Panoramic Capital Partners, LLC
Reported holdings as of Q2 2026, from 7 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | $46.6M | 1,176,056 | -1.55pp | 7q | +1907.1%+$44.3M | |
| ISHARES TR | OEF | $23.7M | 64,788 | -1.05pp | 7q | +3.6%+$816.6K | |
| CAPITAL GRP FIXED INCM ETF T | CGCB | $21.9M | 836,040 | -3.03pp | 5q | +1.1%+$233.1K | |
| ISHARES TR | IJR | $19.9M | 134,244 | -0.44pp | 7q | +4.4%+$836.0K | |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | $17.7M | 502,212 | - | new | NEW | |
| ISHARES TR | IJH | $17.3M | 224,816 | -0.56pp | 7q | +6.8%+$1.1M | |
| CAPITAL GROUP GROWTH ETF | CGGR | $13.4M | 284,658 | - | new | NEW | |
| APPLE INC | AAPL | $4.9M | 17,062 | -0.92pp | 7q | -18.0%-$1.1M | |
| NVIDIA CORPORATION | NVDA | $4.4M | 21,799 | -0.79pp | 7q | -18.0%-$958.4K | |
| MICROSOFT CORP | MSFT | $3.8M | 10,149 | -2.12pp | 7q | -40.8%-$2.6M | |
| STATE STR SPDR S&P 500 ETF T | SPY | $3.0M | 3,956 | -0.18pp | 7q | HELD | |
| ALPHABET INC | GOOGL | $2.4M | 6,709 | -0.18pp | 7q | -9.4%-$250.2K | |
| ISHARES TR | SGOV | $2.2M | 21,993 | -0.91pp | 7q | -30.4%-$965.1K | |
| VANGUARD INDEX FDS | VTI | $2.1M | 5,640 | +0.02pp | 7q | +15.6%+$282.0K | |
| NORTHWEST NAT HLDG CO | NWN | $1.7M | 34,698 | - | new | NEW | |
| AMAZON COM INC | AMZN | $1.6M | 6,821 | -0.27pp | 7q | -15.6%-$300.5K | |
| TESLA INC | TSLA | $1.6M | 3,709 | -0.19pp | 7q | -8.4%-$143.4K | |
| ALPHABET INC | GOOG | $1.5M | 4,235 | -0.21pp | 7q | -18.6%-$341.3K | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $1.1M | 1,526 | -0.07pp | 7q | HELD | |
| JOHNSON & JOHNSON | JNJ | $1.0M | 4,109 | -0.13pp | 7q | -1.4%-$15.0K | |
| ISHARES TR | IGIB | $873.8K | 16,435 | -0.13pp | 7q | HELD | |
| BROADCOM INC | AVGO | $791.4K | 2,095 | -0.07pp | 7q | -10.5%-$93.3K | |
| COSTCO WHOLESALE CORPORATION | COST | $743.7K | 795 | -0.75pp | 7q | -55.8%-$938.3K | |
| ISHARES TR | EFA | $715.9K | 6,892 | -0.07pp | 6q | HELD | |
| ELI LILLY & CO | LLY | $653.7K | 545 | flat | 7q | HELD | |
| JPMORGAN CHASE & CO | JPM | $623.2K | 1,904 | -0.15pp | 7q | -22.8%-$184.0K | |
| KLA CORP | KLAC | $557.9K | 1,849 | +0.05pp | 3q | +700.4%+$488.2K | |
| GE AEROSPACE | GE | $530.9K | 1,420 | -0.03pp | 6q | -10.5%-$62.1K | |
| MICRON TECHNOLOGY INC | MU | $527.5K | 457 | +0.12pp | 3q | -23.6%-$162.8K | |
| APPLIED MATLS INC | AMAT | $520.6K | 720 | +0.09pp | 2q | -3.5%-$18.8K | |
| META PLATFORMS INC | META | $505.8K | 898 | -0.22pp | 7q | -30.6%-$223.1K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $501.4K | 1,050 | +0.02pp | 5q | HELD | |
| PALANTIR TECHNOLOGIES INC | PLTR | $475.3K | 4,074 | -0.18pp | 3q | -9.5%-$49.7K | |
| VISA INC | V | $451.5K | 1,316 | -0.29pp | 7q | -51.4%-$476.9K | |
| VANGUARD WORLD FD | ESGV | $449.3K | 3,398 | -0.02pp | 6q | HELD | |
| LAM RESEARCH CORP | LRCX | $445.9K | 1,029 | +0.01pp | 3q | -30.9%-$199.3K | |
| CATERPILLAR INC | CAT | $444.1K | 417 | -0.09pp | 5q | -38.6%-$279.0K | |
| RTX CORPORATION | RTX | $442.1K | 2,330 | -0.06pp | 6q | +1.1%+$4.9K | |
| VANGUARD WORLD FD | VGT | $436.0K | 3,648 | - | new | NEW | |
