Panoramic Capital Partners

LAKE OSWEGO, ORfiles as Panoramic Capital Partners, LLC

$212m in 72 US stocks at the end of 30 June 2026. The top 10 are 82.1% of the money. It changed about 17.6% of the portfolio this quarter.

Value

$212m

Stocks

Top 10 share

82.1%

Turnover

17.6%

What changed this quarter

New

Bought for the first time this quarter.

Capital Group Global EquityCGGE
8.4% of the fund
Capital Group Growth ETFCGGR
6.4% of the fund
Northwest Natural HoldingNWN
0.8% of the fund
Vanguard World FDVGT
0.2% of the fund
IntelINTC
0.2% of the fund
Fidelity Covington TrustFTEC
0.2% of the fund
ETF Opportunities TrustHECA
0.1% of the fund
Spdr Gold TRGLD
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
Blue BirdBLBD
0.1% of the fund
EA Series TrustBOXX
0.1% of the fund
Palo Alto NetworksPANW
0.1% of the fund
Ameris BancorpABCB
0.1% of the fund
Wisdomtree TRDES
0.1% of the fund
Invesco Exchange Traded FD TPDP
0.1% of the fund
Invesco QQQ TRQQQ
<0.1% of the fund
Philip Morris InternationalPM
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
22.0% of the fund
+1907%
Ishares TROEF
11.2% of the fund
+4%
Ishares TRIJR
9.4% of the fund
+4%
Ishares TRIJH
8.2% of the fund
+7%
Vanguard Index FDSVTI
1.0% of the fund
+16%
MerckMRK
0.1% of the fund
+23%
AmgenAMGN
0.1% of the fund
+13%

Cut

Sold some of their stake.

AppleAAPL
2.3% of the fund
-18%
NvidiaNVDA
2.1% of the fund
-18%
MicrosoftMSFT
1.8% of the fund
-41%
AlphabetGOOGL
1.1% of the fund
-9%
Ishares TRSGOV
1.0% of the fund
-30%
Amazon.comAMZN
0.8% of the fund
-16%
TeslaTSLA
0.7% of the fund
-8%
AlphabetGOOG
0.7% of the fund
-19%
BroadcomAVGO
0.4% of the fund
-11%
Costco WholesaleCOST
0.4% of the fund
-56%
JPMorgan ChaseJPM
0.3% of the fund
-23%
KLAKLAC
0.3% of the fund
-20%
General ElectricGE
0.3% of the fund
-10%
Micron TechnologyMU
0.2% of the fund
-24%
Applied MaterialsAMAT
0.2% of the fund
-3%
Meta PlatformsMETA
0.2% of the fund
-31%
Palantir TechnologiesPLTR
0.2% of the fund
-9%
VisaV
0.2% of the fund
-51%
Lam ResearchLRCX
0.2% of the fund
-31%
CaterpillarCAT
0.2% of the fund
-39%
WalmartWMT
0.2% of the fund
-23%
GE VernovaGEV
0.2% of the fund
-26%
Berkshire HathawayBRK-B
0.2% of the fund
-26%
Advanced Micro DevicesAMD
0.2% of the fund
-48%
Home DepotHD
0.1% of the fund
-23%

Sold out

Sold their entire stake.

