Panoramic Capital Partners, LLC
CIK 2052992 · View on SEC EDGAR ↗
- Portfolio value
- $211.5M
- Positions
- 72
- As of
- June 30, 2026
#6,284 of 9,443 by 13F value · top 66.5%
Portfolio value QoQ: +30.3% 13F does not disclose cash
- Top 10 holdings weight
- 82.09%
- Top 25 holdings weight
- 92.46%
- Positions above 1%
- 13
- Effective number of positions
- 9.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.13% Est. buys $84,630,125 · sells $13,328,534
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 72.0% still held
- New positions
- 17
- Increased
- 14
- Decreased
- 34
- Closed
- 8
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
8.4%
Communication Services
2.1%
Retail
1.6%
Healthcare
1.2%
Industrials
1.2%
Consumer Discretionary
0.9%
Utilities
0.8%
Financials
0.6%
Financial Services
0.4%
Energy
0.2%
Logistics & Transportation
0.1%
Consumer Staples
0.1%
Other/Unmapped
82.4%
Full portfolio 72 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $46,596,996 | 22.03% | 1,176,056 | $8,322,570 | Up ×6 | ||
| OEF | $23,703,982 | 11.21% | 64,788 | $3,806,811 | Up ×2 | ||
| CGCB | $21,887,538 | 10.35% | 836,040 | $166,967 | Up ×4 | ||
| IJR | $19,909,791 | 9.41% | 134,244 | $3,922,628 | Up ×6 | ||
| CGGE | $17,697,951 | 8.37% | 502,212 | Up ×1 | |||
| IJH | $17,335,582 | 8.19% | 224,816 | $3,116,798 | Up ×6 | ||
| CGGR | $13,435,873 | 6.35% | 284,658 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $4,937,158 | 2.33% | 17,062 | $-342,402 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,361,763 | 2.06% | 21,799 | $-275,435 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3,785,675 | 1.79% | 10,149 | $-2,563,745 | Down ×2 | ||
| SPY SPY | $2,953,875 | 1.40% | 3,956 | $389,271 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,397,595 | 1.13% | 6,709 | $267,063 | Down ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2,214,009 | 1.05% | 21,993 | $-964,828 | Down ×6 | ||
| VTI | $2,087,026 | 0.99% | 5,640 | $522,115 | Up ×2 | ||
| NWN Northwest Natural Holding Company Common Stock | $1,702,284 | 0.80% | 34,698 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,625,717 | 0.77% | 6,821 | $-57,521 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,560,005 | 0.74% | 3,709 | $54,417 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,496,353 | 0.71% | 4,235 | $4,330 | Down ×1 | ||
| MDY | $1,073,380 | 0.51% | 1,526 | $132,341 | |||
| JNJ Johnson & Johnson Common Stock | $1,043,563 | 0.49% | 4,109 | $24,737 | Down ×2 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $873,849 | 0.41% | 16,435 | $-822 | |||
| AVGO Broadcom Inc. - Common Stock | $791,386 | 0.37% | 2,095 | $66,514 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $743,699 | 0.35% | 795 | $-1,047,882 | Down ×1 | ||
| EFA | $715,941 | 0.34% | 6,892 | $46,521 | |||
| LLY Eli Lilly and Company Common Stock | $653,693 | 0.31% | 545 | $152,418 | |||
| JPM JP Morgan Chase & Co. Common Stock | $623,238 | 0.29% | 1,904 | $-102,161 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $557,862 | 0.26% | 1,849 | $217,735 | Up ×2 | ||
