Panoramic Capital Partners, LLC

Portfolio Overview

Panoramic Capital Partners, LLC disclosed 72 positions worth $211.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 8 and a full exit from $WWD. The portfolio is most concentrated in Other (81.8% of disclosed assets). All figures are sourced directly from Panoramic Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2052992.

• ISHARES TR - CORE S&P500 ETF

  —

  Quality

  $46.6M1,176,056 sh

• ISHARES TR - S&P 100 ETF

  —

  Quality

  $23.7M64,788 sh

• CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF

  —

  Quality

  $21.9M836,040 sh

• ISHARES TR - CORE S&P SCP ETF

  —

  Quality

  $19.9M134,244 sh

• CAPITAL GROUP GLOBAL EQUITY - SHS

  —

  Quality

  $17.7M502,212 sh

• ISHARES TR - CORE S&P MCP ETF

  —

  Quality

  $17.3M224,816 sh

• CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT

  —

  Quality

  $13.4M284,658 sh
• 

  Apple Inc.

  $AAPL

  76.3

  Quality

  $4.9M17,062 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $4.4M21,799 sh
• 

  MICROSOFT CORP

  $MSFT

  79.7

  Quality

  $3.8M10,149 sh

Company	Quality	Value	Shares
ISHARES TR - CORE S&P500 ETF	—	$46.6M	1,176,056
ISHARES TR - S&P 100 ETF	—	$23.7M	64,788
CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF	—	$21.9M	836,040
ISHARES TR - CORE S&P SCP ETF	—	$19.9M	134,244
CAPITAL GROUP GLOBAL EQUITY - SHS	—	$17.7M	502,212
ISHARES TR - CORE S&P MCP ETF	—	$17.3M	224,816
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT	—	$13.4M	284,658
Apple Inc.$AAPL	76.3	$4.9M	17,062
NVIDIA CORP$NVDA	85.9	$4.4M	21,799
MICROSOFT CORP$MSFT	79.7	$3.8M	10,149

Showing top 10 of 72 holdings.

Full Holdings — Panoramic Capital Partners, LLC (Q2 2026)

