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CIK: 0002052992
Total reported value
$211.5M
$211.5M
62 檔
51.0%
At the close of Q4 2025, Panoramic Capital Partners, LLC disclosed equity holdings valued at approximately $211.5M, spread across 62 reported holdings.
In Q4 2025, Panoramic Capital Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 22 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 | 23.96% | -1.55% | +0.45% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 12.73% | -1.05% | -2.21% | |
| 3 | CGCB | Cap Group Core Bond | ETF-Other | 12.22% | -3.03% | +18.12% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.17% | -0.44% | +0.85% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.14% | -0.57% | +2.78% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -2.12% | +0.40% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.48% | -0.92% | +6.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | -0.80% | +0.94% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.18% | -0.91% | -7.88% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | -0.18% | -0.74% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | -0.18% | +1.68% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.27% | -1.46% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | -0.19% | +103.30% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | -0.21% | -0.32% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.03% | — | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.75% | +1.29% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.29% | -10.84% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.14% | +0.44% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.54% | -0.13% | -0.54% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | -0.07% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.22% | -6.62% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.16% | +1.00% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.19% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.08% | +3.65% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.07% | — | |
| 26 | WWD | Woodward Inc | Stock-Industrials | 0.38% | -0.45% | EXIT | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | — | +1.45% | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 0.36% | -0.25% | +0.08% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.15% | -0.84% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.11% | -14.48% | |
| 31 | GE | General Electric | Stock-Industrials | 0.27% | -0.03% | +0.71% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | -0.10% | -2.97% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.26% | -0.06% | +0.26% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.25% | -0.03% | +4.17% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.08% | -17.09% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.25% | -0.13% | +0.29% | |
| 37 | CPRT | Copart Inc | Stock-Industrials | 0.24% | -0.19% | EXIT | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.23% | -0.05% | -1.56% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | -0.09% | +0.68% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | -0.18% | EXIT | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | +0.02% | — | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.18% | -0.18% | EXIT | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.17% | -0.04% | +2.36% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.17% | -0.03% | -6.29% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.09% | +5.96% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.16% | -0.08% | +0.57% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | -0.02% | +1.49% | |
| 48 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.15% | -0.02% | +1.80% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.15% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGCB | Cap Group Core Bond | +1.4% | +18.12% | Add |
| 2 | TSLA | Tesla Inc | +0.5% | +103.30% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +6.86% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.68% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -0.32% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.1% | +1.45% | Add |
| 7 | WWD | Woodward Inc | +0.1% | — | Unchanged |
| 8 | JNJ | Johnson & Johnson | 0% | +0.44% | Add |
| 9 | CAT | Caterpillar Inc | 0% | +0.68% | Add |
| 10 | FDX | Fedex CORP | 0% | +0.57% | Add |
| 11 | AVGO | Broadcom Inc | 0% | +3.65% | Add |
| 12 | RTX | Rtx CORP | 0% | +0.26% | Add |
| 13 | WFC | Wells Fargo & Co | 0% | +2.36% | Add |
| 14 | WMT | Walmart Inc | 0% | -0.84% | Trim |
| 15 | XOM | Exxon Mobil CORP | 0% | +5.96% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | -1.46% | Trim |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 18 | SHW | Sherwin-williams Co/the | 0% | -1.89% | Trim |
| 19 | NOW | Servicenow Inc | 0% | +374.62% | Add |
| 20 | NFLX | Netflix Inc | 0% | +912.40% | Add |
| 21 | FAST | Fastenal Co | -0.1% | -11.20% | Trim |
| 22 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +2.78% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -14.48% | Trim |
| 24 | RACE | Ferrari N.V. | -0.1% | +1.80% | Add |
| 25 | SYY | Sysco CORP | -0.1% | +0.08% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.74% | Trim |
| 27 | SBUX | Starbucks CORP | -0.1% | -36.42% | Trim |
| 28 | V | Visa Inc-class A Shares | -0.1% | -10.84% | Trim |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.29% | Add |
| 30 | HD | Home Depot Inc | -0.1% | -17.09% | Trim |
| 31 | NVDA | Nvidia CORP | -0.1% | +0.94% | Add |
| 32 | META | Meta Platforms Inc-class A | -0.1% | -6.62% | Trim |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.3% | +0.85% | Add |
| 34 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | -7.88% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.5% | +0.45% | Add |
| 36 | OEF | Ishares S&p 100 ETF | -0.5% | -2.21% | Trim |
| 37 | MSFT | Microsoft CORP | -0.6% | +0.40% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 40 | PM | Philip Morris International | — | EXIT | Sold out |
| 41 | LRCX | Lam Research CORP | — | NEW | New buy |
| 42 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 43 | KLAC | Kla CORP | — | NEW | New buy |
| 44 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | CRM | Salesforce Inc | — | NEW | New buy |
| 48 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 49 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 50 | MU | Micron Technology 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 62 disclosed positions in Q4 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 51.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
PLTR
市值: $733.4K
Top Position Liquidated / Trimmed
TLT
前期市值: $487.4K
During Q4 2025, Panoramic Capital Partners, LLC's top holdings by market value included IVV (24.0%)、OEF (12.7%)、CGCB (12.2%). The largest single position, IVV, represented 24.0% of total portfolio value.
In Q4 2025, Panoramic Capital Partners, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 5 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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