Sponsored

The Analysis of Panoramic Capital Partners, LLC's Holdings & P&L

Currently, Panoramic Capital Partners, LLC holds 72 types of securities in its portfolio with a total value $211.5M. In the most recent quarter, they have increased their positions in N/A (+1.1M shares, valued at $44.3M), CGGE (+502.2K shares, valued at $17.7M), CGGR (+284.7K shares, valued at $13.4M); decreased their positions in MSFT (-7.0K shares, valued at $2.6M), AAPL (-3.7K shares, valued at $1.1M), SGOV (-9.6K shares, valued at $965.1K); initiated new positions in CGGE (+502.2K shares, valued at $17.7M), CGGR (+284.7K shares, valued at $13.4M), NWN (+34.7K shares, valued at $1.7M).

1M P&L

-966.2K-0.64%

3M P&L

-507.4K-0.34%

HY P&L

+2.9M+1.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A122.3M

79.2%

2Semiconductors6.1M

3.9%

3Consumer Electronics4.9M

3.2%

Top Industries by Stock Count

1N/A22 stocks

37.9%

2Semiconductors5 stocks

8.6%

3Drug Manufacturers - General4 stocks

6.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR1.2M shares1907.13%2026-06-302026-08-07

OEF ISHARES TR64.8K shares3.57%2026-06-302026-08-07

CGCB CAPITAL GRP FIXED INCM ETF T836.0K shares1.08%2026-06-302026-08-07

IJR ISHARES TR134.2K shares4.38%2026-06-302026-08-07

CGGE CAPITAL GROUP GLOBAL EQUITY502.2K sharesnew addition2026-06-302026-08-07

IJH ISHARES TR224.8K shares6.77%2026-06-302026-08-07

CGGR CAPITAL GROUP GROWTH ETF284.7K sharesnew addition2026-06-302026-08-07

AAPL APPLE INC17.1K shares-17.98%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION21.8K shares-18.01%2026-06-302026-08-07

MSFT MICROSOFT CORP10.1K shares-40.83%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.0K shares0.33%2026-06-302026-08-07

GOOGL ALPHABET INC6.7K shares-9.45%2026-06-302026-08-07

SGOV ISHARES TR22.0K shares-30.36%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares15.62%2026-06-302026-08-07

NWN NORTHWEST NAT HLDG CO34.7K sharesnew addition2026-06-302026-08-07

AMZN AMAZON COM INC6.8K shares-15.60%2026-06-302026-08-07

Sponsored

TSLA TESLA INC3.7K shares-8.42%2026-06-302026-08-07

GOOG ALPHABET INC4.2K shares-18.57%2026-06-302026-08-07

MDY STATE STR SPDR S&P MIDCAP 401.5K shares0.00%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON4.1K shares-1.42%2026-06-302026-08-07

IGIB ISHARES TR16.4K shares0.00%2026-06-302026-08-07

BROADCOM INC BROADCOM INC2.1K shares-10.55%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION795 shares-55.78%2026-06-302026-08-07

EFA ISHARES TR6.9K shares0.00%2026-06-302026-08-07

Sponsored

LLY ELI LILLY & CO545 shares0.00%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares-22.79%2026-06-302026-08-07

KLAC KLA CORP1.8K shares700.43%2026-06-302026-08-07

GE GE AEROSPACE1.4K shares-10.47%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC457 shares-23.58%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC720 shares-3.49%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC898 shares-30.60%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares0.00%2026-06-302026-08-07

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.1K shares-9.47%2026-06-302026-08-07

VISA INC VISA INC1.3K shares-51.37%2026-06-302026-08-07

ESGV VANGUARD WORLD FD3.4K shares0.03%2026-06-302026-08-07

LRCX LAM RESEARCH CORP1.0K shares-30.89%2026-06-302026-08-07

CAT CATERPILLAR INC417 shares-38.59%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION2.3K shares1.13%2026-06-302026-08-07

VGT VANGUARD WORLD FD3.6K sharesnew addition2026-06-302026-08-07

WMT WALMART INC3.5K shares-23.00%2026-06-302026-08-07

Sponsored

GEV GE VERNOVA INC324 shares-25.52%2026-06-302026-08-07

IGSB ISHARES TR7.2K shares0.00%2026-06-302026-08-07

INTC INTEL CORP2.7K sharesnew addition2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL716 shares-25.73%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP696 shares-1.28%2026-06-302026-08-07

FTEC FIDELITY COVINGTON TRUST1.1K sharesnew addition2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC553 shares-48.03%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP2.3K shares0.56%2026-06-302026-08-07

Sponsored

HD HOME DEPOT INC893 shares-22.88%2026-06-302026-08-07

MRK MERCK & CO INC2.4K shares23.22%2026-06-302026-08-07

DON WISDOMTREE TR4.8K shares0.00%2026-06-302026-08-07

AMGN AMGEN INC741 shares12.61%2026-06-302026-08-07

HECA ETF OPPORTUNITIES TRUST9.7K sharesnew addition2026-06-302026-08-07

BAC BANK OF AMER CORP4.6K shares-2.51%2026-06-302026-08-07

GLD SPDR GOLD TR686 sharesnew addition2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC604 sharesnew addition2026-06-302026-08-07

