Institutions / Panoramic Capital Partners, LLC
Panoramic Capital Partners, LLC
CIK 2052992 · Institution · as of Jun 30, 2026
Portfolio value
$211.54M
Positions
72
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$211.54M+29.7%Positions
72+16.1%Top holdings
Jun 30, 2026View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $46.60M | 22.0% |
| iShares Tr | $23.70M | 11.2% |
| Capital Grp Fixed Incm ETF T | $21.89M | 10.3% |
| iShares Tr | $19.91M | 9.4% |
| Capital Group Global Equity | $17.70M | 8.4% |
| iShares Tr | $17.34M | 8.2% |
| Capital Group Growth ETF | $13.44M | 6.4% |
| Apple Inc. | $4.94M | 2.3% |
| NVIDIA Corp | $4.36M | 2.1% |
| Microsoft Corp | $3.79M | 1.8% |
| State Str SPDR S&P 500 ETF T | $2.95M | 1.4% |
| Alphabet Inc. | $2.40M | 1.1% |
| iShares Tr | $2.21M | 1.0% |
| Vanguard Index Fds | $2.09M | 1.0% |
| Northwest Natural Holding Co | $1.70M | 0.8% |
| Amazon.com Inc | $1.63M | 0.8% |
| Tesla Inc | $1.56M | 0.7% |
| Alphabet Inc. | $1.50M | 0.7% |
| State Str SPDR S&P Midcap 40 | $1.07M | 0.5% |
| Johnson & Johnson | $1.04M | 0.5% |
| iShares Tr | $873.8K | 0.4% |
| Broadcom Inc. | $791.4K | 0.4% |
| Costco Wholesale Corp /New | $743.7K | 0.4% |
| iShares Tr | $715.9K | 0.3% |
| ELI LILLY & Co | $653.7K | 0.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287200 | $44.34M | +1.1M +1961.85% | 1,176,056 22.03% of portfolio | medium |
| Q2 2026 as of | New | 14020R107 | $17.70M | +502K | 502,212 8.37% of portfolio | medium |
| Q2 2026 as of | New | 14020G101 | $13.44M | +285K | 284,658 6.35% of portfolio | medium |
| Q2 2026 as of | Trim | Microsoft Corp | $-2.71M | -7K -41.76% | 10,149 1.79% of portfolio | low |
| Q2 2026 as of | Add | 14020Y508 | $2.22M | +85K +11.29% | 836,040 10.35% of portfolio | low |
| Q2 2026 as of | Add | 464287507 | $1.83M | +24K +11.80% | 224,816 8.19% of portfolio | low |
| Q2 2026 as of | New | Northwest Natural Holding Co | $1.70M | +35K | 34,698 0.80% of portfolio | low |
| Q2 2026 as of | Add | 464287101 | $1.56M | +4K +7.03% | 64,788 11.21% of portfolio | low |
| Q2 2026 as of | Add | 464287804 | $1.46M | +10K +7.91% | 134,244 9.41% of portfolio | low |
| Q2 2026 as of | Trim | 46436E718 | $-1.36M | -13K -38.02% | 21,993 1.05% of portfolio | low |