Panoramic Capital Partners, LLC
CIK 2052992 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $211.5M
- Posisi
- 72
- Per tanggal
- 30 Juni 2026
#6.284 dari 9.443 berdasarkan nilai 13F · top 66.5%
Nilai portofolio QoQ: +30.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 82,09%
- Bobot 25 kepemilikan teratas
- 92,46%
- Posisi di atas 1%
- 13
- Jumlah posisi efektif
- 9,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 7,13% Perkiraan pembelian $84.630.125 · penjualan $13.328.534
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 72,0% masih dipegang
- Posisi baru
- 17
- Meningkat
- 14
- Menurun
- 34
- Tertutup
- 8
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
82,4%
Portofolio lengkap 72 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $46.596.996 | 22,03% | 1.176.056 | $8.322.570 | Naik ×6 | ||
| OEF | $23.703.982 | 11,21% | 64.788 | $3.806.811 | Naik ×2 | ||
| CGCB | $21.887.538 | 10,35% | 836.040 | $166.967 | Naik ×4 | ||
| IJR | $19.909.791 | 9,41% | 134.244 | $3.922.628 | Naik ×6 | ||
| CGGE | $17.697.951 | 8,37% | 502.212 | Naik ×1 | |||
| IJH | $17.335.582 | 8,19% | 224.816 | $3.116.798 | Naik ×6 | ||
| CGGR | $13.435.873 | 6,35% | 284.658 | Naik ×1 | |||
| AAPL Apple Inc. - Common Stock | $4.937.158 | 2,33% | 17.062 | $-342.402 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.361.763 | 2,06% | 21.799 | $-275.435 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3.785.675 | 1,79% | 10.149 | $-2.563.745 | Turun ×2 | ||
| SPY SPY | $2.953.875 | 1,40% | 3.956 | $389.271 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.397.595 | 1,13% | 6.709 | $267.063 | Turun ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2.214.009 | 1,05% | 21.993 | $-964.828 | Turun ×6 | ||
| VTI | $2.087.026 | 0,99% | 5.640 | $522.115 | Naik ×2 | ||
| NWN Northwest Natural Holding Company Common Stock | $1.702.284 | 0,80% | 34.698 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.625.717 | 0,77% | 6.821 | $-57.521 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.560.005 | 0,74% | 3.709 | $54.417 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.496.353 | 0,71% | 4.235 | $4.330 | Turun ×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 | Turun ×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 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $743.699 | 0,35% | 795 | $-1.047.882 | Turun ×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 | Turun ×1 | ||
| KLAC KLA Corporation - Common Stock | $557.862 | 0,26% | 1.849 | $217.735 | Naik ×2 | ||
| GE GE Aerospace Common Stock | $530.877 | 0,25% | 1.420 | $80.680 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $527.511 | 0,25% | 457 | $325.483 | Turun ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $520.560 | 0,25% | 720 | $265.585 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $505.834 | 0,24% | 898 | $-234.331 | Turun ×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 | Turun ×1 | ||
| V Visa Inc. | $451.506 | 0,21% | 1.316 | $-366.355 | Turun ×3 | ||
| ESGV | $449.295 | 0,21% | 3.398 | $67.882 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $445.897 | 0,21% | 1.029 | $127.757 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $444.063 | 0,21% | 417 | $-36.981 | Turun ×1 | ||
| RTX RTX Corporation Common Stock | $442.071 | 0,21% | 2.330 | $-2.371 | Naik ×5 | ||
| VGT | $436.009 | 0,21% | 3.648 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $392.446 | 0,19% | 3.465 | $-166.814 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $380.655 | 0,18% | 324 | $943 | Turun ×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 | Naik ×1 | |||
| BRKB | $358.279 | 0,17% | 716 | $-103.670 | Turun ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $354.480 | 0,17% | 696 | $-126.499 | Turun ×1 | ||
| FTEC | $328.131 | 0,16% | 1.149 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $321.243 | 0,15% | 553 | $104.793 | Turun ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $318.284 | 0,15% | 2.328 | $-74.479 | Naik ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $314.943 | 0,15% | 893 | $-65.912 | Turun ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $313.026 | 0,15% | 2.436 | $75.213 | Naik ×1 | ||
