We are live on ! Find out more
PCP

Panoramic Capital Partners Portfolio holdings

AUM $212M
1-Year Est. Return 22.96%
This Fund
S&P 500
This Quarter Est. Return
+9.99%
1 Year Est. Return
+22.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
+$47.2M
Cap. Flow
+$23M
Cap. Flow %
15.95%
Top 10 Hldgs %
82.51%
Holding
62
New
10
Increased
25
Reduced
18
Closed
3

Top Buys

Rank Stock Value
1
CGCB icon
Capital Group Core Bond ETF
CGCB
+$15.3M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.81M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.27M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.92M
5
NVDA icon
NVIDIA
NVDA
+$1.3M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$420K
3
UNH icon
UnitedHealth
UNH
+$350K
4
TJX icon
TJX Companies
TJX
+$349K
5
MSFT icon
Microsoft
MSFT
+$119K

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.35%
2 Technology 12.37%
3 Consumer Discretionary 2.87%
4 Financials 2.43%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
51
Wells Fargo
WFC
$263B
$245K 0.17%
+2,925
New +$211K
AMGN icon
52
Amgen
AMGN
$203B
$238K 0.16%
797
-146
-15% -$41.4K
MCD icon
53
McDonald's
MCD
$176B
$232K 0.16%
789
-14
-2% -$4.32K
CAT icon
54
Caterpillar
CAT
$360B
$229K 0.16%
+576
New +$192K
BAC icon
55
Bank of America
BAC
$405B
$216K 0.15%
+4,414
New +$186K
IBTF
56
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$211K 0.15%
+9,049
New +$211K
FDX icon
57
FedEx
FDX
$71.4B
$210K 0.15%
+872
New +$191K
UNP icon
58
Union Pacific
UNP
$167B
$209K 0.15%
+887
New +$197K
VRSK icon
59
Verisk Analytics
VRSK
$23.7B
$204K 0.14%
+670
New +$203K
QQQ icon
60
Invesco QQQ Trust
QQQ
$474B
– –
-1,009
Closed -$420K
TJX icon
61
TJX Companies
TJX
$135B
– –
-2,906
Closed -$349K
UNH icon
62
UnitedHealth
UNH
$337B
– –
-632
Closed -$350K
1 2
3

Similar funds

SL
StoryOne LLC Overland Park, Kansas $212M AUM
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return
HBFP
Henderson Brothers Financial Partners Pittsburgh, Pennsylvania $211M AUM
AFC
Alpine Fox Capital Las Vegas, Nevada $211M AUM 226.72% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Panoramic Capital Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Panoramic Capital Partners held 62 positions worth $144M, up 49% from $97M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Panoramic Capital Partners deployed $23M of net new capital in Q2 2025, opening 10 new positions and adding to 25 existing holdings. Its largest new stake was Capital Group Core Bond ETF: 586,898 shares worth $15.4M.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 73% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $4.41M trimmed.

  • Panoramic Capital Partners's largest Q2 2025 buy was Capital Group Core Bond ETF: 586,898 shares worth $15.4M.
  • Panoramic Capital Partners added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $4.81M increase.
  • Panoramic Capital Partners's biggest Q2 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $4.41M.
  • Panoramic Capital Partners fully exited Invesco QQQ Trust in Q2 2025, selling an estimated $420K.
  • Panoramic Capital Partners's ten largest holdings make up 83% of its $144M portfolio in Q2 2025.
  • Panoramic Capital Partners opened 10 new positions and closed 3 in Q2 2025.
  • Panoramic Capital Partners's portfolio value rose 49% quarter-over-quarter to $144M.

Based on Panoramic Capital Partners's 13F filing for Q2 2025, filed 18 Jul 2025.