We are live on ! Find out more
PCP

Panoramic Capital Partners Portfolio holdings

AUM $162M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
+9.99%
1 Year Est. Return
+17.6%
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 Technology 12.37%
2 Consumer Discretionary 2.87%
3 Financials 2.43%
4 Communication Services 2.3%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$878B
$34.6M 24.03%
55,151
+8,376
+18% +$4.81M
OEF icon
2
iShares S&P 100 ETF
OEF
$20.1B
$19.2M 13.32%
62,372
-22
-0% -$6.13K
CGCB icon
3
Capital Group Core Bond ETF
CGCB
$5.67B
$15.4M 10.66%
+586,898
New +$15.3M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$109B
$13.4M 9.28%
118,303
+21,951
+23% +$2.27M
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
$12M 8.31%
187,874
+32,760
+21% +$1.92M
MSFT icon
6
Microsoft
MSFT
$3.45T
$8.41M 5.83%
16,864
-273
-2% -$119K
SGOV icon
7
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$5.53M 3.84%
55,080
-43,892
-44% -$4.41M
AAPL icon
8
Apple
AAPL
$4.54T
$4.02M 2.79%
18,839
+626
+3% +$126K
NVDA icon
9
NVIDIA
NVDA
$4.86T
$4M 2.78%
25,119
+10,369
+70% +$1.3M
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$2.42M 1.68%
3,876
+581
+18% +$332K
AMZN icon
11
Amazon
AMZN
$2.92T
$1.78M 1.24%
7,979
+87
+1% +$17.2K
COST icon
12
Costco
COST
$422B
$1.78M 1.23%
1,801
+19
+1% +$18.9K
VTI icon
13
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$1.39M 0.97%
4,522
– –
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.36T
$1.17M 0.81%
6,493
+902
+16% +$148K
V icon
15
Visa
V
$684B
$1.11M 0.77%
3,092
+126
+4% +$43.9K
META icon
16
Meta Platforms (Facebook)
META
$1.42T
$932K 0.65%
1,296
+253
+24% +$156K
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.36T
$919K 0.64%
5,089
+1,118
+28% +$185K
IGIB icon
18
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$875K 0.61%
16,525
– –
MDY icon
19
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$832K 0.58%
1,428
– –
JPM icon
20
JPMorgan Chase
JPM
$935B
$686K 0.48%
2,317
+232
+11% +$59.2K
EFA icon
21
iShares MSCI EAFE ETF
EFA
$78B
$617K 0.43%
6,892
+2,697
+64% +$230K
SYY icon
22
Sysco
SYY
$40.8B
$605K 0.42%
7,845
-88
-1% -$6.39K
TSLA icon
23
Tesla
TSLA
$1.23T
$580K 0.4%
1,838
+441
+32% +$133K
AVGO icon
24
Broadcom
AVGO
$1.85T
$521K 0.36%
1,895
+211
+13% +$45.8K
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.1T
$520K 0.36%
1,073
-77
-7% -$39.1K
1
2 3

Similar funds

AXA
Accel XI Associates Palo Alto, California $162M AUM
KCPT
Kingstone Capital Partners Texas Frisco, Texas $162M AUM 29.56% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
CWMGO
Capstone Wealth Management Group (Oregon) Bend, Oregon $163M AUM 31.61% 1-Year Est. Return
TIAM2
Tru Independence Asset Management 2 Portland, Oregon $163M AUM 18.06% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM

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 Technology at 12% of assets, up from 12% a quarter earlier, followed by Consumer Discretionary and Financials.

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.