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PCP

Panoramic Capital Partners Portfolio holdings

AUM $162M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
-3%
1 Year Est. Return
+17.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$162M
AUM Growth
-$734K
Cap. Flow
+$5.55M
Cap. Flow %
3.42%
Top 10 Hldgs %
81.39%
Holding
65
New
3
Increased
38
Reduced
16
Closed
2

Top Buys

Rank Stock Value
1
CGCB icon
Capital Group Core Bond ETF
CGCB
+$2.02M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M
3
OEF icon
iShares S&P 100 ETF
OEF
+$678K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$657K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$534K

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$392K
2
NOW icon
ServiceNow
NOW
+$238K
3
CRM icon
Salesforce
CRM
+$212K
4
MSFT icon
Microsoft
MSFT
+$114K
5
MU icon
Micron Technology
MU
+$43.9K

Sector Composition

Rank Sector Weight
1 Technology 11.91%
2 Communication Services 2.86%
3 Consumer Discretionary 2.66%
4 Industrials 2.36%
5 Financials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$878B
$38.3M 23.58%
58,594
+1,555
+3% +$1.06M
CGCB icon
2
Capital Group Core Bond ETF
CGCB
$5.67B
$21.7M 13.38%
827,135
+75,922
+10% +$2.02M
OEF icon
3
iShares S&P 100 ETF
OEF
$20.1B
$19.9M 12.26%
62,556
+2,023
+3% +$678K
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$109B
$16M 9.85%
128,607
+4,200
+3% +$534K
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
$14.2M 8.76%
210,555
+9,473
+5% +$657K
MSFT icon
6
Microsoft
MSFT
$3.45T
$6.35M 3.91%
17,153
-272
-2% -$114K
AAPL icon
7
Apple
AAPL
$4.54T
$5.28M 3.25%
20,803
-46
-0.2% -$12K
NVDA icon
8
NVIDIA
NVDA
$4.86T
$4.64M 2.86%
26,589
+607
+2% +$111K
SGOV icon
9
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$3.18M 1.96%
31,580
-3,902
-11% -$392K
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$2.56M 1.58%
3,943
+34
+0.9% +$23.1K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.36T
$2.13M 1.31%
7,409
+72
+1% +$22.6K
COST icon
12
Costco
COST
$422B
$1.79M 1.1%
1,798
+76
+4% +$74.1K
AMZN icon
13
Amazon
AMZN
$2.92T
$1.68M 1.04%
8,082
+4
+0% +$881
VTI icon
14
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$1.56M 0.96%
4,878
+356
+8% +$119K
TSLA icon
15
Tesla
TSLA
$1.23T
$1.51M 0.93%
4,050
+108
+3% +$44.5K
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.36T
$1.49M 0.92%
5,201
+176
+4% +$55.3K
JNJ icon
17
Johnson & Johnson
JNJ
$618B
$1.02M 0.63%
4,168
-160
-4% -$37.3K
MDY icon
18
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$941K 0.58%
1,526
+97
+7% +$61.5K
IGIB icon
19
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$875K 0.54%
16,435
– –
V icon
20
Visa
V
$684B
$818K 0.5%
2,706
-59
-2% -$19K
META icon
21
Meta Platforms (Facebook)
META
$1.42T
$740K 0.46%
1,294
+10
+0.8% +$6.41K
WWD icon
22
Woodward
WWD
$21.3B
$734K 0.45%
2,052
– –
JPM icon
23
JPMorgan Chase
JPM
$935B
$725K 0.45%
2,466
+42
+2% +$12.7K
AVGO icon
24
Broadcom
AVGO
$1.85T
$725K 0.45%
2,342
+238
+11% +$78.3K
EFA icon
25
iShares MSCI EAFE ETF
EFA
$78B
$669K 0.41%
6,892
– –
1
2 3

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Panoramic Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Panoramic Capital Partners held 65 positions worth $162M, down 0.45% from $163M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Panoramic Capital Partners deployed $5.55M of net new capital in Q1 2026, opening 3 new positions and adding to 38 existing holdings. Its largest new stake was Applied Materials: 746 shares worth $255K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $392K trimmed.

  • Panoramic Capital Partners's largest Q1 2026 buy was Applied Materials: 746 shares worth $255K.
  • Panoramic Capital Partners added most to Capital Group Core Bond ETF in Q1 2026, an estimated $2.02M increase.
  • Panoramic Capital Partners's biggest Q1 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $392K.
  • Panoramic Capital Partners fully exited ServiceNow in Q1 2026, selling an estimated $238K.
  • Panoramic Capital Partners's ten largest holdings make up 81% of its $162M portfolio in Q1 2026.
  • Panoramic Capital Partners opened 3 new positions and closed 2 in Q1 2026.
  • Panoramic Capital Partners's portfolio value fell 0.45% quarter-over-quarter to $162M.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.