Panoramic Capital Partners, LLC

Q4 2024 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    59

  • Value ($000)

    $113,799

  • Date Filed
    01/29/2025
  • 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 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$24.92M
22 %

42,338

OEF
OEF

ISHARES TR

S&P 100 ETF
464287101
$17.76M
16 %

61,489

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$13.22M
12 %

131,803

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$9.66M
9 %

83,850

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$8.01M
7 %

128,617

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.70M
6 %

15,900

AAPL
AAPL

APPLE INC

COM
037833100
$4.67M
4 %

18,631

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.22M
2 %

3,786

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$2.10M
2 %

15,604

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$1.78M
2 %

1,946

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