| WALMART INC | WMT | $392.4K | 3,465 | -0.16pp | 7q | -23.0%-$117.2K | |
| GE VERNOVA INC | GEV | $380.7K | 324 | -0.05pp | 4q | -25.5%-$130.4K | |
| ISHARES TR | IGSB | $377.1K | 7,195 | -0.05pp | 7q | HELD | |
| INTEL CORP | INTC | $370.7K | 2,655 | - | new | NEW | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $358.3K | 716 | -0.12pp | 7q | -25.7%-$124.1K | |
| NORTHROP GRUMMAN CORP | NOC | $354.5K | 696 | -0.13pp | 7q | -1.3%-$4.6K | |
| FIDELITY COVINGTON TRUST | FTEC | $328.1K | 1,149 | - | new | NEW | |
| ADVANCED MICRO DEVICES INC | AMD | $321.2K | 553 | +0.02pp | 3q | -48.0%-$296.8K | |
| EXXON MOBIL CORP | XOMXXXX | $318.3K | 2,328 | -0.09pp | 6q | +0.6%+$1.8K | |
| HOME DEPOT INC | HD | $314.9K | 893 | -0.09pp | 7q | -22.9%-$93.5K | |
| MERCK & CO INC | MRK | $313.0K | 2,436 | flat | 2q | +23.2%+$59.0K | |
| WISDOMTREE TR | DON | $271.3K | 4,800 | -0.03pp | 4q | HELD | |
| AMGEN INC | AMGN | $268.4K | 741 | -0.02pp | 3q | +12.6%+$30.1K | |
| ETF OPPORTUNITIES TRUST | HECA | $263.7K | 9,661 | - | new | NEW | |
| BANK OF AMER CORP | BAC | $260.6K | 4,574 | -0.02pp | 5q | -2.5%-$6.7K | |
| SPDR GOLD TR | GLD | $252.7K | 686 | - | new | NEW | |
| UNITEDHEALTH GROUP INC | UNH | $251.0K | 604 | - | new | NEW | |
| FERRARI N V | RACE | $249.4K | 670 | -0.02pp | 7q | -1.5%-$3.7K | |
| MOODYS CORP | MCO | $247.7K | 547 | -0.03pp | 7q | HELD | |
| MASTERCARD INCORPORATED | MA | $247.0K | 481 | -0.10pp | 7q | -32.8%-$120.7K | |
| WELLS FARGO & CO | WFC | $240.0K | 2,905 | -0.03pp | 5q | -3.4%-$8.3K | |
| VANGUARD WORLD FD | VSGX | $237.9K | 2,889 | -0.02pp | 3q | HELD | |
| BLUE BIRD CORP | BLBD | $236.9K | 3,000 | - | new | NEW | |
| FEDEX CORP | FDX | $235.6K | 752 | -0.08pp | 5q | -15.2%-$42.3K | |
| FASTENAL CO | FAST | $234.1K | 4,875 | -0.04pp | 7q | -4.4%-$10.7K | |
| EA SERIES TRUST | BOXX | $231.0K | 1,973 | - | new | NEW | |
| PALO ALTO NETWORKS INC | PANW | $227.5K | 667 | - | new | NEW | |
| AMERIS BANCORP | ABCB | $218.7K | 2,423 | - | new | NEW | |
| WISDOMTREE TR | DES | $217.5K | 5,346 | - | new | NEW | |
| INVESCO EXCHANGE TRADED FD T | PDP | $212.4K | 1,400 | - | new | NEW | |
| INVESCO QQQ TR | QQQ | $209.9K | 285 | - | new | NEW | |
| SYSCO CORP | SYY | $202.4K | 2,422 | -0.25pp | 7q | -69.2%-$454.6K | |
| PHILIP MORRIS INTL INC | PM | $201.0K | 1,111 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $8.7M | 5.3% |
| Semiconductors & Electronics | $8.3M | 5.0% |
| Computer Hardware | $5.2M | 3.1% |
| Funds & ETFs | $4.2M | 2.6% |
| Retail & Consumer | $3.3M | 2.0% |
| Autos & Aerospace | $2.8M | 1.7% |
| Other sectors | $9.2M | 5.6% |
| Not classified | $123.2M | 74.7% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $211.5M | 72 | 17 | 11 | 33 | 8 | 82.1% | 38 |
| Q1 2026 | $162.3M | 63 | 3 | 30 | 14 | 2 | 81.4% | 8 |
| Q4 2025 | $163.1M | 62 | 8 | 24 | 16 | 5 | 81.7% | 7 |
| Q3 2025 | $155.6M | 59 | 4 | 30 | 8 | 4 | 82.4% | 17 |
| Q2 2025 | $144.2M | 59 | 10 | 24 | 16 | 3 | 82.5% | 18 |
| Q1 2025 | $97.0M | 52 | 10 | 20 | 18 | 17 | 81.2% | 14 |
| Q4 2024 | $113.8M | 59 | 0 | 0 | 0 | 0 | 80.0% | 29 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.