Panoramic Capital Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Panoramic Capital Partners, LLC reported 59 stock positions worth $155.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.4% of the portfolio, followed by iShares S&P 100 ETF (OEF, 13.2%) and Cap Group Core Bond (CGCB, 10.9%). Compared with Q2 2025, it opened 4 new positions, sold out of 4, added to 38 and reduced 8. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0002052992
- Portfolio Value
- $155.6M (Q3 2025)
- SEC Filing
- 0001951757-25-001168 ↗ filed Oct 17, 2025
Holdings Value
Holdings 59 stocks · $155.6M
| IVV iShares Core S&P 500 ETF | 24.42% | 56,782 | $38.0M | Add +3.0% |
| OEF iShares S&P 100 ETF | 13.24% | 61,900 | $20.6M | Reduce -0.8% |
| CGCB Cap Group Core Bond | 10.86% | 635,979 | $16.9M | Add +8.4% |
| IJR iShares Core S&P Small-Cap E | 9.42% | 123,357 | $14.7M | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 8.20% | 195,635 | $12.8M | Add +4.1% |
| MSFT Microsoft Corp. | 5.78% | 17,355 | $9.0M | Add +2.9% |
| AAPL Apple Inc. | 3.19% | 19,510 | $5.0M | Add +3.6% |
| NVDA Nvidia Corp. | 3.09% | 25,740 | $4.8M | Add +2.5% |
| SGOV iShares 0-3 Month Treasury B | 2.49% | 38,516 | $3.9M | Reduce -30.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 3,938 | $2.6M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.16% | 8,198 | $1.8M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.13% | 7,216 | $1.8M | Add +11.1% |
| COST Costco Wholesale Corp. | 1.01% | 1,700 | $1.6M | Reduce -5.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.95% | 4,522 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.79% | 5,041 | $1.2M | Reduce -0.9% |
| V Visa Inc. Class A | 0.68% | 3,101 | $1.1M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.65% | 1,375 | $1.0M | Add +6.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.57% | 16,525 | $894K | No change |
| TSLA Tesla Inc. | 0.55% | 1,939 | $862K | Add +5.5% |
| MDY State Street SPDR S&P Midcap | 0.55% | 1,429 | $852K | Add +0.1% |
| JNJ Johnson & Johnson | 0.51% | 4,309 | $799K | Add +30.1% |
| JPM JPMorgan Chase & Co. | 0.49% | 2,400 | $757K | Add +3.6% |
| AVGO Broadcom Inc. | 0.43% | 2,030 | $670K | Add +7.1% |
| SYY Sysco Corp. | 0.42% | 7,850 | $646K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.41% | 6,892 | $644K | No change |
| HD Home Depot Inc. | 0.37% | 1,404 | $569K | Add +7.1% |
| WWD Woodward Inc. | 0.33% | 2,052 | $519K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 1,022 | $514K | Reduce -4.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.31% | 20,859 | $487K | Add +130.5% |
| WMT Walmart Inc. | 0.30% | 4,523 | $466K | Add +16.4% |
| MA Mastercard Inc. Class A | 0.28% | 775 | $441K | Add +1.0% |
| NOC Northrop Grumman Corp. | 0.27% | 700 | $427K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,402 | $422K | Add +1.4% |
| LLY Eli Lilly & Co. | 0.27% | 550 | $420K | Reduce -0.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 7,295 | $387K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.25% | 3,261 | $386K | No change |
| CPRT Copart Inc. | 0.24% | 8,451 | $380K | Add +0.3% |
| RTX RTX Corp. | 0.24% | 2,270 | $380K | Add +1.8% |
| SHW The Sherwin-Williams Co. | 0.24% | 1,059 | $367K | Add +0.5% |
| SBUX Starbucks Corp. | 0.22% | 4,045 | $342K | Add +0.6% |
| RACE Ferrari NV | 0.21% | 665 | $323K | No change |
| NKE Nike Inc. Class B | 0.20% | 4,567 | $318K | Reduce -0.9% |
| NOW ServiceNow Inc. | 0.19% | 327 | $301K | Add +0.6% |
| NFLX Netflix Inc. | 0.19% | 250 | $300K | Add +6.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 1,050 | $293K | No change |
| PM Philip Morris International | 0.19% | 1,779 | $289K | Add +4.6% |
| FAST Fastenal Co. | 0.18% | 5,725 | $281K | Add +0.2% |
| MCO Moody's Corp. | 0.18% | 588 | $280K | Add +0.3% |
