Panoramic Capital Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Panoramic Capital Partners, LLC reported 59 stock positions worth $113.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.9% of the portfolio, followed by iShares S&P 100 ETF (OEF, 15.6%) and iShares 0-3 Month Treasury B (SGOV, 11.6%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0002052992
- Portfolio Value
- $113.8M (Q4 2024)
- SEC Filing
- 0001951757-25-000145 ↗ filed Jan 29, 2025
Holdings Value
Holdings 59 stocks · $113.8M
| IVV iShares Core S&P 500 ETF | 21.90% | 42,338 | $24.9M | — |
| OEF iShares S&P 100 ETF | 15.61% | 61,489 | $17.8M | — |
| SGOV iShares 0-3 Month Treasury B | 11.62% | 131,803 | $13.2M | — |
| IJR iShares Core S&P Small-Cap E | 8.49% | 83,850 | $9.7M | — |
| IJH iShares Core S&P Midcap ETF | 7.04% | 128,617 | $8.0M | — |
| MSFT Microsoft Corp. | 5.89% | 15,900 | $6.7M | — |
| AAPL Apple Inc. | 4.10% | 18,631 | $4.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.95% | 3,786 | $2.2M | — |
| NVDA Nvidia Corp. | 1.84% | 15,604 | $2.1M | — |
| COST Costco Wholesale Corp. | 1.57% | 1,946 | $1.8M | — |
| AMZN Amazon.com Inc. | 1.33% | 6,903 | $1.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.15% | 4,522 | $1.3M | — |
| AVGO Broadcom Inc. | 1.07% | 5,238 | $1.2M | — |
| V Visa Inc. Class A | 1.03% | 3,702 | $1.2M | — |
| GOOGL Alphabet Inc. Class A | 0.92% | 5,529 | $1.0M | — |
| GOOG Alphabet Inc. Class C | 0.80% | 4,792 | $913K | — |
| META Meta Platforms Inc. Class A | 0.79% | 1,539 | $901K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.75% | 16,525 | $851K | — |
| MDY State Street SPDR S&P Midcap | 0.67% | 1,331 | $758K | — |
| JNJ Johnson & Johnson | 0.63% | 4,944 | $715K | — |
| UNH Unitedhealth Group Inc. | 0.60% | 1,353 | $684K | — |
| JPM JPMorgan Chase & Co. | 0.56% | 2,647 | $635K | — |
| HD Home Depot Inc. | 0.50% | 1,476 | $574K | — |
| SYY Sysco Corp. | 0.48% | 7,176 | $549K | — |
| CPRT Copart Inc. | 0.42% | 8,426 | $484K | — |
| WMT Walmart Inc. | 0.36% | 4,558 | $412K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 891 | $404K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.33% | 7,295 | $377K | — |
| NKE Nike Inc. Class B | 0.33% | 4,926 | $373K | — |
| TSLA Tesla Inc. | 0.32% | 896 | $362K | — |
| WWD Woodward Inc. | 0.30% | 2,052 | $341K | — |
| NOC Northrop Grumman Corp. | 0.29% | 703 | $330K | — |
| LLY Eli Lilly & Co. | 0.28% | 419 | $323K | — |
| RACE Ferrari NV | 0.28% | 759 | $322K | — |
| PG The Procter & Gamble Co. | 0.28% | 1,883 | $316K | — |
| SHW The Sherwin-Williams Co. | 0.27% | 907 | $308K | — |
| SBUX Starbucks Corp. | 0.26% | 3,248 | $296K | — |
| NOW ServiceNow Inc. | 0.26% | 277 | $294K | — |
| ADBE Adobe Inc. | 0.25% | 637 | $283K | — |
| UNP Union Pacific Corp. | 0.25% | 1,228 | $280K | — |
| COP Conocophillips | 0.24% | 2,783 | $276K | — |
| ADSK Autodesk Inc. | 0.24% | 906 | $268K | — |
| USRT iShares Core US REIT ETF | 0.24% | 4,668 | $268K | — |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 4,343 | $262K | — |
| MA Mastercard Inc. Class A | 0.23% | 494 | $260K | — |
| CMCSA Comcast Corp. Class A | 0.22% | 6,777 | $254K | — |
| MCO Moody's Corp. | 0.21% | 508 | $240K | — |
| SPGI S&P Global Inc. | 0.21% | 469 | $234K | — |
| FDX FedEx Corp. | 0.20% | 814 | $229K | — |
| CRM Salesforce Inc. | 0.20% | 666 | $223K | — |
| PANW Palo Alto Networks Inc. | 0.19% | 1,218 | $222K | — |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 420 | $218K | — |
| QCOM Qualcomm Inc. | 0.19% | 1,421 | $218K | — |
| AZO AutoZone Inc. | 0.19% | 67 | $215K | — |
| TDG Transdigm Group Inc. | 0.18% | 165 | $209K | — |
| VRSK Verisk Analytics Inc. | 0.18% | 759 | $209K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 1,030 | $203K | — |
| IT Gartner Inc. | 0.18% | 418 | $203K | — |
| FAST Fastenal Co. | 0.18% | 2,786 | $200K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |