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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
(+7.9%)
Cap. Flow
+$2.85M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
82.37%
Holding
63
New
4
Increased
38
Reduced
8
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Core Bond ETF
CGCB
|
+$1.29M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.05M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$581K |
| 4 |
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 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.67M |
| 2 |
Salesforce
CRM
|
+$296K |
| 3 |
Amgen
AMGN
|
+$238K |
| 4 |
McDonald's
MCD
|
+$232K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$263B
| $248K | 0.16% |
2,961
+36
| +1% | +$2.92K |
|
52
ExxonMobil
XOM
$672B
| $246K | 0.16% |
2,181
| – | – |
|
53
Bank of America
BAC
$405B
| $235K | 0.15% |
4,550
+136
| +3% | +$6.63K |
|
54
Union Pacific
UNP
$167B
| $222K | 0.14% |
941
+54
| +6% | +$12.2K |
|
55
AbbVie
ABBV
$464B
| $217K | 0.14% |
+937
| New | +$191K |
|
56
Oracle
ORCL
$433B
| $211K | 0.14% |
+752
| New | +$192K |
|
57
FedEx
FDX
$71.4B
| $207K | 0.13% |
877
+5
| +0.6% | +$1.15K |
|
58
Procter & Gamble
PG
$341B
| $207K | 0.13% |
1,345
-204
| -13% | -$31.9K |
|
59
GE Vernova
GEV
$246B
| $201K | 0.13% |
+327
| New | +$198K |
|
|
60
Amgen
AMGN
$203B
| – | – |
-797
| Closed | -$238K |
|
|
61
Salesforce
CRM
$206B
| – | – |
-1,087
| Closed | -$296K |
|
|
62
McDonald's
MCD
$176B
| – | – |
-789
| Closed | -$232K |
|
|
63
Verisk Analytics
VRSK
$23.7B
| – | – |
-670
| Closed | -$204K |
|
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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.