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CIK: 0002052992
Total reported value
$211.5M
$211.5M
59 檔
48.7%
In Q3 2025, Panoramic Capital Partners, LLC's U.S. equity holdings reached a combined market value of $211.5M, distributed across 59 disclosed stock positions.
In Q3 2025, Panoramic Capital Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.42% | -1.55% | +2.96% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 13.24% | -1.05% | -0.76% | |
| 3 | CGCB | Cap Group Core Bond | ETF-Other | 10.86% | -3.03% | +8.36% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.42% | -0.44% | +4.27% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.20% | -0.57% | +4.13% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | -2.12% | +2.91% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.92% | +3.56% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | -0.80% | +2.47% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.49% | -0.91% | -30.07% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.18% | +1.60% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | -0.27% | +2.74% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | -0.18% | +11.14% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.75% | -5.61% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.21% | -0.94% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.29% | +0.29% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.22% | +6.10% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.57% | -0.13% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.19% | +5.50% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | -0.07% | +0.07% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.14% | +30.14% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.16% | +3.58% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.08% | +7.12% | |
| 24 | SYY | Sysco CORP | Stock-Consumer Staples | 0.42% | -0.25% | +0.06% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.07% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.08% | +7.09% | |
| 27 | WWD | Woodward Inc | Stock-Industrials | 0.33% | -0.45% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.11% | -4.75% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.31% | — | +130.51% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.15% | +16.42% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.10% | +1.04% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.27% | -0.13% | +0.43% | |
| 33 | GE | General Electric | Stock-Industrials | 0.27% | -0.03% | +1.45% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | — | -0.90% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.25% | -0.05% | — | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.25% | -0.03% | — | |
| 37 | CPRT | Copart Inc | Stock-Industrials | 0.24% | -0.19% | EXIT | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.24% | -0.06% | +1.75% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.24% | -0.18% | EXIT | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | -0.14% | EXIT | |
| 41 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.21% | -0.02% | — | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.20% | -0.18% | EXIT | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.19% | — | +0.62% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.17% | EXIT | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.02% | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.19% | +0.10% | NEW | |
| 47 | FAST | Fastenal Co | Stock-Industrials | 0.18% | -0.04% | +0.17% | |
| 48 | MCO | Moody's CORP | Stock-Financials | 0.18% | -0.03% | +0.34% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | -0.09% | +1.39% | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.16% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +2.47% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.4% | +4.27% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +2.96% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +11.14% | Add |
| 5 | TSLA | Tesla Inc | +0.2% | +5.50% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.94% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +7.12% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +6.10% | Add |
| 9 | EFA | Ishares Msci Eafe ETF | +0.1% | — | Add |
| 10 | GE | General Electric | 0% | +1.45% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.13% | Add |
| 12 | JPM | Jpmorgan Chase & Co | 0% | +3.58% | Add |
| 13 | WMT | Walmart Inc | 0% | +16.42% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.60% | Add |
| 15 | WWD | Woodward Inc | — | — | Unchanged |
| 16 | RTX | Rtx CORP | 0% | +1.75% | Add |
| 17 | ESGV | Vanguard Esg US Stock ETF | 0% | — | Unchanged |
| 18 | AAPL | Apple Inc | -0.1% | +3.56% | Add |
| 19 | NKE | Nike Inc -cl B | -0.1% | -0.95% | Add |
| 20 | NOC | Northrop Grumman CORP | -0.1% | +0.43% | Trim |
| 21 | HD | Home Depot Inc | -0.1% | +7.09% | Add |
| 22 | JNJ | Johnson & Johnson | -0.1% | +30.14% | Add |
| 23 | MDY | State Street Spdr S&p Midcap | -0.1% | +0.07% | Add |
| 24 | SYY | Sysco CORP | -0.1% | +0.06% | Trim |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | Unchanged |
| 26 | AMZN | Amazon.com Inc | -0.2% | +2.74% | Add |
| 27 | CPRT | Copart Inc | -0.2% | +0.26% | Add |
| 28 | V | Visa Inc-class A Shares | -0.3% | +0.29% | Add |
| 29 | MSFT | Microsoft CORP | -0.5% | +2.91% | Add |
| 30 | OEF | Ishares S&p 100 ETF | -2.2% | -0.76% | Trim |
| 31 | SGOV | Ishares 0-3 Month Treasury B | -7.8% | -30.07% | Trim |
| 32 | CGCB | Cap Group Core Bond | — | NEW | New buy |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | New buy |
| 34 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 35 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 36 | TJX | Tjx Companies Inc | — | EXIT | Sold out |
| 37 | NFLX | Netflix Inc | — | NEW | New buy |
| 38 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 39 | CAT | Caterpillar Inc | — | NEW | New buy |
| 40 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 41 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 42 | DON | Wisdomtree US Midcap Dividen | — | NEW | New buy |
| 43 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 44 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 45 | BAC | Bank Of America CORP | — | NEW | New buy |
| 46 | UNP | Union Pacific CORP | — | NEW | New buy |
| 47 | ABBV | Abbvie Inc | — | NEW | New buy |
| 48 | ORCL | Oracle CORP | — | NEW | New buy |
| 49 | FDX | Fedex CORP | — | NEW | New buy |
| 50 | GEV | GE Vernova Inc | — | NEW | New buy |
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 Q3 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, CGCB) accounted for 48.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGCB
市值: $16.9M
Top Position Liquidated / Trimmed
QQQ
前期市值: $419.8K
During Q3 2025, Panoramic Capital Partners, LLC's top holdings by market value included IVV (24.4%)、OEF (13.2%)、CGCB (10.9%). The largest single position, IVV, represented 24.4% of total portfolio value.
In Q3 2025, Panoramic Capital Partners, LLC made 47 total portfolio adjustments, initiating 13 new buys, adding to 24 positions, trimming 4 holdings, and fully liquidating 6 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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