PC

Panoramic Capital Partners, LLC

Momentum followerSector-focusedLong-term holder

Total reported value

$162.3M

Reporting period: 2026-03-31 · Number of holdings: 63

Panoramic Capital Partners, LLC disclosed 63 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $162.3M and a quarterly turnover rate of 8.1%.

Personality snowflake

Concentration
44.41
Portfolio Stability
8.05
Momentum/Contrarian
100
Sector conviction
80.04
Diversification
100
Sizing Uniformity
75.32

Recent moves

  • Trim MSFT

    -1.6%　-$2.1M

  • Add CGCB

    +10.1%　$1.8M

  • Add IJR

    +3.4%　$1.0M

  • Add IJH

    +4.7%　$947.4K

  • Trim OEF

    +3.3%　-$863.8K

  • Trim IVV

    +2.7%　-$794.2K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth23.58%-0.38%+2.73%
2CGCBCap Group Core BondETF-Other13.38%+1.16%+10.11%
3OEFIshares S&p 100 ETFETF-Other12.26%-0.47%+3.34%
4IJRIshares Core S&p Small-cap EETF-Small Cap9.85%+0.68%+3.38%
5IJHIshares Core S&p Midcap ETFETF-Other8.76%+0.62%+4.71%
6MSFTMicrosoft CORPStock-Tech3.91%-1.26%-1.56%
7AAPLApple INCStock-Tech3.25%-0.23%-0.22%
8NVDANvidia CORPStock-Tech2.86%-0.11%+2.34%
9SGOVIshares 0-3 Month Treasury BETF-Gov Bonds1.96%-0.22%-11.00%
10SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.58%-0.05%+0.87%
11GOOGLAlphabet Inc-cl AStock-Comm Services1.31%-0.10%+0.98%
12COSTCostco Wholesale CORPStock-Consumer Staples1.10%+0.19%+4.41%
13AMZNAmazon.com INCStock-Consumer Disc1.04%-0.10%+0.05%
14VTIVanguard Total Stock Mkt ETFETF-Other0.96%+0.03%+7.87%
15TSLATesla INCStock-Consumer Disc0.93%-0.16%+2.74%
16GOOGAlphabet Inc-cl CStock-Comm Services0.92%-0.05%+3.50%
17JNJJohnson & JohnsonStock-Healthcare0.63%+0.08%-3.70%
18MDYState Street Spdr S&p MidcapETF-Other0.58%+0.05%+6.79%
19IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds0.54%——
20VVisa Inc-class A SharesStock-Financials0.50%-0.09%-2.13%
21METAMeta Platforms Inc-class AStock-Comm Services0.46%-0.06%+0.78%
22WWDWoodward INCStock-Industrials0.45%+0.07%—
23JPMJpmorgan Chase & CoStock-Financials0.45%-0.03%+1.73%
24AVGOBroadcom INCStock-Tech0.45%—+11.31%
25EFAIshares Msci Eafe ETFETF-Other0.41%——
26PLTRPalantir Technologies Inc-aStock-Tech0.41%-0.04%+9.06%
27SYYSysco CORPStock-Consumer Staples0.35%—+0.06%
28WMTWalmart INCStock-Consumer Staples0.34%+0.03%+0.33%
29LLYEli Lilly & CoStock-Healthcare0.31%-0.06%-2.33%
30CATCaterpillar INCStock-Industrials0.30%+0.09%+15.48%
31NOCNorthrop Grumman CORPStock-Industrials0.30%+0.05%+0.43%
32BRK-BBerkshire Hathaway Inc-cl BStock-Other0.28%+0.01%+10.30%
33GEGeneral ElectricStock-Industrials0.28%—+12.32%
34RTXRtx CORPStock-Industrials0.27%+0.01%+1.23%
35XOMExxon Mobil CORPStock-Energy0.24%+0.07%+0.17%
36ESGVVanguard Esg US Stock ETFETF-Other0.23%-0.01%—
37HDHome Depot INCStock-Consumer Disc0.23%—-0.52%
38GEVGE Vernova INCStock-Industrials0.23%+0.10%+31.02%
39IGSBIshares 1-5y Inv Grade CORPETF-Other0.23%—+0.20%
40MAMastercard INC - AStock-Financials0.22%-0.04%-4.79%
41TSMTaiwan Semiconductor-sp AdrStock-Tech0.22%+0.02%—
42KLACKla CORPStock-Tech0.21%+0.07%+26.23%
43LRCXLam Research CORPStock-Tech0.20%+0.05%+2.69%
44FDXFedex CORPStock-Industrials0.19%+0.03%+0.57%
45CPRTCopart INCStock-Industrials0.19%-0.05%-9.49%
46SHWSherwin-williams Co/theStock-Materials0.18%-0.03%-11.55%
47NKENike INC -cl BStock-Consumer Disc0.18%—+20.35%
48NFLXNetflix INCStock-Comm Services0.17%+0.02%+12.96%
49AMATApplied Materials INCStock-Tech0.16%+0.16%NEW
50DONWisdomtree US Midcap DividenETF-Other0.16%——
1–50 of 63

Holding changes this quarter

Panoramic Capital Partners, LLC's most significant position changes for 2026-03-31: New buy: Applied Materials INC (AMAT); New buy: Merck & Co. INC. (MRK); Sold out: Servicenow INC (NOW); Sold out: Salesforce INC (CRM); New buy: S&p Global INC (SPGI).

