Panoramic Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Panoramic Capital Partners, LLC held in its portfolio 62 assets valued at $163,053,236 (i.e. $163.05M).
The most valuable assets in the portfolio included: ISHARES TR ($39.07M), ISHARES TR ($20.76M), and CAPITAL GRP FIXED INCM ETF T ($19.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Panoramic Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 57039 | 39068609 | CORE S&P500 ETF |
| ISHARES TR | 60533 | 20760972 | S&P 100 ETF |
| CAPITAL GRP FIXED INCM ETF T | 751213 | 19922169 | CORE BOND ETF |
| ISHARES TR | 124407 | 14951216 | CORE S&P SCP ETF |
| ISHARES TR | 201082 | 13271392 | CORE S&P MCP ETF |
| MICROSOFT CORP | 17425 | 8426940 | COM |
| APPLE INC | 20849 | 5668038 | COM |
| NVIDIA CORPORATION | 25982 | 4845643 | COM |
| ISHARES TR | 35482 | 3561719 | 0-3 MNTH TREASRY |
| SPDR S&P 500 ETF TR | 3909 | 2665518 | TR UNIT |
| ALPHABET INC | 7337 | 2296481 | CAP STK CL A |
| AMAZON COM INC | 8078 | 1864564 | COM |
| TESLA INC | 3942 | 1772796 | COM |
| ALPHABET INC | 5025 | 1576845 | CAP STK CL C |
| VANGUARD INDEX FDS | 4522 | 1516091 | TOTAL STK MKT |
| COSTCO WHSL CORP NEW | 1722 | 1484949 | COM |
| VISA INC | 2765 | 969713 | COM CL A |
| JOHNSON & JOHNSON | 4328 | 895680 | COM |
| ISHARES TR | 16435 | 885518 | ISHS 5-10YR INVT |
| SPDR S&P MIDCAP 400 ETF TR | 1429 | 862208 | UTSER1 S&PDCRP |
| META PLATFORMS INC | 1284 | 847556 | CL A |
| JPMORGAN CHASE & CO. | 2424 | 781061 | COM |
| PALANTIR TECHNOLOGIES INC | 4126 | 733396 | CL A |
| BROADCOM INC | 2104 | 728194 | COM |
| ISHARES TR | 6892 | 661839 | MSCI EAFE ETF |
| WOODWARD INC | 2052 | 620361 | COM |
| ELI LILLY & CO | 558 | 599671 | COM |
| SYSCO CORP | 7856 | 578909 | COM |
| WALMART INC | 4485 | 499674 | COM |
| BERKSHIRE HATHAWAY INC DEL | 874 | 439316 | CL B NEW |
| GE AEROSPACE | 1412 | 435087 | COM NEW |
| MASTERCARD INCORPORATED | 752 | 429302 | CL A |
| RTX CORPORATION | 2276 | 417418 | COM |
| VANGUARD WORLD FD | 3397 | 410892 | ESG US STK ETF |
| HOME DEPOT INC | 1164 | 400532 | COM |
| NORTHROP GRUMMAN CORP | 702 | 400287 | COM |
| COPART INC | 10173 | 398273 | COM |
| ISHARES TR | 7181 | 379731 | ISHS 1-5YR INVS |
| CATERPILLAR INC | 588 | 336848 | COM |
| SHERWIN WILLIAMS CO | 1039 | 336667 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1050 | 319084 | SPONSORED ADS |
| NIKE INC | 4560 | 290518 | CL B |
| WELLS FARGO CO NEW | 3031 | 282466 | COM |
| MOODYS CORP | 551 | 281478 | COM |
| EXXON MOBIL CORP | 2311 | 278106 | COM |
| FEDEX CORP | 882 | 254633 | COM |
| BANK AMERICA CORP | 4618 | 253990 | COM |
| FERRARI N V | 677 | 250192 | COM |
| LAM RESEARCH CORP | 1450 | 248211 | COM NEW |
| WISDOMTREE TR | 4800 | 247680 | US MIDCAP DIVID |
| ADVANCED MICRO DEVICES INC | 1136 | 243286 | COM |
| SERVICENOW INC | 1552 | 237751 | COM |
| NETFLIX INC | 2531 | 237307 | COM |
| KLA CORP | 183 | 222360 | COM NEW |
| VANGUARD WORLD FD | 3050 | 218419 | ESG INTL STK ETF |
| AMGEN INC | 665 | 217786 | COM |
| GE VERNOVA INC | 332 | 216985 | COM |
| STARBUCKS CORP | 2572 | 216588 | COM |
| ABBVIE INC | 943 | 215466 | COM |
| SALESFORCE INC | 801 | 212193 | COM |
| FASTENAL CO | 5084 | 204021 | COM |
| MICRON TECHNOLOGY INC | 710 | 202641 | COM |
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