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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
NKE icon
76
Nike
NKE
$54B
– –
-5,488
Closed -$290K
SBUX icon
77
Starbucks
SBUX
$112B
– –
-2,623
Closed -$235K
SHW icon
78
Sherwin-Williams
SHW
$79.4B
– –
-919
Closed -$295K
SPGI icon
79
S&P Global
SPGI
$121B
– –
-498
Closed -$212K
WWD icon
80
Woodward
WWD
$19.3B
– –
-2,052
Closed -$734K
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.