PC
Panoramic Capital Partners, LLC SEC 13F Filing (Q2 2026) — Holdings & Portfolio
Panoramic Capital Partners, LLCCIK: 0002052992
Sector-focusedLong-term holderQuality / disciplined sizing
Total reported value
$211.5M
Reporting period: 2026-06-30 · Number of holdings: 72
Panoramic Capital Partners, LLC disclosed 72 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $211.5M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 40.27
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 89.73
- Diversification
- 100
- Sizing Uniformity
- 74.83
Panoramic Capital Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.101 — mathematically equivalent to about 10 equally-sized positions, well below its 72 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.52), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 17% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy CGGE
New buy CGGR
Trim CGCB
+1.1% $167.0K
Trim MSFT
-40.8% -$2.6M
Trim IVV
+1907.1% $8.3M
Trim OEF
+3.6% $3.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.03% | -1.55% | +1907.13% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 11.21% | -1.05% | +3.57% | |
| 3 | CGCB | Cap Group Core Bond | ETF-Other | 10.35% | -3.03% | +1.08% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.41% | -0.44% | +4.38% | |
| 5 | CGGE | Cap Group Global Eq | ETF-Other | 8.37% | +8.37% | NEW | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.19% | -0.57% | +6.77% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 6.35% | +6.35% | NEW | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.33% | -0.92% | -17.98% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | -0.80% | -18.02% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -2.12% | -40.83% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | -0.18% | +0.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | -0.18% | -9.45% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.05% | -0.91% | -30.36% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +0.03% | +15.62% | |
| 15 | NWN | Northwest Natural Holding Co | Stock-Other | 0.80% | +0.80% | NEW | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.27% | -15.60% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.19% | -8.42% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.21% | -18.57% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.51% | -0.07% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.14% | -1.42% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.41% | -0.13% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.08% | -10.55% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.75% | -55.78% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.07% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.16% | -22.79% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 0.26% | +0.05% | +700.43% | |
| 28 | GE | General Electric | Stock-Industrials | 0.25% | -0.03% | -10.47% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.25% | +0.13% | -23.58% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.25% | +0.09% | -3.49% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.22% | -30.60% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | +0.02% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | -0.19% | -9.47% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | -0.29% | -51.37% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.21% | -0.03% | +0.03% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.21% | +0.01% | -30.89% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | -0.09% | -38.59% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.21% | -0.06% | +1.13% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | +0.21% | NEW | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.15% | -23.00% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.18% | -0.05% | -25.52% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.18% | -0.05% | — | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.18% | +0.18% | NEW | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.11% | -25.73% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.17% | -0.13% | -1.28% | |
| 46 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.16% | +0.16% | NEW | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.15% | +0.02% | -48.03% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.09% | +0.56% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.08% | -22.88% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | — | +23.22% |
1–50 of 72
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+17.6%
- Stdev
- +11.7%
- Beta
- +0.87
- Alpha
- +0.4%
- Max Drawdown
- -4.7%
- Annualized Perf
- +17.7%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.94
- Stutzer
- +0.43
- Treynor
- +0.2
- Sterling
- +1.21
- Calmar
- +3.77
- Information Ratio
- -0.99
- Tracking Error
- +2%
- Stdev Down
- +5.8%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +27.8%
- Worst 12 Months
- +15.4%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.46
- Stdev Sectors
- +14.8%
- Skewness
- -0.03
- Kurtosis
- +0.34
- Upside Potential
- +4.27
