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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
DON icon
51
WisdomTree US MidCap Dividend Fund
DON
$3.9B
$271K 0.13%
4,800
– –
AMGN icon
52
Amgen
AMGN
$203B
$268K 0.13%
741
+83
+13% +$28.4K
HECA
53
Hedgeye Capital Allocation ETF
HECA
$278M
$264K 0.12%
+9,661
New +$266K
BAC icon
54
Bank of America
BAC
$405B
$261K 0.12%
4,574
-118
-3% -$6.28K
GLD icon
55
SPDR Gold Trust
GLD
$144B
$253K 0.12%
+686
New +$284K
UNH icon
56
UnitedHealth
UNH
$337B
$251K 0.12%
+604
New +$224K
RACE icon
57
Ferrari
RACE
$72.4B
$249K 0.12%
670
-10
-1% -$3.48K
MCO icon
58
Moody's
MCO
$80.6B
$248K 0.12%
547
-2
-0.4% -$898
MA icon
59
Mastercard
MA
$497B
$247K 0.12%
481
-235
-33% -$117K
WFC icon
60
Wells Fargo
WFC
$263B
$240K 0.11%
2,905
-101
-3% -$8.12K
VSGX icon
61
Vanguard ESG International Stock ETF
VSGX
$6.68B
$238K 0.11%
2,889
+3
+0.1% +$238
BLBD icon
62
Blue Bird Corp
BLBD
$1.95B
$237K 0.11%
+3,000
New +$204K
FDX icon
63
FedEx
FDX
$71.4B
$236K 0.11%
752
-135
-15% -$49.1K
FAST icon
64
Fastenal
FAST
$56.3B
$234K 0.11%
4,875
-223
-4% -$10.1K
BOXX icon
65
Alpha Architect 1-3 Month Box ETF
BOXX
$14.8B
$231K 0.11%
+1,973
New +$230K
PANW icon
66
Palo Alto Networks
PANW
$307B
$227K 0.11%
+667
New +$153K
ABCB icon
67
Ameris Bancorp
ABCB
$5.62B
$219K 0.1%
+2,423
New +$206K
DES icon
68
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
$217K 0.1%
+5,346
New +$206K
PDP icon
69
Invesco Dorsey Wright Momentum ETF
PDP
$1.41B
$212K 0.1%
+1,400
New +$195K
QQQ icon
70
Invesco QQQ Trust
QQQ
$474B
$210K 0.1%
+285
New +$196K
SYY icon
71
Sysco
SYY
$37.7B
$202K 0.1%
2,422
-5,439
-69% -$412K
PM icon
72
Philip Morris
PM
$299B
$201K 0.1%
+1,111
New +$193K
ABBV icon
73
AbbVie
ABBV
$464B
– –
-972
Closed -$211K
CPRT icon
74
Copart
CPRT
$28.5B
– –
-9,208
Closed -$306K
NFLX icon
75
Netflix
NFLX
$318B
– –
-2,859
Closed -$275K
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.