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CIK: 0002052992
Total reported value
$211.5M
$211.5M
59 檔
34.8%
During the Q4 2024 filing period, Panoramic Capital Partners, LLC (CIK: 0002052992) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.5M across 59 reported positions.
During Q4 2024, Panoramic Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.90% | -1.55% | — | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 15.61% | -1.05% | — | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.62% | -0.91% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.49% | -0.44% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.04% | -0.57% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.89% | -2.12% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.10% | -0.92% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.95% | -0.18% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.80% | — | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.75% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.27% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | +0.03% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.08% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.29% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.18% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.21% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.22% | — | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.75% | -0.13% | — | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.67% | -0.07% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.14% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.12% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.16% | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.08% | — | |
| 24 | SYY | Sysco CORP | Stock-Consumer Staples | 0.48% | -0.25% | — | |
| 25 | CPRT | Copart Inc | Stock-Industrials | 0.42% | -0.19% | EXIT | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.15% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.11% | — | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.33% | -0.05% | — | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.33% | -0.18% | EXIT | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | -0.19% | — | |
| 31 | WWD | Woodward Inc | Stock-Industrials | 0.30% | -0.45% | EXIT | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.29% | -0.13% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | — | — | |
| 34 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.28% | -0.02% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | — | — | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.27% | -0.18% | EXIT | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.26% | -0.14% | EXIT | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.26% | — | — | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.25% | — | — | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.25% | — | — | |
| 41 | COP | Conocophillips | Stock-Energy | 0.24% | — | — | |
| 42 | ADSK | Autodesk Inc | Stock-Tech | 0.24% | — | — | |
| 43 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.24% | — | — | |
| 44 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.10% | — | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.22% | — | — | |
| 47 | MCO | Moody's CORP | Stock-Financials | 0.21% | -0.03% | — | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.21% | -0.13% | EXIT | |
| 49 | FDX | Fedex CORP | Stock-Industrials | 0.20% | -0.08% | — | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.20% | — | — |
According to official SEC Form 13F filings, Panoramic Capital Partners, LLC reported a total U.S. public equity portfolio value of $211.5M across 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, OEF, SGOV) accounted for 34.8% of total reported equity market value during Q4 2024.
During Q4 2024, Panoramic Capital Partners, LLC's top holdings by market value included IVV (21.9%)、OEF (15.6%)、SGOV (11.6%). The largest single position, IVV, represented 21.9% of total portfolio value.
In Q4 2024, Panoramic Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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