Panoramic Capital Partners, LLC

CIK: 0002052992Latest portfolio: $163.1M · Q4 2025

Holdings

62

Total Value

$163.1M

New Positions

62

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
IVVISHARES TR
57,039$39.1M23.96%NEW
2
OEFISHARES TR
60,533$20.8M12.73%NEW
3
CGCBCAPITAL GRP FIXED INCM ETF T
751,213$19.9M12.22%NEW
4
IJRISHARES TR
124,407$15.0M9.17%NEW
5
IJHISHARES TR
201,082$13.3M8.14%NEW
6
MSFTMICROSOFT CORP
17,425$8.4M5.17%NEW
7
AAPLAPPLE INC
20,849$5.7M3.48%NEW
8
NVDANVIDIA CORPORATION
25,982$4.8M2.97%NEW
9
SGOVISHARES TR
35,482$3.6M2.18%NEW
10
SPYSPDR S&P 500 ETF TR
3,909$2.7M1.63%NEW
11
GOOGLALPHABET INC
7,337$2.3M1.41%NEW
12
AMZNAMAZON COM INC
8,078$1.9M1.14%NEW
13
TSLATESLA INC
3,942$1.8M1.09%NEW
14
GOOGALPHABET INC
5,025$1.6M0.97%NEW
15
VTIVANGUARD INDEX FDS
4,522$1.5M0.93%NEW
16
COSTCOSTCO WHSL CORP NEW
1,722$1.5M0.91%NEW
17
VVISA INC
2,765$969K0.59%NEW
18
JNJJOHNSON & JOHNSON
4,328$895K0.55%NEW
19
IGIBISHARES TR
16,435$885K0.54%NEW
20
MDYSPDR S&P MIDCAP 400 ETF TR
1,429$862K0.53%NEW
21
METAMETA PLATFORMS INC
1,284$847K0.52%NEW
22
JPMJPMORGAN CHASE & CO.
2,424$781K0.48%NEW
23
PLTRPALANTIR TECHNOLOGIES INC
4,126$733K0.45%NEW
24
AVGOBROADCOM INC
2,104$728K0.45%NEW
25
EFAISHARES TR
6,892$661K0.41%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.906820760199222e+66T)
Technology0.0% ($8.426566848457337e+29T)
Industrials0.0% ($620435417400398.3T)
Consumer Cyclical0.0% ($18641772400.3T)
Communication Services0.0% ($22961.6T)
Healthcare0.0% ($895.6T)
Consumer Defensive0.0% ($1.5T)
Unknown0.0% ($439K)
Basic Materials0.0% ($336K)
Energy0.0% ($278K)
Utilities0.0% ($216K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 7, 2026$163.1M62
Q3 2025Oct 17, 2025$155.6B0
Q2 2025Jul 18, 2025$144.2B59
Q1 2025Apr 14, 2025$97.0B52

Fund Information

CIK0002052992
Most Recent FilingJan 7, 2026
Number of Filings4

Panoramic Capital Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $163.1M across 62 holdings. The largest position is ISHARES TR (IVV), representing 24.0% of the portfolio. Compared to the previous quarter, the fund opened 62 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.