Panoramic Capital Partners, LLC Top Holdings and 13F Report (2025) About Panoramic Capital Partners, LLCInvestment ActivityPanoramic Capital Partners, LLC has $144.19 million in total holdings as of June 30, 2025.Panoramic Capital Partners, LLC owns shares of 59 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 21.34% of the portfolio was purchased this quarter.About 4.20% of the portfolio was sold this quarter.This quarter, Panoramic Capital Partners, LLC has purchased 52 new stocks and bought additional shares in 26 stocks.Panoramic Capital Partners, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $34,644,198iShares S&P 100 ETF $19,201,844CAPITAL GRP FIXED INCM ETF T $15,364,990iShares Core S&P Small-Cap ETF $13,377,712iShares Core S&P Mid-Cap ETF $11,984,482 Largest New Holdings this Quarter 14020Y508 - CAPITAL GRP FIXED INCM ETF T $15,364,990 Holding64110L106 - Netflix $303,540 Holding874039100 - Taiwan Semiconductor Manufacturing $246,540 Holding949746101 - Wells Fargo & Company $244,509 Holding149123101 - Caterpillar $229,167 Holding Largest Purchases this Quarter CAPITAL GRP FIXED INCM ETF T 586,898 shares (about $15.36M)iShares Core S&P 500 ETF 8,376 shares (about $5.26M)iShares Core S&P Small-Cap ETF 21,951 shares (about $2.48M)iShares Core S&P Mid-Cap ETF 32,760 shares (about $2.09M)NVIDIA 10,369 shares (about $1.65M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 43,892 shares (about $4.41M)Microsoft 273 shares (about $136.18K)Johnson & Johnson 684 shares (about $106.71K)Exxon Mobil 617 shares (about $69.23K)Amgen 146 shares (about $43.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPanoramic Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$34,644,198$5,261,551 ▲17.9%55,15124.0%ETFOEFiShares S&P 100 ETF$19,201,844$6,773 ▼0.0%62,37213.3%ETFCAPITAL GRP FIXED INCM ETF T$15,364,990$15,364,990 ▲New Holding586,89810.7%CORE BOND ETFIJRiShares Core S&P Small-Cap ETF$13,377,712$2,482,221 ▲22.8%118,3039.3%ETFIJHiShares Core S&P Mid-Cap ETF$11,984,482$2,089,760 ▲21.1%187,8748.3%ETFMSFTMicrosoft$8,412,294$136,181 ▼-1.6%16,8645.8%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$5,531,134$4,407,635 ▼-44.3%55,0803.8%ETFAAPLApple$4,023,068$133,682 ▲3.4%18,8392.8%Computer and TechnologyNVDANVIDIA$4,002,461$1,652,196 ▲70.3%25,1192.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,423,818$363,323 ▲17.6%3,8761.7%FinanceAMZNAmazon.com$1,782,588$19,437 ▲1.1%7,9791.2%Retail/WholesaleCOSTCostco Wholesale$1,777,623$18,753 ▲1.1%1,8011.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,392,9120.0%4,5221.0%ETFGOOGLAlphabet$1,165,688$161,936 ▲16.1%6,4930.8%Computer and TechnologyVVisa$1,109,595$45,216 ▲4.2%3,0920.8%Business ServicesMETAMeta Platforms$931,837$181,910 ▲24.3%1,2960.6%Computer and TechnologyGOOGAlphabet$918,819$201,855 ▲28.2%5,0890.6%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$875,4940.0%16,5250.6%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$831,7100.0%1,4280.6%ETFJPMJPMorgan Chase & Co.$685,832$68,672 ▲11.1%2,3170.5%FinanceEFAiShares MSCI EAFE ETF$616,972$241,436 ▲64.3%6,8920.4%FinanceSYYSysco$605,477$6,792 ▼-1.1%7,8450.4%Consumer StaplesTSLATesla$579,613$139,069 ▲31.6%1,8380.4%Auto/Tires/TrucksAVGOBroadcom$521,466$58,063 ▲12.5%1,8950.4%Computer and TechnologyBRK.BBerkshire Hathaway$520,405$37,345 ▼-6.7%1,0730.4%FinanceWWDWoodward$517,8020.0%2,0520.4%AerospaceJNJJohnson & Johnson$516,549$106,711 ▼-17.1%3,3110.4%MedicalHDHome Depot$487,272$13,752 ▼-2.7%1,3110.3%Retail/WholesaleMAMastercard$436,607$6,262 ▼-1.4%7670.3%Business ServicesLLYEli Lilly and Company$433,272$42,156 ▼-8.9%5550.3%MedicalCPRTCopart$415,718$6,855 ▲1.7%8,4290.3%Business ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$382,8420.0%7,2950.3%ManufacturingWMTWalmart$382,129$47,114 ▲14.1%3,8850.3%Retail/WholesaleSBUXStarbucks$379,838$1,511 ▲0.4%4,0220.3%Retail/WholesaleSHWSherwin-Williams$373,116$2,832 ▲0.8%1,0540.3%Basic MaterialsESGVVanguard ESG U.S. Stock ETF$362,0040.0%3,2610.3%ETFNKENIKE$352,234$7,181 ▲2.1%4,6110.2%Consumer DiscretionaryNOCNorthrop Grumman$351,427$8,571 ▼-2.4%6970.2%AerospaceGEGE Aerospace$341,308$988 ▲0.3%1,3820.2%AerospaceNOWServiceNow$339,524$7,313 ▼-2.1%3250.2%Computer and TechnologyRACEFerrari$325,983$4,412 ▲1.4%6650.2%Auto/Tires/TrucksRTXRTX$325,168$5,830 ▲1.8%2,2310.2%AerospacePMPhilip Morris International$304,275$14,847 ▲5.1%1,7010.2%Consumer StaplesNFLXNetflix$303,540$303,540 ▲New Holding2340.2%Consumer DiscretionaryMCOMoody's$295,965$7,576 ▼-2.5%5860.2%FinanceCRMSalesforce$295,827$6,804 ▼-2.2%1,0870.2%Computer and TechnologyPGProcter & Gamble$249,126$23,803 ▼-8.7%1,5490.2%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$246,540$246,540 ▲New Holding1,0500.2%Computer and TechnologyFASTFastenal$246,488$116,322 ▲89.4%5,7150.2%Retail/WholesaleXOMExxon Mobil$244,708$69,227 ▼-22.1%2,1810.2%EnergyWFCWells Fargo & Company$244,509$244,509 ▲New Holding2,9250.2%FinanceAMGNAmgen$237,697$43,543 ▼-15.5%7970.2%MedicalMCDMcDonald's$232,029$4,117 ▼-1.7%7890.2%Retail/WholesaleCATCaterpillar$229,167$229,167 ▲New Holding5760.2%IndustrialsBACBank of America$215,977$215,977 ▲New Holding4,4140.1%FinanceIBTFiShares iBonds Dec 2025 Term Treasury ETF$210,842$210,842 ▲New Holding9,0490.1%ManufacturingFDXFedEx$210,347$210,347 ▲New Holding8720.1%TransportationUNPUnion Pacific$209,471$209,471 ▲New Holding8870.1%TransportationVRSKVerisk Analytics$203,720$203,720 ▲New Holding6700.1%Business ServicesQQQInvesco QQQ$0$419,805 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$349,547 ▼-100.0%00.0%MedicalTJXTJX Companies$0$348,807 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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