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
+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
Cap. Flow
+$4.73M
Cap. Flow %
2.9%
Top 10 Hldgs %
81.66%
Holding
67
New
8
Increased
29
Reduced
19
Closed
5

Top Buys

Rank Stock Value
1
CGCB icon
Capital Group Core Bond ETF
CGCB
+$3.07M
2
TSLA icon
Tesla
TSLA
+$888K
3
PLTR icon
Palantir
PLTR
+$747K
4
AAPL icon
Apple
AAPL
+$359K
5
IJH icon
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
OEF icon
iShares S&P 100 ETF
OEF
+$464K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$305K
4
PM icon
Philip Morris
PM
+$289K
5
UNP icon
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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$878B
$39.1M 23.96%
57,039
+257
+0.5% +$175K
OEF icon
2
iShares S&P 100 ETF
OEF
$20.1B
$20.8M 12.73%
60,533
-1,367
-2% -$464K
CGCB icon
3
Capital Group Core Bond ETF
CGCB
$5.67B
$19.9M 12.22%
751,213
+115,234
+18% +$3.07M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$109B
$15M 9.17%
124,407
+1,050
+0.9% +$126K
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
$13.3M 8.14%
201,082
+5,447
+3% +$357K
MSFT icon
6
Microsoft
MSFT
$3.45T
$8.43M 5.17%
17,425
+70
+0.4% +$35.1K
AAPL icon
7
Apple
AAPL
$4.54T
$5.67M 3.48%
20,849
+1,339
+7% +$359K
NVDA icon
8
NVIDIA
NVDA
$4.86T
$4.85M 2.97%
25,982
+242
+0.9% +$45K
SGOV icon
9
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$3.56M 2.18%
35,482
-3,034
-8% -$305K
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$2.67M 1.63%
3,909
-29
-0.7% -$19.6K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.36T
$2.3M 1.41%
7,337
+121
+2% +$34.6K
AMZN icon
12
Amazon
AMZN
$2.92T
$1.86M 1.14%
8,078
-120
-1% -$27.5K
TSLA icon
13
Tesla
TSLA
$1.23T
$1.77M 1.09%
3,942
+2,003
+103% +$888K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.36T
$1.58M 0.97%
5,025
-16
-0.3% -$4.58K
VTI icon
15
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$1.52M 0.93%
4,522
– –
COST icon
16
Costco
COST
$422B
$1.48M 0.91%
1,722
+22
+1% +$19.9K
V icon
17
Visa
V
$684B
$970K 0.59%
2,765
-336
-11% -$114K
JNJ icon
18
Johnson & Johnson
JNJ
$618B
$896K 0.55%
4,328
+19
+0.4% +$3.76K
IGIB icon
19
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$886K 0.54%
16,435
-90
-0.5% -$4.87K
MDY icon
20
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$862K 0.53%
1,429
– –
META icon
21
Meta Platforms (Facebook)
META
$1.42T
$848K 0.52%
1,284
-91
-7% -$60.8K
JPM icon
22
JPMorgan Chase
JPM
$935B
$781K 0.48%
2,424
+24
+1% +$7.43K
PLTR icon
23
Palantir
PLTR
$295B
$733K 0.45%
+4,126
New +$747K
AVGO icon
24
Broadcom
AVGO
$1.85T
$728K 0.45%
2,104
+74
+4% +$26.5K
EFA icon
25
iShares MSCI EAFE ETF
EFA
$78B
$662K 0.41%
6,892
– –
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 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.