Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $46.6M | 22.0% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $23.7M | 11.2% |
| Capital Grp Fixed Incm ETF TCORE BOND ETF | CORE BOND ETF | $21.9M | 10.3% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $19.9M | 9.4% |
| Capital Group Global EquitySHS | SHS | $17.7M | 8.4% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $17.3M | 8.2% |
| Capital Group Growth ETFSHS CREAT UNIT | SHS CREAT UNIT | $13.4M | 6.4% |
| Apple Inc.COM | COM | $4.94M | 2.3% |
| Nvidia CorporationCOM | COM | $4.36M | 2.1% |
| Microsoft Corp.COM | COM | $3.79M | 1.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.95M | 1.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.4M | 1.1% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $2.21M | 1.0% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.09M | 1.0% |
| Northwest Nat Hldg COCOM | COM | $1.7M | 0.8% |
| Amazon Com Inc.COM | COM | $1.63M | 0.8% |
| Tesla Inc.COM | COM | $1.56M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.5M | 0.7% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $1.07M | 0.5% |
| Johnson & JohnsonCOM | COM | $1.04M | 0.5% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $874K | 0.4% |
| Broadcom Inc.COM | COM | $791K | 0.4% |
| Costco Wholesale CorporationCOM | COM | $744K | 0.4% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $716K | 0.3% |
| Eli Lilly & COCOM | COM | $654K | 0.3% |
| JPMORGAN Chase & COCOM | COM | $623K | 0.3% |
| KLA Corp.COM NEW | COM NEW | $558K | 0.3% |
| GE AerospaceCOM NEW | COM NEW | $531K | 0.3% |
| Micron Technology Inc.COM | COM | $528K | 0.2% |
| Applied Matls Inc.COM | COM | $521K | 0.2% |
| Meta Platforms Inc.CL A | CL A | $506K | 0.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $501K | 0.2% |
| Palantir Technologies Inc.CL A | CL A | $475K | 0.2% |
| Visa Inc.COM CL A | COM CL A | $452K | 0.2% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $449K | 0.2% |
| Lam Research Corp.COM NEW | COM NEW | $446K | 0.2% |
| Caterpillar Inc.COM | COM | $444K | 0.2% |
| Rtx CorporationCOM | COM | $442K | 0.2% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $436K | 0.2% |
| Walmart Inc.COM | COM | $392K | 0.2% |
| GE Vernova Inc.COM | COM | $381K | 0.2% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $377K | 0.2% |
| Intel Corp.COM | COM | $371K | 0.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $358K | 0.2% |
| Northrop Grumman Corp.COM | COM | $354K | 0.2% |
| Fidelity Covington TrustMSCI INFO TECH I | MSCI INFO TECH I | $328K | 0.2% |
| Advanced Micro Devices Inc.COM | COM | $321K | 0.2% |
| Exxon Mobil Corp.COM | COM | $318K | 0.2% |
| Home Depot Inc.COM | COM | $315K | 0.1% |
| Merck & CO Inc.COM | COM | $313K | 0.1% |
iShares TRCORE S&P500 ETF$46.6M
- Class
- CORE S&P500 ETF
- Share
- 22.0%
iShares TRS&P 100 ETF$23.7M
- Class
- S&P 100 ETF
- Share
- 11.2%
Capital Grp Fixed Incm ETF TCORE BOND ETF$21.9M
- Class
- CORE BOND ETF
- Share
- 10.3%
iShares TRCORE S&P SCP ETF$19.9M
- Class
- CORE S&P SCP ETF
- Share
- 9.4%
Capital Group Global EquitySHS$17.7M
- Class
- SHS
- Share
- 8.4%
iShares TRCORE S&P MCP ETF$17.3M
- Class
- CORE S&P MCP ETF
- Share
- 8.2%
Capital Group Growth ETFSHS CREAT UNIT$13.4M
- Class
- SHS CREAT UNIT
- Share
- 6.4%
Apple Inc.COM$4.94M
- Class
- COM
- Share
- 2.3%
Nvidia CorporationCOM$4.36M
- Class
- COM
- Share
- 2.1%
Microsoft Corp.COM$3.79M
- Class
- COM
- Share
- 1.8%
State Str SPDR S&P 500 ETF TTR UNIT$2.95M
- Class
