Panoramic Capital Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Panoramic Capital Partners, LLC reported 52 stock positions worth $97.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.0% of the portfolio, followed by iShares S&P 100 ETF (OEF, 15.5%) and iShares 0-3 Month Treasury B (SGOV, 10.2%). Compared with Q4 2024, it opened 10 new positions, sold out of 17, added to 20 and reduced 18. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +10%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0002052992
- Portfolio Value
- $97.0M (Q1 2025)
- SEC Filing
- 0001951757-25-000359 ↗ filed Apr 14, 2025
Holdings Value
Holdings 52 stocks · $97.0M
| IVV iShares Core S&P 500 ETF | 24.05% | 46,775 | $23.3M | Add +10.5% |
| OEF iShares S&P 100 ETF | 15.46% | 62,394 | $15.0M | Add +1.5% |
| SGOV iShares 0-3 Month Treasury B | 10.24% | 98,972 | $9.9M | Reduce -24.9% |
| IJR iShares Core S&P Small-Cap E | 8.99% | 96,352 | $8.7M | Add +14.9% |
| IJH iShares Core S&P Midcap ETF | 8.18% | 155,114 | $7.9M | Add +20.6% |
| MSFT Microsoft Corp. | 6.26% | 17,137 | $6.1M | Add +7.8% |
| AAPL Apple Inc. | 3.24% | 18,213 | $3.1M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 3,295 | $1.6M | Reduce -13.0% |
| COST Costco Wholesale Corp. | 1.67% | 1,782 | $1.6M | Reduce -8.4% |
| NVDA Nvidia Corp. | 1.46% | 14,750 | $1.4M | Reduce -5.5% |
| AMZN Amazon.com Inc. | 1.39% | 7,892 | $1.3M | Add +14.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 4,522 | $1.1M | No change |
| V Visa Inc. Class A | 0.94% | 2,966 | $914K | Reduce -19.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.87% | 16,525 | $848K | No change |
| GOOGL Alphabet Inc. Class A | 0.83% | 5,591 | $809K | Add +1.1% |
| MDY State Street SPDR S&P Midcap | 0.69% | 1,428 | $669K | Add +7.3% |
| JNJ Johnson & Johnson | 0.62% | 3,995 | $599K | Reduce -19.2% |
| GOOG Alphabet Inc. Class C | 0.60% | 3,971 | $582K | Reduce -17.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 1,150 | $567K | Add +29.1% |
| SYY Sysco Corp. | 0.56% | 7,933 | $539K | Add +10.6% |
| META Meta Platforms Inc. Class A | 0.55% | 1,043 | $532K | Reduce -32.2% |
| CPRT Copart Inc. | 0.47% | 8,290 | $453K | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.47% | 2,085 | $452K | Reduce -21.2% |
| HD Home Depot Inc. | 0.47% | 1,348 | $452K | Reduce -8.7% |
| LLY Eli Lilly & Co. | 0.46% | 609 | $442K | Add +45.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 1,009 | $420K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.39% | 7,295 | $378K | No change |
| MA Mastercard Inc. Class A | 0.38% | 778 | $373K | Add +57.5% |
| NOC Northrop Grumman Corp. | 0.36% | 714 | $351K | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.36% | 632 | $350K | Reduce -53.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 2,906 | $349K | New |
| SHW The Sherwin-Williams Co. | 0.34% | 1,046 | $328K | Add +15.3% |
| WWD Woodward Inc. | 0.33% | 2,052 | $323K | No change |
| SBUX Starbucks Corp. | 0.33% | 4,006 | $319K | Add +23.3% |
| TSLA Tesla Inc. | 0.32% | 1,397 | $310K | Add +55.9% |
| EFA iShares MSCI Eafe ETF | 0.32% | 4,195 | $306K | New |
| ESGV Vanguard ESG US Stock ETF | 0.29% | 3,261 | $283K | New |
| XOM Exxon Mobil Corp. | 0.29% | 2,798 | $282K | New |
| WMT Walmart Inc. | 0.29% | 3,406 | $279K | Reduce -25.3% |
| CRM Salesforce Inc. | 0.28% | 1,112 | $271K | Add +67.0% |
| PG The Procter & Gamble Co. | 0.28% | 1,697 | $269K | Reduce -9.9% |
| AMGN Amgen Inc. | 0.27% | 943 | $264K | New |
| RTX RTX Corp. | 0.27% | 2,191 | $264K | New |
| AVGO Broadcom Inc. | 0.27% | 1,684 | $263K | Reduce -67.8% |
| RACE Ferrari NV | 0.27% | 656 | $261K | Reduce -13.6% |
| NOW ServiceNow Inc. | 0.25% | 332 | $242K | Add +19.9% |
| PM Philip Morris International | 0.25% | 1,618 | $241K | New |
| MCD McDonald's Corp. | 0.25% | 803 | $241K | New |
