2026 Q1 Portfolio Activity
In 2026 Q1, Panoramic Capital Partners, LLC maintained a portfolio of 65 distinct positions. The most significant new addition was APPLIED MATLS INC, now representing 0.16% of the total fund value. They heavily accumulated shares in CAPITAL GRP FIXED INCM ETF T, increasing the position by 10.1%.
Position History
hover any row below to update
Loading…
Total Positions
65
Quarter
2026 Q1
Top Holding
IVV (23.6%)
Top 10 Concentration
81.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 65
Panoramic Capital Partners, LLC Full Holdings List — 2026 Q1
| 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 | 23.58% | 23.96% |
#1
Prev: #1
|
6.5 |
—
|
1,555 | 2.7% |
P
S
|
58,594 | $38,274,426 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CGCB
CAPITAL GRP FIX...
|
Bond/Debt | 13.38% | 12.22% |
#2
1
Prev: #3
|
7.5 |
—
|
75,922 | 10.1% |
P
S
|
827,135 | $21,720,571 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
OEF
ISHARES TR
|
ETF | 12.26% | 12.73% |
#3
1
Prev: #2
|
5.5 |
—
|
2,023 | 3.3% |
P
S
|
62,556 | $19,897,171 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IJR
ISHARES TR
|
ETF | 9.85% | 9.17% |
#4
Prev: #4
|
4.9 |
—
|
4,200 | 3.4% |
P
S
|
128,607 | $15,987,163 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IJH
ISHARES TR
|
ETF | 8.76% | 8.14% |
#5
Prev: #5
|
4.5 |
—
|
9,473 | 4.7% |
P
S
|
210,555 | $14,218,784 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.91% | 5.17% |
#6
Prev: #6
|
2.1 |
—
|
-272 | -1.6% |
P
S
|
17,153 | $6,349,420 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 3.25% | 3.48% |
#7
Prev: #7
|
1.8 |
—
|
-46 | -0.2% |
P
S
|
20,803 | $5,279,560 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.86% | 2.97% |
#8
Prev: #8
|
1.6 |
—
|
607 | 2.3% |
P
S
|
26,589 | $4,637,198 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.96% | 2.18% |
#9
Prev: #9
|
1.3 |
—
|
-3,902 | -11.0% |
P
S
|
31,580 | $3,178,837 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.58% | 1.63% |
#10
Prev: #10
|
1.1 |
—
|
34 | 0.9% |
P
S
|
3,943 | $2,564,604 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.31% | 1.41% |
#11
Prev: #11
|
1.0 |
—
|
72 | 1.0% |
P
S
|
7,409 | $2,130,532 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.10% | 0.91% |
#12
4
Prev: #16
|
0.9 |
—
|
76 | 4.4% |
P
S
|
1,798 | $1,791,581 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.04% | 1.14% |
#13
1
Prev: #12
|
0.9 |
—
|
4 | 0.0% |
P
S
|
8,082 | $1,683,238 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.96% | 0.93% |
#14
1
Prev: #15
|
2.4 |
—
|
356 | 7.9% |
P
S
|
4,878 | $1,564,911 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.93% | 1.09% |
#15
2
Prev: #13
|
0.9 |
—
|
108 | 2.7% |
P
S
|
4,050 | $1,505,588 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.92% | 0.97% |
#16
2
Prev: #14
|
0.9 |
—
|
176 | 3.5% |
P
S
|
5,201 | $1,492,023 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.63% | 0.55% |
#17
1
Prev: #18
|
0.8 |
—
|
-160 | -3.7% |
P
S
|
4,168 | $1,018,826 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.58% | 0.53% |
#18
2
Prev: #20
|
2.2 |
—
|
97 | 6.8% |
P
S
|
1,526 | $941,039 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IGIB
ISHARES TR
|
ETF | 0.54% | 0.54% |
#19
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
16,435 | $874,671 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
V
VISA INC
|
Financial Services | 0.50% | 0.59% |
#20
3
Prev: #17
|
0.7 |
—
|
-59 | -2.1% |
P
S
|
2,706 | $817,861 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.46% | 0.52% |
#21
Prev: #21
|
0.7 |
—
|
10 | 0.8% |
P
S
|
1,294 | $740,165 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WWD
WOODWARD INC
|
Industrials | 0.45% | 0.38% |
#22
4
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
2,052 | $734,452 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.45% | 0.48% |
#23
1
Prev: #22
|
