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☆Panoramic Capital Partners, LLC

CIK 0002052992 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.512
AUM ($M)
212
Positions
72
Turnover
0.18
Top-10 wt
82%
Herfindahl
0.101
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 80 positions · portfolio value $212M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 22.0% -1.6% 46.6 1,176,056 +1,117,462 5 —
☆OEF funds › ISHARES TR ADD — 11.2% -1.1% 23.7 64,788 +2,232 5 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T ADD — 10.3% -3.0% 21.9 836,040 +8,905 5 —
☆IJR funds › ISHARES TR ADD — 9.4% -0.4% 19.9 134,244 +5,637 5 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY NEW — 8.4% +8.4% 17.7 502,212 +502,212 1 —
☆IJH funds › ISHARES TR ADD — 8.2% -0.6% 17.3 224,816 +14,261 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF NEW — 6.4% +6.4% 13.4 284,658 +284,658 1 —
☆AAPL funds › APPLE INC TRIM — 2.3% -0.9% 4.9 17,062 -3,741 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 2.1% -0.8% 4.4 21,799 -4,790 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.8% -2.1% 3.8 10,149 -7,004 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 1.4% -0.2% 3.0 3,956 +13 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.1% -0.2% 2.4 6,709 -700 5 —
☆SGOV funds › ISHARES TR TRIM — 1.0% -0.9% 2.2 21,993 -9,587 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.0% +0.0% 2.1 5,640 +762 5 —
☆NWN funds › NORTHWEST NAT HLDG CO NEW — 0.8% +0.8% 1.7 34,698 +34,698 1 —
☆AMZN funds › AMAZON COM INC TRIM — 0.8% -0.3% 1.6 6,821 -1,261 5 —
☆TSLA funds › TESLA INC TRIM — 0.7% -0.2% 1.6 3,709 -341 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.7% -0.2% 1.5 4,235 -966 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.5% -0.1% 1.1 1,526 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.5% -0.1% 1.0 4,109 -59 5 —
☆IGIB funds › ISHARES TR HOLD — 0.4% -0.1% 0.9 16,435 +0 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.4% -0.1% 0.8 2,095 -247 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.4% -0.8% 0.7 795 -1,003 5 —
☆EFA funds › ISHARES TR HOLD — 0.3% -0.1% 0.7 6,892 +0 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.3% +0.0% 0.7 545 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.3% -0.2% 0.6 1,904 -562 5 —
☆KLAC funds › KLA CORP ADD — 0.3% +0.1% 0.6 1,849 +1,618 3 —
☆GE funds › GE AEROSPACE TRIM — 0.3% -0.0% 0.5 1,420 -166 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.1% 0.5 457 -141 3 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.2% +0.1% 0.5 720 -26 2 —
☆META funds › META PLATFORMS INC TRIM — 0.2% -0.2% 0.5 898 -396 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.2% +0.0% 0.5 1,050 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.2% -0.2% 0.5 4,074 -426 3 —
☆V funds › VISA INC TRIM — 0.2% -0.3% 0.5 1,316 -1,390 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 0.2% -0.0% 0.4 3,398 +1 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.2% +0.0% 0.4 1,029 -460 3 —
☆CAT funds › CATERPILLAR INC TRIM — 0.2% -0.1% 0.4 417 -262 5 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.1% 0.4 2,330 +26 5 —
☆VGT funds › VANGUARD WORLD FD NEW — 0.2% +0.2% 0.4 3,648 +3,648 1 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.2% 0.4 3,465 -1,035 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.2% -0.1% 0.4 324 -111 4 —
☆IGSB funds › ISHARES TR HOLD — 0.2% -0.1% 0.4 7,195 +0 5 —
☆INTC funds › INTEL CORP NEW — 0.2% +0.2% 0.4 2,655 +2,655 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.1% 0.4 716 -248 5 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.2% -0.1% 0.4 696 -9 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST NEW — 0.2% +0.2% 0.3 1,149 +1,149 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.0% 0.3 553 -511 3 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% -0.1% 0.3 2,328 +13 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.1% 0.3 893 -265 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 0.3 2,436 +459 2 —
☆DON funds › WISDOMTREE TR HOLD — 0.1% -0.0% 0.3 4,800 +0 4 —
☆AMGN funds › AMGEN INC ADD — 0.1% -0.0% 0.3 741 +83 3 —
☆HECA funds › ETF OPPORTUNITIES TRUST NEW — 0.1% +0.1% 0.3 9,661 +9,661 1 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% -0.0% 0.3 4,574 -118 5 —
☆GLD funds › SPDR GOLD TR NEW — 0.1% +0.1% 0.3 686 +686 1 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.1% +0.1% 0.3 604 +604 1 —
☆RACE funds › FERRARI N V TRIM — 0.1% -0.0% 0.2 670 -10 5 —
☆MCO funds › MOODYS CORP TRIM — 0.1% -0.0% 0.2 547 -2 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.1% 0.2 481 -235 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 0.2 2,905 -101 5 —
☆VSGX funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 0.2 2,889 +3 3 —
☆BLBD funds › BLUE BIRD CORP NEW — 0.1% +0.1% 0.2 3,000 +3,000 1 —
☆FDX funds › FEDEX CORP TRIM — 0.1% -0.1% 0.2 752 -135 5 —
☆FAST funds › FASTENAL CO TRIM — 0.1% -0.0% 0.2 4,875 -223 5 —
☆BOXX funds › EA SERIES TRUST NEW — 0.1% +0.1% 0.2 1,973 +1,973 1 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.2 667 +667 1 —
☆ABCB funds › AMERIS BANCORP NEW — 0.1% +0.1% 0.2 2,423 +2,423 1 —
☆DES funds › WISDOMTREE TR NEW — 0.1% +0.1% 0.2 5,346 +5,346 1 —
☆PDP funds › INVESCO EXCHANGE TRADED FD T NEW — 0.1% +0.1% 0.2 1,400 +1,400 1 —
☆QQQ funds › INVESCO QQQ TR NEW — 0.1% +0.1% 0.2 285 +285 1 —
☆SYY funds › SYSCO CORP TRIM — 0.1% -0.2% 0.2 2,422 -5,439 5 —
☆PM funds › PHILIP MORRIS INTL INC NEW — 0.1% +0.1% 0.2 1,111 +1,111 1 —
☆CPRT funds › COPART INC EXIT — 0.0% -0.2% 0.0 0 -9,208 0 —
☆NKE funds › NIKE INC EXIT — 0.0% -0.2% 0.0 0 -5,488 0 —
☆SBUX funds › STARBUCKS CORP EXIT — 0.0% -0.1% 0.0 0 -2,623 0 —
☆WWD funds › WOODWARD INC EXIT — 0.0% -0.5% 0.0 0 -2,052 0 —
☆SHW funds › SHERWIN WILLIAMS CO EXIT — 0.0% -0.2% 0.0 0 -919 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -0.1% 0.0 0 -972 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -0.1% 0.0 0 -498 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.2% 0.0 0 -2,859 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 212 72 0.18 82% 0.101 0.513 — in
2026Q1 162 63 0.04 81% 0.111 0.736 — in
2025Q4 163 62 0.04 82% 0.110 0.696 — in
2025Q3 156 59 0.03 82% 0.112 0.719 — in
2025Q2 144 59 0.14 83% 0.110 0.534 — entered
2025Q1 97 52 0.00 81% 0.114 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status