Panoramic Capital Partners, LLC
CIK: 0002052992SEC EDGAR →
Portfolio Value
$163.1M
Holdings
62
As of
Q4 2025
New Positions
62
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 57,039 | $39.1M | 23.96% |
| 2 | ISHARES TR | 60,533 | $20.8M | 12.73% |
| 3 | CAPITAL GRP FIXED INCM ETF T | 751,213 | $19.9M | 12.22% |
| 4 | ISHARES TR | 124,407 | $15.0M | 9.17% |
| 5 | ISHARES TR | 201,082 | $13.3M | 8.14% |
| 6 | MICROSOFT CORP | 17,425 | $8.4M | 5.17% |
| 7 | APPLE INC | 20,849 | $5.7M | 3.48% |
| 8 | NVIDIA CORPORATION | 25,982 | $4.8M | 2.97% |
| 9 | ISHARES TR | 35,482 | $3.6M | 2.18% |
| 10 | SPDR S&P 500 ETF TR | 3,909 | $2.7M | 1.63% |
Quarterly Changes
New Positions (62)
$39.1M · 57K shares
$20.8M · 61K shares
$19.9M · 751K shares
$15.0M · 124K shares
$13.3M · 201K shares
$8.4M · 17K shares
$5.7M · 21K shares
$4.8M · 26K shares
$3.6M · 35K shares
$2.7M · 4K shares
$2.3M · 7K shares
$1.9M · 8K shares
$1.8M · 4K shares
$1.6M · 5K shares
$1.5M · 5K shares
$1.5M · 2K shares
$969K · 3K shares
$895K · 4K shares
$885K · 16K shares
$862K · 1K shares
$847K · 1K shares
$781K · 2K shares
$733K · 4K shares
$728K · 2K shares
$661K · 7K shares
$620K · 2K shares
$599K · 558 shares
$578K · 8K shares
$499K · 4K shares
$439K · 874 shares
$435K · 1K shares
$429K · 752 shares
$417K · 2K shares
$410K · 3K shares
$400K · 1K shares
$400K · 702 shares
$398K · 10K shares
$379K · 7K shares
$336K · 1K shares
$336K · 588 shares
$319K · 1K shares
$290K · 5K shares
$282K · 3K shares
$281K · 551 shares
$278K · 2K shares
$254K · 882 shares
$253K · 5K shares
$250K · 677 shares
$248K · 1K shares
$247K · 5K shares
$243K · 1K shares
$237K · 2K shares
$237K · 3K shares
$222K · 183 shares
$218K · 3K shares
$217K · 665 shares
$216K · 3K shares
$216K · 332 shares
$215K · 943 shares
$212K · 801 shares
$204K · 5K shares
$202K · 710 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $122.4M | 75.1% |
| Technology | 12 | $22.1M | 13.5% |
| Communication Services | 4 | $5.0M | 3.0% |
| Consumer Cyclical | 6 | $4.8M | 2.9% |
| Industrials | 8 | $3.1M | 1.9% |
| Consumer Defensive | 3 | $2.6M | 1.6% |
| Healthcare | 4 | $1.9M | 1.2% |
| Unknown | 1 | $439K | 0.3% |
| Basic Materials | 1 | $336K | 0.2% |
| Energy | 1 | $278K | 0.2% |
| Utilities | 1 | $216K | 0.1% |