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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
+7.84%
1 Year Est. Return
+22.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$11.5M
Cap. Flow
+$2.85M
Cap. Flow %
1.83%
Top 10 Hldgs %
82.37%
Holding
63
New
4
Increased
38
Reduced
8
Closed
4

Top Buys

Rank Stock Value
1
CGCB icon
Capital Group Core Bond ETF
CGCB
+$1.29M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.05M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$581K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$499K
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$276K

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.67M
2
CRM icon
Salesforce
CRM
+$296K
3
AMGN icon
Amgen
AMGN
+$238K
4
MCD icon
McDonald's
MCD
+$232K
5
VRSK icon
Verisk Analytics
VRSK
+$204K

Sector Composition

Rank Sector Weight
1 Miscellaneous 73.77%
2 Technology 13%
3 Communication Services 2.76%
4 Consumer Discretionary 2.71%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$302B
$569K 0.37%
1,404
+93
+7% +$36.6K
WWD icon
27
Woodward
WWD
$18.8B
$519K 0.33%
2,052
– –
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.11T
$514K 0.33%
1,022
-51
-5% -$24.7K
IBTF
29
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$487K 0.31%
20,859
+11,810
+131% +$276K
WMT icon
30
Walmart Inc
WMT
$853B
$466K 0.3%
4,523
+638
+16% +$63.5K
MA icon
31
Mastercard
MA
$498B
$441K 0.28%
775
+8
+1% +$4.59K
NOC icon
32
Northrop Grumman
NOC
$75.4B
$427K 0.27%
700
+3
+0.4% +$1.7K
GE icon
33
GE Aerospace
GE
$326B
$422K 0.27%
1,402
+20
+1% +$5.47K
LLY icon
34
Eli Lilly
LLY
$1.02T
$420K 0.27%
550
-5
-0.9% -$3.72K
IGSB icon
35
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$387K 0.25%
7,295
– –
ESGV icon
36
Vanguard ESG US Stock ETF
ESGV
$13.3B
$386K 0.25%
3,261
– –
CPRT icon
37
Copart
CPRT
$28.5B
$380K 0.24%
8,451
+22
+0.3% +$1.04K
RTX icon
38
RTX Corp
RTX
$265B
$380K 0.24%
2,270
+39
+2% +$6.05K
SHW icon
39
Sherwin-Williams
SHW
$78B
$367K 0.24%
1,059
+5
+0.5% +$1.76K
SBUX icon
40
Starbucks
SBUX
$111B
$342K 0.22%
4,045
+23
+0.6% +$2.06K
RACE icon
41
Ferrari
RACE
$72.4B
$323K 0.21%
665
– –
NKE icon
42
Nike
NKE
$53.2B
$318K 0.2%
4,567
-44
-1% -$3.28K
NOW icon
43
ServiceNow
NOW
$144B
$301K 0.19%
1,635
+10
+0.6% +$1.87K
NFLX icon
44
Netflix
NFLX
$318B
$300K 0.19%
2,500
+160
+7% +$19.5K
TSM icon
45
TSMC
TSM
$2.17T
$293K 0.19%
1,050
– –
PM icon
46
Philip Morris
PM
$300B
$289K 0.19%
1,779
+78
+5% +$13.1K
FAST icon
47
Fastenal
FAST
$56.2B
$281K 0.18%
5,725
+10
+0.2% +$472
MCO icon
48
Moody's
MCO
$80.6B
$280K 0.18%
588
+2
+0.3% +$1.01K
CAT icon
49
Caterpillar
CAT
$360B
$279K 0.18%
584
+8
+1% +$3.42K
DON icon
50
WisdomTree US MidCap Dividend Fund
DON
$3.9B
$251K 0.16%
+4,800
New +$249K
1
2
3

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Panoramic Capital Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Panoramic Capital Partners held 63 positions worth $156M, up 7.9% from $144M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Panoramic Capital Partners's Q3 2025 filing shows 4 new, 38 increased, 8 reduced and 4 closed positions. Its largest new stake was WisdomTree US MidCap Dividend Fund: 4,800 shares worth $251K. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $1.67M.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, down from 74% a quarter earlier, followed by Technology and Communication Services.

  • Panoramic Capital Partners's largest Q3 2025 buy was WisdomTree US MidCap Dividend Fund: 4,800 shares worth $251K.
  • Panoramic Capital Partners added most to Capital Group Core Bond ETF in Q3 2025, an estimated $1.29M increase.
  • Panoramic Capital Partners's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $1.67M.
  • Panoramic Capital Partners fully exited Salesforce in Q3 2025, selling an estimated $296K.
  • Panoramic Capital Partners's ten largest holdings make up 82% of its $156M portfolio in Q3 2025.
  • Panoramic Capital Partners opened 4 new positions and closed 4 in Q3 2025.
  • Panoramic Capital Partners's portfolio value rose 7.9% quarter-over-quarter to $156M.

Based on Panoramic Capital Partners's 13F filing for Q3 2025, filed 17 Oct 2025.