Panoramic Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Panoramic Capital Partners, Llc disclosed 70 stock positions valued at approximately $211.54M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and CAPITAL GRP FIXED INCM ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 70
- Portfolio Value
- $211.54M
Holdings by Sector
Panoramic Capital Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 22.03% | 1,176,056 | +1,117,462 | +1907.13% | $46,596,996 |
| ISHARES TR | OEF | Other | 11.21% | 64,788 | +2,232 | +3.57% | $23,703,982 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 10.35% | 836,040 | +8,905 | +1.08% | $21,887,538 |
| ISHARES TR | IJR | Other | 9.41% | 134,244 | +5,637 | +4.38% | $19,909,791 |
| ISHARES TR | IJH | Other | 8.19% | 224,816 | +14,261 | +6.77% | $17,335,582 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 6.35% | 284,658 | +284,658 | +100.00% | $13,435,873 |
| APPLE INC | AAPL | Technology | 2.33% | 17,062 | -3,741 | -17.98% | $4,937,158 |
| NVIDIA CORPORATION | NVDA | Technology | 2.06% | 21,799 | -4,790 | -18.01% | $4,361,763 |
| MICROSOFT CORP | MSFT | Technology | 1.79% | 10,149 | -7,004 | -40.83% | $3,785,675 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.40% | 3,956 | +13 | +0.33% | $2,953,875 |
| ALPHABET INC | GOOGL | Communication Services | 1.13% | 6,709 | -700 | -9.45% | $2,397,595 |
| ISHARES TR | SGOV | Other | 1.05% | 21,993 | -9,587 | -30.36% | $2,214,009 |
| VANGUARD INDEX FDS | VTI | Other | 0.99% | 5,640 | +762 | +15.62% | $2,087,026 |
| NORTHWEST NAT HLDG CO | NWN | Utilities | 0.80% | 34,698 | +34,698 | +100.00% | $1,702,284 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.77% | 6,821 | -1,261 | -15.60% | $1,625,717 |
| TESLA INC | TSLA | Consumer Cyclical | 0.74% | 3,709 | -341 | -8.42% | $1,560,005 |
| ALPHABET INC | GOOG | Communication Services | 0.71% | 4,235 | -966 | -18.57% | $1,496,353 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.51% | 1,526 | - | - | $1,073,380 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.49% | 4,109 | -59 | -1.42% | $1,043,563 |
| ISHARES TR | IGIB | Other | 0.41% | 16,435 | - | - | $873,849 |
| BROADCOM INC | AVGO | Technology | 0.37% | 2,095 | -247 | -10.55% | $791,386 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.35% | 795 | -1,003 | -55.78% | $743,699 |
| ISHARES TR | EFA | Other | 0.34% | 6,892 | - | - | $715,941 |
| ELI LILLY & CO | LLY | Healthcare | 0.31% | 545 | - | - | $653,693 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 1,904 | -562 | -22.79% | $623,238 |
| KLA CORP | KLAC | Technology | 0.26% | 1,849 | +1,618 | +700.43% | $557,862 |
| GE AEROSPACE | GE | Industrials | 0.25% | 1,420 | -166 | -10.47% | $530,877 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.25% | 457 | -141 | -23.58% | $527,511 |
| APPLIED MATLS INC | AMAT | Technology | 0.25% | 720 | -26 | -3.49% | $520,560 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 898 | -396 | -30.60% | $505,834 |
Showing 30 of 70 holdings in the latest reporting period.