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Panoramic Capital Partners, LLC's most significant position changes for 2026-06-30: New buy: Cap Group Global Eq (CGGE); New buy: Cap Group Growth Equity (CGGR); New buy: Northwest Natural Holding Co (NWN); Sold out: Woodward Inc (WWD); New buy: Vanguard Info Tech ETF (VGT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGGE | Cap Group Global Eq | +8.4% | NEW | New buy |
| 2 | CGGR | Cap Group Growth Equity | +6.4% | NEW | New buy |
| 3 | NWN | Northwest Natural Holding Co | +0.8% | NEW | New buy |
| 4 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 5 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 6 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | NEW | New buy |
| 7 | MU | Micron Technology Inc | +0.1% | -23.58% | Trim |
| 8 | HECA | Hedgeye Capital Allocat ETF | +0.1% | NEW | New buy |
| 9 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 11 | BLBD | Blue Bird CORP | +0.1% | NEW | New buy |
| 12 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | NEW | New buy |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 14 | ABCB | Ameris Bancorp | +0.1% | NEW | New buy |
| 15 | DES | Wisdomtree US Smallcap Divid | +0.1% | NEW | New buy |
| 16 | PDP | Invesco Dorsey Wright Moment | +0.1% | NEW | New buy |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 18 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 19 | AMAT | Applied Materials Inc | +0.1% | -3.49% | Trim |
| 20 | KLAC | Kla CORP | +0.1% | +700.43% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | +15.62% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 23 | AMD | Advanced Micro Devices | 0% | -48.03% | Trim |
| 24 | LRCX | Lam Research CORP | 0% | -30.89% | Trim |
| 25 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 26 | MRK | Merck & Co. Inc. | — | +23.22% | Add |
| 27 | AMGN | Amgen Inc | 0% | +12.61% | Add |
| 28 | BAC | Bank Of America CORP | 0% | -2.51% | Trim |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +0.10% | Add |
| 30 | RACE | Ferrari N.V. | 0% | -1.47% | Trim |
| 31 | GE | General Electric | 0% | -10.47% | Trim |
| 32 | ESGV | Vanguard Esg US Stock ETF | 0% | +0.03% | Add |
| 33 | DON | Wisdomtree US Midcap Dividen | 0% | — | Unchanged |
| 34 | MCO | Moody's CORP | 0% | -0.36% | Trim |
| 35 | FAST | Fastenal Co | 0% | -4.37% | Trim |
| 36 | WFC | Wells Fargo & Co | 0% | -3.36% | Trim |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | — | Unchanged |
| 38 | GEV | GE Vernova Inc | -0.1% | -25.52% | Trim |
| 39 | RTX | Rtx CORP | -0.1% | +1.13% | Add |
| 40 | MDY | State Street Spdr S&p Midcap | -0.1% | — | Unchanged |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Unchanged |
| 42 | FDX | Fedex CORP | -0.1% | -15.22% | Trim |
| 43 | AVGO | Broadcom Inc | -0.1% | -10.55% | Trim |
| 44 | HD | Home Depot Inc | -0.1% | -22.88% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.1% | +0.56% | Add |
| 46 | CAT | Caterpillar Inc | -0.1% | -38.59% | Trim |
| 47 | MA | Mastercard Inc - A | -0.1% | -32.82% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -25.73% | Trim |
| 49 | SPGI | S&p Global Inc | -0.1% | EXIT | Sold out |
| 50 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
1–50 of 80
Filing History
FAQ
What is Panoramic Capital Partners, LLC and what type of investor is it?
Panoramic Capital Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $211.5M, spread across 72 disclosed positions.
What are Panoramic Capital Partners, LLC's largest equity positions?
Based on the latest 13F filing, Panoramic Capital Partners, LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $46.6M (22.0%)
2. Ishares S&p 100 ETF (OEF) — $23.7M (11.2%)
3. Cap Group Core Bond (CGCB) — $21.9M (10.3%)
4. Ishares Core S&p Small-cap E (IJR) — $19.9M (9.4%)
5. Cap Group Global Eq (CGGE) — $17.7M (8.4%)
What changes did Panoramic Capital Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Panoramic Capital Partners, LLC made 73 notable position adjustments: 17 new positions were initiated, 14 existing holdings were added to, 34 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Cap Group Global Eq (CGGE); New buy: Cap Group Growth Equity (CGGR); New buy: Northwest Natural Holding Co (NWN); Sold out: Woodward Inc (WWD); New buy: Vanguard Info Tech ETF (VGT)
What sectors does Panoramic Capital Partners, LLC focus on?
Panoramic Capital Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 50.5%
• Communication Services: 12.5%
• Consumer Discretionary: 10.6%
• Industrials: 7.4%
• Health Care: 7.2%
• Financials: 6.5%
Investment Profile
Panoramic Capital Partners, LLC returned an annualized 17.7% over the trailing 18 months — outperforming the S&P 500 by 0.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.87 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 50.5% of the portfolio concentrated in Information Technology.
It has added to its IJR position over the past two quarters (+$5.0M, now $19.9M), while trimming MSFT over the same stretch (-$4.6M, still holding $3.8M).
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Developer Access
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