Panoramic Capital Partners, LLC

Q4 2025 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    62

  • Value ($000)

    $163,053

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0002052992
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$39.07 M
24 %

57,039

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$20.76 M
13 %

60,533

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$19.92 M
12 %

751,213

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$14.95 M
9 %

124,407

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$13.27 M
8 %

201,082

M
MSFT

MICROSOFT CORP

COM
594918104
$8.43 M
5 %

17,425

A
AAPL

APPLE INC

COM
037833100
$5.67 M
4 %

20,849

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.85 M
3 %

25,982

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$3.56 M
2 %

35,482

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.67 M
2 %

3,909

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