Holdings

Ishares TRIVV
Share
22.0%
Value
$47m
Shares
1,176,056
+1907%
Ishares TROEF
Share
11.2%
Value
$24m
Shares
64,788
+4%
Capital GRP Fixed Incm ETF TCGCB
Share
10.3%
Value
$22m
Shares
836,040
Held
Ishares TRIJR
Share
9.4%
Value
$20m
Shares
134,244
+4%
Capital Group Global EquityCGGE
Share
8.4%
Value
$18m
Shares
502,212
New
Ishares TRIJH
Share
8.2%
Value
$17m
Shares
224,816
+7%
Capital Group Growth ETFCGGR
Share
6.4%
Value
$13m
Shares
284,658
New
AppleAAPL
Share
2.3%
Value
$5m
Shares
17,062
-18%
NvidiaNVDA
Share
2.1%
Value
$4m
Shares
21,799
-18%
MicrosoftMSFT
Share
1.8%
Value
$4m
Shares
10,149
-41%
State STR Spdr S&P 500 ETF TSPY
Share
1.4%
Value
$3m
Shares
3,956
Held
AlphabetGOOGL
Share
1.1%
Value
$2m
Shares
6,709
-9%
Ishares TRSGOV
Share
1.0%
Value
$2m
Shares
21,993
-30%
Vanguard Index FDSVTI
Share
1.0%
Value
$2m
Shares
5,640
+16%
Northwest Natural HoldingNWN
Share
0.8%
Value
$2m
Shares
34,698
New
Amazon.comAMZN
Share
0.8%
Value
$2m
Shares
6,821
-16%
TeslaTSLA
Share
0.7%
Value
$2m
Shares
3,709
-8%
AlphabetGOOG
Share
0.7%
Value
$1m
Shares
4,235
-19%
State STR Spdr S&P Midcap 40MDY
Share
0.5%
Value
$1m
Shares
1,526
Held
Johnson & JohnsonJNJ
Share
0.5%
Value
$1m
Shares
4,109
Held
Ishares TRIGIB
Share
0.4%
Value
$873,849
Shares
16,435
Held
BroadcomAVGO
Share
0.4%
Value
$791,386
Shares
2,095
-11%
Costco WholesaleCOST
Share
0.4%
Value
$743,699
Shares
795
-56%
Ishares TREFA
Share
0.3%
Value
$715,941
Shares
6,892
Held
Eli LillyLLY
Share
0.3%
Value
$653,693
Shares
545
Held
JPMorgan ChaseJPM
Share
0.3%
Value
$623,238
Shares
1,904
-23%
KLAKLAC
Share
0.3%
Value
$557,862
Shares
1,849
-20%
General ElectricGE
Share
0.3%
Value
$530,877
Shares
1,420
-10%
Micron TechnologyMU
Share
0.2%
Value
$527,511
Shares
457
-24%
Applied MaterialsAMAT
Share
0.2%
Value
$520,560
Shares
720
-3%
Meta PlatformsMETA
Share
0.2%
Value
$505,834
Shares
898
-31%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$501,448
Shares
1,050
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$475,314
Shares
4,074
-9%
VisaV
Share
0.2%
Value
$451,506
Shares
1,316
-51%
Vanguard World FDESGV
Share
0.2%
Value
$449,295
Shares
3,398
Held
Lam ResearchLRCX
Share
0.2%
Value
$445,897
Shares
1,029
-31%
CaterpillarCAT
Share
0.2%
Value
$444,063
Shares
417
-39%
RTXRTX
Share
0.2%
Value
$442,071
Shares
2,330
Held
Vanguard World FDVGT
Share
0.2%
Value
$436,009
Shares
3,648
New
WalmartWMT
Share
0.2%
Value
$392,446
Shares
3,465
-23%
GE VernovaGEV
Share
0.2%
Value
$380,655
Shares
324
-26%
Ishares TRIGSB
Share
0.2%
Value
$377,090
Shares
7,195
Held
IntelINTC
Share
0.2%
Value
$370,718
Shares
2,655
New
Berkshire HathawayBRK-B
Share
0.2%
Value
$358,279
Shares
716
-26%
Northrop GrummanNOC
Share
0.2%
Value
$354,480
Shares
696
Held
Fidelity Covington TrustFTEC
Share
0.2%
Value
$328,131
Shares
1,149
New
Advanced Micro DevicesAMD
Share
0.2%
Value
$321,243
Shares
553
-48%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$318,284
Shares
2,328
Held
Home DepotHD
Share
0.1%
Value
$314,943
Shares
893
-23%
MerckMRK
Share
0.1%
Value
$313,026
Shares
2,436
+23%
Wisdomtree TRDON
Share
0.1%
Value
$271,296
Shares
4,800
Held
AmgenAMGN
Share
0.1%
Value
$268,368
Shares
741
+13%
ETF Opportunities TrustHECA
Share
0.1%
Value
$263,745
Shares
9,661
New
Bank of AmericaBAC
Share
0.1%
Value
$260,627
Shares
4,574
-3%
Spdr Gold TRGLD
Share
0.1%
Value
$252,709
Shares
686
New
UnitedHealth GroupUNH
Share
0.1%
Value
$251,041
Shares
604
New
FerrariRACE
Share
0.1%
Value
$249,434
Shares
670
Held
Moody'sMCO
Share
0.1%
Value
$247,747
Shares
547
Held
MastercardMA
Share
0.1%
Value
$247,042
Shares
481
-33%
Wells Fargo & CompanyWFC
Share
0.1%
Value
$240,048
Shares
2,905
-3%
Vanguard World FDVSGX
Share
0.1%
Value
$237,892
Shares
2,889
Held
Blue BirdBLBD
Share
0.1%
Value
$236,880
Shares
3,000
New
FedExFDX
Share
0.1%
Value
$235,582
Shares
752
-15%
FastenalFAST
Share
0.1%
Value
$234,146
Shares
4,875
