Panoramic Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$162.3M
Q ending 2026-03-31
Prior quarter
$163.1M
Q ending 2025-12-31
Change
-0.5% QoQ · +67.3% YoY
Positions
63
reported holdings
Largest positions
All 63 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $38.3M | 59K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $21.7M | 827K |
| Ishares Tr | OEF | Shares | $19.9M | 63K |
| Ishares Tr | IJR | Shares | $16.0M | 129K |
| Ishares Tr | IJH | Shares | $14.2M | 211K |
| Microsoft Corp | MSFT | Shares | $6.3M | 17K |
| Apple Inc | AAPL | Shares | $5.3M | 21K |
| Nvidia Corporation | NVDA | Shares | $4.6M | 27K |
| Ishares Tr | SGOV | Shares | $3.2M | 32K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.6M | 4K |
| Alphabet Inc | GOOGL | Shares | $2.1M | 7K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Vanguard Index Fds | VTI | Shares | $1.6M | 5K |
| Tesla Inc | TSLA | Shares | $1.5M | 4K |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| Johnson & Johnson | JNJ | Shares | $1.0M | 4K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $941K | 2K |
| Ishares Tr | IGIB | Shares | $875K | 16K |
| Visa Inc | V | Shares | $818K | 3K |
| Meta Platforms Inc | META | Shares | $740K | 1K |
| Woodward Inc | WWD | Shares | $734K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $725K | 2K |
| Broadcom Inc | AVGO | Shares | $725K | 2K |
| Ishares Tr | EFA | Shares | $669K | 7K |
| Palantir Technologies Inc | PLTR | Shares | $658K | 5K |
| Sysco Corp | SYY | Shares | $561K | 8K |
| Walmart Inc | WMT | Shares | $559K | 5K |
| Eli Lilly & Co | LLY | Shares | $501K | 545 |
| Caterpillar Inc | CAT | Shares | $481K | 679 |
| Northrop Grumman Corp | NOC | Shares | $481K | 705 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $462K | 964 |
| Ge Aerospace | GE | Shares | $450K | 2K |
| Rtx Corporation | RTX | Shares | $444K | 2K |
| Exxon Mobil Corp | XOM | Shares | $393K | 2K |
| Vanguard World Fd | ESGV | Shares | $381K | 3K |
| Home Depot Inc | HD | Shares | $381K | 1K |
| Ge Vernova Inc | GEV | Shares | $380K | 435 |
| Ishares Tr | IGSB | Shares | $378K | 7K |
| Mastercard Incorporated | MA | Shares | $358K | 716 |
| Taiwan Semiconductor Manufac | TSM | Shares | $355K | 1K |
| Kla Corp | KLAC | Shares | $340K | 231 |
| Lam Research Corp | LRCX | Shares | $318K | 1K |
| Fedex Corp | FDX | Shares | $316K | 887 |
| Copart Inc | CPRT | Shares | $306K | 9K |
| Sherwin Williams Co | SHW | Shares | $295K | 919 |
| Nike Inc | NKE | Shares | $290K | 5K |
| Netflix Inc. | NFLX | Shares | $275K | 3K |
| Applied Matls Inc | AMAT | Shares | $255K | 746 |
| Wisdomtree Tr | DON | Shares | $252K | 5K |
| Moodys Corp | MCO | Shares | $240K | 549 |
| Wells Fargo & Co | WFC | Shares | $239K | 3K |
| Merck & Co Inc | MRK | Shares | $238K | 2K |
| Fastenal Co | FAST | Shares | $237K | 5K |
| Starbucks Corp | SBUX | Shares | $235K | 3K |
| Amgen Inc | AMGN | Shares | $231K | 658 |
| Ferrari N V | Shares | $230K | 680 | |
| Bank America Corp | BAC | Shares | $229K | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $216K | 1K |
| S&P Global Inc | SPGI | Shares | $212K | 498 |
| Abbvie Inc | ABBV | Shares | $211K | 972 |
| Vanguard World Fd | VSGX | Shares | $207K | 3K |
| Micron Technology Inc | MU | Shares | $202K | 598 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.