StockDriftsStockDriftsTop 50 Panoramic Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.03% | 1.18M | $46.6M | +1907.13%(+1.12M) | $686.71(+13.20%) | 2026-06-30 | |
| OEF | ISHARES TR | 11.21% | 64.8K | $23.7M | +3.57%(+2.23K) | $286.12(+33.82%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 10.35% | 836.0K | $21.9M | +1.08%(+8.90K) | $26.33(-1.84%) | 2026-06-30 | |
| IJR | ISHARES TR | 9.41% | 134.2K | $19.9M | +4.38%(+5.64K) | $114.89(+29.48%) | 2026-06-30 | |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 8.37% | 502.2K | $17.7M | new | $32.37(+10.70%) | 2026-06-30 | |
| IJH | ISHARES TR | 8.19% | 224.8K | $17.3M | +6.77%(+14.26K) | $62.65(+24.37%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 6.35% | 284.7K | $13.4M | new | $42.97(+9.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.33% | 17.1K | $4.9M | -17.98%(-3.74K) | $233.86(+31.14%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.06% | 21.8K | $4.4M | -18.01%(-4.79K) | $132.96(+65.81%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.79% | 10.1K | $3.8M | -40.83%(-7.00K) | $426.59(+17.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.21% |
Panoramic Capital Partners, LLC reports $211.54M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.0%), OEF (11.2%) and CGCB (10.3%). The top 20 holdings account for 90.68% of reported assets. Its disclosed equity book has returned +20.43% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Panoramic Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052992). View Panoramic Capital Partners, LLC’s 13F filings on SEC