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

Currently, Panoramic Capital Partners, LLC holds 63 types of securities in its portfolio with a total value $162.3M. In the most recent quarter, they have increased their positions in CGCB (+75.9K shares, valued at $2.0M), IVV (+1.6K shares, valued at $1.0M), OEF (+2.0K shares, valued at $643.5K); decreased their positions in SGOV (-3.9K shares, valued at $392.8K), MSFT (-272 shares, valued at $100.7K), JNJ (-160 shares, valued at $39.1K); initiated new positions in AMAT (+746 shares, valued at $255.0K), N/A (+2.0K shares, valued at $237.8K), SPGI (+498 shares, valued at $211.8K).

1M P&L

+6.0M+3.47%

3M P&L

+9.7M+5.74%

HY P&L

+15.8M+9.74%

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/A121.1M

77.4%

2Software - Infrastructure7.0M

4.5%

3Semiconductors5.4M

3.5%

Top Industries by Stock Count

1N/A15 stocks

26.8%

2Drug Manufacturers - General4 stocks

7.1%

3Semiconductors4 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR58.6K shares2.73%2026-03-312026-04-08

CGCB CAPITAL GRP FIXED INCM ETF T827.1K shares10.11%2026-03-312026-04-08

OEF ISHARES TR62.6K shares3.34%2026-03-312026-04-08

IJR ISHARES TR128.6K shares3.38%2026-03-312026-04-08

IJH ISHARES TR210.6K shares4.71%2026-03-312026-04-08

MSFT MICROSOFT CORP17.2K shares-1.56%2026-03-312026-04-08

AAPL APPLE INC20.8K shares-0.22%2026-03-312026-04-08

NVDA NVIDIA CORPORATION26.6K shares2.34%2026-03-312026-04-08

Sponsored

SGOV ISHARES TR31.6K shares-11.00%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T3.9K shares0.87%2026-03-312026-04-08

ALPHABET INC ALPHABET INC7.4K shares0.98%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION1.8K shares4.41%2026-03-312026-04-08

AMZN AMAZON COM INC8.1K shares0.05%2026-03-312026-04-08

VTI VANGUARD INDEX FDS4.9K shares7.87%2026-03-312026-04-08

TSLA TESLA INC4.0K shares2.74%2026-03-312026-04-08

ALPHABET INC ALPHABET INC5.2K shares3.50%2026-03-312026-04-08

Sponsored

JNJ JOHNSON & JOHNSON4.2K shares-3.70%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 401.5K shares6.79%2026-03-312026-04-08

IGIB ISHARES TR16.4K shares0.00%2026-03-312026-04-08

V VISA INC2.7K shares-2.13%2026-03-312026-04-08

META META PLATFORMS INC1.3K shares0.78%2026-03-312026-04-08

WWD WOODWARD INC2.1K shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO2.5K shares1.73%2026-03-312026-04-08

BROADCOM INC BROADCOM INC2.3K shares11.31%2026-03-312026-04-08

Sponsored

EFA ISHARES TR6.9K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC4.5K shares9.06%2026-03-312026-04-08

SYY SYSCO CORP7.9K shares0.06%2026-03-312026-04-08

WMT WALMART INC4.5K shares0.33%2026-03-312026-04-08

LLY ELI LILLY & CO545 shares-2.33%2026-03-312026-04-08

CAT CATERPILLAR INC679 shares15.48%2026-03-312026-04-08

NOC NORTHROP GRUMMAN CORP705 shares0.43%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL964 shares10.30%2026-03-312026-04-08

Sponsored

GE AEROSPACE GE AEROSPACE1.6K shares12.32%2026-03-312026-04-08

RTX RTX CORPORATION2.3K shares1.23%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.3K shares0.17%2026-03-312026-04-08

ESGV VANGUARD WORLD FD3.4K shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC1.2K shares-0.52%2026-03-312026-04-08

GEV GE VERNOVA INC435 shares31.02%2026-03-312026-04-08

IGSB ISHARES TR7.2K shares0.19%2026-03-312026-04-08

MA MASTERCARD INCORPORATED716 shares-4.79%2026-03-312026-04-08

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares0.00%2026-03-312026-04-08

KLAC KLA CORP231 shares26.23%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares2.69%2026-03-312026-04-08

FDX FEDEX CORP887 shares0.57%2026-03-312026-04-08

CPRT COPART INC9.2K shares-9.49%2026-03-312026-04-08

SHW SHERWIN WILLIAMS CO919 shares-11.55%2026-03-312026-04-08

NKE NIKE INC5.5K shares20.35%2026-03-312026-04-08

NFLX NETFLIX INC.2.9K shares12.96%2026-03-312026-04-08

Sponsored

AMAT APPLIED MATLS INC746 sharesnew addition2026-03-312026-04-08

DON WISDOMTREE TR4.8K shares0.00%2026-03-312026-04-08

MCO MOODYS CORP549 shares-0.36%2026-03-312026-04-08

WFC WELLS FARGO & CO3.0K shares-0.82%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-04-08

FAST FASTENAL CO5.1K shares0.28%2026-03-312026-04-08

SBUX STARBUCKS CORP2.6K shares1.98%2026-03-312026-04-08

AMGN AMGEN INC658 shares-1.05%2026-03-312026-04-08

Sponsored

RACE FERRARI N V680 shares0.44%2026-03-312026-04-08

BAC BANK AMERICA CORP4.7K shares1.60%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC1.1K shares-6.34%2026-03-312026-04-08

SPGI S&P GLOBAL INC498 sharesnew addition2026-03-312026-04-08

ABBV ABBVIE INC972 shares3.08%2026-03-312026-04-08

VSGX VANGUARD WORLD FD2.9K shares-5.38%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC598 shares-15.77%2026-03-312026-04-08

IVV

ISHARES TR

2.73%

Shares58.6K

Event2026-03-31

Filed2026-04-08

CGCB

CAPITAL GRP FIXED INCM ETF T

10.11%

Shares827.1K

Event2026-03-31

Filed2026-04-08

OEF

ISHARES TR

3.34%

Shares62.6K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

3.38%

Shares128.6K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

4.71%

Shares210.6K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-1.56%

Shares17.2K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-0.22%

Shares20.8K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

2.34%

Shares26.6K

Event2026-03-31

Filed2026-04-08

SGOV

ISHARES TR

-11.00%

Shares31.6K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.87%

Shares3.9K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.98%

Shares7.4K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

4.41%

Shares1.8K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.05%

Shares8.1K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

7.87%

Shares4.9K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

2.74%

Shares4.0K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

3.50%

Shares5.2K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-3.70%

Shares4.2K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

6.79%

Shares1.5K

Event2026-03-31

Filed2026-04-08

IGIB

ISHARES TR

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-08

VISA INC

-2.13%

Shares2.7K

Event2026-03-31

Filed2026-04-08