Panoramic Capital Partners, LLC — 13F Holdings & Portfolio
CIK 2052992 · latest 13F-HR filed 2026-04-08
Panoramic Capital Partners, LLC manages $162.3M in 13F-reported U.S. long-equity assets across 63 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (23.58%), CGCB (13.38%), OEF (12.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 22, and trimmed 22.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$162.3M
Long-equity book
63
Distinct positions
2026-03-31
Filed 2026-04-08
+3 / −2 / ↑22 / ↓22
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CAPITAL GRP FIXED INCM ETF T$1.8M +9.0%
- ISHARES TR$1.0M +6.9%
- ISHARES TR$947.4K +7.1%
- COSTCO WHOLESALE CORPORATION$306.6K +20.6%
- GE VERNOVA INC$162.7K +75.0%
Top Trims
- MICROSOFT CORP-$2.1M -24.7%
- APPLE INC-$388.5K -6.9%
- ISHARES TR-$382.9K -10.7%
- TESLA INC-$267.2K -15.1%
- AMAZON COM INC-$181.3K -9.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $38.3M | 23.58% | 58,594 | SH |
| 2 | CAPITAL GRP FIXED INCM ETF T | CGCB | 14020Y508 | $21.7M | 13.38% | 827,135 | SH |
| 3 | ISHARES TR | OEF | 464287101 | $19.9M | 12.26% | 62,556 | SH |
| 4 | ISHARES TR | IJR | 464287804 | $16.0M | 9.85% | 128,607 | SH |
| 5 | ISHARES TR | IJH | 464287507 | $14.2M | 8.76% | 210,555 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $6.3M | 3.91% | 17,153 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $5.3M | 3.25% | 20,803 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.6M | 2.86% | 26,589 | SH |
| 9 | ISHARES TR | SGOV | 46436E718 | $3.2M | 1.96% | 31,580 | SH |
| 10 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.6M | 1.58% | 3,943 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $2.1M | 1.31% | 7,409 | SH |
| 12 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.8M | 1.10% | 1,798 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 1.04% | 8,082 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $1.6M | 0.96% | 4,878 | SH |
| 15 | TESLA INC | TSLA | 88160R101 | $1.5M | 0.93% | 4,050 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $1.5M | 0.92% | 5,201 | SH |
| 17 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.0M | 0.63% | 4,168 | SH |
| 18 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $941.0K | 0.58% | 1,526 | SH |
| 19 | ISHARES TR | IGIB | 464288638 | $874.7K | 0.54% | 16,435 | SH |
| 20 | VISA INC | V | 92826C839 | $817.9K | 0.50% | 2,706 | SH |
| 21 | META PLATFORMS INC | META | 30303M102 | $740.2K | 0.46% | 1,294 | SH |
| 22 | WOODWARD INC | WWD | 980745103 | $734.5K | 0.45% | 2,052 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $725.4K | 0.45% | 2,466 | SH |
| 24 | BROADCOM INC | AVGO | 11135F101 | $724.9K | 0.45% | 2,342 | SH |
| 25 | ISHARES TR | EFA | 464287465 | $669.4K | 0.41% | 6,892 | SH |
| 26 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $658.3K | 0.41% | 4,500 | SH |
| 27 | SYSCO CORP | SYY | 871829107 | $560.8K | 0.35% | 7,861 | SH |
| 28 | WALMART INC | WMT | 931142103 | $559.3K | 0.34% | 4,500 | SH |
| 29 | ELI LILLY & CO | LLY | 532457108 | $501.3K | 0.31% | 545 | SH |
| 30 | CATERPILLAR INC | CAT | 149123101 | $481.0K | 0.30% | 679 | SH |
| 31 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $481.0K | 0.30% | 705 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $461.9K | 0.28% | 964 | SH |
| 33 | GE AEROSPACE | GE | 369604301 | $450.2K | 0.28% | 1,586 | SH |
| 34 | RTX CORPORATION | RTX | 75513E101 | $444.4K | 0.27% | 2,304 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $392.8K | 0.24% | 2,315 | SH |
| 36 | VANGUARD WORLD FD | ESGV | 921910733 | $381.4K | 0.23% | 3,397 | SH |
| 37 | HOME DEPOT INC | HD | 437076102 | $380.9K | 0.23% | 1,158 | SH |
| 38 | GE VERNOVA INC | GEV | 36828A101 | $379.7K | 0.23% | 435 | SH |
| 39 | ISHARES TR | IGSB | 464288646 | $378.2K | 0.23% | 7,195 | SH |
| 40 | MASTERCARD INCORPORATED | MA | 57636Q104 | $357.8K | 0.22% | 716 | SH |
| 41 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $354.8K | 0.22% | 1,050 | SH |
| 42 | KLA CORP | KLAC | 482480100 | $340.1K | 0.21% | 231 | SH |
| 43 | LAM RESEARCH CORP | LRCX | 512807306 | $318.1K | 0.20% | 1,489 | SH |
| 44 | FEDEX CORP | FDX | 31428X106 | $315.8K | 0.19% | 887 | SH |
| 45 | COPART INC | CPRT | 217204106 | $305.7K | 0.19% | 9,208 | SH |
| 46 | SHERWIN WILLIAMS CO | SHW | 824348106 | $294.6K | 0.18% | 919 | SH |
| 47 | NIKE INC | NKE | 654106103 | $289.9K | 0.18% | 5,488 | SH |
| 48 | NETFLIX INC. | NFLX | 64110L106 | $274.9K | 0.17% | 2,859 | SH |
| 49 | APPLIED MATLS INC | AMAT | 038222105 | $255.0K | 0.16% | 746 | SH |
| 50 | WISDOMTREE TR | DON | 97717W505 | $252.2K | 0.16% | 4,800 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $162.3M | 63 | 0001951757-26-000534 |
| 2025-12-31 | 2026-01-07 | $163.1M | 62 | 0001951757-26-000025 |