Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Panoramic Capital Partners, LLC (CIK 2052992) reported $162.3M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($38.3M, 23.58%), CGCB ($21.7M, 13.38%), OEF ($19.9M, 12.26%), IJR ($16.0M, 9.85%), IJH ($14.2M, 8.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.3M | 23.58% | 58,594 | Added |
| 2 | CGCB | CAPITAL GRP FIXED INCM ETF T | $21.7M | 13.38% | 827,135 | Added |
| 3 | OEF | ISHARES TR | $19.9M | 12.26% | 62,556 | Added |
| 4 | IJR | ISHARES TR | $16.0M | 9.85% | 128,607 | Added |
| 5 | IJH | ISHARES TR | $14.2M | 8.76% | 210,555 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.3M | 3.91% | 17,153 | Trimmed |
| 7 | AAPL | APPLE INC | $5.3M | 3.25% | 20,803 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $4.6M | 2.86% | 26,589 | Added |
| 9 | SGOV | ISHARES TR | $3.2M | 1.96% | 31,580 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $2.6M | 1.58% | 3,943 | Added |
| 11 | GOOGL | ALPHABET INC | $2.1M | 1.31% | 7,409 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $1.8M | 1.10% | 1,798 | Added |
| 13 | AMZN | AMAZON COM INC | $1.7M | 1.04% | 8,082 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $1.6M | 0.96% | 4,878 | Added |
| 15 | TSLA | TESLA INC | $1.5M | 0.93% | 4,050 | Added |
| 16 | GOOG | ALPHABET INC | $1.5M | 0.92% | 5,201 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $1.0M | 0.63% | 4,168 | Trimmed |
| 18 | MDY | STATE STR SPDR S&P MIDCAP 40 | $941,039 | 0.58% | 1,526 | Added |
| 19 | IGIB | ISHARES TR | $874,671 | 0.54% | 16,435 | Hold |
| 20 | V | VISA INC | $817,861 | 0.50% | 2,706 | Trimmed |
| 21 | META | META PLATFORMS INC | $740,165 | 0.46% | 1,294 | Added |
| 22 | WWD | WOODWARD INC | $734,452 | 0.45% | 2,052 | Hold |
| 23 | JPM | JPMORGAN CHASE & CO | $725,399 | 0.45% | 2,466 | Added |
| 24 | AVGO | BROADCOM INC | $724,872 | 0.45% | 2,342 | Added |
| 25 | EFA | ISHARES TR | $669,420 | 0.41% | 6,892 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31