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CIK: 0002052992
Total reported value
$211.5M
$211.5M
52 檔
30.7%
At the close of Q1 2025, Panoramic Capital Partners, LLC disclosed equity holdings valued at approximately $211.5M, spread across 52 reported holdings.
During Q1 2025, 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 | 24.05% | -1.55% | +10.48% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 15.46% | -1.05% | +1.47% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.24% | -0.91% | -24.91% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.99% | -0.44% | +14.91% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.18% | -0.57% | +20.60% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 6.26% | -2.12% | +7.78% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.92% | -2.24% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.18% | -12.97% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | -0.75% | -8.43% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.80% | -5.47% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.27% | +14.33% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.03% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.29% | -19.88% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.87% | -0.13% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | -0.18% | +1.12% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | -0.07% | +7.29% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.14% | -19.20% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.21% | -17.13% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.11% | +29.07% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 0.56% | -0.25% | +10.55% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.22% | -32.23% | |
| 22 | CPRT | Copart Inc | Stock-Industrials | 0.47% | -0.19% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.16% | -21.23% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.08% | -8.67% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | — | +45.35% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.10% | NEW | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.39% | -0.05% | — | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.10% | +57.49% | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.36% | -0.13% | +1.56% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.12% | NEW | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | — | — | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.34% | -0.18% | EXIT | |
| 33 | WWD | Woodward Inc | Stock-Industrials | 0.33% | -0.45% | EXIT | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.33% | -0.14% | EXIT | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | -0.19% | +55.92% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.07% | — | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.29% | -0.03% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.09% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.15% | -25.27% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.28% | — | +66.97% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | — | -9.88% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.27% | -0.01% | — | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.27% | -0.06% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | -0.08% | -67.85% | |
| 45 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.27% | -0.02% | -13.57% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.25% | — | +19.86% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.25% | +0.10% | NEW | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | — | — | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.25% | -0.18% | EXIT | |
| 50 | MCO | Moody's CORP | Stock-Financials | 0.25% | -0.03% | +18.31% |
According to official SEC Form 13F filings, Panoramic Capital Partners, LLC reported a total U.S. public equity portfolio value of $211.5M across 52 disclosed positions in Q1 2025.
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 30.7% of total reported equity market value during Q1 2025.
During Q1 2025, Panoramic Capital Partners, LLC's top holdings by market value included IVV (24.1%)、OEF (15.5%)、SGOV (10.2%). The largest single position, IVV, represented 24.1% of total portfolio value.
In Q1 2025, 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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