2026 Q2 Portfolio Activity
In 2026 Q2, Panoramic Capital Partners, LLC maintained a portfolio of 80 distinct positions. The most significant new addition was CAPITAL GROUP GLOBAL EQUITY, now representing 8.37% of the total fund value. They heavily accumulated shares in KLA CORP, increasing the position by 700.4%. The fund also reduced its exposure to MICROSOFT CORP by 40.8%.
Position History
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Total Positions
80
Quarter
2026 Q2
Top Holding
IVV (22.0%)
Top 10 Concentration
82.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 80
Panoramic Capital Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 22.03% | 23.58% |
#1
Prev: #1
|
9.0 |
—
|
1,117,462 | 1907.1% |
P
S
|
1,176,056 | $46,596,996 |
$740.78
+4.9%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
OEF
ISHARES TR
|
ETF | 11.21% | 12.26% |
#2
1
Prev: #3
|
6.0 |
—
|
2,232 | 3.6% |
P
S
|
64,788 | $23,703,982 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CGCB
CAPITAL GRP FIX...
|
Bond/Debt | 10.35% | 13.38% |
#3
1
Prev: #2
|
5.5 |
—
|
8,905 | 1.1% |
P
S
|
836,040 | $21,887,538 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IJR
ISHARES TR
|
ETF | 9.41% | 9.85% |
#4
Prev: #4
|
4.8 |
—
|
5,637 | 4.4% |
P
S
|
134,244 | $19,909,791 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CGGE
CAPITAL GROUP G...
|
Unknown | 8.37% | — |
#5
Prev: #—
|
7.3 |
—
|
502,212 | — |
NEW
|
502,212 | $17,697,951 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IJH
ISHARES TR
|
ETF | 8.19% | 8.76% |
#6
1
Prev: #5
|
5.3 |
—
|
14,261 | 6.8% |
P
S
|
224,816 | $17,335,582 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 6.35% | — |
#7
Prev: #—
|
6.0 |
—
|
284,658 | — |
NEW
|
284,658 | $13,435,873 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAPL
APPLE INC
|
Technology | 2.33% | 3.25% |
#8
1
Prev: #7
|
1.4 |
—
|
-3,741 | -18.0% |
P
S
|
17,062 | $4,937,158 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.06% | 2.86% |
#9
1
Prev: #8
|
1.3 |
—
|
-4,790 | -18.0% |
P
S
|
21,799 | $4,361,763 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.79% | 3.91% |
#10
4
Prev: #6
|
0.7 |
—
|
-7,004 | -40.8% |
P
S
|
10,149 | $3,785,675 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.40% | 1.58% |
#11
1
Prev: #10
|
1.1 |
—
|
13 | 0.3% |
P
S
|
3,956 | $2,953,875 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.13% | 1.31% |
#12
1
Prev: #11
|
1.0 |
—
|
-700 | -9.4% |
P
S
|
6,709 | $2,397,595 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SGOV
ISHARES TR
|
ETF | 1.05% | 1.96% |
#13
4
Prev: #9
|
0.4 |
—
|
-9,587 | -30.4% |
P
S
|
21,993 | $2,214,009 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.99% | 0.96% |
#14
Prev: #14
|
2.4 |
—
|
762 | 15.6% |
P
S
|
5,640 | $2,087,026 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NWN
NORTHWEST NAT H...
