Panoramic Capital Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Panoramic Capital Partners, LLC reported 72 stock positions worth $211.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.0% of the portfolio, followed by iShares S&P 100 ETF (OEF, 11.2%) and Cap Group Core Bond (CGCB, 10.3%). Compared with Q1 2026, it opened 17 new positions, sold out of 8, added to 13 and reduced 35. The biggest buy was a new position in Cap Group Global Eq (CGGE) and the biggest sale Microsoft (MSFT, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0002052992
- Portfolio Value
- $211.5M (Q2 2026)
- SEC Filing
- 0001951757-26-001192 ↗ filed Aug 7, 2026
Holdings Value
Holdings 72 stocks · $211.5M
| IVV iShares Core S&P 500 ETF | 22.03% | 1,176,056 | $46.6M | Add +1907.1% |
| OEF iShares S&P 100 ETF | 11.21% | 64,788 | $23.7M | Add +3.6% |
| CGCB Cap Group Core Bond | 10.35% | 836,040 | $21.9M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 9.41% | 134,244 | $19.9M | Add +4.4% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 8.37% | 502,212 | $17.7M | New |
| IJH iShares Core S&P Midcap ETF | 8.19% | 224,816 | $17.3M | Add +6.8% |
| CGGR Cap Group Growth Equity | 6.35% | 284,658 | $13.4M | New |
| AAPL Apple Inc. | 2.33% | 17,062 | $4.9M | Reduce -18.0% |
| NVDA Nvidia Corp. | 2.06% | 21,799 | $4.4M | Reduce -18.0% |
| MSFT Microsoft Corp. | 1.79% | 10,149 | $3.8M | Reduce -40.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 3,956 | $3.0M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.13% | 6,709 | $2.4M | Reduce -9.4% |
| SGOV iShares 0-3 Month Treasury B | 1.05% | 21,993 | $2.2M | Reduce -30.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 5,640 | $2.1M | Add +15.6% |
| NWN Northwest Natural Holding Co. | 0.80% | 34,698 | $1.7M | New |
| AMZN Amazon.com Inc. | 0.77% | 6,821 | $1.6M | Reduce -15.6% |
| TSLA Tesla Inc. | 0.74% | 3,709 | $1.6M | Reduce -8.4% |
| GOOG Alphabet Inc. Class C | 0.71% | 4,235 | $1.5M | Reduce -18.6% |
| MDY State Street SPDR S&P Midcap | 0.51% | 1,526 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.49% | 4,109 | $1.0M | Reduce -1.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.41% | 16,435 | $874K | No change |
| AVGO Broadcom Inc. | 0.37% | 2,095 | $791K | Reduce -10.6% |
| COST Costco Wholesale Corp. | 0.35% | 795 | $744K | Reduce -55.8% |
| EFA iShares MSCI Eafe ETF | 0.34% | 6,892 | $716K | No change |
| LLY Eli Lilly & Co. | 0.31% | 545 | $654K | No change |
| JPM JPMorgan Chase & Co. | 0.29% | 1,904 | $623K | Reduce -22.8% |
| KLAC KLA Corp. | 0.26% | 1,849 | $558K | Reduce -20.0% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 1,420 | $531K | Reduce -10.5% |
| MU Micron Technology Inc. | 0.25% | 457 | $528K | Reduce -23.6% |
| AMAT Applied Materials Inc. | 0.25% | 720 | $521K | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 0.24% | 898 | $506K | Reduce -30.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 1,050 | $501K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 4,074 | $475K | Reduce -9.5% |
| V Visa Inc. Class A | 0.21% | 1,316 | $452K | Reduce -51.4% |
| ESGV Vanguard ESG US Stock ETF | 0.21% | 3,398 | $449K | Add +0.0% |
| LRCX Lam Research Corp. | 0.21% | 1,029 | $446K | Reduce -30.9% |
| CAT Caterpillar Inc. | 0.21% | 417 | $444K | Reduce -38.6% |
| RTX RTX Corp. | 0.21% | 2,330 | $442K | Add +1.1% |
| VGT Vanguard Info Tech ETF | 0.21% | 3,648 | $436K | New |
