Panoramic Capital Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Panoramic Capital Partners, LLC reported 59 stock positions worth $144.2 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, 13.3%) and Cap Group Core Bond (CGCB, 10.7%). Compared with Q1 2025, it opened 10 new positions, sold out of 3, added to 25 and reduced 18. The biggest buy was a new position in Cap Group Core Bond (CGCB) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0002052992
- Portfolio Value
- $144.2M (Q2 2025)
- SEC Filing
- 0001951757-25-000893 ↗ filed Jul 18, 2025
Holdings Value
Holdings 59 stocks · $144.2M
| IVV iShares Core S&P 500 ETF | 24.03% | 55,151 | $34.6M | Add +17.9% |
| OEF iShares S&P 100 ETF | 13.32% | 62,372 | $19.2M | Reduce -0.0% |
| CGCB Cap Group Core Bond | 10.66% | 586,898 | $15.4M | New |
| IJR iShares Core S&P Small-Cap E | 9.28% | 118,303 | $13.4M | Add +22.8% |
| IJH iShares Core S&P Midcap ETF | 8.31% | 187,874 | $12.0M | Add +21.1% |
| MSFT Microsoft Corp. | 5.83% | 16,864 | $8.4M | Reduce -1.6% |
| SGOV iShares 0-3 Month Treasury B | 3.84% | 55,080 | $5.5M | Reduce -44.4% |
| AAPL Apple Inc. | 2.79% | 18,839 | $4.0M | Add +3.4% |
| NVDA Nvidia Corp. | 2.78% | 25,119 | $4.0M | Add +70.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.68% | 3,876 | $2.4M | Add +17.6% |
| AMZN Amazon.com Inc. | 1.24% | 7,979 | $1.8M | Add +1.1% |
| COST Costco Wholesale Corp. | 1.23% | 1,801 | $1.8M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.97% | 4,522 | $1.4M | No change |
| GOOGL Alphabet Inc. Class A | 0.81% | 6,493 | $1.2M | Add +16.1% |
| V Visa Inc. Class A | 0.77% | 3,092 | $1.1M | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.65% | 1,296 | $932K | Add +24.3% |
| GOOG Alphabet Inc. Class C | 0.64% | 5,089 | $919K | Add +28.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.61% | 16,525 | $875K | No change |
| MDY State Street SPDR S&P Midcap | 0.58% | 1,428 | $832K | No change |
| JPM JPMorgan Chase & Co. | 0.48% | 2,317 | $686K | Add +11.1% |
| EFA iShares MSCI Eafe ETF | 0.43% | 6,892 | $617K | Add +64.3% |
| SYY Sysco Corp. | 0.42% | 7,845 | $605K | Reduce -1.1% |
| TSLA Tesla Inc. | 0.40% | 1,838 | $580K | Add +31.6% |
| AVGO Broadcom Inc. | 0.36% | 1,895 | $521K | Add +12.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,073 | $520K | Reduce -6.7% |
| WWD Woodward Inc. | 0.36% | 2,052 | $518K | No change |
| JNJ Johnson & Johnson | 0.36% | 3,311 | $517K | Reduce -17.1% |
| HD Home Depot Inc. | 0.34% | 1,311 | $487K | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.30% | 767 | $437K | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.30% | 555 | $433K | Reduce -8.9% |
| CPRT Copart Inc. | 0.29% | 8,429 | $416K | Add +1.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.27% | 7,295 | $383K | No change |
| WMT Walmart Inc. | 0.27% | 3,885 | $382K | Add +14.1% |
| SBUX Starbucks Corp. | 0.26% | 4,022 | $380K | Add +0.4% |
| SHW The Sherwin-Williams Co. | 0.26% | 1,054 | $373K | Add +0.8% |
| ESGV Vanguard ESG US Stock ETF | 0.25% | 3,261 | $362K | No change |
| NKE Nike Inc. Class B | 0.24% | 4,611 | $352K | Add +2.1% |
| NOC Northrop Grumman Corp. | 0.24% | 697 | $351K | Reduce -2.4% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 1,382 | $341K | Add +0.3% |
| NOW ServiceNow Inc. | 0.24% | 325 | $340K | Reduce -2.1% |
| RACE Ferrari NV | 0.23% | 665 | $326K | Add +1.4% |
| RTX RTX Corp. | 0.23% | 2,231 | $325K | Add +1.8% |
| PM Philip Morris International | 0.21% | 1,701 | $304K | Add +5.1% |
| NFLX Netflix Inc. | 0.21% | 234 | $304K | New |
| MCO Moody's Corp. | 0.21% | 586 | $296K | Reduce -2.5% |
| CRM Salesforce Inc. | 0.21% | 1,087 | $296K | Reduce -2.3% |
| PG The Procter & Gamble Co. | 0.17% | 1,549 | $249K | Reduce -8.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,050 | $247K | New |
| FAST Fastenal Co. | 0.17% | 5,715 | $246K | Reduce -5.3% |