0.7 |
—
|
42 | 1.7% |
P
S
|
2,466 | $725,399 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.45% | 0.45% |
#24
Prev: #24
|
2.2 |
—
|
238 | 11.3% |
P
S
|
2,342 | $724,872 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
EFA
ISHARES TR
|
ETF | 0.41% | 0.41% |
#25
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
6,892 | $669,420 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.41% | 0.45% |
#26
3
Prev: #23
|
2.2 |
—
|
374 | 9.1% |
P
S
|
4,500 | $658,260 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SYY
SYSCO CORP
|
Consumer Defensive | 0.35% | 0.36% |
#27
1
Prev: #28
|
0.6 |
—
|
5 | 0.1% |
P
S
|
7,861 | $560,754 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.34% | 0.31% |
#28
1
Prev: #29
|
0.6 |
—
|
15 | 0.3% |
P
S
|
4,500 | $559,260 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.31% | 0.37% |
#29
2
Prev: #27
|
0.6 |
—
|
-13 | -2.3% |
P
S
|
545 | $501,275 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.30% | 0.21% |
#30
9
Prev: #39
|
2.1 |
—
|
91 | 15.5% |
P
S
|
679 | $481,044 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.30% | 0.25% |
#31
5
Prev: #36
|
0.6 |
—
|
3 | 0.4% |
P
S
|
705 | $480,979 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.28% | 0.27% |
#32
2
Prev: #30
|
2.1 |
—
|
90 | 10.3% |
P
S
|
964 | $461,949 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.28% | 0.27% |
#33
2
Prev: #31
|
2.1 |
—
|
174 | 12.3% |
P
S
|
1,586 | $450,197 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.27% | 0.26% |
#34
1
Prev: #33
|
0.6 |
—
|
28 | 1.2% |
P
S
|
2,304 | $444,442 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.24% | 0.17% |
#35
10
Prev: #45
|
0.6 |
—
|
4 | 0.2% |
P
S
|
2,315 | $392,763 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.23% | 0.25% |
#36
2
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
3,397 | $381,413 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.23% | 0.25% |
#37
2
Prev: #35
|
0.6 |
—
|
-6 | -0.5% |
P
S
|
1,158 | $380,855 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.23% | 0.13% |
#38
19
Prev: #57
|
2.6 |
—
|
103 | 31.0% |
P
S
|
435 | $379,712 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IGSB
ISHARES TR
|
ETF | 0.23% | 0.23% |
#39
1
Prev: #38
|
0.6 |
—
|
14 | 0.2% |
P
S
|
7,195 | $378,169 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.22% | 0.26% |
#40
8
Prev: #32
|
0.6 |
—
|
-36 | -4.8% |
P
S
|
716 | $357,757 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.22% | 0.20% |
#41
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
1,050 | $354,848 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
KLAC
KLA CORP
|
Technology | 0.21% | 0.14% |
#42
12
Prev: #54
|
2.6 |
—
|
48 | 26.2% |
P
S
|
231 | $340,127 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.20% | 0.15% |
#43
6
Prev: #49
|
0.6 |
—
|
39 | 2.7% |
P
S
|
1,489 | $318,140 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.19% | 0.16% |
#44
2
Prev: #46
|
0.6 |
—
|
5 | 0.6% |
P
S
|
887 | $315,758 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CPRT
COPART INC
|
Industrials | 0.19% | 0.24% |
#45
8
Prev: #37
|
0.6 |
—
|
-965 | -9.5% |
P
S
|
9,208 | $305,706 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.18% | 0.21% |
#46
6
Prev: #40
|
0.6 |
—
|
-120 | -11.5% |
P
S
|
919 | $294,585 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.18% | 0.18% |
#47
5
Prev: #42
|
2.6 |
—
|
928 | 20.4% |
P
S
|
5,488 | $289,876 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.17% | 0.15% |
#48
5
Prev: #53
|
2.1 |
—
|
328 | 13.0% |
P
S
|
2,859 | $274,893 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.16% | — |
#49
Prev: #—
|
3.6 |
—
|
746 | — |
NEW
|
746 | $254,975 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.16% | 0.15% |
#50
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
4,800 | $252,192 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-50 of 65 holdings