Holdings of Panoramic Capital Partners, LLC
60 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 81.8 % of the equity sleeve
Sector breakdown
- Funds 44.4 %
- Technology 12.0 %
- Communication 2.9 %
- Consumer discretionary 2.7 %
- Industrials 2.2 %
- Financials 2.0 %
- Consumer staples 1.8 %
- Health care 1.4 %
- Energy 0.2 %
- Materials 0.2 %
- Unattributed 30.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 59 | 161.1M $ | 99.78 % |
| 2 | TW | 1 | 354.8K $ | 0.22 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P 500 ETF | 58,594 | 38.3M $ | |
| 2 | Capital Group Core Bond ETF | 827,135 | 21.7M $ | |
| 3 | Ishares S&p 100 Etf | 62,556 | 19.9M $ | |
| 4 | iShares Core S&P Small-Cap ETF | 128,607 | 16M $ | |
| 5 | iShares Core S&P Mid-Cap ETF | 210,555 | 14.2M $ | |
| 6 | Microsoft Corp | 17,153 | 6.3M $ | |
| 7 | Apple Inc | 20,803 | 5.3M $ | |
| 8 | NVIDIA Corp | 26,589 | 4.6M $ | |
| 9 | iShares Trust | 31,580 | 3.2M $ | |
| 10 | State Street SPDR S&P 500 ETF Trust | 3,943 | 2.6M $ | |
| 11 | Alphabet Inc | 7,409 | 2.1M $ | |
| 12 | Costco Wholesale Corp | 1,798 | 1.8M $ | |
| 13 | Amazon.com Inc | 8,082 | 1.7M $ | |
| 14 | Vanguard Total Stock Market ETF | 4,878 | 1.6M $ | |
| 15 | Tesla Inc | 4,050 | 1.5M $ | |
| 16 | Alphabet Inc | 5,201 | 1.5M $ | |
| 17 | Johnson & Johnson | 4,168 | 1M $ | |
| 18 | State Street SPDR S&P MidCap 400 ETF Trust | 1,526 | 941K $ | |
| 19 | iShares 5-10 Year Investment Grade Corporate Bond ETF | 16,435 | 874.7K $ | |
| 20 | Visa Inc | 2,706 | 817.9K $ | |
| 21 | Meta Platforms Inc | 1,294 | 740.2K $ | |
| 22 | Woodward Inc | 2,052 | 734.5K $ | |
| 23 | JPMorgan Chase & Co | 2,466 | 725.4K $ | |
| 24 | Broadcom Inc | 2,342 | 724.9K $ | |
| 25 | iShares MSCI EAFE ETF | 6,892 | 669.4K $ | |
| 26 | Palantir Technologies Inc | 4,500 | 658.3K $ | |
| 27 | Sysco Corp | 7,861 | 560.8K $ | |
| 28 | Walmart Inc | 4,500 | 559.3K $ | |
| 29 | Eli Lilly & Co | 545 | 501.3K $ | |
| 30 | Caterpillar Inc | 679 | 481K $ | |
| 31 | Northrop Grumman Corp | 705 | 481K $ | |
| 32 | Berkshire Hathaway Inc | 964 | 461.9K $ | |
| 33 | General Electric Co | 1,586 | 450.2K $ | |
| 34 | RTX Corp | 2,304 | 444.4K $ | |
| 35 | Exxon Mobil Corp | 2,315 | 392.8K $ | |
| 36 | Home Depot Inc/The | 1,158 | 380.9K $ | |
| 37 | GE Vernova Inc | 435 | 379.7K $ | |
| 38 | iShares Trust | 7,195 | 378.2K $ | |
| 39 | Mastercard Inc | 716 | 357.8K $ | |
| 40 | Taiwan Semiconductor Manufacturing Co Ltd | 1,050 | 354.8K $ | |
| 41 | KLA Corp | 231 | 340.1K $ | |
| 42 | Lam Research Corp | 1,489 | 318.1K $ | |
| 43 | FedEx Corp | 887 | 315.8K $ | |
| 44 | Copart Inc | 9,208 | 305.7K $ | |
| 45 | Sherwin-Williams Co/The | 919 | 294.6K $ | |
| 46 | NIKE Inc | 5,488 | 289.9K $ | |
| 47 | Netflix Inc | 2,859 | 274.9K $ | |
| 48 | Applied Materials Inc | 746 | 255K $ | |
| 49 | WisdomTree Trust | 4,800 | 252.2K $ | |
| 50 | Moody's Corp | 549 | 239.5K $ | |
| 51 | Wells Fargo & Co | 3,006 | 239.3K $ | |
| 52 | Merck & Co Inc | 1,977 | 237.8K $ | |
| 53 | Fastenal Co | 5,098 | 236.5K $ | |
| 54 | Starbucks Corp | 2,623 | 235K $ | |
| 55 | Amgen Inc | 658 | 231.4K $ | |
| 56 | Bank of America Corp | 4,692 | 228.7K $ | |
| 57 | Advanced Micro Devices Inc | 1,064 | 216.5K $ | |
| 58 | S&P Global Inc | 498 | 211.8K $ | |
| 59 | AbbVie Inc | 972 | 211.4K $ | |
| 60 | Micron Technology Inc | 598 | 202K $ | |