PC
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Panoramic Capital Partners, LLC13F | |
| Panoramic Capital Partners, LLC | |
| Last update 2025-07-18 | 59 Stocks (10 new) |
| Value $144.00 Mil | Turnover 21 % |
Panoramic Capital Partners, LL... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 55,151 | 34,644.2 | +17.91% | 24.030 | +3.65% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
OEF | iShares S&P 100 ETF | 62,372 | 19,201.8 | -0.04% | 13.320 | -0.01% | 0.090 | +20.93% | +8.73% | 21,280.1 | ||
CGCB | Capital Group Core Bond ETF | 586,898 | 15,365.0 | New Holding | 10.660 | +10.66% | 0.630 | +1.70% | +3.51% | 2,739.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 118,303 | 13,377.7 | +22.78% | 9.280 | +1.72% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 187,874 | 11,984.5 | +21.12% | 8.310 | +1.45% | 0.010 | +16.09% | +3.97% | 98,717.1 | ||
MSFT | Microsoft Corp | 16,864 | 8,412.3 | -1.59% | 5.830 | -0.10% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 55,080 | 5,531.1 | -44.35% | 3.840 | -4.54% | 0.010 | +1.06% | +2.39% | 51,425.9 | ||
AAPL | Apple Inc | 18,839 | 4,023.1 | +3.44% | 2.790 | +0.09% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
NVDA | NVIDIA Corp | 25,119 | 4,002.5 | +70.30% | 2.780 | +1.15% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 3,876 | 2,423.8 | +17.63% | 1.680 | +0.25% | 0.000 | +18.80% | +8.86% | 654,366.5 |
Panoramic Capital Partners, LLC's Historical Top Holdings Breakdowns
Panoramic Capital Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGCB | Capital Group Core Bond ETF | 2025-06-30 | New Buy New Buy | +10.66% | 25.77 ($26.07) 26.52 | $26.17 | 0.38% | New holding | 586,898 | 586,898 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -4.54% | 100.35 ($100.53) 100.71 | $100.63 | 0.10% | Reduce -44.35% | 55,080 | -43,892 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +3.65% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 17.91% | 55,151 | 8,376 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +1.72% | 90.56 ($103.39) 109.49 | $114.15 | 10.41% | Add 22.78% | 118,303 | 21,951 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +1.45% | 51.16 ($58.7) 62.02 | $64.40 | 9.71% | Add 21.12% | 187,874 | 32,760 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +1.15% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 70.3% | 25,119 | 10,369 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Sold Out Sold Out | -0.43% | 416.06 ($496.89) 551.64 | $563.81 | 13.47% | Sold Out | 0 | -1,009 | |
TJX | TJX Companies Inc | 2025-06-30 | Sold Out Sold Out | -0.36% | 119.13 ($126.77) 135.03 | $126.36 | -0.32% | Sold Out | 0 | -2,906 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -0.36% | 274.35 ($384.44) 599.47 | $292.51 | -23.91% | Sold Out | 0 | -632 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.25% | 496.48 ($571.44) 617.85 | $634.21 | 10.98% | Add 17.63% | 3,876 | 581 |
Panoramic Capital Partners, LLC Total Holding History ($B)
Panoramic Capital Partners, LLC's Asset Allocation
Panoramic Capital Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Panoramic Capital Partners, LLC's Hypothetical Growth since 2025-06-30
Panoramic Capital Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Panoramic Capital Partners, LLC's Holdings Heat Map
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Panoramic Capital Partners, LLC's Holdings Bubble Chart
Panoramic Capital Partners, LLC News
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