Panoramic Capital Partners, LLC
CIK 0002052992 · LAKE OSWEGO, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES TR
22.0%
OEF
ISHARES TR
11.2%
CGCB
CAPITAL GRP FIXED INCM ETF T
10.3%
IJR
ISHARES TR
9.4%
CGGE
CAPITAL GROUP GLOBAL EQUITY
8.4%
IJH
ISHARES TR
8.2%
CGGR
CAPITAL GROUP GROWTH ETF
6.4%
AAPL
APPLE INC
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.