Institutional Fund
Panoramic Capital Partners, LLC
Lake Oswego, ORCIK 20529925 filings on record
Portfolio Value
$162.32M
Q1 2026
Holdings
63
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-0.5%
from $163.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr23.6%
- Capital Grp Fixed Incm ETF T13.4%
- Ishares Tr12.3%
- Ishares Tr9.8%
- Ishares Tr8.8%
- Microsoft Corp3.9%
- Other28.3%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 58.6K | $38.27M | 23.6% | +1.6K | Added |
| 2 | Capital Grp Fixed Incm ETF T | 827.1K | $21.72M | 13.4% | +75.9K | Added |
| 3 | Ishares Tr | 62.6K | $19.90M | 12.3% | +2.0K | Added |
| 4 | Ishares Tr | 128.6K | $15.99M | 9.8% | +4.2K | Added |
| 5 | Ishares Tr | 210.6K | $14.22M | 8.8% | +9.5K | Added |
| 6 | Microsoft Corp | 17.2K | $6.35M | 3.9% | −272 | Reduced |
| 7 | Apple Inc | 20.8K | $5.28M | 3.3% | −46 | Reduced |
| 8 | Nvidia Corporation | 26.6K | $4.64M | 2.9% | +607 | Added |
| 9 | Ishares Tr | 31.6K | $3.18M | 2.0% | −3.9K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 3.9K | $2.56M | 1.6% | +34 | Added |
53 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio