Panoramic Investment Advisors, Llc Portfolio Stock Holdings
Panoramic Investment Advisors, Llc disclosed 22 stock positions valued at approximately $206.6 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, TRINITY CAP INC, and ETFIS SER TR I. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 22
- Portfolio Value
- $206.6M
Holdings by Sector
Panoramic Investment Advisors, Llc Portfolio Holdings in Q1 2026
21 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 11.06% | 403,186 | +350,333 | +662.84% | $22,852,572 |
| TRINITY CAP INC | TRIN | Financial Services | 9.24% | 1,297,480 | +1,297,480 | +100.00% | $19,085,934 |
| ETFIS SER TR I | PFFA | Other | 7.63% | 774,731 | +774,731 | +100.00% | $15,773,515 |
| GLADSTONE INVT CORP | GAIN | Financial Services | 7.35% | 1,069,685 | +1,069,685 | +100.00% | $15,189,530 |
| ARES CAPITAL CORP | ARCC | Financial Services | 7.12% | 815,994 | +815,994 | +100.00% | $14,704,211 |
| BAIN CAP SPECIALTY FIN INC | BCSF | Financial Services | 6.98% | 1,163,189 | +1,163,189 | +100.00% | $14,423,547 |
| OAKTREE SPECIALTY LENDING | OCSL | Financial Services | 6.79% | 1,241,204 | +1,241,204 | +100.00% | $14,025,608 |
| BLUE OWL CAPITAL CORPORATION | OBDC | Financial Services | 6.50% | 1,213,584 | +1,213,584 | +100.00% | $13,422,234 |
| HERCULES CAPITAL INC | HTGC | Financial Services | 5.72% | 799,775 | +799,775 | +100.00% | $11,812,680 |
| CAPITAL SOUTHWEST CORP | CSWC | Financial Services | 5.52% | 515,525 | +515,525 | +100.00% | $11,403,415 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 5.43% | 611,047 | +611,047 | +100.00% | $11,231,053 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 5.17% | 243,699 | +243,699 | +100.00% | $10,678,892 |
| ARBOR REALTY TRUST INC | ABR | Real Estate | 3.58% | 958,376 | +946,670 | +8087.05% | $7,389,076 |
| SACHEM CAP CORP | SACH | Real Estate | 1.38% | 2,828,064 | +2,828,064 | +100.00% | $2,856,345 |
| RITHM CAPITAL CORP | RITM | Real Estate | 1.15% | 250,888 | +250,888 | +100.00% | $2,378,416 |
| MANHATTAN BRDG CAP INC | LOAN | Real Estate | 0.95% | 441,286 | +441,286 | +100.00% | $1,963,722 |
| LUMENT FINANCE TRUST INC | LFT | Real Estate | 0.84% | 1,383,836 | +1,383,836 | +100.00% | $1,743,634 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.73% | 27,153 | +13,348 | +96.69% | $1,507,535 |
| EXXON MOBIL CORP | XOM | Energy | 0.33% | 4,054 | -308 | -7.06% | $687,802 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.23% | 19,623 | +19,623 | +100.00% | $478,605 |
| ONEOK INC NEW | OKE | Energy | 0.18% | 4,198 | +4,198 | +100.00% | $379,457 |