All 72 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR - CORE S&P500 ETF	$46.6M	22.0%	+1907%	—
2	—	ISHARES TR - S&P 100 ETF	$23.7M	11.2%	+4%	—
3	—	CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF	$21.9M	10.3%	+1%	—
4	—	ISHARES TR - CORE S&P SCP ETF	$19.9M	9.4%	+4%	—
5	—	CAPITAL GROUP GLOBAL EQUITY - SHS	$17.7M	8.4%	NEW	—
6	—	ISHARES TR - CORE S&P MCP ETF	$17.3M	8.2%	+7%	—
7	—	CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT	$13.4M	6.3%	NEW	—
8	$AAPL	Apple Inc.	$4.9M	2.3%	-18%	76.3
9	$NVDA	NVIDIA CORP	$4.4M	2.1%	-18%	85.9
10	$MSFT	MICROSOFT CORP	$3.8M	1.8%	-41%	79.7
11	$SPY	SPDR S&P 500 ETF TRUST	$3.0M	1.4%	+0%	—
12	$GOOG	Alphabet Inc.	$2.4M	1.1%	-9%	78.1
13	—	ISHARES TR - 0-3 MTH TREASURY	$2.2M	1.1%	-30%	—
14	—	VANGUARD INDEX FDS - TOTAL STK MKT	$2.1M	1.0%	+16%	—
15	$NWN	Northwest Natural Holding Co	$1.7M	0.8%	NEW	53.6
16	$AMZN	AMAZON COM INC	$1.6M	0.8%	-16%	68.4
17	$TSLA	Tesla, Inc.	$1.6M	0.7%	-8%	53.6
18	$GOOGL	Alphabet Inc.	$1.5M	0.7%	-19%	78.1
19	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$1.1M	0.5%	+0%	—
20	$JNJ	JOHNSON & JOHNSON	$1.0M	0.5%	-1%	68.8
21	—	ISHARES TR - ISHS 5-10YR INVT	$873,849	0.4%	+0%	—
22	$AVGO	Broadcom Inc.	$791,386	0.4%	-11%	84.4
23	$COST	COSTCO WHOLESALE CORP /NEW	$743,699	0.3%	-56%	65.9
24	—	ISHARES TR - MSCI EAFE ETF	$715,941	0.3%	+0%	—
25	$LLY	ELI LILLY & Co	$653,693	0.3%	+0%	87.5
26	$JPM	JPMORGAN CHASE & CO	$623,238	0.3%	-23%	70.3
27	$KLAC	KLA CORP	$557,862	0.3%	+700%	78.5
28	$GE	GENERAL ELECTRIC CO	$530,877	0.3%	-10%	73.6
29	$MU	MICRON TECHNOLOGY INC	$527,511	0.3%	-24%	86.1
30	$AMAT	APPLIED MATERIALS INC /DE	$520,560	0.3%	-3%	72.1
31	$META	Meta Platforms, Inc.	$505,834	0.2%	-31%	79.6
32	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$501,448	0.2%	+0%	—
33	$PLTR	Palantir Technologies Inc.	$475,314	0.2%	-9%	84.5
34	$V	VISA INC.	$451,506	0.2%	-51%	82.7
35	—	VANGUARD WORLD FD - ESG US STK ETF	$449,295	0.2%	+0%	—
36	$LRCX	LAM RESEARCH CORP	$445,897	0.2%	-31%	79.3
37	$CAT	CATERPILLAR INC	$444,063	0.2%	-39%	66.3
38	$RTX	RTX Corp	$442,071	0.2%	+1%	73.1
39	—	VANGUARD WORLD FD - INF TECH ETF	$436,009	0.2%	NEW	—
40	$WMT	Walmart Inc.	$392,446	0.2%	-23%	59.9
41	$GEV	GE Vernova Inc.	$380,655	0.2%	-26%	81.1
42	—	ISHARES TR - ISHS 1-5YR INVS	$377,090	0.2%	+0%	—
43	$INTC	INTEL CORP	$370,718	0.2%	NEW	45.5
44	$BRK.B	BERKSHIRE HATHAWAY INC	$358,279	0.2%	-26%	73.6
45	$NOC	NORTHROP GRUMMAN CORP /DE/	$354,480	0.2%	-1%	62.7
46	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	$328,131	0.2%	NEW	—
47	$AMD	ADVANCED MICRO DEVICES INC	$321,243	0.1%	-48%	79.7
48	$XOM.R34088	EXXON MOBIL CORP	$318,284	0.1%	+1%	57.7
49	$HD	HOME DEPOT, INC.	$314,943	0.1%	-23%	60.1
50	$MRK	Merck & Co., Inc.	$313,026	0.1%	+23%	59.7
51	$WT	WisdomTree, Inc.	$271,296	0.1%	+0%	59.6
52	$AMGN	AMGEN INC	$268,368	0.1%	+13%	79
53	—	ETF OPPORTUNITIES TRUST - HEDGEYE CAPITAL	$263,745	0.1%	NEW	—
54	$BAC	BANK OF AMERICA CORP /DE/	$260,627	0.1%	-3%	67.3
55	$GLD	SPDR GOLD TRUST	$252,709	0.1%	NEW	—
56	$UNH	UNITEDHEALTH GROUP INC	$251,041	0.1%	NEW	62.5
57	$RACE	Ferrari N.V.	$249,434	0.1%	-1%	—
58	$MCO	MOODYS CORP /DE/	$247,747	0.1%	-0%	78.8
59	$MA	Mastercard Inc	$247,042	0.1%	-33%	85
60	$WFC	WELLS FARGO & COMPANY/MN	$240,048	0.1%	-3%	61.5
61	—	VANGUARD WORLD FD - ESG INTL STK ETF	$237,892	0.1%	+0%	—
62	$BLBD	Blue Bird Corp	$236,880	0.1%	NEW	62.9
63	$FDX	FEDEX CORP	$235,582	0.1%	-15%	60.1
64	$FAST	FASTENAL CO	$234,146	0.1%	-4%	66.4
65	—	EA SERIES TRUST - ALPHA ARCH 1-3	$231,019	0.1%	NEW	—
66	$PANW	Palo Alto Networks Inc	$227,460	0.1%	NEW	65.4
67	$ABCB	Ameris Bancorp	$218,700	0.1%	NEW	59.3
68	$WT	WisdomTree, Inc.	$217,475	0.1%	NEW	59.6
69	$IVZ	Invesco Ltd.	$212,422	0.1%	NEW	—
70	$QQQ	INVESCO QQQ TRUST, SERIES 1	$209,874	0.1%	NEW	—
71	$SYY	SYSCO CORP	$202,431	0.1%	-69%	54.4
72	$PM	Philip Morris International Inc.	$200,991	0.1%	NEW	75.7