Panoramic Capital Partners, LLC

CIK 0002052992 · LAKE OSWEGO, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Panoramic Capital Partners, LLC reported 72 positions worth $211.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (22.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$211.5M
2026 Q2
Positions
72
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.1%
Est. Net Flow (Q)
2026 Q2
10 / 72 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$46.6M22.03%1,176,056
2OEFISHARES TRSH$23.7M11.21%64,788
3CGCBCAPITAL GRP FIXED INCM ETF TSH$21.9M10.35%836,040
4IJRISHARES TRSH$19.9M9.41%134,244
5CGGECAPITAL GROUP GLOBAL EQUITYSH$17.7M8.37%502,212
6IJHISHARES TRSH$17.3M8.19%224,816
7CGGRCAPITAL GROUP GROWTH ETFSH$13.4M6.35%284,658
8AAPLAPPLE INCSH$4.9M2.33%17,062
9NVDANVIDIA CORPORATIONSH$4.4M2.06%21,799
10MSFTMICROSOFT CORPSH$3.8M1.79%10,149

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Panoramic Capital Partners, LLC hold as of Q2 2026?

Panoramic Capital Partners, LLC reported 72 positions worth $211.5M in its Q2 2026 13F filing. Largest positions: IVV (22.0%), OEF (11.2%), CGCB (10.3%), IJR (9.4%) and CGGE (8.4%).

What did Panoramic Capital Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Panoramic Capital Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.