- TR UNIT
- Share
- 1.4%
Alphabet Inc.CAP STK CL A$2.4M
- Class
- CAP STK CL A
- Share
- 1.1%
iShares TR0-3 MTH TREASURY$2.21M
- Class
- 0-3 MTH TREASURY
- Share
- 1.0%
Vanguard Index FdsTOTAL STK MKT$2.09M
- Class
- TOTAL STK MKT
- Share
- 1.0%
Northwest Nat Hldg COCOM$1.7M
- Class
- COM
- Share
- 0.8%
Amazon Com Inc.COM$1.63M
- Class
- COM
- Share
- 0.8%
Tesla Inc.COM$1.56M
- Class
- COM
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$1.5M
- Class
- CAP STK CL C
- Share
- 0.7%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$1.07M
- Class
- UTSER1 S&PDCRP
- Share
- 0.5%
Johnson & JohnsonCOM$1.04M
- Class
- COM
- Share
- 0.5%
iShares TRISHS 5-10YR INVT$874K
- Class
- ISHS 5-10YR INVT
- Share
- 0.4%
Broadcom Inc.COM$791K
- Class
- COM
- Share
- 0.4%
Costco Wholesale CorporationCOM$744K
- Class
- COM
- Share
- 0.4%
iShares TRMSCI EAFE ETF$716K
- Class
- MSCI EAFE ETF
- Share
- 0.3%
Eli Lilly & COCOM$654K
- Class
- COM
- Share
- 0.3%
JPMORGAN Chase & COCOM$623K
- Class
- COM
- Share
- 0.3%
KLA Corp.COM NEW$558K
- Class
- COM NEW
- Share
- 0.3%
GE AerospaceCOM NEW$531K
- Class
- COM NEW
- Share
- 0.3%
Micron Technology Inc.COM$528K
- Class
- COM
- Share
- 0.2%
Applied Matls Inc.COM$521K
- Class
- COM
- Share
- 0.2%
Meta Platforms Inc.CL A$506K
- Class
- CL A
- Share
- 0.2%
Taiwan Semiconductor ManufacSPONSORED ADS$501K
- Class
- SPONSORED ADS
- Share
- 0.2%
Palantir Technologies Inc.CL A$475K
- Class
- CL A
- Share
- 0.2%
Visa Inc.COM CL A$452K
- Class
- COM CL A
- Share
- 0.2%
Vanguard World FDESG US STK ETF$449K
- Class
- ESG US STK ETF
- Share
- 0.2%
Lam Research Corp.COM NEW$446K
- Class
- COM NEW
- Share
- 0.2%
Caterpillar Inc.COM$444K
- Class
- COM
- Share
- 0.2%
Rtx CorporationCOM$442K
- Class
- COM
- Share
- 0.2%
Vanguard World FDINF TECH ETF$436K
- Class
- INF TECH ETF
- Share
- 0.2%
Walmart Inc.COM$392K
- Class
- COM
- Share
- 0.2%
GE Vernova Inc.COM$381K
- Class
- COM
- Share
- 0.2%
iShares TRISHS 1-5YR INVS$377K
- Class
- ISHS 1-5YR INVS
- Share
- 0.2%
Intel Corp.COM$371K
- Class
- COM
- Share
- 0.2%
Berkshire Hathaway Inc. DelCL B NEW$358K
- Class
- CL B NEW
- Share
- 0.2%
Northrop Grumman Corp.COM$354K
- Class
- COM
- Share
- 0.2%
Fidelity Covington TrustMSCI INFO TECH I$328K
- Class
- MSCI INFO TECH I
- Share
- 0.2%
Advanced Micro Devices Inc.COM$321K
- Class
- COM
- Share
- 0.2%
Exxon Mobil Corp.COM$318K
- Class
- COM
- Share
- 0.2%
Home Depot Inc.COM$315K
- Class
- COM
- Share
- 0.1%
Merck & CO Inc.COM$313K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 72 positions by value, with holdings of the same security combined. The 72 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2052992
- File number
- 028-24647
- Options
- 0 call, 0 put
- In the 25 largest
- 92.5%
- Prior quarter
- $162M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 8
Common questions
What are Panoramic Capital Partners’ 13F holdings worth?
$212 million across 72 positions for the quarter ended 30 June 2026.
What is Panoramic Capital Partners’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $46.6 million, or 22.0% of reported 13F value, as of 30 June 2026.
How concentrated is Panoramic Capital Partners’ 13F portfolio?
The ten largest positions accounted for 82.1% of reported value and the twenty-five largest for 92.5%, across 72 positions as of 30 June 2026.
Does Form 13F show everything Panoramic Capital Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Panoramic Capital Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.