-4%
EA Series TrustBOXX
Share
0.1%
Value
$231,019
Shares
1,973
New
Palo Alto NetworksPANW
Share
0.1%
Value
$227,460
Shares
667
New
Ameris BancorpABCB
Share
0.1%
Value
$218,700
Shares
2,423
New
Wisdomtree TRDES
Share
0.1%
Value
$217,475
Shares
5,346
New
Invesco Exchange Traded FD TPDP
Share
0.1%
Value
$212,422
Shares
1,400
New
Invesco QQQ TRQQQ
Share
<0.1%
Value
$209,874
Shares
285
New
SyscoSYY
Share
<0.1%
Value
$202,431
Shares
2,422
-69%
Philip Morris InternationalPM
Share
<0.1%
Value
$200,991
Shares
1,111
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	22.0%	$47m	1,176,056	+1907%
Ishares TROEF	11.2%	$24m	64,788	+4%
Capital GRP Fixed Incm ETF TCGCB	10.3%	$22m	836,040	Held
Ishares TRIJR	9.4%	$20m	134,244	+4%
Capital Group Global EquityCGGE	8.4%	$18m	502,212	New
Ishares TRIJH	8.2%	$17m	224,816	+7%
Capital Group Growth ETFCGGR	6.4%	$13m	284,658	New
AppleAAPL	2.3%	$5m	17,062	-18%
NvidiaNVDA	2.1%	$4m	21,799	-18%
MicrosoftMSFT	1.8%	$4m	10,149	-41%
State STR Spdr S&P 500 ETF TSPY	1.4%	$3m	3,956	Held
AlphabetGOOGL	1.1%	$2m	6,709	-9%
Ishares TRSGOV	1.0%	$2m	21,993	-30%
Vanguard Index FDSVTI	1.0%	$2m	5,640	+16%
Northwest Natural HoldingNWN	0.8%	$2m	34,698	New
Amazon.comAMZN	0.8%	$2m	6,821	-16%
TeslaTSLA	0.7%	$2m	3,709	-8%
AlphabetGOOG	0.7%	$1m	4,235	-19%
State STR Spdr S&P Midcap 40MDY	0.5%	$1m	1,526	Held
Johnson & JohnsonJNJ	0.5%	$1m	4,109	Held
Ishares TRIGIB	0.4%	$873,849	16,435	Held
BroadcomAVGO	0.4%	$791,386	2,095	-11%
Costco WholesaleCOST	0.4%	$743,699	795	-56%
Ishares TREFA	0.3%	$715,941	6,892	Held
Eli LillyLLY	0.3%	$653,693	545	Held
JPMorgan ChaseJPM	0.3%	$623,238	1,904	-23%
KLAKLAC	0.3%	$557,862	1,849	-20%
General ElectricGE	0.3%	$530,877	1,420	-10%
Micron TechnologyMU	0.2%	$527,511	457	-24%
Applied MaterialsAMAT	0.2%	$520,560	720	-3%
Meta PlatformsMETA	0.2%	$505,834	898	-31%
Taiwan Semiconductor ManufacturingTSM	0.2%	$501,448	1,050	Held
Palantir TechnologiesPLTR	0.2%	$475,314	4,074	-9%
VisaV	0.2%	$451,506	1,316	-51%
Vanguard World FDESGV	0.2%	$449,295	3,398	Held
Lam ResearchLRCX	0.2%	$445,897	1,029	-31%
CaterpillarCAT	0.2%	$444,063	417	-39%
RTXRTX	0.2%	$442,071	2,330	Held
Vanguard World FDVGT	0.2%	$436,009	3,648	New
WalmartWMT	0.2%	$392,446	3,465	-23%
GE VernovaGEV	0.2%	$380,655	324	-26%
Ishares TRIGSB	0.2%	$377,090	7,195	Held
IntelINTC	0.2%	$370,718	2,655	New
Berkshire HathawayBRK-B	0.2%	$358,279	716	-26%
Northrop GrummanNOC	0.2%	$354,480	696	Held
Fidelity Covington TrustFTEC	0.2%	$328,131	1,149	New
Advanced Micro DevicesAMD	0.2%	$321,243	553	-48%
ExxonMobil HoldingsXOM	0.2%	$318,284	2,328	Held
Home DepotHD	0.1%	$314,943	893	-23%
MerckMRK	0.1%	$313,026	2,436	+23%
Wisdomtree TRDON	0.1%	$271,296	4,800	Held
AmgenAMGN	0.1%	$268,368	741	+13%
ETF Opportunities TrustHECA	0.1%	$263,745	9,661	New
Bank of AmericaBAC	0.1%	$260,627	4,574	-3%
Spdr Gold TRGLD	0.1%	$252,709	686	New
UnitedHealth GroupUNH	0.1%	$251,041	604	New
FerrariRACE	0.1%	$249,434	670	Held
Moody'sMCO	0.1%	$247,747	547	Held
MastercardMA	0.1%	$247,042	481	-33%
Wells Fargo & CompanyWFC	0.1%	$240,048	2,905	-3%
Vanguard World FDVSGX	0.1%	$237,892	2,889	Held
Blue BirdBLBD	0.1%	$236,880	3,000	New
FedExFDX	0.1%	$235,582	752	-15%
FastenalFAST	0.1%	$234,146	4,875	-4%
EA Series TrustBOXX	0.1%	$231,019	1,973	New
Palo Alto NetworksPANW	0.1%	$227,460	667	New
Ameris BancorpABCB	0.1%	$218,700	2,423	New
Wisdomtree TRDES	0.1%	$217,475	5,346	New
Invesco Exchange Traded FD TPDP	0.1%	$212,422	1,400	New
Invesco QQQ TRQQQ	<0.1%	$209,874	285	New
SyscoSYY	<0.1%	$202,431	2,422	-69%
Philip Morris InternationalPM	<0.1%	$200,991	1,111	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 46.7% since 30 June 2025.

Where the money is

Technology8.4%

Media & telecom2.1%

Retail & consumer1.9%

Financial services1.3%

Industrials1.2%

Health care1.2%

Utilities0.8%

Everyday goods0.7%

Energy0.2%

Other82.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.