Panoramic Capital Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Panoramic Capital Partners, LLC reported 63 stock positions worth $162.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 23.6% of the portfolio, followed by Cap Group Core Bond (CGCB, 13.4%) and iShares S&P 100 ETF (OEF, 12.3%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 38 and reduced 16. The biggest buy was Cap Group Core Bond (CGCB, shares +10%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0002052992
- Portfolio Value
- $162.3M (Q1 2026)
- SEC Filing
- 0001951757-26-000534 ↗ filed Apr 8, 2026
Holdings Value
Holdings 63 stocks · $162.3M
| IVV iShares Core S&P 500 ETF | 23.58% | 58,594 | $38.3M | Add +2.7% |
| CGCB Cap Group Core Bond | 13.38% | 827,135 | $21.7M | Add +10.1% |
| OEF iShares S&P 100 ETF | 12.26% | 62,556 | $19.9M | Add +3.3% |
| IJR iShares Core S&P Small-Cap E | 9.85% | 128,607 | $16.0M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 8.76% | 210,555 | $14.2M | Add +4.7% |
| MSFT Microsoft Corp. | 3.91% | 17,153 | $6.3M | Reduce -1.6% |
| AAPL Apple Inc. | 3.25% | 20,803 | $5.3M | Reduce -0.2% |
| NVDA Nvidia Corp. | 2.86% | 26,589 | $4.6M | Add +2.3% |
| SGOV iShares 0-3 Month Treasury B | 1.96% | 31,580 | $3.2M | Reduce -11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.58% | 3,943 | $2.6M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 1.31% | 7,409 | $2.1M | Add +1.0% |
| COST Costco Wholesale Corp. | 1.10% | 1,798 | $1.8M | Add +4.4% |
| AMZN Amazon.com Inc. | 1.04% | 8,082 | $1.7M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 4,878 | $1.6M | Add +7.9% |
| TSLA Tesla Inc. | 0.93% | 4,050 | $1.5M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 0.92% | 5,201 | $1.5M | Add +3.5% |
| JNJ Johnson & Johnson | 0.63% | 4,168 | $1.0M | Reduce -3.7% |
| MDY State Street SPDR S&P Midcap | 0.58% | 1,526 | $941K | Add +6.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.54% | 16,435 | $875K | No change |
| V Visa Inc. Class A | 0.50% | 2,706 | $818K | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.46% | 1,294 | $740K | Add +0.8% |
| WWD Woodward Inc. | 0.45% | 2,052 | $734K | No change |
| JPM JPMorgan Chase & Co. | 0.45% | 2,466 | $725K | Add +1.7% |
| AVGO Broadcom Inc. | 0.45% | 2,342 | $725K | Add +11.3% |
| EFA iShares MSCI Eafe ETF | 0.41% | 6,892 | $669K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 4,500 | $658K | Add +9.1% |
| SYY Sysco Corp. | 0.35% | 7,861 | $561K | Add +0.1% |
| WMT Walmart Inc. | 0.34% | 4,500 | $559K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.31% | 545 | $501K | Reduce -2.3% |
| CAT Caterpillar Inc. | 0.30% | 679 | $481K | Add +15.5% |
| NOC Northrop Grumman Corp. | 0.30% | 705 | $481K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 964 | $462K | Add +10.3% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 1,586 | $450K | Add +12.3% |
| RTX RTX Corp. | 0.27% | 2,304 | $444K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.24% | 2,315 | $393K | Add +0.2% |
| ESGV Vanguard ESG US Stock ETF | 0.23% | 3,397 | $381K | No change |
| HD Home Depot Inc. | 0.23% | 1,158 | $381K | Reduce -0.5% |
| GEV GE Vernova Inc. | 0.23% | 435 | $380K | Add +31.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.23% | 7,195 | $378K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.22% | 716 | $358K | Reduce -4.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 1,050 | $355K | No change |
| KLAC KLA Corp. | 0.21% | 231 | $340K | Add +26.2% |
| LRCX Lam Research Corp. | 0.20% | 1,489 | $318K | Add +2.7% |
| FDX FedEx Corp. | 0.19% | 887 | $316K | Add +0.6% |
| CPRT Copart Inc. | 0.19% | 9,208 | $306K | Reduce -9.5% |
| SHW The Sherwin-Williams Co. | 0.18% | 919 | $295K | Reduce -11.6% |
| NKE Nike Inc. Class B | 0.18% | 5,488 | $290K | Add +20.4% |
| NFLX Netflix Inc. | 0.17% | 2,859 | $275K | Add +13.0% |
| AMAT Applied Materials Inc. | 0.16% | 746 | $255K | New |
| DON Wisdomtree US Midcap Dividen | 0.16% | 4,800 | $252K | No change |
| MCO Moody's Corp. | 0.15% | 549 | $240K | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.15% | 3,006 | $239K | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.15% | 1,977 | $238K | New |
