Panoramic Capital Partners, LLC

CIK: 0002052992SEC EDGAR →

Portfolio Value

$163.1B

Holdings

62

As of

Q4 2025

New Positions

62

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

57,039$39.1B
23.96%
2

ISHARES TR

60,533$20.8B
12.73%
3

CAPITAL GRP FIXED INCM ETF T

751,213$19.9B
12.22%
4

ISHARES TR

124,407$15.0B
9.17%
5

ISHARES TR

201,082$13.3B
8.14%
6

MICROSOFT CORP

17,425$8.4B
5.17%
7

APPLE INC

20,849$5.7B
3.48%
8

NVIDIA CORPORATION

25,982$4.8B
2.97%
9

ISHARES TR

35,482$3.6B
2.18%
10

SPDR S&P 500 ETF TR

3,909$2.7B
1.63%

Quarterly Changes

Top Buys

IVVNEW
$39.1B
OEFNEW
$20.8B
CGCBNEW
$19.9B
IJRNEW
$15.0B
IJHNEW
$13.3B

Top Sells

No sells this quarter

New Positions (62)

$39.1B · 57K shares
$20.8B · 61K shares
$19.9B · 751K shares
$15.0B · 124K shares
$13.3B · 201K shares
$8.4B · 17K shares
$5.7B · 21K shares
$4.8B · 26K shares
$3.6B · 35K shares
$2.7B · 4K shares
$2.3B · 7K shares
$1.9B · 8K shares
$1.8B · 4K shares
$1.6B · 5K shares
$1.5B · 5K shares
$1.5B · 2K shares
$969.0M · 3K shares
$895.0M · 4K shares
$885.0M · 16K shares
$862.0M · 1K shares
$847.0M · 1K shares
$781.0M · 2K shares
$733.0M · 4K shares
$728.0M · 2K shares
$661.0M · 7K shares
$620.0M · 2K shares
$599.0M · 558 shares
$578.0M · 8K shares
$499.0M · 4K shares
$439.0M · 874 shares
$435.0M · 1K shares
$429.0M · 752 shares
$417.0M · 2K shares
$410.0M · 3K shares
$400.0M · 1K shares
$400.0M · 702 shares
$398.0M · 10K shares
$379.0M · 7K shares
$336.0M · 1K shares
$336.0M · 588 shares
$319.0M · 1K shares
$290.0M · 5K shares
$282.0M · 3K shares
$281.0M · 551 shares
$278.0M · 2K shares
$254.0M · 882 shares
$253.0M · 5K shares
$250.0M · 677 shares
$248.0M · 1K shares
$247.0M · 5K shares
$243.0M · 1K shares
$237.0M · 2K shares
$237.0M · 3K shares
$222.0M · 183 shares
$218.0M · 3K shares
$217.0M · 665 shares
$216.0M · 3K shares
$216.0M · 332 shares
$215.0M · 943 shares
$212.0M · 801 shares
$204.0M · 5K shares
$202.0M · 710 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services21$122.4B75.1%
Technology12$22.1B13.5%
Communication Services4$5.0B3.0%
Consumer Cyclical6$4.8B2.9%
Industrials8$3.1B1.9%
Consumer Defensive3$2.6B1.6%
Healthcare4$1.9B1.2%
Unknown1$439.0M0.3%
Basic Materials1$336.0M0.2%
Energy1$278.0M0.2%
Utilities1$216.0M0.1%