Panoramic Capital Partners, LLC
73 holdingsFiling period: 2026-06-30Current AUM: $210.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.18M | $46.6M | $47.2M | 22.39% | +1.12M | 2026-06-30 |
| 2 | OEF | ISHARES TR | 64.8K | $23.7M | $24.4M | 11.56% | +2.2K | 2026-06-30 |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | 836.0K | $21.9M | $21.3M | 10.09% | +8.9K | 2026-06-30 |
| 4 | IJR | ISHARES TR | 134.2K | $19.9M | $18.8M | 8.92% | +5.6K | 2026-06-30 |
| 5 | CGGE | CAPITAL GROUP GLOBAL EQUITY | 502.2K | $17.7M | $17.3M | 8.18% | -- | 2026-06-30 |
| 6 | IJH | ISHARES TR | 224.8K | $17.3M | $16.5M | 7.81% | +14.3K | 2026-06-30 |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | 284.7K | $13.4M | $13.1M | 6.23% | -- | 2026-06-30 |
| 8 | AAPL | APPLE INC | 17.1K | $4.9M | $5.7M | 2.68% | -3,741 | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 21.8K | $4.4M | $4.6M | 2.19% | -4,790 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 10.1K | $3.8M | $5.0M | 2.39% | -7,004 | 2026-06-30 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 4.0K | $3.0M | $3.0M | 1.42% | +13 | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 6.7K | $2.4M | $2.3M | 1.10% | -700 | 2026-06-30 |
| 13 | SGOV | ISHARES TR | 22.0K | $2.2M | $2.2M | 1.05% | -9,587 | 2026-06-30 |
| 14 | VTI | VANGUARD INDEX FDS | 5.6K | $2.1M | $2.1M | 1.00% | +762 | 2026-06-30 |
| 15 | NWN | NORTHWEST NAT HLDG CO | 34.7K | $1.7M | $1.7M | 0.79% | -- | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 6.8K | $1.6M | $1.7M | 0.80% | -1,261 | 2026-06-30 |
| 17 | TSLA | TESLA INC | 3.7K | $1.6M | $1.3M | 0.63% | -341 | 2026-06-30 |
| 18 | GOOG | ALPHABET INC | 4.2K | $1.5M | $1.4M | 0.69% | -966 | 2026-06-30 |
| 19 | MDY | STATE STR SPDR S&P MIDCAP 40 | 1.5K | $1.1M | $1.0M | 0.48% | -- | 2026-06-30 |
| 20 | JNJ | JOHNSON & JOHNSON | 4.1K | $1.0M | $1.1M | 0.52% | -59 | 2026-06-30 |
| 21 | IGIB | ISHARES TR | 16.4K | $873K | $840K | 0.40% | -- | 2026-06-30 |
| 22 | AVGO | BROADCOM INC | 2.1K | $791K | $710K | 0.34% | -247 | 2026-06-30 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | 795 | $743K | $716K | 0.34% | -1,003 | 2026-06-30 |
| 24 | EFA | ISHARES TR | 6.9K | $715K | $725K | 0.34% | -- | 2026-06-30 |
| 25 | LLY | ELI LILLY & CO | 545 | $653K | $619K | 0.29% | -- | 2026-06-30 |
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