| XOM Exxon Mobil Corp. | 0.17% | 2,181 | $245K | Reduce -22.1% |
| WFC Wells Fargo & Co. | 0.17% | 2,925 | $245K | New |
| AMGN Amgen Inc. | 0.16% | 797 | $238K | Reduce -15.5% |
| MCD McDonald's Corp. | 0.16% | 789 | $232K | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.16% | 576 | $229K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 4,414 | $216K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.15% | 9,049 | $211K | New |
| FDX FedEx Corp. | 0.15% | 872 | $210K | New |
| UNP Union Pacific Corp. | 0.15% | 887 | $209K | New |
| VRSK Verisk Analytics Inc. | 0.14% | 670 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -44.4% | 3.84% | −6.41 |
| OEF iShares S&P 100 ETF | Reduce -0.0% | 13.32% | −2.14 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.43 |
| MSFT Microsoft Corp. | Reduce -1.6% | 5.83% | −0.43 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.36 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.36 |
| JNJ Johnson & Johnson | Reduce -17.1% | 0.36% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.7% | 0.36% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -8.9% | 0.30% | −0.16 |
| SYY Sysco Corp. | Reduce -1.1% | 0.42% | −0.14 |
| HD Home Depot Inc. | Reduce -2.7% | 0.34% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -22.1% | 0.17% | −0.12 |
| NOC Northrop Grumman Corp. | Reduce -2.4% | 0.24% | −0.12 |
| AMGN Amgen Inc. | Reduce -15.5% | 0.16% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -8.7% | 0.17% | −0.10 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.16% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 0.30% | −0.08 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.21% | −0.07 |
| FAST Fastenal Co. | Reduce -5.3% | 0.17% | −0.05 |
| MCO Moody's Corp. | Reduce -2.5% | 0.21% | −0.04 |
| NOW ServiceNow Inc. | Reduce -2.1% | 0.24% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| CGCB Cap Group Core Bond | New | 10.66% | +10.66 |
| NVDA Nvidia Corp. | Add +70.3% | 2.78% | +1.31 |
| IJR iShares Core S&P Small-Cap E | Add +22.8% | 9.28% | +0.28 |
| NFLX Netflix Inc. | New | 0.21% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.17% | +0.17 |
| WFC Wells Fargo & Co. | New | 0.17% | +0.17 |
| CAT Caterpillar Inc. | New | 0.16% | +0.16 |
| BAC Bank of America Corp. | New | 0.15% | +0.15 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.15% | +0.15 |
| FDX FedEx Corp. | New | 0.15% | +0.15 |
| UNP Union Pacific Corp. | New | 0.15% | +0.15 |
| VRSK Verisk Analytics Inc. | New | 0.14% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +21.1% | 8.31% | +0.13 |
| EFA iShares MSCI Eafe ETF | Add +64.3% | 0.43% | +0.11 |
| META Meta Platforms Inc. Class A | Add +24.3% | 0.65% | +0.10 |
| AVGO Broadcom Inc. | Add +12.5% | 0.36% | +0.09 |
| TSLA Tesla Inc. | Add +31.6% | 0.40% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +28.1% | 0.64% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +11.1% | 0.48% | +0.01 |
| NKE Nike Inc. Class B | Add +2.1% | 0.24% | −0.00 |
| GE General Electric | Add +0.3% | 0.24% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.6% | 1.68% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +17.9% | 24.03% | −0.02 |
| WMT Walmart Inc. | Add +14.1% | 0.27% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +16.1% | 0.81% | −0.03 |
| PM Philip Morris International | Add +5.1% | 0.21% | −0.04 |
| RACE Ferrari NV | Add +1.4% | 0.23% | −0.04 |
| RTX RTX Corp. | Add +1.8% | 0.23% | −0.05 |
| SBUX Starbucks Corp. | Add +0.4% | 0.26% | −0.07 |
| SHW The Sherwin-Williams Co. | Add +0.8% | 0.26% | −0.08 |
| AMZN Amazon.com Inc. | Add +1.1% | 1.24% | −0.15 |
| V Visa Inc. Class A | Add +4.3% | 0.77% | −0.17 |
| CPRT Copart Inc. | Add +1.7% | 0.29% | −0.18 |
| COST Costco Wholesale Corp. | Add +1.1% | 1.23% | −0.44 |
| AAPL Apple Inc. | Add +3.4% | 2.79% | −0.45 |
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 |