Sponsored

RACE FERRARI N V670 shares-1.47%2026-06-302026-08-07

MCO MOODYS CORP547 shares-0.36%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED481 shares-32.82%2026-06-302026-08-07

WFC WELLS FARGO & CO2.9K shares-3.36%2026-06-302026-08-07

VSGX VANGUARD WORLD FD2.9K shares0.10%2026-06-302026-08-07

BLBD BLUE BIRD CORP3.0K sharesnew addition2026-06-302026-08-07

FDX FEDEX CORP752 shares-15.22%2026-06-302026-08-07

FAST FASTENAL CO4.9K shares-4.37%2026-06-302026-08-07

Sponsored

BOXX EA SERIES TRUST2.0K sharesnew addition2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC667 sharesnew addition2026-06-302026-08-07

ABCB AMERIS BANCORP2.4K sharesnew addition2026-06-302026-08-07

DES WISDOMTREE TR5.3K sharesnew addition2026-06-302026-08-07

PDP INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-06-302026-08-07

QQQ INVESCO QQQ TR285 sharesnew addition2026-06-302026-08-07

SYY SYSCO CORP2.4K shares-69.19%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC1.1K sharesnew addition2026-06-302026-08-07

Sponsored

ISHARES TR

1907.13%

Shares1.2M

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

3.57%

Shares64.8K

Event2026-06-30

Filed2026-08-07

CGCB

CAPITAL GRP FIXED INCM ETF T

1.08%

Shares836.0K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

4.38%

Shares134.2K

Event2026-06-30

Filed2026-08-07

CGGE

CAPITAL GROUP GLOBAL EQUITY

New

Shares502.2K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

6.77%

Shares224.8K

Event2026-06-30

Filed2026-08-07

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares284.7K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-17.98%

Shares17.1K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-18.01%

Shares21.8K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-40.83%

Shares10.1K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.33%

Shares4.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-9.45%

Shares6.7K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

-30.36%

Shares22.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

15.62%

Shares5.6K

Event2026-06-30

Filed2026-08-07

NWN

NORTHWEST NAT HLDG CO

New

Shares34.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-15.60%

Shares6.8K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-8.42%

Shares3.7K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-18.57%

Shares4.2K

Event2026-06-30

Filed2026-08-07

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-1.42%

Shares4.1K

Event2026-06-30

Filed2026-08-07

IGIB

ISHARES TR

0.00%

Shares16.4K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-10.55%

Shares2.1K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-55.78%

Shares795

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

0.00%

Shares545

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-22.79%

Shares1.9K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

700.43%

Shares1.8K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-10.47%

Shares1.4K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-23.58%

Shares457

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-3.49%

Shares720

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-30.60%

Shares898

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-9.47%

Shares4.1K

Event2026-06-30

Filed2026-08-07

VISA INC

-51.37%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ESGV

VANGUARD WORLD FD

0.03%

Shares3.4K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-30.89%

Shares1.0K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-38.59%

Shares417

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

1.13%

Shares2.3K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

New

Shares3.6K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-23.00%

Shares3.5K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-25.52%

Shares324

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-25.73%

Shares716

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

-1.28%

Shares696

Event2026-06-30

Filed2026-08-07

FTEC

FIDELITY COVINGTON TRUST

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-48.03%

Shares553

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.56%

Shares2.3K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-22.88%

Shares893

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

23.22%

Shares2.4K

Event2026-06-30

Filed2026-08-07

DON

WISDOMTREE TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

12.61%

Shares741

Event2026-06-30

Filed2026-08-07

HECA

ETF OPPORTUNITIES TRUST

New

Shares9.7K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-2.51%

Shares4.6K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

New

Shares686

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

New

Shares604

Event2026-06-30

Filed2026-08-07

RACE

FERRARI N V

-1.47%

Shares670

Event2026-06-30

Filed2026-08-07

MCO

MOODYS CORP

-0.36%

Shares547

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-32.82%

Shares481

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-3.36%

Shares2.9K

Event2026-06-30

Filed2026-08-07

VSGX

VANGUARD WORLD FD

0.10%

Shares2.9K

Event2026-06-30

Filed2026-08-07

BLBD

BLUE BIRD CORP

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

-15.22%

Shares752

Event2026-06-30

Filed2026-08-07

FAST

FASTENAL CO

-4.37%

Shares4.9K

Event2026-06-30

Filed2026-08-07

BOXX

EA SERIES TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

New

Shares667

Event2026-06-30

Filed2026-08-07

ABCB

AMERIS BANCORP

New

Shares2.4K

Event2026-06-30

Filed2026-08-07

DES

WISDOMTREE TR

New

Shares5.3K

Event2026-06-30

Filed2026-08-07

PDP

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

New

Shares285

Event2026-06-30

Filed2026-08-07

SYY

SYSCO CORP

-69.19%

Shares2.4K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available