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,798 | $1.79M | 1.1% | +76+4.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 8,082 | $1.68M | 1.0% | +40.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,878 | $1.56M | 1.0% | +356+7.9% | Added | – |
| TSLATesla, Inc. | Stock | 4,050 | $1.51M | 0.9% | +108+2.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,201 | $1.49M | 0.9% | +176+3.5% | Added | History |
| JNJJohnson & Johnson | Stock | 4,168 | $1.02M | 0.6% | −160−3.7% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,526 | $941.0K | 0.6% | +97+6.8% | Added | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,435 | $874.7K | 0.5% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 2,706 | $817.9K | 0.5% | −59−2.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,294 | $740.2K | 0.5% | +10+0.8% | Added | History |
| WWDWoodward, Inc. | COM | 2,052 | $734.5K | 0.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,466 | $725.4K | 0.4% | +42+1.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,342 | $724.9K | 0.4% | +238+11.3% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $669.4K | 0.4% | 00.0% | Unchanged | – |
| PLTRPalantir Technologies Inc. | Stock | 4,500 | $658.3K | 0.4% | +374+9.1% | Added | History |
| SYYSysco Corp | Stock | 7,861 | $560.8K | 0.3% | +5+0.1% | Added | History |
| WMTWalmart Inc. | Stock | 4,500 | $559.3K | 0.3% | +15+0.3% | Added | History |
| LLYEli Lilly & Co | Stock | 545 | $501.3K | 0.3% | −13−2.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 679 | $481.0K | 0.3% | +91+15.5% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 705 | $481.0K | 0.3% | +3+0.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 964 | $461.9K | 0.3% | +90+10.3% | Added | History |
| GEGeneral Electric Co | Stock | 1,586 | $450.2K | 0.3% | +174+12.3% | Added | History |
| RTXRTX Corp | Stock | 2,304 | $444.4K | 0.3% | +28+1.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,315 | $392.8K | 0.2% | +4+0.2% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 3,397 | $381.4K | 0.2% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,158 | $380.9K | 0.2% | −6−0.5% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 435 | $379.7K | 0.2% | +103+31.0% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,195 | $378.2K | 0.2% | +14+0.2% | Added | – |
| MAMastercard Inc | Stock | 716 | $357.8K | 0.2% | −36−4.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $354.8K | 0.2% | 00.0% | Unchanged | History |
| KLACKLA Corp | COM NEW | 231 | $340.1K | 0.2% | +48+26.2% | Added | History |
| LRCXLam Research Corp | Stock | 1,489 | $318.1K | 0.2% | +39+2.7% | Added | History |
| FDXFedEx Corp | Stock | 887 | $315.8K | 0.2% | +5+0.6% | Added | History |
| CPRTCopart Inc | COM | 9,208 | $305.7K | 0.2% | −965−9.5% | Reduced | History |
| SHWSherwin Williams Co | COM | 919 | $294.6K | 0.2% | −120−11.5% | Reduced | History |
| NKENIKE, Inc. | Stock | 5,488 | $289.9K | 0.2% | +928+20.4% | Added | History |
| NFLXNetflix Inc | Stock | 2,859 | $274.9K | 0.2% | +328+13.0% | Added | History |
| AMATApplied Materials Inc | Stock | 746 | $255.0K | 0.2% | +746 | New | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,800 | $252.2K | 0.2% | 00.0% | Unchanged | – |
| MCOMoodys Corp | Stock | 549 | $239.5K | 0.1% | −2−0.4% | Reduced | History |
| WFCWells Fargo & Company | Stock | 3,006 | $239.3K | 0.1% | −25−0.8% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 1,977 | $237.8K | 0.1% | +1,977 | New | History |
| FASTFastenal Co | Stock | 5,098 | $236.5K | 0.1% | +14+0.3% | Added | History |
| SBUXStarbucks Corp | Stock | 2,623 | $235.0K | 0.1% | +51+2.0% | Added | History |
| AMGNAmgen Inc | Stock | 658 | $231.4K | 0.1% | −7−1.1% | Reduced | History |
| RACEFerrari N.V. | COM | 680 | $230.1K | 0.1% | +3+0.4% | Added | History |
| BACBank of America Corp | Stock | 4,692 | $228.7K | 0.1% | +74+1.6% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,064 | $216.4K | 0.1% | −72−6.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 498 | $211.8K | 0.1% | +498 | New | History |
| ABBVAbbVie Inc. | Stock | 972 | $211.4K | 0.1% | +29+3.1% | Added | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 2,886 | $207.0K | 0.1% | −164−5.4% | Reduced | – |
| MUMicron Technology Inc | Stock | 598 | $202.0K | 0.1% | −112−15.8% | Reduced | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.