Panoramic Capital Partners, LLC

Est. AUM

$162.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$38.3M	58594	23.58%	SOLE
2	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$21.7M	827135	13.38%	SOLE
3	ISHARES TR	S&P 100 ETF	$19.9M	62556	12.26%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$16.0M	128607	9.85%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$14.2M	210555	8.76%	SOLE
6	MICROSOFT CORP	COM	$6.3M	17153	3.91%	DFND
7	APPLE INC	COM	$5.3M	20803	3.25%	DFND
8	NVIDIA CORPORATION	COM	$4.6M	26589	2.86%	DFND
9	ISHARES TR	0-3 MNTH TREASRY	$3.2M	31580	1.96%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	3943	1.58%	SOLE
11	ALPHABET INC	CAP STK CL A	$2.1M	7409	1.31%	DFND
12	COSTCO WHOLESALE CORPORATION	COM	$1.8M	1798	1.10%	DFND
13	AMAZON COM INC	COM	$1.7M	8082	1.04%	DFND
14	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4878	0.96%	SOLE
15	TESLA INC	COM	$1.5M	4050	0.93%	DFND
16	ALPHABET INC	CAP STK CL C	$1.5M	5201	0.92%	DFND
17	JOHNSON & JOHNSON	COM	$1.0M	4168	0.63%	DFND
18	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$941K	1526	0.58%	SOLE
19	ISHARES TR	ISHS 5-10YR INVT	$875K	16435	0.54%	SOLE
20	VISA INC	COM CL A	$818K	2706	0.50%	DFND
21	META PLATFORMS INC	CL A	$740K	1294	0.46%	DFND
22	WOODWARD INC	COM	$734K	2052	0.45%	SOLE
23	JPMORGAN CHASE & CO	COM	$725K	2466	0.45%	DFND
24	BROADCOM INC	COM	$725K	2342	0.45%	DFND
25	ISHARES TR	MSCI EAFE ETF	$669K	6892	0.41%	SOLE
26	PALANTIR TECHNOLOGIES INC	CL A	$658K	4500	0.41%	DFND
27	SYSCO CORP	COM	$561K	7861	0.35%	DFND
28	WALMART INC	COM	$559K	4500	0.34%	DFND
29	ELI LILLY & CO	COM	$501K	545	0.31%	DFND
30	CATERPILLAR INC	COM	$481K	679	0.30%	DFND
31	NORTHROP GRUMMAN CORP	COM	$481K	705	0.30%	DFND
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$462K	964	0.28%	DFND
33	GE AEROSPACE	COM NEW	$450K	1586	0.28%	DFND
34	RTX CORPORATION	COM	$444K	2304	0.27%	DFND
35	EXXON MOBIL CORP	COM	$393K	2315	0.24%	DFND
36	VANGUARD WORLD FD	ESG US STK ETF	$381K	3397	0.23%	SOLE
37	HOME DEPOT INC	COM	$381K	1158	0.23%	DFND
38	GE VERNOVA INC	COM	$380K	435	0.23%	DFND
39	ISHARES TR	ISHS 1-5YR INVS	$378K	7195	0.23%	SOLE
40	MASTERCARD INCORPORATED	CL A	$358K	716	0.22%	DFND
41	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$355K	1050	0.22%	DFND
42	KLA CORP	COM NEW	$340K	231	0.21%	DFND
43	LAM RESEARCH CORP	COM NEW	$318K	1489	0.20%	DFND
44	FEDEX CORP	COM	$316K	887	0.19%	DFND
45	COPART INC	COM	$306K	9208	0.19%	DFND
46	SHERWIN WILLIAMS CO	COM	$295K	919	0.18%	DFND
47	NIKE INC	CL B	$290K	5488	0.18%	DFND
48	NETFLIX INC.	COM	$275K	2859	0.17%	DFND
49	APPLIED MATLS INC	COM	$255K	746	0.16%	DFND
50	WISDOMTREE TR	US MIDCAP DIVID	$252K	4800	0.16%	SOLE

1–50 of 63

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.