Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- Latest filing
- Aug 7, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 7, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 72
- +9 vs. Q1 2026
- Portfolio value
- $211.5M
- +$49.2M (+30.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 1,176,056 | $46.6M | 22.0% | +1,117,462+1,907.1% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 64,788 | $23.7M | 11.2% | +2,232+3.6% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 836,040 | $21.9M | 10.3% | +8,905+1.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 134,244 | $19.9M | 9.4% | +5,637+4.4% | Added | – |
| Capital Group Global Equity14020R107 | SHS | 502,212 | $17.7M | 8.4% | +502,212 | New | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 224,816 | $17.3M | 8.2% | +14,261+6.8% | Added | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 284,658 | $13.4M | 6.4% | +284,658 | New | – |
| AAPLApple Inc. | Stock | 17,062 | $4.94M | 2.3% | −3,741−18.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 21,799 | $4.36M | 2.1% | −4,790−18.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 10,149 | $3.79M | 1.8% | −7,004−40.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,956 | $2.95M | 1.4% | +13+0.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 6,709 | $2.40M | 1.1% | −700−9.4% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 21,993 | $2.21M | 1.0% | −9,587−30.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,640 | $2.09M | 1.0% | +762+15.6% | Added | – |
| NWNNorthwest Natural Holding Co | COM | 34,698 | $1.70M | 0.8% | +34,698 | New | History |
| AMZNAmazon Com Inc | Stock | 6,821 | $1.63M | 0.8% | −1,261−15.6% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,709 | $1.56M | 0.7% | −341−8.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 4,235 | $1.50M | 0.7% | −966−18.6% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,526 | $1.07M | 0.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 4,109 | $1.04M | 0.5% | −59−1.4% | Reduced | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,435 | $873.8K | 0.4% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 2,095 | $791.4K | 0.4% | −247−10.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 795 | $743.7K | 0.4% | −1,003−55.8% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $715.9K | 0.3% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 545 | $653.7K | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,904 | $623.2K | 0.3% | −562−22.8% | Reduced | History |
| KLACKLA Corp | COM NEW | 1,849 | $557.9K | 0.3% | −461−20.0% | ReducedConverted for a 10-for-1 split | History |
| GEGeneral Electric Co | Stock | 1,420 | $530.9K | 0.3% | −166−10.5% | Reduced | History |
| MUMicron Technology Inc | Stock | 457 | $527.5K | 0.2% | −141−23.6% | Reduced | History |
| AMATApplied Materials Inc | Stock | 720 | $520.6K | 0.2% | −26−3.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 898 | $505.8K | 0.2% | −396−30.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $501.4K | 0.2% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 4,074 | $475.3K | 0.2% | −426−9.5% | Reduced | History |
| VVisa Inc. | Stock | 1,316 | $451.5K | 0.2% | −1,390−51.4% | Reduced | History |
| Vanguard World FD921910733 | ESG US STK ETF | 3,398 | $449.3K | 0.2% | +10.0% | Added | – |
| LRCXLam Research Corp | Stock | 1,029 | $445.9K | 0.2% | −460−30.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 417 | $444.1K | 0.2% | −262−38.6% | Reduced | History |
| RTXRTX Corp | Stock | 2,330 | $442.1K | 0.2% | +26+1.1% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 3,648 | $436.0K | 0.2% | +3,648 | New | – |
| WMTWalmart Inc. | Stock | 3,465 | $392.4K | 0.2% | −1,035−23.0% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 324 | $380.7K | 0.2% | −111−25.5% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,195 | $377.1K | 0.2% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 2,655 | $370.7K | 0.2% | +2,655 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 716 | $358.3K | 0.2% | −248−25.7% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 696 | $354.5K | 0.2% | −9−1.3% | Reduced | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,149 | $328.1K | 0.2% | +1,149 | New | – |
| AMDAdvanced Micro Devices Inc | Stock | 553 | $321.2K | 0.2% | −511−48.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,328 | $318.3K | 0.2% | +13+0.6% | Added | History |
| HDHome Depot, Inc. | Stock | 893 | $314.9K | 0.1% | −265−22.9% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 2,436 | $313.0K | 0.1% | +459+23.2% | Added | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,800 | $271.3K | 0.1% | 00.0% | Unchanged | – |
| AMGNAmgen Inc | Stock | 741 | $268.4K | 0.1% | +83+12.6% | Added | History |
| ETF Opportunities Trust26923Q747 | HEDGEYE CAPITAL | 9,661 | $263.7K | 0.1% | +9,661 | New | – |
| BACBank of America Corp | Stock | 4,574 | $260.6K | 0.1% | −118−2.5% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 686 | $252.7K | 0.1% | +686 | New | History |
| UNHUnitedHealth Group Inc | Stock | 604 | $251.0K | 0.1% | +604 | New | History |
| RACEFerrari N.V. | COM | 670 | $249.4K | 0.1% | −10−1.5% | Reduced | History |
| MCOMoodys Corp | Stock | 547 | $247.7K | 0.1% | −2−0.4% | Reduced | History |
| MAMastercard Inc | Stock | 481 | $247.0K | 0.1% | −235−32.8% | Reduced | History |
| WFCWells Fargo & Company | Stock | 2,905 | $240.0K | 0.1% | −101−3.4% | Reduced | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 2,889 | $237.9K | 0.1% | +3+0.1% | Added | – |
| BLBDBlue Bird Corp | COM | 3,000 | $236.9K | 0.1% | +3,000 | New | History |
| FDXFedEx Corp | Stock | 752 | $235.6K | 0.1% | −135−15.2% | Reduced | History |
| FASTFastenal Co | Stock | 4,875 | $234.1K | 0.1% | −223−4.4% | Reduced | History |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 1,973 | $231.0K | 0.1% | +1,973 | New | – |
| PANWPalo Alto Networks Inc | Stock | 667 | $227.5K | 0.1% | +667 | New | History |
| ABCBAmeris Bancorp | COM | 2,423 | $218.7K | 0.1% | +2,423 | New | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 5,346 | $217.5K | 0.1% | +5,346 | New | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 1,400 | $212.4K | 0.1% | +1,400 | New | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 285 | $209.9K | 0.1% | +285 | New | – |
| SYYSysco Corp | Stock | 2,422 | $202.4K | 0.1% | −5,439−69.2% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 1,111 | $201.0K | 0.1% | +1,111 | New | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| WWDWoodward, Inc. | COM | 2,052 | $734.5K | 0.5% | History |
| CPRTCopart Inc | COM | 9,208 | $305.7K | 0.2% | History |
| SHWSherwin Williams Co | COM | 919 | $294.6K | 0.2% | History |
| NKENIKE, Inc. | Stock | 5,488 | $289.9K | 0.2% | History |
| NFLXNetflix Inc | Stock | 2,859 | $274.9K | 0.2% | History |
| SBUXStarbucks Corp | Stock | 2,623 | $235.0K | 0.1% | History |
| SPGIS&P Global Inc. | Stock | 498 | $211.8K | 0.1% | History |
| ABBVAbbVie Inc. | Stock | 972 | $211.4K | 0.1% | History |