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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
PLTR icon
26
Palantir
PLTR
$295B
$658K 0.41%
4,500
+374
+9% +$57.2K
SYY icon
27
Sysco
SYY
$40.8B
$561K 0.35%
7,861
+5
+0.1% +$413
WMT icon
28
Walmart Inc
WMT
$885B
$559K 0.34%
4,500
+15
+0.3% +$1.84K
LLY icon
29
Eli Lilly
LLY
$1.02T
$501K 0.31%
545
-13
-2% -$13.2K
CAT icon
30
Caterpillar
CAT
$375B
$481K 0.3%
679
+91
+15% +$63K
NOC icon
31
Northrop Grumman
NOC
$77.1B
$481K 0.3%
705
+3
+0.4% +$2.07K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.1T
$462K 0.28%
964
+90
+10% +$44.2K
GE icon
33
GE Aerospace
GE
$374B
$450K 0.28%
1,586
+174
+12% +$54.7K
RTX icon
34
RTX Corp
RTX
$290B
$444K 0.27%
2,304
+28
+1% +$5.57K
XOM icon
35
ExxonMobil
XOM
$644B
$393K 0.24%
2,315
+4
+0.2% +$584
ESGV icon
36
Vanguard ESG US Stock ETF
ESGV
$13.1B
$381K 0.24%
3,397
– –
HD icon
37
Home Depot
HD
$331B
$381K 0.23%
1,158
-6
-0.5% -$2.19K
GEV icon
38
GE Vernova
GEV
$264B
$380K 0.23%
435
+103
+31% +$80.4K
IGSB icon
39
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$378K 0.23%
7,195
+14
+0.2% +$740
MA icon
40
Mastercard
MA
$502B
$358K 0.22%
716
-36
-5% -$19K
TSM icon
41
TSMC
TSM
$2.1T
$355K 0.22%
1,050
– –
KLAC icon
42
KLA
KLAC
$239B
$340K 0.21%
2,310
+480
+26% +$70.2K
LRCX icon
43
Lam Research
LRCX
$367B
$318K 0.2%
1,489
+39
+3% +$8.72K
FDX icon
44
FedEx
FDX
$72.7B
$316K 0.19%
887
+5
+0.6% +$1.74K
CPRT icon
45
Copart
CPRT
$27B
$306K 0.19%
9,208
-965
-9% -$36.3K
SHW icon
46
Sherwin-Williams
SHW
$82.7B
$295K 0.18%
919
-120
-12% -$41.3K
NKE icon
47
Nike
NKE
$61.9B
$290K 0.18%
5,488
+928
+20% +$56.3K
NFLX icon
48
Netflix
NFLX
$299B
$275K 0.17%
2,859
+328
+13% +$28.9K
AMAT icon
49
Applied Materials
AMAT
$403B
$255K 0.16%
+746
New +$251K
DON icon
50
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$252K 0.16%
4,800
– –
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.