| CAT Caterpillar Inc. | 0.18% | 584 | $279K | Add +1.4% |
| DON Wisdomtree US Midcap Dividen | 0.16% | 4,800 | $251K | New |
| WFC Wells Fargo & Co. | 0.16% | 2,961 | $248K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.16% | 2,181 | $246K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 4,550 | $235K | Add +3.1% |
| UNP Union Pacific Corp. | 0.14% | 941 | $222K | Add +6.1% |
| ABBV Abbvie Inc. | 0.14% | 937 | $217K | New |
| ORCL Oracle Corp. | 0.14% | 752 | $211K | New |
| FDX FedEx Corp. | 0.13% | 877 | $207K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.13% | 1,345 | $207K | Reduce -13.2% |
| GEV GE Vernova Inc. | 0.13% | 327 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -30.1% | 2.49% | −1.34 |
| COST Costco Wholesale Corp. | Reduce -5.6% | 1.01% | −0.22 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.21 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.16 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.16 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.14 |
| OEF iShares S&P 100 ETF | Reduce -0.8% | 13.24% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -13.2% | 0.13% | −0.04 |
| NKE Nike Inc. Class B | Reduce -0.9% | 0.20% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 0.27% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.8% | 0.33% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.79% | +0.15 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +3.6% | 3.19% | +0.40 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 24.42% | +0.39 |
| GOOGL Alphabet Inc. Class A | Add +11.1% | 1.13% | +0.32 |
| NVDA Nvidia Corp. | Add +2.5% | 3.09% | +0.31 |
| CGCB Cap Group Core Bond | Add +8.4% | 10.86% | +0.20 |
| IBTF iShares Ibonds Dec 2025 Term | Add +130.5% | 0.31% | +0.17 |
| DON Wisdomtree US Midcap Dividen | New | 0.16% | +0.16 |
| JNJ Johnson & Johnson | Add +30.1% | 0.51% | +0.16 |
| TSLA Tesla Inc. | Add +5.5% | 0.55% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 9.42% | +0.14 |
| ABBV Abbvie Inc. | New | 0.14% | +0.14 |
| ORCL Oracle Corp. | New | 0.14% | +0.14 |
| GEV GE Vernova Inc. | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | Add +7.1% | 0.43% | +0.07 |
| WMT Walmart Inc. | Add +16.4% | 0.30% | +0.03 |
| GE General Electric | Add +1.4% | 0.27% | +0.03 |
| NOC Northrop Grumman Corp. | Add +0.4% | 0.27% | +0.03 |
| HD Home Depot Inc. | Add +7.1% | 0.37% | +0.03 |
| CAT Caterpillar Inc. | Add +1.4% | 0.18% | +0.02 |
| RTX RTX Corp. | Add +1.8% | 0.24% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 0.49% | +0.01 |
| FAST Fastenal Co. | Add +0.2% | 0.18% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 1.69% | +0.00 |
| META Meta Platforms Inc. Class A | Add +6.1% | 0.65% | +0.00 |
| BAC Bank of America Corp. | Add +3.1% | 0.15% | +0.00 |
| UNP Union Pacific Corp. | Add +6.1% | 0.14% | −0.00 |
| SYY Sysco Corp. | Add +0.1% | 0.42% | −0.00 |
| WFC Wells Fargo & Co. | Add +1.2% | 0.16% | −0.01 |
| FDX FedEx Corp. | Add +0.6% | 0.13% | −0.01 |
| NFLX Netflix Inc. | Add +6.8% | 0.19% | −0.02 |
| MA Mastercard Inc. Class A | Add +1.0% | 0.28% | −0.02 |
| SHW The Sherwin-Williams Co. | Add +0.5% | 0.24% | −0.02 |
| MCO Moody's Corp. | Add +0.3% | 0.18% | −0.03 |
| PM Philip Morris International | Add +4.6% | 0.19% | −0.03 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.55% | −0.03 |
| NOW ServiceNow Inc. | Add +0.6% | 0.19% | −0.04 |
| SBUX Starbucks Corp. | Add +0.6% | 0.22% | −0.04 |
| CPRT Copart Inc. | Add +0.3% | 0.24% | −0.04 |
| MSFT Microsoft Corp. | Add +2.9% | 5.78% | −0.06 |
| AMZN Amazon.com Inc. | Add +2.7% | 1.16% | −0.08 |
| V Visa Inc. Class A | Add +0.3% | 0.68% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Add +4.1% | 8.20% | −0.11 |
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 |