|
Utilities | 0.80% | — |
#15
Prev: #—
|
3.8 |
—
|
34,698 | — |
NEW
|
34,698 | $1,702,284 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.77% | 1.04% |
#16
3
Prev: #13
|
0.8 |
—
|
-1,261 | -15.6% |
P
S
|
6,821 | $1,625,717 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.74% | 0.93% |
#17
2
Prev: #15
|
0.8 |
—
|
-341 | -8.4% |
P
S
|
3,709 | $1,560,005 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.71% | 0.92% |
#18
2
Prev: #16
|
0.8 |
—
|
-966 | -18.6% |
P
S
|
4,235 | $1,496,353 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.51% | 0.58% |
#19
1
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
1,526 | $1,073,380 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.49% | 0.63% |
#20
3
Prev: #17
|
0.7 |
—
|
-59 | -1.4% |
P
S
|
4,109 | $1,043,563 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IGIB
ISHARES TR
|
ETF | 0.41% | 0.54% |
#21
2
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
16,435 | $873,849 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.37% | 0.45% |
#22
2
Prev: #24
|
0.6 |
—
|
-247 | -10.5% |
P
S
|
2,095 | $791,386 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.35% | 1.10% |
#23
11
Prev: #12
|
0.1 |
—
|
-1,003 | -55.8% |
P
S
|
795 | $743,699 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
EFA
ISHARES TR
|
ETF | 0.34% | 0.41% |
#24
1
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
6,892 | $715,941 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.31% | 0.31% |
#25
4
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
545 | $653,693 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.29% | 0.45% |
#26
3
Prev: #23
|
0.1 |
—
|
-562 | -22.8% |
P
S
|
1,904 | $623,238 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KLAC
KLA CORP
|
Technology | 0.26% | 0.21% |
#27
15
Prev: #42
|
3.1 |
—
|
1,618 | 700.4% |
P
S
|
1,849 | $557,862 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.25% | 0.28% |
#28
5
Prev: #33
|
0.6 |
—
|
-166 | -10.5% |
P
S
|
1,420 | $530,877 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.25% | 0.12% |
#29
34
Prev: #63
|
0.1 |
—
|
-141 | -23.6% |
P
S
|
457 | $527,511 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.25% | 0.16% |
#30
19
Prev: #49
|
0.6 |
—
|
-26 | -3.5% |
P
S
|
720 | $520,560 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.24% | 0.46% |
#31
10
Prev: #21
|
0.1 |
—
|
-396 | -30.6% |
P
S
|
898 | $505,834 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.24% | 0.22% |
#32
9
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
1,050 | $501,448 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.22% | 0.41% |
#33
7
Prev: #26
|
0.6 |
—
|
-426 | -9.5% |
P
S
|
4,074 | $475,314 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
V
VISA INC
|
Financial Services | 0.21% | 0.50% |
#34
14
Prev: #20
|
0.1 |
—
|
-1,390 | -51.4% |
P
S
|
1,316 | $451,506 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.21% | 0.23% |
#35
1
Prev: #36
|
0.6 |
—
|
1 | 0.0% |
P
S
|
3,398 | $449,295 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.21% | 0.20% |
#36
7
Prev: #43
|
0.1 |
—
|
-460 | -30.9% |
P
S
|
1,029 | $445,897 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.21% | 0.30% |
#37
7
Prev: #30
|
0.1 |
—
|
-262 | -38.6% |
P
S
|
417 | $444,063 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.21% | 0.27% |
#38
4
Prev: #34
|
0.6 |
—
|
26 | 1.1% |
P
S
|
2,330 | $442,071 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.21% | — |
#39
Prev: #—
|
3.6 |
—
|
3,648 | — |
NEW
|
3,648 | $436,009 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.19% | 0.34% |
#40
12
Prev: #28
|
0.1 |
—
|
-1,035 | -23.0% |
P
S
|
3,465 | $392,446 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.18% | 0.23% |
#41
3
Prev: #38
|
0.1 |
—
|
-111 | -25.5% |
P
S
|
324 | $380,655 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IGSB
ISHARES TR
|
ETF | 0.18% | 0.23% |
#42
3
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
7,195 | $377,090 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
INTC
INTEL CORP
|
Technology | 0.18% | — |
#43
Prev: #—
|
3.6 |
—
|
2,655 | — |
NEW
|
2,655 | $370,718 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.17% | 0.28% |
#44
12
Prev: #32
|
0.1 |
—
|
-248 | -25.7% |
P
S
|
716 | $358,279 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.17% | 0.30% |
#45
14
Prev: #31
|
0.6 |
—
|
-9 | -1.3% |
P
S
|
696 | $354,480 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 0.16% | — |
#46
Prev: #—
|
3.6 |
—
|
1,149 | — |
NEW
|
1,149 | $328,131 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.15% | 0.13% |
#47
12
Prev: #59
|
0.1 |
—
|
-511 | -48.0% |
P
S
|
553 | $321,243 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.15% | 0.24% |
#48
13
Prev: #35
|
0.6 |
—
|
13 | 0.6% |
P
S
|
2,328 | $318,284 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.15% | 0.23% |
#49
12
Prev: #37
|
0.1 |
—
|
-265 | -22.9% |
P
S
|
893 | $314,943 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.15% | 0.15% |
#50
3
Prev: #53
|
2.6 |
—
|
459 | 23.2% |
P
S
|
2,436 | $313,026 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 80 holdings