Institutional Manager · CIK 0002052992
Panoramic Capital Partners, LLC
LAKE OSWEGO, OR · File #028-24647
Latest AUM
$163.1M
Positions
62
Top-10 Concentration
83.0%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | +115,234 | +$3.1M | -$38,159 |
| ADD | TESLA INC | TSLA | +2,003 | +$900,789 | +$9,695 |
| NEW | PALANTIR TECHNOLOGIES INC | PLTR | +4,126 | +$733,396 | $0 |
| EXITED | ISHARES TR | 46436E866 | -20,859 | -$487,371 | $0 |
| REDUCE | ISHARES TR | 464287101 | -1,367 | -$468,839 | +$626,875 |
| ADD | APPLE INC | AAPL | +1,339 | +$364,022 | +$336,185 |
| ADD | ISHARES TR | 464287507 | +5,447 | +$359,501 | +$144,720 |
| REDUCE | ISHARES TR | 46436E718 | -3,034 | -$304,556 | -$12,319 |
| EXITED | PHILIP MORRIS INTL INC | 718172109 | -1,779 | -$288,554 | $0 |
| NEW | LAM RESEARCH CORP | LRCX | +1,450 | +$248,211 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202562 pos · $163.1M
- 13F HOLDINGS REPORTQ/E Sep 202559 pos · $155.6M
- 13F HOLDINGS REPORTQ/E Jun 202559 pos · $144.2M
- 13F HOLDINGS REPORTQ/E Mar 202552 pos · $97.0M
- 13F HOLDINGS REPORTQ/E Dec 202459 pos · $113.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 57,039 | $39.1M | 24.36% |
| 2 | ISHARES TR | 464287101 | 60,533 | $20.8M | 12.94% |
| 3 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 751,213 | $19.9M | 12.42% |
| 4 | ISHARES TR | 464287804 | 124,407 | $15.0M | 9.32% |
| 5 | ISHARES TR | 464287507 | 201,082 | $13.3M | 8.27% |
| 6 | MICROSOFT CORP | MSFT | 17,425 | $8.4M | 5.25% |
| 7 | APPLE INC | AAPL | 20,849 | $5.7M | 3.53% |
| 8 | NVIDIA CORPORATION | NVDA | 25,982 | $4.8M | 3.02% |
| 9 | ISHARES TR | 46436E718 | 35,482 | $3.6M | 2.22% |
| 10 | SPDR S&P 500 ETF TR | SPY | 3,909 | $2.7M | 1.66% |
| 11 | ALPHABET INC | GOOG | 7,337 | $2.3M | 1.43% |
| 12 | AMAZON COM INC | AMZN | 8,078 | $1.9M | 1.16% |
| 13 | TESLA INC | TSLA | 3,942 | $1.8M | 1.11% |
| 14 | ALPHABET INC | GOOG | 5,025 | $1.6M | 0.98% |
| 15 | VANGUARD INDEX FDS | 922908769 | 4,522 | $1.5M | 0.95% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 1,722 | $1.5M | 0.93% |
| 17 | VISA INC | V | 2,765 | $969,713 | 0.60% |
| 18 | JOHNSON & JOHNSON | JNJ | 4,328 | $895,680 | 0.56% |
| 19 | ISHARES TR | 464288638 | 16,435 | $885,518 | 0.55% |
| 20 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,429 | $862,208 | 0.54% |