# Panoramic Capital Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2052992. Source: https://holderbook.com/funds/2052992-panoramic-capital-partners-llc/

- Reported value: $211.5M
- Positions: 72
- Weight of the ten largest: 82.1%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $46.6M | 1,176,056 | 22.0% | 7 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $23.7M | 64,788 | 11.2% | 7 |
| CAPITAL GRP FIXED INCM ETF T | [CGCB](https://holderbook.com/stocks/CGCB/) | $21.9M | 836,040 | 10.3% | 5 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $19.9M | 134,244 | 9.4% | 7 |
| CAPITAL GROUP GLOBAL EQUITY | [CGGE](https://holderbook.com/stocks/CGGE/) | $17.7M | 502,212 | 8.4% | 1 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $17.3M | 224,816 | 8.2% | 7 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $13.4M | 284,658 | 6.4% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.9M | 17,062 | 2.3% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.4M | 21,799 | 2.1% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.8M | 10,149 | 1.8% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.0M | 3,956 | 1.4% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.4M | 6,709 | 1.1% | 7 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $2.2M | 21,993 | 1.0% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.1M | 5,640 | 1.0% | 7 |
| NORTHWEST NAT HLDG CO | [NWN](https://holderbook.com/stocks/NWN/) | $1.7M | 34,698 | 0.8% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.6M | 6,821 | 0.8% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.6M | 3,709 | 0.7% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.5M | 4,235 | 0.7% | 7 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $1.1M | 1,526 | 0.5% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.0M | 4,109 | 0.5% | 7 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $873.8K | 16,435 | 0.4% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $791.4K | 2,095 | 0.4% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $743.7K | 795 | 0.4% | 7 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $715.9K | 6,892 | 0.3% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $653.7K | 545 | 0.3% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $623.2K | 1,904 | 0.3% | 7 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $557.9K | 1,849 | 0.3% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $530.9K | 1,420 | 0.3% | 6 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $527.5K | 457 | 0.2% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $520.6K | 720 | 0.2% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $505.8K | 898 | 0.2% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $501.4K | 1,050 | 0.2% | 5 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $475.3K | 4,074 | 0.2% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $451.5K | 1,316 | 0.2% | 7 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $449.3K | 3,398 | 0.2% | 6 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $445.9K | 1,029 | 0.2% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $444.1K | 417 | 0.2% | 5 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $442.1K | 2,330 | 0.2% | 6 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $436.0K | 3,648 | 0.2% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $392.4K | 3,465 | 0.2% | 7 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $380.7K | 324 | 0.2% | 4 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $377.1K | 7,195 | 0.2% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $370.7K | 2,655 | 0.2% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $358.3K | 716 | 0.2% | 7 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $354.5K | 696 | 0.2% | 7 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $328.1K | 1,149 | 0.2% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $321.2K | 553 | 0.2% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $318.3K | 2,328 | 0.2% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $314.9K | 893 | 0.1% | 7 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $313.0K | 2,436 | 0.1% | 2 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $271.3K | 4,800 | 0.1% | 4 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $268.4K | 741 | 0.1% | 3 |
| ETF OPPORTUNITIES TRUST | [HECA](https://holderbook.com/stocks/HECA/) | $263.7K | 9,661 | 0.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $260.6K | 4,574 | 0.1% | 5 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $252.7K | 686 | 0.1% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $251.0K | 604 | 0.1% | 1 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $249.4K | 670 | 0.1% | 7 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $247.7K | 547 | 0.1% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $247.0K | 481 | 0.1% | 7 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $240.0K | 2,905 | 0.1% | 5 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $237.9K | 2,889 | 0.1% | 3 |
| BLUE BIRD CORP | [BLBD](https://holderbook.com/stocks/BLBD/) | $236.9K | 3,000 | 0.1% | 1 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $235.6K | 752 | 0.1% | 5 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $234.1K | 4,875 | 0.1% | 7 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $231.0K | 1,973 | 0.1% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $227.5K | 667 | 0.1% | 1 |
| AMERIS BANCORP | [ABCB](https://holderbook.com/stocks/ABCB/) | $218.7K | 2,423 | 0.1% | 1 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $217.5K | 5,346 | 0.1% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PDP](https://holderbook.com/stocks/PDP/) | $212.4K | 1,400 | 0.1% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $209.9K | 285 | 0.1% | 1 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $202.4K | 2,422 | 0.1% | 7 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $201.0K | 1,111 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.4% | +14.8% | -2.4% | 100% |
| Q1 2026 | -3.9% | -4.6% | +0.8% | 100% |
| Q4 2025 | +1.6% | +2.4% | -0.7% | 100% |
| Q3 2025 | +7.1% | +7.8% | -0.7% | 99% |
| Q2 2025 | +9.3% | +10.5% | -1.1% | 111% |
| Q1 2025 | -5.5% | -4.6% | -1.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $211.5M | 72 |
| Q1 2026 | $162.3M | 63 |
| Q4 2025 | $163.1M | 62 |
| Q3 2025 | $155.6M | 59 |
| Q2 2025 | $144.2M | 59 |
| Q1 2025 | $97.0M | 52 |
| Q4 2024 | $113.8M | 59 |