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CIK: 0002052992
Total reported value
$211.5M
$211.5M
63 檔
52.0%
During the Q1 2026 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 63 reported positions.
In Q1 2026, Panoramic Capital Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 38 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 | 23.58% | -1.55% | +2.73% | |
| 2 | CGCB | Cap Group Core Bond | ETF-Other | 13.38% | -3.03% | +10.11% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 12.26% | -1.05% | +3.34% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.85% | -0.44% | +3.38% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.76% | -0.57% | +4.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -2.12% | -1.56% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.25% | -0.92% | -0.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | -0.80% | +2.34% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.96% | -0.91% | -11.00% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | -0.18% | +0.87% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | -0.18% | +0.98% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.75% | +4.41% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.27% | +0.05% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | +0.03% | +7.87% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.19% | +2.74% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | -0.21% | +3.50% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.14% | -3.70% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.58% | -0.07% | +6.79% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.54% | -0.13% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.29% | -2.13% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.22% | +0.78% | |
| 22 | WWD | Woodward Inc | Stock-Industrials | 0.45% | -0.45% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.16% | +1.73% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.08% | +11.31% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.07% | — | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.19% | +9.06% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 0.35% | -0.25% | +0.06% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.15% | +0.33% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | — | -2.33% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | -0.09% | +15.48% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.30% | -0.13% | +0.43% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.11% | +10.30% | |
| 33 | GE | General Electric | Stock-Industrials | 0.28% | -0.03% | +12.32% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.27% | -0.06% | +1.23% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.09% | +0.17% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.23% | -0.03% | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.08% | -0.52% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.23% | -0.05% | +31.02% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.23% | -0.05% | +0.20% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.10% | -4.79% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.22% | +0.02% | — | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.21% | +0.05% | +26.23% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.20% | +0.01% | +2.69% | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.19% | -0.08% | +0.57% | |
| 45 | CPRT | Copart Inc | Stock-Industrials | 0.19% | -0.19% | EXIT | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.18% | -0.18% | EXIT | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.18% | -0.18% | EXIT | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | -0.17% | EXIT | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.09% | — | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.16% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGCB | Cap Group Core Bond | +1.2% | +10.11% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.7% | +3.38% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +4.71% | Add |
| 4 | COST | Costco Wholesale CORP | +0.2% | +4.41% | Add |
| 5 | GEV | GE Vernova Inc | +0.1% | +31.02% | Add |
| 6 | CAT | Caterpillar Inc | +0.1% | +15.48% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | -3.70% | Trim |
| 8 | KLAC | Kla CORP | +0.1% | +26.23% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.17% | Add |
| 10 | WWD | Woodward Inc | +0.1% | — | Unchanged |
| 11 | NOC | Northrop Grumman CORP | +0.1% | +0.43% | Add |
| 12 | MDY | State Street Spdr S&p Midcap | +0.1% | +6.79% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +2.69% | Add |
| 14 | FDX | Fedex CORP | 0% | +0.57% | Add |
| 15 | WMT | Walmart Inc | 0% | +0.33% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.87% | Add |
| 17 | NFLX | Netflix Inc | 0% | +12.96% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 19 | FAST | Fastenal Co | 0% | +0.28% | Add |
| 20 | RTX | Rtx CORP | 0% | +1.23% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +10.30% | Add |
| 22 | SBUX | Starbucks CORP | 0% | +1.98% | Add |
| 23 | GE | General Electric | 0% | +12.32% | Add |
| 24 | AMGN | Amgen Inc | 0% | -1.05% | Trim |
| 25 | DON | Wisdomtree US Midcap Dividen | 0% | — | Unchanged |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | — | -5.38% | Trim |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | — | — | Unchanged |
| 28 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 29 | ABBV | Abbvie Inc | — | +3.08% | Add |
| 30 | AVGO | Broadcom Inc | — | +11.31% | Add |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | — | +0.20% | Add |
| 32 | NKE | Nike Inc -cl B | — | +20.35% | Add |
| 33 | MU | Micron Technology Inc | — | -15.77% | Trim |
| 34 | ESGV | Vanguard Esg US Stock ETF | 0% | — | Unchanged |
| 35 | RACE | Ferrari N.V. | 0% | +0.44% | Add |
| 36 | SYY | Sysco CORP | 0% | +0.06% | Add |
| 37 | WFC | Wells Fargo & Co | 0% | -0.82% | Trim |
| 38 | MCO | Moody's CORP | 0% | -0.36% | Trim |
| 39 | AMD | Advanced Micro Devices | 0% | -6.34% | Trim |
| 40 | BAC | Bank Of America CORP | 0% | +1.60% | Add |
| 41 | HD | Home Depot Inc | 0% | -0.52% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | 0% | +1.73% | Add |
| 43 | SHW | Sherwin-williams Co/the | 0% | -11.55% | Trim |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +9.06% | Add |
| 45 | MA | Mastercard Inc - A | 0% | -4.79% | Trim |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.87% | Add |
| 47 | CPRT | Copart Inc | -0.1% | -9.49% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.1% | +3.50% | Add |
| 49 | META | Meta Platforms Inc-class A | -0.1% | +0.78% | Add |
| 50 | LLY | Eli Lilly & Co | -0.1% | -2.33% | Trim |
According to official SEC Form 13F filings, Panoramic Capital Partners, LLC reported a total U.S. public equity portfolio value of $211.5M across 63 disclosed positions in Q1 2026.
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, CGCB, OEF) accounted for 52.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMAT
市值: $255.0K
Top Position Liquidated / Trimmed
NOW
前期市值: $237.8K
During Q1 2026, Panoramic Capital Partners, LLC's top holdings by market value included IVV (23.6%)、CGCB (13.4%)、OEF (12.3%). The largest single position, IVV, represented 23.6% of total portfolio value.
In Q1 2026, Panoramic Capital Partners, LLC made 59 total portfolio adjustments, initiating 3 new buys, adding to 38 positions, trimming 16 holdings, and fully liquidating 2 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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