Position changes disclosed by Panoramic Capital Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CGCBCap Group Core Bond+1.2%+10.11%Add
2IJRIshares Core S&p Small-cap E+0.7%+3.38%Add
3IJHIshares Core S&p Midcap ETF+0.6%+4.71%Add
4COSTCostco Wholesale CORP+0.2%+4.41%Add
5GEVGE Vernova INC+0.1%+31.02%Add
6CATCaterpillar INC+0.1%+15.48%Add
7JNJJohnson & Johnson+0.1%-3.70%Trim
8KLACKla CORP+0.1%+26.23%Add
9XOMExxon Mobil CORP+0.1%+0.17%Add
10WWDWoodward INC+0.1%—Unchanged
11NOCNorthrop Grumman CORP+0.1%+0.43%Add
12MDYState Street Spdr S&p Midcap+0.1%+6.79%Add
13LRCXLam Research CORP+0.1%+2.69%Add
14FDXFedex CORP0%+0.57%Add
15WMTWalmart INC0%+0.33%Add
16VTIVanguard Total Stock Mkt ETF0%+7.87%Add
17NFLXNetflix INC0%+12.96%Add
18TSMTaiwan Semiconductor-sp Adr0%—Unchanged
19FASTFastenal Co0%+0.28%Add
20RTXRtx CORP0%+1.23%Add
21BRK-BBerkshire Hathaway Inc-cl B0%+10.30%Add
22ESGVVanguard Esg US Stock ETF0%—Unchanged
23WFCWells Fargo & Co0%-0.82%Trim
24MCOMoody's CORP0%-0.36%Trim
25AMDAdvanced Micro Devices0%-6.34%Trim
26BACBank Of America CORP0%+1.60%Add
27JPMJpmorgan Chase & Co0%+1.73%Add
28SHWSherwin-williams Co/the0%-11.55%Trim
29PLTRPalantir Technologies Inc-a0%+9.06%Add
30MAMastercard INC - A0%-4.79%Trim
31SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.87%Add
32CPRTCopart INC-0.1%-9.49%Trim
33GOOGAlphabet Inc-cl C-0.1%+3.50%Add
34METAMeta Platforms Inc-class A-0.1%+0.78%Add
35LLYEli Lilly & Co-0.1%-2.33%Trim
36VVisa Inc-class A Shares-0.1%-2.13%Trim
37AMZNAmazon.com INC-0.1%+0.05%Add
38GOOGLAlphabet Inc-cl A-0.1%+0.98%Add
39NVDANvidia CORP-0.1%+2.34%Add
40TSLATesla INC-0.2%+2.74%Add
41SGOVIshares 0-3 Month Treasury B-0.2%-11.00%Trim
42AAPLApple INC-0.2%-0.22%Trim
43IVVIshares Core S&p 500 ETF-0.4%+2.73%Add
44OEFIshares S&p 100 ETF-0.5%+3.34%Add
45MSFTMicrosoft CORP-1.3%-1.56%Trim
46AMATApplied Materials INC—NEWNew buy
47MRKMerck & Co. INC.—NEWNew buy
48NOWServicenow INC—EXITSold out
49CRMSalesforce INC—EXITSold out
50SPGIS&p Global INC—NEWNew buy

FAQ

What is Panoramic Capital Partners, LLC and what type of investor is it?
Panoramic Capital Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $162.3M, spread across 63 disclosed positions.
What are Panoramic Capital Partners, LLC's largest equity positions?
Based on the latest 13F filing, Panoramic Capital Partners, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $38.3M (23.6%) 2. Cap Group Core Bond (CGCB) — $21.7M (13.4%) 3. Ishares S&p 100 ETF (OEF) — $19.9M (12.3%) 4. Ishares Core S&p Small-cap E (IJR) — $16.0M (9.8%) 5. Ishares Core S&p Midcap ETF (IJH) — $14.2M (8.8%)
What changes did Panoramic Capital Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Panoramic Capital Partners, LLC made 47 notable position adjustments: 3 new positions were initiated, 30 existing holdings were added to, 12 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Applied Materials INC (AMAT); New buy: Merck & Co. INC. (MRK); Sold out: Servicenow INC (NOW); Sold out: Salesforce INC (CRM); New buy: S&p Global INC (SPGI)
What sectors does Panoramic Capital Partners, LLC focus on?
Panoramic Capital Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 46.9% • Communication Services: 11.3% • Consumer Discretionary: 10.5% • Industrials: 9.3% • Financials: 8.0% • Consumer Staples: 7.1%