| GE GE Aerospace Common Stock | $530,877 | 0.25% | 1,420 | $80,680 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $527,511 | 0.25% | 457 | $325,483 | Down ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $520,560 | 0.25% | 720 | $265,585 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $505,834 | 0.24% | 898 | $-234,331 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $501,448 | 0.24% | 1,050 | $146,600 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $475,314 | 0.22% | 4,074 | $-182,946 | Down ×1 | ||
| V Visa Inc. | $451,506 | 0.21% | 1,316 | $-366,355 | Down ×3 | ||
| ESGV | $449,295 | 0.21% | 3,398 | $67,882 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $445,897 | 0.21% | 1,029 | $127,757 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $444,063 | 0.21% | 417 | $-36,981 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $442,071 | 0.21% | 2,330 | $-2,371 | Up ×5 | ||
| VGT | $436,009 | 0.21% | 3,648 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $392,446 | 0.19% | 3,465 | $-166,814 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $380,655 | 0.18% | 324 | $943 | Down ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $377,090 | 0.18% | 7,195 | $-1,079 | |||
| INTC Intel Corporation - Common Stock | $370,718 | 0.18% | 2,655 | Up ×1 | |||
| BRKB | $358,279 | 0.17% | 716 | $-103,670 | Down ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $354,480 | 0.17% | 696 | $-126,499 | Down ×1 | ||
| FTEC | $328,131 | 0.16% | 1,149 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $321,243 | 0.15% | 553 | $104,793 | Down ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $318,284 | 0.15% | 2,328 | $-74,479 | Up ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $314,943 | 0.15% | 893 | $-65,912 | Down ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $313,026 | 0.15% | 2,436 | $75,213 | Up ×1 | ||
| DON | $271,296 | 0.13% | 4,800 | $19,104 | |||
| AMGN Amgen Inc. - Common Stock | $268,368 | 0.13% | 741 | $36,940 | Up ×1 | ||
| HECA | $263,745 | 0.12% | 9,661 | Up ×1 | |||
| BAC Bank of America Corporation Common Stock | $260,627 | 0.12% | 4,574 | $31,892 | Down ×1 | ||
| GLD | $252,709 | 0.12% | 686 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $251,041 | 0.12% | 604 | ||||
| RACE Ferrari N.V. Common Shares | $249,434 | 0.12% | 670 | $19,288 | Down ×1 | ||
| MCO Moody's Corporation Common Stock | $247,747 | 0.12% | 547 | $8,246 | Down ×3 | ||
| MA Mastercard Incorporated Common Stock | $247,042 | 0.12% | 481 | $-110,715 | Down ×3 | ||
| WFC Wells Fargo & Company Common Stock | $240,048 | 0.11% | 2,905 | $760 | Down ×2 | ||
| VSGX | $237,892 | 0.11% | 2,889 | $30,882 | Up ×1 | ||
| BLBD Blue Bird Corporation - Common Stock | $236,880 | 0.11% | 3,000 | Up ×1 | |||
| FDX FedEx Corporation Common Stock | $235,582 | 0.11% | 752 | $-80,176 | Down ×1 | ||
| FAST Fastenal Company - Common Stock | $234,146 | 0.11% | 4,875 | $-2,401 | Down ×1 | ||
| BOXX | $231,019 | 0.11% | 1,973 | Up ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $227,460 | 0.11% | 667 | ||||
