Panoramic Capital Partners, Llc Portfolio Stock Holdings
Panoramic Capital Partners, Llc disclosed 63 stock positions valued at approximately $162.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, CAPITAL GRP FIXED INCM ETF T, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 63
- Portfolio Value
- $162.3M
Holdings by Sector
Panoramic Capital Partners, Llc Portfolio Holdings in Q1 2026
63 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 23.58% | 58,594 | +1,555 | +2.73% | $38,274,426 |
| CAPITAL GRP FIXED INCM ETF T | CGCB | Other | 13.38% | 827,135 | +75,922 | +10.11% | $21,720,571 |
| ISHARES TR | OEF | Other | 12.26% | 62,556 | +2,023 | +3.34% | $19,897,171 |
| ISHARES TR | IJR | Other | 9.85% | 128,607 | +4,200 | +3.38% | $15,987,163 |
| ISHARES TR | IJH | Other | 8.76% | 210,555 | +9,473 | +4.71% | $14,218,784 |
| MICROSOFT CORP | MSFT | Technology | 3.91% | 17,153 | -272 | -1.56% | $6,349,420 |
| APPLE INC | AAPL | Technology | 3.25% | 20,803 | -46 | -0.22% | $5,279,560 |
| NVIDIA CORPORATION | NVDA | Technology | 2.86% | 26,589 | +607 | +2.34% | $4,637,198 |
| ISHARES TR | SGOV | Other | 1.96% | 31,580 | -3,902 | -11.00% | $3,178,837 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.58% | 3,943 | +34 | +0.87% | $2,564,604 |
| ALPHABET INC | GOOGL | Communication Services | 1.31% | 7,409 | +72 | +0.98% | $2,130,532 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.10% | 1,798 | +76 | +4.41% | $1,791,581 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.04% | 8,082 | +4 | +0.05% | $1,683,238 |
| VANGUARD INDEX FDS | VTI | Other | 0.96% | 4,878 | +356 | +7.87% | $1,564,911 |
| TESLA INC | TSLA | Consumer Cyclical | 0.93% | 4,050 | +108 | +2.74% | $1,505,588 |
| ALPHABET INC | GOOG | Communication Services | 0.92% | 5,201 | +176 | +3.50% | $1,492,023 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.63% | 4,168 | -160 | -3.70% | $1,018,826 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.58% | 1,526 | +97 | +6.79% | $941,039 |
| ISHARES TR | IGIB | Other | 0.54% | 16,435 | - | - | $874,671 |
| VISA INC | V | Financial Services | 0.50% | 2,706 | -59 | -2.13% | $817,861 |
| META PLATFORMS INC | META | Communication Services | 0.46% | 1,294 | +10 | +0.78% | $740,165 |
| WOODWARD INC | WWD | Industrials | 0.45% | 2,052 | - | - | $734,452 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.45% | 2,466 | +42 | +1.73% | $725,399 |
| BROADCOM INC | AVGO | Technology | 0.45% | 2,342 | +238 | +11.31% | $724,872 |
| ISHARES TR | EFA | Other | 0.41% | 6,892 | - | - | $669,420 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.41% | 4,500 | +374 | +9.06% | $658,260 |
| SYSCO CORP | SYY | Consumer Defensive | 0.35% | 7,861 | +5 | +0.06% | $560,754 |
| WALMART INC | WMT | Consumer Defensive | 0.34% | 4,500 | +15 | +0.33% | $559,260 |
| ELI LILLY & CO | LLY | Healthcare | 0.31% | 545 | -13 | -2.33% | $501,275 |
| CATERPILLAR INC | CAT | Industrials | 0.30% | 679 | +91 | +15.48% | $481,044 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.30% | 705 | +3 | +0.43% | $480,979 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 964 | +90 | +10.30% | $461,949 |
| GE AEROSPACE | GE | Industrials | 0.28% | 1,586 | +174 | +12.32% | $450,197 |
| RTX CORPORATION | RTX | Industrials | 0.27% | 2,304 | +28 | +1.23% | $444,442 |
| EXXON MOBIL CORP | XOM | Energy | 0.24% | 2,315 | +4 | +0.17% | $392,763 |
| VANGUARD WORLD FD | ESGV | Other | 0.23% | 3,397 | - | - | $381,413 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.23% | 1,158 | -6 | -0.52% | $380,855 |
| GE VERNOVA INC | GEV | Utilities | 0.23% | 435 | +103 | +31.02% | $379,712 |
| ISHARES TR | IGSB | Other | 0.23% | 7,195 | +14 | +0.19% | $378,169 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 716 | -36 | -4.79% | $357,757 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.22% | 1,050 | - | - | $354,848 |
| KLA CORP | KLAC | Technology | 0.21% | 231 | +48 | +26.23% | $340,127 |
| LAM RESEARCH CORP | LRCX | Other | 0.20% | 1,489 | +39 | +2.69% | $318,140 |
| FEDEX CORP | FDX | Industrials | 0.19% | 887 | +5 | +0.57% | $315,758 |
| COPART INC | CPRT | Industrials | 0.19% | 9,208 | -965 | -9.49% | $305,706 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.18% | 919 | -120 | -11.55% | $294,585 |
| NIKE INC | NKE | Consumer Cyclical | 0.18% | 5,488 | +928 | +20.35% | $289,876 |
| NETFLIX INC. | NFLX | Communication Services | 0.17% | 2,859 | +328 | +12.96% | $274,893 |
| APPLIED MATLS INC | AMAT | Technology | 0.16% | 746 | +746 | +100.00% | $254,975 |
| WISDOMTREE TR | DON | Other | 0.16% | 4,800 | - | - | $252,192 |
| MOODYS CORP | MCO | Financial Services | 0.15% | 549 | -2 | -0.36% | $239,501 |
| WELLS FARGO & CO | WFC | Financial Services | 0.15% | 3,006 | -25 | -0.82% | $239,288 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 1,977 | +1,977 | +100.00% | $237,813 |
| FASTENAL CO | FAST | Industrials | 0.15% | 5,098 | +14 | +0.28% | $236,547 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.14% | 2,623 | +51 | +1.98% | $234,995 |
| AMGEN INC | AMGN | Healthcare | 0.14% | 658 | -7 | -1.05% | $231,428 |
| FERRARI N V | RACE | Other | 0.14% | 680 | +3 | +0.44% | $230,146 |
| BANK AMERICA CORP | BAC | Financial Services | 0.14% | 4,692 | +74 | +1.60% | $228,735 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.13% | 1,064 | -72 | -6.34% | $216,450 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.13% | 498 | +498 | +100.00% | $211,819 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 972 | +29 | +3.08% | $211,400 |
| VANGUARD WORLD FD | VSGX | Other | 0.13% | 2,886 | -164 | -5.38% | $207,010 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.12% | 598 | -112 | -15.77% | $202,028 |