Panoramic Capital Partners, LLC — Q3 2025 13F Holdings

Name: Panoramic Capital Partners, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002052992

Total reported value

$162.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	24.42%	-0.38%	+2.96%
2	OEF	Ishares S&p 100 ETF	ETF-Other	13.24%	-0.47%	-0.76%
3	CGCB	Cap Group Core Bond	ETF-Other	10.86%	+1.16%	+8.36%
4	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	9.42%	+0.68%	+4.27%
5	IJH	Ishares Core S&p Midcap ETF	ETF-Other	8.20%	+0.62%	+4.13%
6	MSFT	Microsoft CORP	Stock-Tech	5.78%	-1.26%	+2.91%
7	AAPL	Apple INC	Stock-Tech	3.19%	-0.23%	+3.56%
8	NVDA	Nvidia CORP	Stock-Tech	3.09%	-0.11%	+2.47%
9	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	2.49%	-0.22%	-30.07%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.69%	-0.05%	+1.60%
11	AMZN	Amazon.com INC	Stock-Consumer Disc	1.16%	-0.10%	+2.74%
12	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.13%	-0.10%	+11.14%
13	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.01%	+0.19%	-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%	-0.05%	-0.94%
16	V	Visa Inc-class A Shares	Stock-Financials	0.68%	-0.09%	+0.29%
17	META	Meta Platforms Inc-class A	Stock-Comm Services	0.65%	-0.06%	+6.10%
18	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.57%	—	—
19	TSLA	Tesla INC	Stock-Consumer Disc	0.55%	-0.16%	+5.50%
20	MDY	State Street Spdr S&p Midcap	ETF-Other	0.55%	+0.05%	+0.07%
21	JNJ	Johnson & Johnson	Stock-Healthcare	0.51%	+0.08%	+30.14%
22	JPM	Jpmorgan Chase & Co	Stock-Financials	0.49%	-0.03%	+3.58%
23	AVGO	Broadcom INC	Stock-Tech	0.43%	—	+7.12%
24	SYY	Sysco CORP	Stock-Consumer Staples	0.42%	—	+0.06%
25	EFA	Ishares Msci Eafe ETF	ETF-Other	0.41%	—	—
26	HD	Home Depot INC	Stock-Consumer Disc	0.37%	—	+7.09%
27	WWD	Woodward INC	Stock-Industrials	0.33%	+0.07%	—
28	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.33%	+0.01%	-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%	+0.03%	+16.42%
31	MA	Mastercard INC - A	Stock-Financials	0.28%	-0.04%	+1.04%
32	NOC	Northrop Grumman CORP	Stock-Industrials	0.27%	+0.05%	+0.43%
33	GE	General Electric	Stock-Industrials	0.27%	—	+1.45%
34	LLY	Eli Lilly & Co	Stock-Healthcare	0.27%	-0.06%	-0.90%
35	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.25%	—	—
36	ESGV	Vanguard Esg US Stock ETF	ETF-Other	0.25%	-0.01%	—
37	CPRT	Copart INC	Stock-Industrials	0.24%	-0.05%	+0.26%
38	RTX	Rtx CORP	Stock-Industrials	0.24%	+0.01%	+1.75%
39	SHW	Sherwin-williams Co/the	Stock-Materials	0.24%	-0.03%	+0.47%
40	SBUX	Starbucks CORP	Stock-Consumer Disc	0.22%	—	+0.57%
41	RACE	Ferrari N.V.	Stock-Consumer Disc	0.21%	—	—
42	NKE	Nike INC -cl B	Stock-Consumer Disc	0.20%	—	-0.95%
43	NOW	Servicenow INC	Stock-Tech	0.19%	-0.15%	EXIT
44	NFLX	Netflix INC	Stock-Comm Services	0.19%	+0.02%	+6.84%
45	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.19%	+0.02%	—
46	PM	Philip Morris International	Stock-Consumer Staples	0.19%	—	+4.59%
47	FAST	Fastenal Co	Stock-Industrials	0.18%	+0.02%	+0.17%
48	MCO	Moody's CORP	Stock-Financials	0.18%	-0.02%	+0.34%
49	CAT	Caterpillar INC	Stock-Industrials	0.18%	+0.09%	+1.39%
50	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.16%	—	—

1–50 of 59

Holding changes this quarter

Position changes disclosed by Panoramic Capital Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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