| WMT Walmart Inc. | 0.19% | 3,465 | $392K | Reduce -23.0% |
| GEV GE Vernova Inc. | 0.18% | 324 | $381K | Reduce -25.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 7,195 | $377K | No change |
| INTC Intel Corp. | 0.18% | 2,655 | $371K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 716 | $358K | Reduce -25.7% |
| NOC Northrop Grumman Corp. | 0.17% | 696 | $354K | Reduce -1.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.16% | 1,149 | $328K | New |
| AMD Advanced Micro Devices | 0.15% | 553 | $321K | Reduce -48.0% |
| XOM Exxon Mobil Corp. | 0.15% | 2,328 | $318K | Add +0.6% |
| HD Home Depot Inc. | 0.15% | 893 | $315K | Reduce -22.9% |
| MRK Merck & Co. Inc. | 0.15% | 2,436 | $313K | Add +23.2% |
| DON Wisdomtree US Midcap Dividen | 0.13% | 4,800 | $271K | No change |
| AMGN Amgen Inc. | 0.13% | 741 | $268K | Add +12.6% |
| HECA Hedgeye Capital Allocat ETF | 0.12% | 9,661 | $264K | New |
| BAC Bank of America Corp. | 0.12% | 4,574 | $261K | Reduce -2.5% |
| GLD SPDR Gold Shares | 0.12% | 686 | $253K | New |
| UNH Unitedhealth Group Inc. | 0.12% | 604 | $251K | New |
| RACE Ferrari NV | 0.12% | 670 | $249K | Reduce -1.5% |
| MCO Moody's Corp. | 0.12% | 547 | $248K | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.12% | 481 | $247K | Reduce -32.8% |
| WFC Wells Fargo & Co. | 0.11% | 2,905 | $240K | Reduce -3.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.11% | 2,889 | $238K | Add +0.1% |
| BLBD Blue Bird Corp. | 0.11% | 3,000 | $237K | New |
| FDX FedEx Corp. | 0.11% | 752 | $236K | Reduce -15.2% |
| FAST Fastenal Co. | 0.11% | 4,875 | $234K | Reduce -4.4% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.11% | 1,973 | $231K | New |
| PANW Palo Alto Networks Inc. | 0.11% | 667 | $227K | New |
| ABCB Ameris Bancorp | 0.10% | 2,423 | $219K | New |
| DES Wisdomtree US Smallcap Divid | 0.10% | 5,346 | $217K | New |
| PDP Invesco Dorsey Wright Moment | 0.10% | 1,400 | $212K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 285 | $210K | New |
| SYY Sysco Corp. | 0.10% | 2,422 | $202K | Reduce -69.2% |
| PM Philip Morris International | 0.10% | 1,111 | $201K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -40.8% | 1.79% | −2.12 |
| AAPL Apple Inc. | Reduce -18.0% | 2.33% | −0.92 |
| SGOV iShares 0-3 Month Treasury B | Reduce -30.4% | 1.05% | −0.91 |
| NVDA Nvidia Corp. | Reduce -18.0% | 2.06% | −0.79 |
| COST Costco Wholesale Corp. | Reduce -55.8% | 0.35% | −0.75 |
| WWD Woodward Inc. | Sold out | 0.00% | −0.45 |
| V Visa Inc. Class A | Reduce -51.4% | 0.21% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -15.6% | 0.77% | −0.27 |
| SYY Sysco Corp. | Reduce -69.2% | 0.10% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -30.6% | 0.24% | −0.22 |
| GOOG Alphabet Inc. Class C | Reduce -18.6% | 0.71% | −0.21 |
| TSLA Tesla Inc. | Reduce -8.4% | 0.74% | −0.19 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.19 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.5% | 0.22% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -9.4% | 1.13% | −0.18 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.18 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.17 |
| WMT Walmart Inc. | Reduce -23.0% | 0.19% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -22.8% | 0.29% | −0.15 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.14 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.49% | −0.13 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.13 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.13 |
