13F-HR filed by Panoramic Capital Partners, LLC
Panoramic Capital Partners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 72 holding rows worth $211,542,393.
- Accession
- 0001951757-26-001192
- Filer
- CIK 2052992
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 72 entries on the cover page, a total value of $211,542,393 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,542,393 with VALUE read as dollars as filed, 13F file number 028-24647. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerGSAM
- included managerParametric
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,176,056 | $46,596,996 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 64,788 | $23,703,982 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y508 | CORE BOND ETF | 836,040 | $21,887,538 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 134,244 | $19,909,791 | dollars as filed | |
| CAPITAL GROUP GLOBAL EQUITY | 14020R107 | SHS | 502,212 | $17,697,951 | dollars as filed | |
| IJH | 464287507 | COM | 224,816 | $17,335,582 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 284,658 | $13,435,873 | dollars as filed | |
| Apple Inc | 037833100 | COM | 17,062 | $4,937,158 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 21,799 | $4,361,763 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 10,149 | $3,785,675 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,956 | $2,953,875 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,709 | $2,397,595 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 21,993 | $2,214,009 | dollars as filed | |
| VTI | 922908769 | COM | 5,640 | $2,087,026 | dollars as filed | |
| NORTHWEST NAT HLDG CO COM | 66765N105 | Stock | 34,698 | $1,702,284 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 6,821 | $1,625,717 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,709 | $1,560,005 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,235 | $1,496,353 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,526 | $1,073,380 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,109 | $1,043,563 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 16,435 | $873,849 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,095 | $791,386 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 795 | $743,699 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 6,892 | $715,941 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 545 | $653,693 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,904 | $623,238 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,849 | $557,862 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,420 | $530,877 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 457 | $527,511 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 720 | $520,560 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 898 | $505,834 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,050 | $501,448 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,074 | $475,314 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,316 | $451,506 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 3,398 | $449,295 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,029 | $445,897 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 417 | $444,063 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,330 | $442,071 | dollars as filed | |
| VGT | 92204A702 | SHS | 3,648 | $436,009 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,465 | $392,446 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 324 | $380,655 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 7,195 | $377,090 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,655 | $370,718 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 716 | $358,279 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 696 | $354,480 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 1,149 | $328,131 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 553 | $321,243 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,328 | $318,284 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 893 | $314,943 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,436 | $313,026 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 4,800 | $271,296 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 741 | $268,368 | dollars as filed | |
| HEDGEYE CAPITAL ALLOCATION ETF | 26923Q747 | ETF | 9,661 | $263,745 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,574 | $260,627 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 686 | $252,709 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 604 | $251,041 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 670 | $249,434 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 547 | $247,747 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 481 | $247,042 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 2,905 | $240,048 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 2,889 | $237,892 | dollars as filed | |
| BLUE BIRD CORP | 095306106 | COM | 3,000 | $236,880 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 752 | $235,582 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 4,875 | $234,146 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 1,973 | $231,019 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 667 | $227,460 | dollars as filed | |
| AMERIS BANCORP | 03076K108 | COM | 2,423 | $218,700 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 5,346 | $217,475 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V837 | DORSEY WRIGHT MO | 1,400 | $212,422 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 285 | $209,874 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 2,422 | $202,431 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,111 | $200,991 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-001192 | this filing | 2026-08-07 | acceptance time not in the bulk data set |