| ABCB Ameris Bancorp Common Stock | $218,700 | 0.10% | 2,423 | Up ×1 | |||
| DES | $217,475 | 0.10% | 5,346 | Up ×1 | |||
| PDP Invesco Dorsey Wright Momentum ETF | $212,422 | 0.10% | 1,400 | Up ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $209,874 | 0.10% | 285 | ||||
| SYY Sysco Corporation Common Stock | $202,431 | 0.10% | 2,422 | $-358,323 | Down ×1 | ||
| PM Philip Morris International Inc Common Stock | $200,991 | 0.10% | 1,111 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CGGE | $17,697,951 | 502,212 | 8.37% |
| CGGR | $13,435,873 | 284,658 | 6.35% |
| NWN | $1,702,284 | 34,698 | 0.80% |
| VGT | $436,009 | 3,648 | 0.21% |
| INTC | $370,718 | 2,655 | 0.18% |
| FTEC | $328,131 | 1,149 | 0.16% |
| HECA | $263,745 | 9,661 | 0.12% |
| GLD | $252,709 | 686 | 0.12% |
| UNH | $251,041 | 604 | 0.12% |
| BLBD | $236,880 | 3,000 | 0.11% |
| BOXX | $231,019 | 1,973 | 0.11% |
| PANW | $227,460 | 667 | 0.11% |
| ABCB | $218,700 | 2,423 | 0.10% |
| DES | $217,475 | 5,346 | 0.10% |
| PDP | $212,422 | 1,400 | 0.10% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| WWD | June 30, 2026 | 2,052 | $734,452 | -19.0% |
| IBTF | Dec. 31, 2025 | 20,859 | $487,371 | No longer tracked |
| QQQ | June 30, 2025 | 1,009 | $419,805 | |
| UNH | June 30, 2025 | 632 | $349,547 | 24.2% |
| TJX | June 30, 2025 | 2,906 | $348,807 | 14.4% |
| CPRT | June 30, 2026 | 9,208 | $305,706 | 21.7% |
| CRM | Sept. 30, 2025 | 1,087 | $295,827 | -13.3% |
| SHW | June 30, 2026 | 919 | $294,585 | 1.1% |
| NKE | June 30, 2026 | 5,488 | $289,876 | -1.2% |
| PM | Dec. 31, 2025 | 1,779 | $288,554 | 18.3% |
| ADBE | March 31, 2025 | 637 | $283,261 | -28.8% |
| UNP | March 31, 2025 | 1,228 | $279,928 | 29.6% |
| COP | March 31, 2025 | 2,783 | $276,037 | 29.0% |
| NFLX | June 30, 2026 | 2,859 | $274,893 | 11.4% |
| ADSK | March 31, 2025 | 906 | $267,786 | -5.6% |
| USRT | March 31, 2025 | 4,668 | $267,516 | No longer tracked |
| CMG | March 31, 2025 | 4,343 | $261,883 | -28.5% |
| CMCSA | March 31, 2025 | 6,777 | $254,341 | -28.3% |
| NOW | March 31, 2026 | 1,552 | $237,751 | 24.0% |
| AMGN | Sept. 30, 2025 | 797 | $237,697 | 54.5% |
| SBUX | June 30, 2026 | 2,623 | $234,995 | 1.4% |
| SPGI | March 31, 2025 | 469 | $233,576 | -14.7% |
| MCD | Sept. 30, 2025 | 789 | $232,029 | -11.6% |
| FDX | March 31, 2025 | 814 | $228,937 | 35.1% |
| UNP | Dec. 31, 2025 | 941 | $222,315 | 32.4% |
| PANW | March 31, 2025 | 1,218 | $221,627 | 101.6% |
| TMO | March 31, 2025 | 420 | $218,497 | 24.7% |
| QCOM | March 31, 2025 | 1,421 | $218,294 | 4.8% |
| AZO | March 31, 2025 | 67 | $214,534 | -22.4% |
| CRM | March 31, 2026 | 801 | $212,193 | 10.1% |
| SPGI | June 30, 2026 | 498 | $211,819 | 12.5% |
| ORCL | Dec. 31, 2025 | 752 | $211,492 | -24.9% |
| ABBV | June 30, 2026 | 972 | $211,400 | 4.8% |
| TDG | March 31, 2025 | 165 | $209,101 | -13.5% |
| VRSK | March 31, 2025 | 759 | $209,051 | -37.4% |
| PG | Dec. 31, 2025 | 1,345 | $206,659 | 0.0% |
| VRSK | Sept. 30, 2025 | 670 | $203,720 | -26.0% |
| TSM | March 31, 2025 | 1,030 | $203,415 | 153.1% |
| IT | March 31, 2025 | 418 | $202,508 | -54.0% |