Panoramic Capital Partners, LLC
64 holdingsFiling period: 2026-03-31Current AUM: $182.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 58.6K | $38.3M | $44.0M | 24.12% | +1.6K | 2026-03-31 |
| 2 | CGCB | CAPITAL GRP FIXED INCM ETF T | 827.1K | $21.7M | $21.3M | 11.68% | +75.9K | 2026-03-31 |
| 3 | OEF | ISHARES TR | 62.6K | $19.9M | $23.1M | 12.66% | +2.0K | 2026-03-31 |
| 4 | IJR | ISHARES TR | 128.6K | $16.0M | $18.7M | 10.26% | +4.2K | 2026-03-31 |
| 5 | IJH | ISHARES TR | 210.6K | $14.2M | $15.8M | 8.69% | +9.5K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 17.2K | $6.3M | $8.0M | 4.37% | -272 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 20.8K | $5.3M | $6.4M | 3.52% | -46 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 26.6K | $4.6M | $5.3M | 2.93% | +607 | 2026-03-31 |
| 9 | SGOV | ISHARES TR | 31.6K | $3.2M | $3.2M | 1.74% | -3,902 | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 3.9K | $2.6M | $2.9M | 1.62% | +34 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 7.4K | $2.1M | $2.6M | 1.45% | +72 | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 1.8K | $1.8M | $1.7M | 0.94% | +76 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 8.1K | $1.7M | $2.2M | 1.20% | +4 | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 4.9K | $1.6M | $1.8M | 0.98% | +356 | 2026-03-31 |
| 15 | TSLA | TESLA INC | 4.0K | $1.5M | $1.3M | 0.69% | +108 | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 5.2K | $1.5M | $1.9M | 1.02% | +176 | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 4.2K | $1.0M | $1.1M | 0.59% | -160 | 2026-03-31 |
| 18 | MDY | STATE STR SPDR S&P MIDCAP 40 | 1.5K | $941K | $1.0M | 0.57% | +97 | 2026-03-31 |
| 19 | IGIB | ISHARES TR | 16.4K | $874K | $859K | 0.47% | -- | 2026-03-31 |
| 20 | V | VISA INC | 2.7K | $817K | $990K | 0.54% | -59 | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 1.3K | $740K | $720K | 0.39% | +10 | 2026-03-31 |
| 22 | WWD | WOODWARD INC | 2.1K | $734K | $740K | 0.41% | -- | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 2.5K | $725K | $867K | 0.48% | +42 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 2.3K | $724K | $911K | 0.50% | +238 | 2026-03-31 |
| 25 | EFA | ISHARES TR | 6.9K | $669K | $727K | 0.40% | -- | 2026-03-31 |
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