| NOC Northrop Grumman Corp. | Reduce -1.3% | 0.17% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -25.7% | 0.17% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -32.8% | 0.12% | −0.10 |
| CAT Caterpillar Inc. | Reduce -38.6% | 0.21% | −0.09 |
| HD Home Depot Inc. | Reduce -22.9% | 0.15% | −0.09 |
| FDX FedEx Corp. | Reduce -15.2% | 0.11% | −0.08 |
| AVGO Broadcom Inc. | Reduce -10.6% | 0.37% | −0.07 |
| GEV GE Vernova Inc. | Reduce -25.5% | 0.18% | −0.05 |
| FAST Fastenal Co. | Reduce -4.4% | 0.11% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -3.4% | 0.11% | −0.03 |
| MCO Moody's Corp. | Reduce -0.4% | 0.12% | −0.03 |
| GE General Electric | Reduce -10.5% | 0.25% | −0.03 |
| RACE Ferrari NV | Reduce -1.5% | 0.12% | −0.02 |
| BAC Bank of America Corp. | Reduce -2.5% | 0.12% | −0.02 |
| LRCX Lam Research Corp. | Reduce -30.9% | 0.21% | +0.01 |
| AMD Advanced Micro Devices | Reduce -48.0% | 0.15% | +0.02 |
| KLAC KLA Corp. | Reduce -20.0% | 0.26% | +0.05 |
| AMAT Applied Materials Inc. | Reduce -3.5% | 0.25% | +0.09 |
| MU Micron Technology Inc. | Reduce -23.6% | 0.25% | +0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| CGGE Cap Group Global Eq | New | 8.37% | +8.37 |
| CGGR Cap Group Growth Equity | New | 6.35% | +6.35 |
| NWN Northwest Natural Holding Co. | New | 0.80% | +0.80 |
| VGT Vanguard Info Tech ETF | New | 0.21% | +0.21 |
| INTC Intel Corp. | New | 0.18% | +0.18 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.16% | +0.16 |
| HECA Hedgeye Capital Allocat ETF | New | 0.12% | +0.12 |
| GLD SPDR Gold Shares | New | 0.12% | +0.12 |
| UNH Unitedhealth Group Inc. | New | 0.12% | +0.12 |
| BLBD Blue Bird Corp. | New | 0.11% | +0.11 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.11% | +0.11 |
| ABCB Ameris Bancorp | New | 0.10% | +0.10 |
| DES Wisdomtree US Smallcap Divid | New | 0.10% | +0.10 |
| PDP Invesco Dorsey Wright Moment | New | 0.10% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.10% | +0.10 |
| PM Philip Morris International | New | 0.10% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.6% | 0.99% | +0.02 |
| MRK Merck & Co. Inc. | Add +23.2% | 0.15% | +0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.1% | 0.11% | −0.02 |
| AMGN Amgen Inc. | Add +12.6% | 0.13% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +0.0% | 0.21% | −0.02 |
| RTX RTX Corp. | Add +1.1% | 0.21% | −0.06 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.15% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 1.40% | −0.18 |
| IJR iShares Core S&P Small-Cap E | Add +4.4% | 9.41% | −0.44 |
| IJH iShares Core S&P Midcap ETF | Add +6.8% | 8.19% | −0.56 |
| OEF iShares S&P 100 ETF | Add +3.6% | 11.21% | −1.05 |
| IVV iShares Core S&P 500 ETF | Add +1907.1% | 22.03% | −1.55 |
| CGCB Cap Group Core Bond | Add +1.1% | 10.35% | −3.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $211.5M | IVV, OEF, CGCB, IJR, CGGE |
| Q1 2026 | 63 | $162.3M | IVV, CGCB, OEF, IJR, IJH |
| Q4 2025 | 62 | $163.1M | IVV, OEF, CGCB, IJR, IJH |
| Q3 2025 | 59 | $155.6M | IVV, OEF, CGCB, IJR, IJH |
| Q2 2025 | 59 | $144.2M | IVV, OEF, CGCB, IJR, IJH |
| Q1 2025 | 52 | $97.0M | IVV, OEF, SGOV, IJR, IJH |
| Q4 2024 | 59 | $113.8M | IVV, OEF, SGOV, IJR, IJH |