| FAST Fastenal Co. | 0.15% | 5,098 | $237K | Add +0.3% |
| SBUX Starbucks Corp. | 0.14% | 2,623 | $235K | Add +2.0% |
| AMGN Amgen Inc. | 0.14% | 658 | $231K | Reduce -1.1% |
| RACE Ferrari NV | 0.14% | 680 | $230K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 4,692 | $229K | Add +1.6% |
| AMD Advanced Micro Devices | 0.13% | 1,064 | $216K | Reduce -6.3% |
| SPGI S&P Global Inc. | 0.13% | 498 | $212K | New |
| ABBV Abbvie Inc. | 0.13% | 972 | $211K | Add +3.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.13% | 2,886 | $207K | Reduce -5.4% |
| MU Micron Technology Inc. | 0.12% | 598 | $202K | Reduce -15.8% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -1.6% | 3.91% | −1.26 |
| SGOV iShares 0-3 Month Treasury B | Reduce -11.0% | 1.96% | −0.23 |
| AAPL Apple Inc. | Reduce -0.2% | 3.25% | −0.22 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.15 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.13 |
| V Visa Inc. Class A | Reduce -2.1% | 0.50% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 0.31% | −0.06 |
| CPRT Copart Inc. | Reduce -9.5% | 0.19% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 0.22% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 0.15% | −0.03 |
| MCO Moody's Corp. | Reduce -0.4% | 0.15% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -11.6% | 0.18% | −0.03 |
| AMD Advanced Micro Devices | Reduce -6.3% | 0.13% | −0.02 |
| HD Home Depot Inc. | Reduce -0.5% | 0.23% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -5.4% | 0.13% | −0.01 |
| MU Micron Technology Inc. | Reduce -15.8% | 0.12% | +0.00 |
| AMGN Amgen Inc. | Reduce -1.1% | 0.14% | +0.01 |
| JNJ Johnson & Johnson | Reduce -3.7% | 0.63% | +0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| CGCB Cap Group Core Bond | Add +10.1% | 13.38% | +1.16 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 9.85% | +0.68 |
| IJH iShares Core S&P Midcap ETF | Add +4.7% | 8.76% | +0.62 |
| COST Costco Wholesale Corp. | Add +4.4% | 1.10% | +0.19 |
| AMAT Applied Materials Inc. | New | 0.16% | +0.16 |
| MRK Merck & Co. Inc. | New | 0.15% | +0.15 |
| SPGI S&P Global Inc. | New | 0.13% | +0.13 |
| GEV GE Vernova Inc. | Add +31.0% | 0.23% | +0.10 |
| CAT Caterpillar Inc. | Add +15.5% | 0.30% | +0.09 |
| KLAC KLA Corp. | Add +26.2% | 0.21% | +0.07 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.24% | +0.07 |
| MDY State Street SPDR S&P Midcap | Add +6.8% | 0.58% | +0.05 |
| NOC Northrop Grumman Corp. | Add +0.4% | 0.30% | +0.05 |
| LRCX Lam Research Corp. | Add +2.7% | 0.20% | +0.04 |
| FDX FedEx Corp. | Add +0.6% | 0.19% | +0.04 |
| WMT Walmart Inc. | Add +0.3% | 0.34% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.9% | 0.96% | +0.03 |
| NFLX Netflix Inc. | Add +13.0% | 0.17% | +0.02 |
| FAST Fastenal Co. | Add +0.3% | 0.15% | +0.02 |
| RTX RTX Corp. | Add +1.2% | 0.27% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.3% | 0.28% | +0.02 |
| SBUX Starbucks Corp. | Add +2.0% | 0.14% | +0.01 |
| GE General Electric | Add +12.3% | 0.28% | +0.01 |
| NKE Nike Inc. Class B | Add +20.4% | 0.18% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.2% | 0.23% | +0.00 |
| AVGO Broadcom Inc. | Add +11.3% | 0.45% | 0.00 |
| ABBV Abbvie Inc. | Add +3.1% | 0.13% | −0.00 |
| SYY Sysco Corp. | Add +0.1% | 0.35% | −0.01 |
| RACE Ferrari NV | Add +0.4% | 0.14% | −0.01 |
| BAC Bank of America Corp. | Add +1.6% | 0.14% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 0.45% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +9.1% | 0.41% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.92% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.9% | 1.58% | −0.05 |
| META Meta Platforms Inc. Class A | Add +0.8% | 0.46% | −0.06 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 1.31% | −0.10 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.04% | −0.11 |
| NVDA Nvidia Corp. | Add +2.3% | 2.86% | −0.12 |
| TSLA Tesla Inc. | Add +2.7% | 0.93% | −0.16 |
| IVV iShares Core S&P 500 ETF | Add +2.7% | 23.58% | −0.38 |
| OEF iShares S&P 100 ETF | Add +3.3% | 12.26% | −0.47 |
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 |