Panoramic Capital Partners, LLC Top Holdings and 13F Report (2026) About Panoramic Capital Partners, LLCInvestment ActivityPanoramic Capital Partners, LLC has $211.54 million in total holdings as of June 30, 2026.Panoramic Capital Partners, LLC owns shares of 72 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 40.01% of the portfolio was purchased this quarter.About 6.30% of the portfolio was sold this quarter.This quarter, Panoramic Capital Partners, LLC has purchased 63 new stocks and bought additional shares in 14 stocks.Panoramic Capital Partners, LLC sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $46,596,996iShares S&P 100 ETF $23,703,982CAPITAL GRP FIXED INCM ETF T $21,887,538iShares Core S&P Small-Cap ETF $19,909,791CAPITAL GROUP GLOBAL EQUITY $17,697,951 Largest New Holdings this Quarter 14020R107 - CAPITAL GROUP GLOBAL EQUITY $17,697,951 Holding14020G101 - Capital Group Growth ETF $13,435,873 Holding66765N105 - Northwest Natural Gas $1,702,284 Holding92204A702 - Vanguard Information Technology ETF $436,009 Holding458140100 - Intel $370,718 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,117,462 shares (about $44.28M)CAPITAL GROUP GLOBAL EQUITY 502,212 shares (about $17.70M)Capital Group Growth ETF 284,658 shares (about $13.44M)Northwest Natural Gas 34,698 shares (about $1.70M)iShares Core S&P Mid-Cap ETF 14,261 shares (about $1.10M) Largest Sales this Quarter Microsoft 7,004 shares (about $2.61M)Apple 3,741 shares (about $1.08M)iShares 0-3 Month Treasury Bond ETF 9,587 shares (about $965.11K)NVIDIA 4,790 shares (about $958.43K)Costco Wholesale 1,003 shares (about $938.28K) 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$46,596,996$44,275,419 â–²1,907.1%1,176,05622.0%ETFOEFiShares S&P 100 ETF$23,703,982$816,622 â–²3.6%64,78811.2%ETFCAPITAL GRP FIXED INCM ETF T$21,887,538$233,133 â–²1.1%836,04010.3%CORE BOND ETFIJRiShares Core S&P Small-Cap ETF$19,909,791$836,026 â–²4.4%134,2449.4%ETFCAPITAL GROUP GLOBAL EQUITY$17,697,951$17,697,951 â–²New Holding502,2128.4%SHSIJHiShares Core S&P Mid-Cap ETF$17,335,582$1,099,667 â–²6.8%224,8168.2%ETFCGGRCapital Group Growth ETF$13,435,873$13,435,873 â–²New Holding284,6586.4%ETFAAPLApple$4,937,158$1,082,517 â–¼-18.0%17,0622.3%TechnologyNVDANVIDIA$4,361,763$958,431 â–¼-18.0%21,7992.1%TechnologyMSFTMicrosoft$3,785,675$2,612,560 â–¼-40.8%10,1491.8%TechnologySPYSPDR S&P 500 ETF Trust$2,953,875$9,707 â–²0.3%3,9561.4%ETFGOOGLAlphabet$2,397,595$250,159 â–¼-9.4%6,7091.1%Communication ServicesSGOViShares 0-3 Month Treasury Bond ETF$2,214,009$965,112 â–¼-30.4%21,9931.0%ETFVTIVanguard Total Stock Market ETF$2,087,026$281,971 â–²15.6%5,6401.0%ETFNWNNorthwest Natural Gas$1,702,284$1,702,284 â–²New Holding34,6980.8%UtilitiesAMZNAmazon.com$1,625,717$300,547 â–¼-15.6%6,8210.8%Consumer DiscretionaryTSLATesla$1,560,005$143,425 â–¼-8.4%3,7090.7%Consumer DiscretionaryGOOGAlphabet$1,496,353$341,317 â–¼-18.6%4,2350.7%Communication ServicesMDYSPDR S&P MidCap 400 ETF Trust$1,073,3800.0%1,5260.5%ETFJNJJohnson & Johnson$1,043,563$14,984 â–¼-1.4%4,1090.5%HealthcareIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$873,8490.0%16,4350.4%ETFAVGOBroadcom$791,386$93,304 â–¼-10.5%2,0950.4%TechnologyCOSTCostco Wholesale$743,699$938,277 â–¼-55.8%7950.4%Consumer StaplesEFAiShares MSCI EAFE ETF$715,9410.0%6,8920.3%ETFLLYEli Lilly and Company$653,6930.0%5450.3%HealthcareJPMJPMorgan Chase & Co.