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Panoramic Capital Partners

Panoramic Capital Partners Portfolio holdings

AUM $236M Turnover 22.62%
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
+1.46%
1 Year Est. Return
+15.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$236M
AUM Growth
+$24.3M
Cap. Flow
+$874M
Cap. Flow %
370.52%
Top 10 Hldgs %
81.7%
Holding
84
New
12
Increased
48
Reduced
11
Closed
7
Avg Time Held
1.1 years
Top 10 Avg Time Held
1.4 years
Top 20 Avg Time Held
1.3 years

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$853M
2
MSFT icon
Microsoft
MSFT
+$3.71M
3
CGGE icon
Capital Group Global Equity ETF
CGGE
+$3.11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.56M
5
CGCB icon
Capital Group Core Bond ETF
CGCB
+$1.42M

Top Sells

Rank Stock Value
1
NWN icon
Northwest Natural Holdings
NWN
+$1.7M
2
HECA icon
Hedgeye Capital Allocation ETF
HECA
+$264K
3
GLD icon
SPDR Gold Trust
GLD
+$253K
4
BLBD icon
Blue Bird Corp
BLBD
+$237K
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$231K

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.12%
2 Technology 11.23%
3 Communication Services 2.16%
4 Consumer Discretionary 1.93%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
JPM icon
26
JPMorgan Chase
JPM
$919B
$773K 0.33%
2,337
+433
+23% +$151K
2024 Q4
7 quarters
PLTR icon
27
Palantir
PLTR
$405B
$760K 0.32%
4,063
-11
-0.3% -$1.75K
2025 Q4
3 quarters
AVGO icon
28
Broadcom
AVGO
$1.66T
$760K 0.32%
2,163
+68
+3% +$25.6K
2024 Q4
7 quarters
RDVY icon
29
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
$709K 0.3%
+9,058
New +$733K
2026 Q3
0 quarters
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$192B
$665K 0.28%
+6,864
New +$678K
2026 Q3
0 quarters
LLY icon
31
Eli Lilly
LLY
$1.29T
$643K 0.27%
556
+11
+2% +$13K
2024 Q4
7 quarters
EFA icon
32
iShares MSCI EAFE ETF
EFA
$77.3B
$625K 0.26%
6,015
-877
-13% -$92.9K
2025 Q1
6 quarters
WWD icon
33
Woodward
WWD
$19.5B
$601K 0.25%
+1,829
New +$664K
2026 Q3
0 quarters
SYY icon
34
Sysco
SYY
$38B
$562K 0.24%
7,204
+4,782
+197% +$393K
2024 Q4
7 quarters
WMT icon
35
Walmart Inc
WMT
$1.02T
$531K 0.22%
5,105
+1,640
+47% +$180K
2024 Q4
7 quarters
MU icon
36
Micron Technology
MU
$881B
$510K 0.22%
479
+22
+5% +$20.9K
2025 Q4
3 quarters
TSM icon
37
TSMC
TSM
$2.07T
$479K 0.2%
1,050
– –
2025 Q2
5 quarters
ESGV icon
38
Vanguard ESG US Stock ETF
ESGV
$13B
$461K 0.2%
3,397
-1
-0% -$135
2025 Q1
6 quarters
EXPE icon
39
Expedia Group
EXPE
$30.6B
$451K 0.19%
+1,712
New +$498K
2026 Q3
0 quarters
GE icon
40
GE Aerospace
GE
$344B
$450K 0.19%
1,441
+21
+1% +$7.28K
2025 Q1
6 quarters
RTX icon
41
RTX Corp
RTX
$268B
$436K 0.19%
2,350
+20
+0.9% +$4.09K
2025 Q1
6 quarters
CAT icon
42
Caterpillar
CAT
$275B
$415K 0.18%
512
+95
+23% +$80.6K
2025 Q2
5 quarters
XOM icon
43
ExxonMobil
XOM
$696B
$405K 0.17%
2,490
+162
+7% +$25.3K
2025 Q1
6 quarters
AMAT icon
44
Applied Materials
AMAT
$294B
$374K 0.16%
732
+12
+2% +$6.09K
2026 Q1
2 quarters
AMD icon
45
Advanced Micro Devices
AMD
$876B
$370K 0.16%
604
+51
+9% +$26.2K
2025 Q4
3 quarters
IGSB icon
46
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.7B
$369K 0.16%
7,196
+1
+0% +$52
2024 Q4
7 quarters
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.26T
$367K 0.16%
738
+22
+3% +$11.1K
2024 Q4
7 quarters
KLAC icon
48
KLA
KLAC
$198B
$367K 0.16%
1,885
+36
+2% +$7.06K
2025 Q4
3 quarters
MRK icon
49
Merck
MRK
$364B
$359K 0.15%
2,470
+34
+1% +$4.7K
2026 Q1
2 quarters
LRCX icon
50
Lam Research
LRCX
$283B
$345K 0.15%
1,049
+20
+2% +$6.24K
2025 Q4
3 quarters
1
2
3 4

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Panoramic Capital Partners's Q3 2026 Portfolio in Review

As of Q3 2026, Panoramic Capital Partners held 84 positions worth $236M, up 11% from $212M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Panoramic Capital Partners deployed $874M of net new capital in Q3 2026, opening 12 new positions and adding to 48 existing holdings. Its largest new stake was iShares US Technology ETF: 5,665 shares worth $1.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, down from 82% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Vanguard Information Technology ETF, an estimated $126K trimmed.

  • Panoramic Capital Partners's largest Q3 2026 buy was iShares US Technology ETF: 5,665 shares worth $1.5M.
  • Panoramic Capital Partners added most to iShares Core S&P 500 ETF in Q3 2026, an estimated $853M increase.
  • Panoramic Capital Partners's biggest Q3 2026 reduction was Vanguard Information Technology ETF, cutting an estimated $126K.
  • Panoramic Capital Partners fully exited Northwest Natural Holdings in Q3 2026, selling an estimated $1.7M.
  • Panoramic Capital Partners's ten largest holdings make up 82% of its $236M portfolio in Q3 2026.
  • Panoramic Capital Partners opened 12 new positions and closed 7 in Q3 2026.
  • Panoramic Capital Partners's portfolio value rose 11% quarter-over-quarter to $236M.

Based on Panoramic Capital Partners's 13F filing for Q3 2026, filed 12 Nov 2026.