| DON | $271.296 | 0,13% | 4.800 | $19.104 | |||
| AMGN Amgen Inc. - Common Stock | $268.368 | 0,13% | 741 | $36.940 | Naik ×1 | ||
| HECA | $263.745 | 0,12% | 9.661 | Naik ×1 | |||
| BAC Bank of America Corporation Common Stock | $260.627 | 0,12% | 4.574 | $31.892 | Turun ×1 | ||
| GLD | $252.709 | 0,12% | 686 | Naik ×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 | Turun ×1 | ||
| MCO Moody's Corporation Common Stock | $247.747 | 0,12% | 547 | $8.246 | Turun ×3 | ||
| MA Mastercard Incorporated Common Stock | $247.042 | 0,12% | 481 | $-110.715 | Turun ×3 | ||
| WFC Wells Fargo & Company Common Stock | $240.048 | 0,11% | 2.905 | $760 | Turun ×2 | ||
| VSGX | $237.892 | 0,11% | 2.889 | $30.882 | Naik ×1 | ||
| BLBD Blue Bird Corporation - Common Stock | $236.880 | 0,11% | 3.000 | Naik ×1 | |||
| FDX FedEx Corporation Common Stock | $235.582 | 0,11% | 752 | $-80.176 | Turun ×1 | ||
| FAST Fastenal Company - Common Stock | $234.146 | 0,11% | 4.875 | $-2.401 | Turun ×1 | ||
| BOXX | $231.019 | 0,11% | 1.973 | Naik ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $227.460 | 0,11% | 667 | ||||
| ABCB Ameris Bancorp Common Stock | $218.700 | 0,10% | 2.423 | Naik ×1 | |||
| DES | $217.475 | 0,10% | 5.346 | Naik ×1 | |||
| PDP Invesco Dorsey Wright Momentum ETF | $212.422 | 0,10% | 1.400 | Naik ×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 | Turun ×1 | ||
| PM Philip Morris International Inc Common Stock | $200.991 | 0,10% | 1.111 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +1.1M | +$8.3M |
| IJR | Beli lebih banyak | +6K | +$3.9M |
| OEF | Beli lebih banyak | +2K | +$3.8M |
| IJH | Beli lebih banyak | +14K | +$3.1M |
| MSFT | Dipangkas | -7K | -$2.6M |
| COST | Dipangkas | -1K | -$1.0M |
| SGOV | Dipangkas | -10K | -$965K |
| VTI | Beli lebih banyak | +762 | +$522K |
| SPY | Beli lebih banyak | +13 | +$389K |
| V | Dipangkas | -1K | -$366K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| WWD | 30 Juni 2026 | 2.052 | $734.452 | -16,7% |
| IBTF | 31 Des. 2025 | 20.859 | $487.371 | Tidak lagi dilacak |
| QQQ | 30 Juni 2025 | 1.009 | $419.805 | |
| UNH | 30 Juni 2025 | 632 | $349.547 | 25,8% |
| TJX | 30 Juni 2025 | 2.906 | $348.807 | 14,8% |
| CPRT | 30 Juni 2026 | 9.208 | $305.706 | 20,8% |
| CRM | 30 Sep. 2025 | 1.087 | $295.827 | -13,2% |
| SHW | 30 Juni 2026 | 919 | $294.585 | -0,2% |
| NKE | 30 Juni 2026 | 5.488 | $289.876 | -1,1% |
| PM | 31 Des. 2025 | 1.779 | $288.554 | 19,1% |
| ADBE | 31 Maret 2025 | 637 | $283.261 | -28,6% |
| UNP | 31 Maret 2025 | 1.228 | $279.928 | 27,7% |
| COP | 31 Maret 2025 | 2.783 | $276.037 | 28,4% |
| NFLX | 30 Juni 2026 | 2.859 | $274.893 | 13,0% |
| ADSK | 31 Maret 2025 | 906 | $267.786 | -3,2% |
| USRT | 31 Maret 2025 | 4.668 | $267.516 | Tidak lagi dilacak |
| CMG | 31 Maret 2025 | 4.343 | $261.883 | -31,7% |
| CMCSA | 31 Maret 2025 | 6.777 | $254.341 | -27,8% |
| NOW | 31 Maret 2026 | 1.552 | $237.751 | 24,0% |
| AMGN | 30 Sep. 2025 | 797 | $237.697 | 54,6% |
| SBUX | 30 Juni 2026 | 2.623 | $234.995 | 3,1% |
| SPGI | 31 Maret 2025 | 469 | $233.576 | -15,4% |
| MCD | 30 Sep. 2025 | 789 | $232.029 | -10,9% |
| FDX | 31 Maret 2025 | 814 | $228.937 | 33,5% |
| UNP | 31 Des. 2025 | 941 | $222.315 | 30,4% |
| PANW | 31 Maret 2025 | 1.218 | $221.627 | 108,5% |
| TMO | 31 Maret 2025 | 420 | $218.497 | 24,5% |
| QCOM | 31 Maret 2025 | 1.421 | $218.294 | 5,5% |
| AZO | 31 Maret 2025 | 67 | $214.534 | -21,2% |
| CRM | 31 Maret 2026 | 801 | $212.193 | 10,2% |
| SPGI | 30 Juni 2026 | 498 | $211.819 | 11,5% |
| ORCL | 31 Des. 2025 | 752 | $211.492 | -26,9% |
| ABBV | 30 Juni 2026 | 972 | $211.400 | 5,4% |
| TDG | 31 Maret 2025 | 165 | $209.101 | -12,4% |
| VRSK | 31 Maret 2025 | 759 | $209.051 | -36,7% |
| PG | 31 Des. 2025 | 1.345 | $206.659 | 0,7% |
| VRSK | 30 Sep. 2025 | 670 | $203.720 | -25,1% |
| TSM | 31 Maret 2025 | 1.030 | $203.415 | 148,7% |
| IT | 31 Maret 2025 | 418 | $202.508 | -53,6% |