Panoramic Capital Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Panoramic Capital Partners, LLC reported 62 stock positions worth $163.1 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, 12.7%) and Cap Group Core Bond (CGCB, 12.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 5, added to 29 and reduced 19. The biggest buy was Cap Group Core Bond (CGCB, shares +18%) and the biggest sale iShares S&P 100 ETF (OEF, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0002052992
- Portfolio Value
- $163.1M (Q4 2025)
- SEC Filing
- 0001951757-26-000025 ↗ filed Jan 7, 2026
Holdings Value
Holdings 62 stocks · $163.1M
| IVV iShares Core S&P 500 ETF | 23.96% | 57,039 | $39.1M | Add +0.5% |
| OEF iShares S&P 100 ETF | 12.73% | 60,533 | $20.8M | Reduce -2.2% |
| CGCB Cap Group Core Bond | 12.22% | 751,213 | $19.9M | Add +18.1% |
| IJR iShares Core S&P Small-Cap E | 9.17% | 124,407 | $15.0M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 8.14% | 201,082 | $13.3M | Add +2.8% |
| MSFT Microsoft Corp. | 5.17% | 17,425 | $8.4M | Add +0.4% |
| AAPL Apple Inc. | 3.48% | 20,849 | $5.7M | Add +6.9% |
| NVDA Nvidia Corp. | 2.97% | 25,982 | $4.8M | Add +0.9% |
| SGOV iShares 0-3 Month Treasury B | 2.18% | 35,482 | $3.6M | Reduce -7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.63% | 3,909 | $2.7M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.41% | 7,337 | $2.3M | Add +1.7% |
| AMZN Amazon.com Inc. | 1.14% | 8,078 | $1.9M | Reduce -1.5% |
| TSLA Tesla Inc. | 1.09% | 3,942 | $1.8M | Add +103.3% |
| GOOG Alphabet Inc. Class C | 0.97% | 5,025 | $1.6M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 4,522 | $1.5M | No change |
| COST Costco Wholesale Corp. | 0.91% | 1,722 | $1.5M | Add +1.3% |
| V Visa Inc. Class A | 0.59% | 2,765 | $970K | Reduce -10.8% |
| JNJ Johnson & Johnson | 0.55% | 4,328 | $896K | Add +0.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.54% | 16,435 | $886K | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.53% | 1,429 | $862K | No change |
| META Meta Platforms Inc. Class A | 0.52% | 1,284 | $848K | Reduce -6.6% |
| JPM JPMorgan Chase & Co. | 0.48% | 2,424 | $781K | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 4,126 | $733K | New |
| AVGO Broadcom Inc. | 0.45% | 2,104 | $728K | Add +3.6% |
| EFA iShares MSCI Eafe ETF | 0.41% | 6,892 | $662K | No change |
| WWD Woodward Inc. | 0.38% | 2,052 | $620K | No change |
| LLY Eli Lilly & Co. | 0.37% | 558 | $600K | Add +1.4% |
| SYY Sysco Corp. | 0.35% | 7,856 | $579K | Add +0.1% |
| WMT Walmart Inc. | 0.31% | 4,485 | $500K | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 874 | $439K | Reduce -14.5% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,412 | $435K | Add +0.7% |
| MA Mastercard Inc. Class A | 0.26% | 752 | $429K | Reduce -3.0% |
| RTX RTX Corp. | 0.26% | 2,276 | $417K | Add +0.3% |
| ESGV Vanguard ESG US Stock ETF | 0.25% | 3,397 | $411K | Add +4.2% |
| HD Home Depot Inc. | 0.25% | 1,164 | $401K | Reduce -17.1% |
| NOC Northrop Grumman Corp. | 0.25% | 702 | $400K | Add +0.3% |
| CPRT Copart Inc. | 0.24% | 10,173 | $398K | Add +20.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.23% | 7,181 | $380K | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.21% | 588 | $337K | Add +0.7% |
| SHW The Sherwin-Williams Co. | 0.21% | 1,039 | $337K | Reduce -1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 1,050 | $319K | No change |
| NKE Nike Inc. Class B | 0.18% | 4,560 | $291K | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.17% | 3,031 | $282K | Add +2.4% |
| MCO Moody's Corp. | 0.17% | 551 | $281K | Reduce -6.3% |
| XOM Exxon Mobil Corp. | 0.17% | 2,311 | $278K | Add +6.0% |
| FDX FedEx Corp. | 0.16% | 882 | $255K | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 4,618 | $254K | Add +1.5% |
| RACE Ferrari NV | 0.15% | 677 | $250K | Add +1.8% |
| LRCX Lam Research Corp. | 0.15% | 1,450 | $248K | New |
| DON Wisdomtree US Midcap Dividen | 0.15% | 4,800 | $248K | No change |
| AMD Advanced Micro Devices | 0.15% | 1,136 | $243K | New |
| NOW ServiceNow Inc. | 0.15% | 1,552 | $238K | Reduce -5.1% |
