Panoramic Capital Partners, LLC 13F Holdings · Q2 2026
Panoramic Capital Partners, LLC reported 72 securities worth $211.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (22.03%), OEF (11.21%), CGCB (10.35%). Among its top 25 positions this quarter: 3 new, 7 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $46.6M | 22.03% | 1.2M | Added |
| 2 | OEF | ISHARES TR | $23.7M | 11.21% | 64,788 | Added |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | $21.9M | 10.35% | 836,040 | Added |
| 4 | IJR | ISHARES TR | $19.9M | 9.41% | 134,244 | Added |
| 5 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $17.7M | 8.37% | 502,212 | New |
| 6 | IJH | ISHARES TR | $17.3M | 8.19% | 224,816 | Added |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | $13.4M | 6.35% | 284,658 | New |
| 8 | AAPL | APPLE INC | $4.9M | 2.33% | 17,062 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $4.4M | 2.06% | 21,799 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $3.8M | 1.79% | 10,149 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.40% | 3,956 | Added |
| 12 | GOOGL | ALPHABET INC | $2.4M | 1.13% | 6,709 | Trimmed |
| 13 | SGOV | ISHARES TR | $2.2M | 1.05% | 21,993 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $2.1M | 0.99% | 5,640 | Added |
| 15 | NWN | NORTHWEST NAT HLDG CO | $1.7M | 0.80% | 34,698 | New |
| 16 | AMZN | AMAZON COM INC | $1.6M | 0.77% | 6,821 | Trimmed |
| 17 | TSLA | TESLA INC | $1.6M | 0.74% | 3,709 | Trimmed |
| 18 | GOOG | ALPHABET INC | $1.5M | 0.71% | 4,235 | Trimmed |
| 19 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.1M | 0.51% | 1,526 | Hold |
| 20 | JNJ | JOHNSON & JOHNSON | $1.0M | 0.49% | 4,109 | Trimmed |
| 21 | IGIB | ISHARES TR | $873,849 | 0.41% | 16,435 | Hold |
| 22 | AVGO | BROADCOM INC | $791,386 | 0.37% | 2,095 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $743,699 | 0.35% | 795 | Trimmed |
| 24 | EFA | ISHARES TR | $715,941 | 0.34% | 6,892 | Hold |
| 25 | LLY | ELI LILLY & CO | $653,693 | 0.31% | 545 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR