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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
+2.22%
1 Year Est. Return
+17.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$7.41M
Cap. Flow
+$4.73M
Cap. Flow %
2.9%
Top 10 Hldgs %
81.66%
Holding
67
New
8
Increased
29
Reduced
19
Closed
5

Top Buys

Rank Stock Value
1
CGCB icon
Capital Group Core Bond ETF
CGCB
+$3.07M
2
TSLA icon
Tesla
TSLA
+$888K
3
PLTR icon
Palantir
PLTR
+$747K
4
AAPL icon
Apple
AAPL
+$359K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K

Top Sells

Rank Stock Value
1
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$487K
2
OEF icon
iShares S&P 100 ETF
OEF
+$464K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$305K
4
PM icon
Philip Morris
PM
+$289K
5
UNP icon
Union Pacific
UNP
+$222K

Sector Composition

Rank Sector Weight
1 Technology 13.55%
2 Communication Services 3.04%
3 Consumer Discretionary 2.94%
4 Financials 2.11%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WWD icon
26
Woodward
WWD
$21.3B
$620K 0.38%
2,052
– –
LLY icon
27
Eli Lilly
LLY
$1.02T
$600K 0.37%
558
+8
+1% +$7.65K
SYY icon
28
Sysco
SYY
$40.8B
$579K 0.36%
7,856
+6
+0.1% +$456
WMT icon
29
Walmart Inc
WMT
$885B
$500K 0.31%
4,485
-38
-0.8% -$4.08K
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.1T
$439K 0.27%
874
-148
-14% -$73.6K
GE icon
31
GE Aerospace
GE
$374B
$435K 0.27%
1,412
+10
+0.7% +$3.01K
MA icon
32
Mastercard
MA
$502B
$429K 0.26%
752
-23
-3% -$12.9K
RTX icon
33
RTX Corp
RTX
$290B
$417K 0.26%
2,276
+6
+0.3% +$1.04K
ESGV icon
34
Vanguard ESG US Stock ETF
ESGV
$13.1B
$411K 0.25%
3,397
+136
+4% +$16.3K
HD icon
35
Home Depot
HD
$331B
$401K 0.25%
1,164
-240
-17% -$87.9K
NOC icon
36
Northrop Grumman
NOC
$77.1B
$400K 0.25%
702
+2
+0.3% +$1.16K
CPRT icon
37
Copart
CPRT
$27B
$398K 0.24%
10,173
+1,722
+20% +$71.4K
IGSB icon
38
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$380K 0.23%
7,181
-114
-2% -$6.04K
CAT icon
39
Caterpillar
CAT
$375B
$337K 0.21%
588
+4
+0.7% +$2.22K
SHW icon
40
Sherwin-Williams
SHW
$82.7B
$337K 0.21%
1,039
-20
-2% -$6.69K
TSM icon
41
TSMC
TSM
$2.1T
$319K 0.2%
1,050
– –
NKE icon
42
Nike
NKE
$61.9B
$291K 0.18%
4,560
-7
-0.2% -$456
WFC icon
43
Wells Fargo
WFC
$261B
$282K 0.17%
3,031
+70
+2% +$6.08K
MCO icon
44
Moody's
MCO
$82.8B
$281K 0.17%
551
-37
-6% -$18.1K
XOM icon
45
ExxonMobil
XOM
$644B
$278K 0.17%
2,311
+130
+6% +$15.1K
FDX icon
46
FedEx
FDX
$72.7B
$255K 0.16%
882
+5
+0.6% +$1.31K
BAC icon
47
Bank of America
BAC
$435B
$254K 0.16%
4,618
+68
+1% +$3.59K
RACE icon
48
Ferrari
RACE
$69.2B
$250K 0.15%
677
+12
+2% +$4.8K
LRCX icon
49
Lam Research
LRCX
$367B
$248K 0.15%
+1,450
New +$226K
DON icon
50
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$248K 0.15%
4,800
– –
1
2
3

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Panoramic Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Panoramic Capital Partners held 67 positions worth $163M, up 4.8% from $156M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Panoramic Capital Partners's Q4 2025 filing shows 8 new, 29 increased, 19 reduced and 5 closed positions. Its largest new stake was Palantir: 4,126 shares worth $733K. The largest sale was iShares iBonds Dec 2025 Term Treasury ETF, an estimated $487K.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Panoramic Capital Partners's largest Q4 2025 buy was Palantir: 4,126 shares worth $733K.
  • Panoramic Capital Partners added most to Capital Group Core Bond ETF in Q4 2025, an estimated $3.07M increase.
  • Panoramic Capital Partners's biggest Q4 2025 reduction was iShares S&P 100 ETF, cutting an estimated $464K.
  • Panoramic Capital Partners fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $487K.
  • Panoramic Capital Partners's ten largest holdings make up 82% of its $163M portfolio in Q4 2025.
  • Panoramic Capital Partners opened 8 new positions and closed 5 in Q4 2025.
  • Panoramic Capital Partners's portfolio value rose 4.8% quarter-over-quarter to $163M.

Based on Panoramic Capital Partners's 13F filing for Q4 2025, filed 7 Jan 2026.