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Panoramic Capital Partners, Llc

Portfolio Manager
Panoramic Capital Partners, LLC
Performance
-4.68% (2026 Q1)
AUM (13F)
$162.32M
# of Holdings
63
Performance Rank
Allocation (Top 20)
89.9%

Panoramic Capital Partners, Llc Holdings Map

Top 50 Panoramic Capital Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
23.58%58.6K$38.3M
+2.73%(+1.55K)
2025-Q1: 46.8K shares2025-Q2: 55.2K shares2025-Q3: 56.8K shares2025-Q4: 57.0K shares2026-Q1: 58.6K shares
$587.59(+23.72%)
2026-03-31
CGCB
CAPITAL GRP FIXED INCM ETF T
13.38%827.1K$21.7M
+10.11%(+75.92K)
2025-Q1: 0 shares2025-Q2: 586.9K shares2025-Q3: 636.0K shares2025-Q4: 751.2K shares2026-Q1: 827.1K shares
$26.33(-0.56%)
2026-03-31
OEF
ISHARES TR
12.26%62.6K$19.9M
+3.34%(+2.02K)
2025-Q1: 62.4K shares2025-Q2: 62.4K shares2025-Q3: 61.9K shares2025-Q4: 60.5K shares2026-Q1: 62.6K shares
$284.31(+25.96%)
2026-03-31
IJR
ISHARES TR
9.85%128.6K$16.0M
+3.38%(+4.20K)
2025-Q1: 96.4K shares2025-Q2: 118.3K shares2025-Q3: 123.4K shares2025-Q4: 124.4K shares2026-Q1: 128.6K shares
$114.03(+21.12%)
2026-03-31
IJH
ISHARES TR
8.76%210.6K$14.2M
+4.71%(+9.47K)
2025-Q1: 155.1K shares2025-Q2: 187.9K shares2025-Q3: 195.6K shares2025-Q4: 201.1K shares2026-Q1: 210.6K shares
$62.06(+18.07%)
2026-03-31
MSFT
MICROSOFT CORP
3.91%17.2K$6.3M
-1.56%(-272)
2025-Q1: 17.1K shares2025-Q2: 16.9K shares2025-Q3: 17.4K shares2025-Q4: 17.4K shares2026-Q1: 17.2K shares
$426.59(-3.56%)
2026-03-31
AAPL
APPLE INC
3.25%20.8K$5.3M
-0.22%(-46)
2025-Q1: 18.2K shares2025-Q2: 18.8K shares2025-Q3: 19.5K shares2025-Q4: 20.8K shares2026-Q1: 20.8K shares
$241.81(+17.52%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.86%26.6K$4.6M
+2.34%(+607)
2025-Q1: 14.8K shares2025-Q2: 25.1K shares2025-Q3: 25.7K shares2025-Q4: 26.0K shares2026-Q1: 26.6K shares
$132.96(+47.79%)
2026-03-31
SGOV
ISHARES TR
1.96%31.6K$3.2M
-11.00%(-3.90K)
2025-Q1: 99.0K shares2025-Q2: 55.1K shares2025-Q3: 38.5K shares2025-Q4: 35.5K shares2026-Q1: 31.6K shares
$100.52(-0.09%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
1.58%3.9K$2.6M
+0.87%(+34)
2025-Q1: 3.3K shares2025-Q2: 3.9K shares2025-Q3: 3.9K shares2025-Q4: 3.9K shares2026-Q1: 3.9K shares
$582.63(+24.22%)
2026-03-31

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