| NKE Nike Inc. Class B | 0.25% | 4,517 | $241K | Reduce -8.3% |
| MCO Moody's Corp. | 0.25% | 601 | $238K | Add +18.3% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 1,378 | $233K | New |
| FAST Fastenal Co. | 0.22% | 3,018 | $215K | Add +8.3% |
Portfolio Sells Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -24.9% | 10.24% | −1.38 |
| AAPL Apple Inc. | Reduce -2.2% | 3.24% | −0.86 |
| AVGO Broadcom Inc. | Reduce -67.8% | 0.27% | −0.80 |
| NVDA Nvidia Corp. | Reduce -5.5% | 1.46% | −0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.0% | 1.69% | −0.26 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.25 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -32.2% | 0.55% | −0.24 |
| COP Conocophillips | Sold out | 0.00% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -53.3% | 0.36% | −0.24 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.24 |
| USRT iShares Core US REIT ETF | Sold out | 0.00% | −0.24 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.23 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.22 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -17.1% | 0.60% | −0.20 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.20 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.19 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.19 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.19 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.18 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.18 |
| IT Gartner Inc. | Sold out | 0.00% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -21.2% | 0.47% | −0.09 |
| V Visa Inc. Class A | Reduce -19.9% | 0.94% | −0.09 |
| NKE Nike Inc. Class B | Reduce -8.3% | 0.25% | −0.08 |
| WMT Walmart Inc. | Reduce -25.3% | 0.29% | −0.07 |
| HD Home Depot Inc. | Reduce -8.7% | 0.47% | −0.04 |
| RACE Ferrari NV | Reduce -13.6% | 0.27% | −0.01 |
| JNJ Johnson & Johnson | Reduce -19.2% | 0.62% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -9.9% | 0.28% | −0.00 |
| CPRT Copart Inc. | Reduce -1.6% | 0.47% | +0.04 |
| COST Costco Wholesale Corp. | Reduce -8.4% | 1.67% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Add +10.5% | 24.05% | +2.15 |
| IJH iShares Core S&P Midcap ETF | Add +20.6% | 8.18% | +1.14 |
| IJR iShares Core S&P Small-Cap E | Add +14.9% | 8.99% | +0.50 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.43% | +0.43 |
| MSFT Microsoft Corp. | Add +7.8% | 6.26% | +0.37 |
| TJX TJX Companies Inc. | New | 0.36% | +0.36 |
| EFA iShares MSCI Eafe ETF | New | 0.32% | +0.32 |
| ESGV Vanguard ESG US Stock ETF | New | 0.29% | +0.29 |
| XOM Exxon Mobil Corp. | New | 0.29% | +0.29 |
| AMGN Amgen Inc. | New | 0.27% | +0.27 |
| RTX RTX Corp. | New | 0.27% | +0.27 |
| PM Philip Morris International | New | 0.25% | +0.25 |
| MCD McDonald's Corp. | New | 0.25% | +0.25 |
| GE General Electric | New | 0.24% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +29.1% | 0.58% | +0.23 |
| LLY Eli Lilly & Co. | Add +45.4% | 0.46% | +0.17 |
| MA Mastercard Inc. Class A | Add +57.5% | 0.38% | +0.16 |
| CRM Salesforce Inc. | Add +67.0% | 0.28% | +0.08 |
| SYY Sysco Corp. | Add +10.6% | 0.56% | +0.07 |
| NOC Northrop Grumman Corp. | Add +1.6% | 0.36% | +0.07 |
| SBUX Starbucks Corp. | Add +23.3% | 0.33% | +0.07 |
| SHW The Sherwin-Williams Co. | Add +15.3% | 0.34% | +0.07 |
| AMZN Amazon.com Inc. | Add +14.3% | 1.39% | +0.06 |
| FAST Fastenal Co. | Add +8.3% | 0.22% | +0.05 |
| MCO Moody's Corp. | Add +18.3% | 0.25% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +7.3% | 0.69% | +0.02 |
| TSLA Tesla Inc. | Add +55.9% | 0.32% | +0.00 |
| NOW ServiceNow Inc. | Add +19.9% | 0.25% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.83% | −0.09 |
| OEF iShares S&P 100 ETF | Add +1.5% | 15.46% | −0.15 |
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 |