$623,238$183,960 â–¼-22.8%1,9040.3%FinanceKLACKLA$557,862$488,167 â–²700.4%1,8490.3%TechnologyGEGE Aerospace$530,877$62,060 â–¼-10.5%1,4200.3%IndustrialsMUMicron Technology$527,511$162,755 â–¼-23.6%4570.2%TechnologyAMATApplied Materials$520,560$18,798 â–¼-3.5%7200.2%TechnologyMETAMeta Platforms$505,834$223,063 â–¼-30.6%8980.2%Communication ServicesTSMTaiwan Semiconductor Manufacturing$501,4480.0%1,0500.2%TechnologyPALANTIR TECHNOLOGIES INC$475,314$49,701 â–¼-9.5%4,0740.2%CL AVVisa$451,506$476,895 â–¼-51.4%1,3160.2%FinanceESGVVanguard ESG U.S. Stock ETF$449,295$132 â–²0.0%3,3980.2%ETFLAM RESEARCH CORP$445,897$199,332 â–¼-30.9%1,0290.2%COM NEWCATCaterpillar$444,063$279,004 â–¼-38.6%4170.2%IndustrialsRTXRTX$442,071$4,933 â–²1.1%2,3300.2%IndustrialsVGTVanguard Information Technology ETF$436,009$436,009 â–²New Holding3,6480.2%ETFWALMART INC$392,446$117,224 â–¼-23.0%3,4650.2%COMGE VERNOVA INC$380,655$130,410 â–¼-25.5%3240.2%COMIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$377,0900.0%7,1950.2%ETFINTCIntel$370,718$370,718 â–²New Holding2,6550.2%TechnologyBRK.BBerkshire Hathaway$358,279$124,097 â–¼-25.7%7160.2%FinanceNOCNorthrop Grumman$354,480$4,584 â–¼-1.3%6960.2%IndustrialsFTECFidelity MSCI Information Technology Index ETF$328,131$328,131 â–²New Holding1,1490.2%ETFAMDAdvanced Micro Devices$321,243$296,845 â–¼-48.0%5530.2%TechnologyXOMExxonMobil$318,284$1,777 â–²0.6%2,3280.2%EnergyHDHome Depot$314,943$93,460 â–¼-22.9%8930.1%Consumer DiscretionaryMRKMerck & Co., Inc.$313,026$58,982 â–²23.2%2,4360.1%HealthcareDONWisdomTree U.S. MidCap Dividend Fund$271,2960.0%4,8000.1%ETFAMGNAmgen$268,368$30,060 â–²12.6%7410.1%HealthcareETF OPPORTUNITIES TRUST$263,745$263,745 â–²New Holding9,6610.1%HEDGEYE CAPITALBACBank of America$260,627$6,724 â–¼-2.5%4,5740.1%FinanceGLDSPDR Gold Shares$252,709$252,709 â–²New Holding6860.1%ETFUNHUnitedHealth Group$251,041$251,041 â–²New Holding6040.1%HealthcareRACEFerrari$249,434$3,723 â–¼-1.5%6700.1%Consumer DiscretionaryMCOMoody's$247,747$906 â–¼-0.4%5470.1%FinanceMAMastercard$247,042$120,696 â–¼-32.8%4810.1%FinanceWFCWells Fargo & Company$240,048$8,346 â–¼-3.4%2,9050.1%FinanceVSGXVanguard ESG International Stock ETF$237,892$247 â–²0.1%2,8890.1%ETFBLBDBlue Bird$236,880$236,880 â–²New Holding3,0000.1%IndustrialsFDXFedEx$235,582$42,292 â–¼-15.2%7520.1%IndustrialsFASTFastenal$234,146$10,711 â–¼-4.4%4,8750.1%IndustrialsBOXXAlpha Architect 1-3 Month Box ETF$231,019$231,019 â–²New Holding1,9730.1%ETFPANWPalo Alto Networks$227,460$227,460 â–²New Holding6670.1%TechnologyABCBAmeris Bancorp$218,700$218,700 â–²New Holding2,4230.1%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$217,475$217,475 â–²New Holding5,3460.1%ETFPDPInvesco Dorsey Wright Momentum ETF$212,422$212,422 â–²New Holding1,4000.1%ETFQQQInvesco QQQ$209,874$209,874 â–²New Holding2850.1%ETFSYYSysco$202,431$454,592 â–¼-69.2%2,4220.1%Consumer StaplesPMPhilip Morris International$200,991$200,991 â–²New Holding1,1110.1%Consumer StaplesWWDWoodward$0$734,452 â–¼-100.0%00.0%IndustrialsCPRTCopart$0$305,706 â–¼-100.0%00.0%IndustrialsSHWSherwin-Williams$0$294,585 â–¼-100.0%00.0%MaterialsNKENIKE$0$289,876 â–¼-100.0%00.0%Consumer DiscretionaryNFLXNetflix$0$274,893 â–¼-100.0%00.0%Communication ServicesSBUXStarbucks$0$234,995 â–¼-100.0%00.0%Consumer DiscretionarySPGIS&P Global$0$211,819 â–¼-100.0%00.0%FinanceABBVAbbVie$0$211,400 â–¼-100.0%00.0%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