| NFLX Netflix Inc. | 0.15% | 2,531 | $237K | Add +1.2% |
| KLAC KLA Corp. | 0.14% | 183 | $222K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.13% | 3,050 | $218K | New |
| AMGN Amgen Inc. | 0.13% | 665 | $218K | New |
| GEV GE Vernova Inc. | 0.13% | 332 | $217K | Add +1.5% |
| SBUX Starbucks Corp. | 0.13% | 2,572 | $217K | Reduce -36.4% |
| ABBV Abbvie Inc. | 0.13% | 943 | $215K | Add +0.6% |
| CRM Salesforce Inc. | 0.13% | 801 | $212K | New |
| FAST Fastenal Co. | 0.13% | 5,084 | $204K | Reduce -11.2% |
| MU Micron Technology Inc. | 0.12% | 710 | $203K | New |
Portfolio Sells Q3 2025 → Q4 2025
| OEF iShares S&P 100 ETF | Reduce -2.2% | 12.73% | −0.50 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.31 |
| SGOV iShares 0-3 Month Treasury B | Reduce -7.9% | 2.18% | −0.31 |
| PM Philip Morris International | Sold out | 0.00% | −0.19 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.14 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.14 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -6.6% | 0.52% | −0.13 |
| HD Home Depot Inc. | Reduce -17.1% | 0.25% | −0.12 |
| SBUX Starbucks Corp. | Reduce -36.4% | 0.13% | −0.09 |
| V Visa Inc. Class A | Reduce -10.8% | 0.59% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.5% | 0.27% | −0.06 |
| FAST Fastenal Co. | Reduce -11.2% | 0.13% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 1.63% | −0.05 |
| NOW ServiceNow Inc. | Reduce -5.1% | 0.15% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.5% | 0.54% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -1.9% | 0.21% | −0.03 |
| NKE Nike Inc. Class B | Reduce -0.1% | 0.18% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.0% | 0.26% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.6% | 0.23% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 1.14% | −0.01 |
| MCO Moody's Corp. | Reduce -6.3% | 0.17% | −0.01 |
| WMT Walmart Inc. | Reduce -0.8% | 0.31% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.97% | +0.18 |
Portfolio Buys Q3 2025 → Q4 2025
| CGCB Cap Group Core Bond | Add +18.1% | 12.22% | +1.36 |
| TSLA Tesla Inc. | Add +103.3% | 1.09% | +0.53 |
| PLTR Palantir Technologies Inc. Class A | New | 0.45% | +0.45 |
| AAPL Apple Inc. | Add +6.9% | 3.48% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 1.41% | +0.28 |
| LRCX Lam Research Corp. | New | 0.15% | +0.15 |
| AMD Advanced Micro Devices | New | 0.15% | +0.15 |
| KLAC KLA Corp. | New | 0.14% | +0.14 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.13% | +0.13 |
| AMGN Amgen Inc. | New | 0.13% | +0.13 |
| CRM Salesforce Inc. | New | 0.13% | +0.13 |
| MU Micron Technology Inc. | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | Add +1.4% | 0.37% | +0.10 |
| JNJ Johnson & Johnson | Add +0.4% | 0.55% | +0.04 |
| CAT Caterpillar Inc. | Add +0.7% | 0.21% | +0.03 |
| FDX FedEx Corp. | Add +0.6% | 0.16% | +0.02 |
| AVGO Broadcom Inc. | Add +3.6% | 0.45% | +0.02 |
| WFC Wells Fargo & Co. | Add +2.4% | 0.17% | +0.01 |
| XOM Exxon Mobil Corp. | Add +6.0% | 0.17% | +0.01 |
| RTX RTX Corp. | Add +0.3% | 0.26% | +0.01 |
| BAC Bank of America Corp. | Add +1.5% | 0.16% | +0.01 |
| GEV GE Vernova Inc. | Add +1.5% | 0.13% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +4.2% | 0.25% | +0.00 |
| CPRT Copart Inc. | Add +20.4% | 0.24% | +0.00 |
| GE General Electric | Add +0.7% | 0.27% | −0.00 |
| ABBV Abbvie Inc. | Add +0.6% | 0.13% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 0.48% | −0.01 |
| NOC Northrop Grumman Corp. | Add +0.3% | 0.25% | −0.03 |
| NFLX Netflix Inc. | Add +1.2% | 0.15% | −0.05 |
| RACE Ferrari NV | Add +1.8% | 0.15% | −0.05 |
| SYY Sysco Corp. | Add +0.1% | 0.35% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 8.14% | −0.06 |
| COST Costco Wholesale Corp. | Add +1.3% | 0.91% | −0.10 |
| NVDA Nvidia Corp. | Add +0.9% | 2.97% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Add +0.8% | 9.17% | −0.25 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 23.96% | −0.46 |
| MSFT Microsoft Corp. | Add +0.4% | 5.17% | −0.61 |
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 |