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PCP

Panoramic Capital Partners Portfolio holdings

AUM $212M
1-Year Est. Return 22.96%
This Fund
S&P 500
This Quarter Est. Return
+15%
1 Year Est. Return
+22.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$49.2M
Cap. Flow
+$27.3M
Cap. Flow %
12.89%
Top 10 Hldgs %
82.09%
Holding
80
New
17
Increased
13
Reduced
35
Closed
8

Top Buys

Rank Stock Value
1
CGGE
Capital Group Global Equity ETF
CGGE
+$16.8M
2
CGGR icon
Capital Group Growth ETF
CGGR
+$12.9M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.64M
4
NWN icon
Northwest Natural Holdings
NWN
+$1.78M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.05M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.83M
2
AAPL icon
Apple
AAPL
+$1.07M
3
COST icon
Costco
COST
+$999K
4
NVDA icon
NVIDIA
NVDA
+$985K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$964K

Sector Composition

Rank Sector Weight
1 Miscellaneous 82.24%
2 Technology 8.43%
3 Communication Services 2.08%
4 Consumer Discretionary 1.77%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$927B
$623K 0.29%
1,904
-562
-23% -$175K
KLAC icon
27
KLA
KLAC
$218B
$558K 0.26%
1,849
-461
-20% -$91.5K
GE icon
28
GE Aerospace
GE
$324B
$531K 0.25%
1,420
-166
-10% -$52K
MU icon
29
Micron Technology
MU
$1.04T
$528K 0.25%
457
-141
-24% -$106K
AMAT icon
30
Applied Materials
AMAT
$328B
$521K 0.25%
720
-26
-3% -$12K
META icon
31
Meta Platforms (Facebook)
META
$1.72T
$506K 0.24%
898
-396
-31% -$242K
TSM icon
32
TSMC
TSM
$2.16T
$501K 0.24%
1,050
– –
PLTR icon
33
Palantir
PLTR
$418B
$475K 0.22%
4,074
-426
-9% -$58.1K
V icon
34
Visa
V
$691B
$452K 0.21%
1,316
-1,390
-51% -$446K
ESGV icon
35
Vanguard ESG US Stock ETF
ESGV
$13.3B
$449K 0.21%
3,398
+1
+0% +$128
LRCX icon
36
Lam Research
LRCX
$335B
$446K 0.21%
1,029
-460
-31% -$140K
CAT icon
37
Caterpillar
CAT
$359B
$444K 0.21%
417
-262
-39% -$230K
RTX icon
38
RTX Corp
RTX
$265B
$442K 0.21%
2,330
+26
+1% +$4.77K
VGT icon
39
Vanguard Information Technology ETF
VGT
$146B
$436K 0.21%
+3,648
New +$399K
WMT icon
40
Walmart Inc
WMT
$853B
$392K 0.19%
3,465
-1,035
-23% -$128K
GEV icon
41
GE Vernova
GEV
$246B
$381K 0.18%
324
-111
-26% -$113K
IGSB icon
42
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$377K 0.18%
7,195
– –
INTC icon
43
Intel
INTC
$534B
$371K 0.18%
+2,655
New +$268K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.11T
$358K 0.17%
716
-248
-26% -$119K
NOC icon
45
Northrop Grumman
NOC
$75.3B
$354K 0.17%
696
-9
-1% -$5.19K
FTEC icon
46
Fidelity MSCI Information Technology Index ETF
FTEC
$20.9B
$328K 0.16%
+1,149
New +$300K
AMD icon
47
Advanced Micro Devices
AMD
$837B
$321K 0.15%
553
-511
-48% -$210K
XOM icon
48
ExxonMobil
XOM
$672B
$318K 0.15%
2,328
+13
+0.6% +$1.95K
HD icon
49
Home Depot
HD
$303B
$315K 0.15%
893
-265
-23% -$86.2K
MRK icon
50
Merck
MRK
$357B
$313K 0.15%
2,436
+459
+23% +$53.7K
1
2
3 4

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Panoramic Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Panoramic Capital Partners held 80 positions worth $212M, up 30% from $162M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Panoramic Capital Partners deployed $27.3M of net new capital in Q2 2026, opening 17 new positions and adding to 13 existing holdings. Its largest new stake was Capital Group Global Equity ETF: 502,212 shares worth $17.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, up from 75% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Microsoft, an estimated $2.83M trimmed.

  • Panoramic Capital Partners's largest Q2 2026 buy was Capital Group Global Equity ETF: 502,212 shares worth $17.7M.
  • Panoramic Capital Partners added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $2.64M increase.
  • Panoramic Capital Partners's biggest Q2 2026 reduction was Microsoft, cutting an estimated $2.83M.
  • Panoramic Capital Partners fully exited Woodward in Q2 2026, selling an estimated $734K.
  • Panoramic Capital Partners's ten largest holdings make up 82% of its $212M portfolio in Q2 2026.
  • Panoramic Capital Partners opened 17 new positions and closed 8 in Q2 2026.
  • Panoramic Capital Partners's portfolio value rose 30% quarter-over-quarter to $212M.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.