Panoramic Capital Partners, LLC 13F Holdings
CIK 0002052992 · LAKE OSWEGO, OR
As of Sep 30, 2025, Panoramic Capital Partners, LLC reported 59 positions worth
CIK 0002052992 · LAKE OSWEGO, OR
As of Sep 30, 2025, Panoramic Capital Partners, LLC reported 59 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 56,782 | $38.0M | 24.42% |
| ISHARES S&P 100 ETF | OEF | — | 61,900 | $20.6M | 13.24% |
| CAPITAL GROUP CORE BOND ETF | CGCB | — | 635,979 | 6.9M | 10.86% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 123,357 | 4.7M | 9.42% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 195,635 | 2.8M | 8.20% |
| MICROSOFT CORP | MSFT | Technology | 17,355 | $9.0M | 5.78% |
| APPLE INC | AAPL | Technology | 19,510 | $5.0M | 3.19% |
| NVIDIA CORP | NVDA | Technology | 25,740 | $4.8M | 3.09% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 38,516 | $3.9M | 2.49% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,938 | $2.6M | 1.69% |
| AMAZON.COM INC | AMZN | Equity | 8,198 | .8M | 1.16% |
| ALPHABET INC | GOOGL | Equity | 7,216 | .8M | 1.13% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,700 | .6M | 1.01% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,522 | .5M | 0.95% |
| ALPHABET INC | GOOG | Equity | 5,041 | .2M | 0.79% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,101 | .1M | 0.68% |
| META PLATFORMS INC | META | Communication Services | 1,375 | .0M | 0.65% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 16,525 | $893.8K | 0.57% |
| TESLA INC | TSLA | Consumer Cyclical | 1,939 | $862.3K | 0.55% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 1,429 | $851.7K | 0.55% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 4,309 | $799.0K | 0.51% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,400 | $757.0K | 0.49% |
| BROADCOM INC | AVGO | Technology | 2,030 | $669.7K | 0.43% |
| SYSCO CORP | SYY | Consumer Defensive | 7,850 | $646.4K | 0.42% |
| ISHARES MSCI EAFE ETF | EFA | — | 6,892 | $643.5K | 0.41% |