CIK: 0002052992
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%.
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Panoramic Capital Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.111 — mathematically equivalent to about 9 equally-sized positions, well below its 63 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.47), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 25% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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
| # | 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% | -0.38% | +2.73% | |
| 2 | CGCB | Cap Group Core Bond | ETF-Other | 13.38% | +1.16% | +10.11% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 12.26% | -0.47% | +3.34% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.85% | +0.68% | +3.38% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.76% | +0.62% | +4.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -1.26% | -1.56% | |
| 7 | AAPL | Apple INC | Stock-Tech | 3.25% | -0.23% | -0.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | -0.11% | +2.34% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.96% | -0.22% | -11.00% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | -0.05% | +0.87% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | -0.10% | +0.98% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | +0.19% | +4.41% | |
| 13 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.04% | -0.10% | +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% | -0.16% | +2.74% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | -0.05% | +3.50% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.08% | -3.70% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.58% | +0.05% | +6.79% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.54% | — | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.09% | -2.13% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.06% | +0.78% | |
| 22 | WWD | Woodward INC | Stock-Industrials | 0.45% | +0.07% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.03% | +1.73% | |
| 24 | AVGO | Broadcom INC | Stock-Tech | 0.45% | — | +11.31% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | — | — | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.04% | +9.06% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 0.35% | — | +0.06% | |
| 28 | WMT | Walmart INC | Stock-Consumer Staples | 0.34% | +0.03% | +0.33% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | -0.06% | -2.33% | |
| 30 | CAT | Caterpillar INC | Stock-Industrials | 0.30% | +0.09% | +15.48% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.30% | +0.05% | +0.43% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | +0.01% | +10.30% | |
| 33 | GE | General Electric | Stock-Industrials | 0.28% | — | +12.32% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.27% | +0.01% | +1.23% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | +0.07% | +0.17% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.23% | -0.01% | — | |
| 37 | HD | Home Depot INC | Stock-Consumer Disc | 0.23% | — | -0.52% | |
| 38 | GEV | GE Vernova INC | Stock-Industrials | 0.23% | +0.10% | +31.02% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.23% | — | +0.20% | |
| 40 | MA | Mastercard INC - A | Stock-Financials | 0.22% | -0.04% | -4.79% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.22% | +0.02% | — | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.21% | +0.07% | +26.23% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.20% | +0.05% | +2.69% | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.19% | +0.03% | +0.57% | |
| 45 | CPRT | Copart INC | Stock-Industrials | 0.19% | -0.05% | -9.49% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.18% | -0.03% | -11.55% | |
| 47 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.18% | — | +20.35% | |
| 48 | NFLX | Netflix INC | Stock-Comm Services | 0.17% | +0.02% | +12.96% | |
| 49 | AMAT | Applied Materials INC | Stock-Tech | 0.16% | +0.16% | NEW | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.16% | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 43% of reported portfolio value with available pricing
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).
| # | 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 | ESGV | Vanguard Esg US Stock ETF | 0% | — | Unchanged |
| 23 | WFC | Wells Fargo & Co | 0% | -0.82% | Trim |
| 24 | MCO | Moody's CORP | 0% | -0.36% | Trim |
| 25 | AMD | Advanced Micro Devices | 0% | -6.34% | Trim |
| 26 | BAC | Bank Of America CORP | 0% | +1.60% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +1.73% | Add |
| 28 | SHW | Sherwin-williams Co/the | 0% | -11.55% | Trim |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | +9.06% | Add |
| 30 | MA | Mastercard INC - A | 0% | -4.79% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.87% | Add |
| 32 | CPRT | Copart INC | -0.1% | -9.49% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +3.50% | Add |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +0.78% | Add |
| 35 | LLY | Eli Lilly & Co | -0.1% | -2.33% | Trim |
| 36 | V | Visa Inc-class A Shares | -0.1% | -2.13% | Trim |
| 37 | AMZN | Amazon.com INC | -0.1% | +0.05% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.98% | Add |
| 39 | NVDA | Nvidia CORP | -0.1% | +2.34% | Add |
| 40 | TSLA | Tesla INC | -0.2% | +2.74% | Add |
| 41 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -11.00% | Trim |
| 42 | AAPL | Apple INC | -0.2% | -0.22% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.4% | +2.73% | Add |
| 44 | OEF | Ishares S&p 100 ETF | -0.5% | +3.34% | Add |
| 45 | MSFT | Microsoft CORP | -1.3% | -1.56% | Trim |
| 46 | AMAT | Applied Materials INC | — | NEW | New buy |
| 47 | MRK | Merck & Co. INC. | — | NEW | New buy |
| 48 | NOW | Servicenow INC | — | EXIT | Sold out |
| 49 | CRM | Salesforce INC | — | EXIT | Sold out |
| 50 | SPGI | S&p Global INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-07 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
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