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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
MCO icon
51
Moody's
MCO
$82.8B
$240K 0.15%
549
-2
-0.4% -$946
WFC icon
52
Wells Fargo
WFC
$261B
$239K 0.15%
3,006
-25
-0.8% -$2.15K
MRK icon
53
Merck
MRK
$322B
$238K 0.15%
+1,977
New +$228K
FAST icon
54
Fastenal
FAST
$54.7B
$237K 0.15%
5,098
+14
+0.3% +$628
SBUX icon
55
Starbucks
SBUX
$120B
$235K 0.14%
2,623
+51
+2% +$4.82K
AMGN icon
56
Amgen
AMGN
$208B
$231K 0.14%
658
-7
-1% -$2.5K
RACE icon
57
Ferrari
RACE
$69.2B
$230K 0.14%
680
+3
+0.4% +$1.05K
BAC icon
58
Bank of America
BAC
$435B
$229K 0.14%
4,692
+74
+2% +$3.82K
AMD icon
59
Advanced Micro Devices
AMD
$776B
$216K 0.13%
1,064
-72
-6% -$15.4K
SPGI icon
60
S&P Global
SPGI
$121B
$212K 0.13%
+498
New +$231K
ABBV icon
61
AbbVie
ABBV
$443B
$211K 0.13%
972
+29
+3% +$6.43K
VSGX icon
62
Vanguard ESG International Stock ETF
VSGX
$6.52B
$207K 0.13%
2,886
-164
-5% -$12.3K
MU icon
63
Micron Technology
MU
$930B
$202K 0.12%
598
-112
-16% -$43.9K
CRM icon
64
Salesforce
CRM
$151B
– –
-801
Closed -$212K
NOW icon
65
ServiceNow
NOW
$115B
– –
-1,552
Closed -$238K
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.