Panoramic Capital Partners, LLC

Q2 2025 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    59

  • Value ($000)

    $144,185

  • Date Filed
    07/18/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$34.64M
24 %

55,151

OEF
OEF

ISHARES TR

S&P 100 ETF
$19.20M
13 %

62,372

CGCB
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
$15.36M
11 %

586,898

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$13.38M
9 %

118,303

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$11.98M
8 %

187,874

MSFT
MSFT

MICROSOFT CORP

COM
$8.41M
6 %

16,864

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$5.53M
4 %

55,080

AAPL
AAPL

APPLE INC

COM
$4.02M
3 %

18,839

NVDA
NVDA

NVIDIA CORPORATION

COM
$4.00M
3 %

25,119

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$2.42M
2 %

3,876

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 59