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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
(+4.8%)
Cap. Flow
+$4.73M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
81.66%
Holding
67
New
8
Increased
29
Reduced
19
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Core Bond ETF
CGCB
|
+$3.07M |
| 2 |
Tesla
TSLA
|
+$888K |
| 3 |
Palantir
PLTR
|
+$747K |
| 4 |
Apple
AAPL
|
+$359K |
| 5 |
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 |
iShares S&P 100 ETF
OEF
|
+$464K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$305K |
| 4 |
Philip Morris
PM
|
+$289K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Advanced Micro Devices
AMD
$776B
| $243K | 0.15% |
+1,136
| New | +$255K |
|
52
ServiceNow
NOW
$115B
| $238K | 0.15% |
1,552
-83
| -5% | -$14.2K |
|
53
Netflix
NFLX
$299B
| $237K | 0.15% |
2,531
+31
| +1% | +$3.34K |
|
54
KLA
KLAC
$239B
| $222K | 0.14% |
+1,830
| New | +$215K |
|
55
Vanguard ESG International Stock ETF
VSGX
$6.52B
| $218K | 0.13% |
+3,050
| New | +$215K |
|
56
Amgen
AMGN
$208B
| $218K | 0.13% |
+665
| New | +$211K |
|
57
GE Vernova
GEV
$264B
| $217K | 0.13% |
332
+5
| +2% | +$3.04K |
|
58
Starbucks
SBUX
$120B
| $217K | 0.13% |
2,572
-1,473
| -36% | -$124K |
|
59
AbbVie
ABBV
$443B
| $215K | 0.13% |
943
+6
| +0.6% | +$1.37K |
|
60
Salesforce
CRM
$151B
| $212K | 0.13% |
+801
| New | +$199K |
|
61
Fastenal
FAST
$54.7B
| $204K | 0.13% |
5,084
-641
| -11% | -$27K |
|
62
Micron Technology
MU
$930B
| $203K | 0.12% |
+710
| New | +$163K |
|
|
IBTF
63
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-20,859
| Closed | -$487K |
|
64
Oracle
ORCL
$374B
| – | – |
-752
| Closed | -$211K |
|
65
Procter & Gamble
PG
$336B
| – | – |
-1,345
| Closed | -$207K |
|
|
66
Philip Morris
PM
$297B
| – | – |
-1,779
| Closed | -$289K |
|
|
67
Union Pacific
UNP
$174B
| – | – |
-941
| Closed | -$222K |
|
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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.