Data as of Q4 2025 (Dec 31, 2025)

Panoramic Capital Partners, LLC

โ€ขCIK: 2052992โ€ขFiling: Q4 2025

**Panoramic Capital Partners, LLC** manages $163M across a diversified portfolio of 62 positions. The fund exhibits a notable allocation to core market indices and fixed income, with top holdings including IVV at $39.1M and OEF at $20.8M. Significant exposure is also maintained in sector-specific ETFs like CGCB ($19.9M) and IJR ($15.0M). The portfolio structure balances broad market exposure with targeted technology and short-term treasury allocations.

Total AUM
$163.1M
QoQ Performance
+4.8%
Positions
53
Top 10 Concentration
81.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
OEF
CGCB
IJR
IJH
MSFT
IVV24.0%
OEF12.7%
CGCB12.2%
IJR9.2%
IJH8.1%
MSFT5.2%
AAPL3.5%
NVDA3.0%

๐Ÿ“ˆ Biggest Buys

CGCB
CAPITAL GRP FIXED INCM ETF T
+18.1%
12.2% of portfolio
TSLA
TESLA INC
+103.3%
1.1% of portfolio
PLTR
PALANTIR TECHNOLOGIES INC
NEW
0.4% of portfolio
AAPL
APPLE INC
+6.9%
3.5% of portfolio
IJH
ISHARES TR
+2.8%
8.1% of portfolio

๐Ÿ“‰ Biggest Sells

OEF
ISHARES TR
-2.2%
12.7% of portfolio
SGOV
ISHARES TR
-7.9%
2.2% of portfolio
SBUX
STARBUCKS CORP
-36.4%
0.1% of portfolio
V
VISA INC
-10.8%
0.6% of portfolio
HD
HOME DEPOT INC
-17.1%
0.2% of portfolio

Sector Breakdown

Other50.5%
ETF25.6%
Technology15.4%
Consumer4.0%
Financial1.9%
Healthcare1.2%
Industrial0.9%
Materials0.2%

๐Ÿšช Exited Positionssold since Q3 2025

โ€”
ISHARES TR
SOLD
$487.4K
4I1
PHILIP MORRIS INTL INC
SOLD
$288.6K
UNP
UNION PAC CORP
SOLD
$222.3K
ORCL
ORACLE CORP
SOLD
$211.5K
PG
PROCTER AND GAMBLE CO
SOLD
$206.7K

Changes from Q3 2025

NEW8 new positions
โ†‘30 increased
โ†“18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024