13F Insight
DOSSIER · 13F-HR · Q2 2026

Panoramic Capital Partners, LLC

$212M in tracked AUM across 72 positions as of Q2 2026.

PC
CIK 0002052992 · last filed Jun 30, 2026
Total AUM
$212M
as of Q2 2026
Holdings
72
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Panoramic Capital Partners, LLC SEC 13F Filing
Portfolio Overview

The most striking feature of this filing is the dramatic expansion of the portfolio's asset base. Between the report dates of September 30, 2025, and December 31, 2025, Panoramic Capital Partners, LLC saw its total portfolio value surge by 343.2%, rising from $36.79M to $163.05M. This significant capital infusion suggests a major inflow of new client funds or a substantial consolidation of asse...

The portfolio now comprises 62 holdings, exhibiting a strategy heavily reliant on passive market exposure through Exchange Traded Funds (ETFs). The fund has adopted a "core-satellite" approach, where the vast majority of the assets are invested in broad market ETFs to capture beta, while a smaller portion is allocated to individual growth equities to generate alpha. The portfolio is highly diversified, though heavily concentrated in US large-cap equities via the top holdings.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$47M1.2M22.0%02
OEF
ISHARES TR
$24M65K11.2%03
CGCB
CAPITAL GRP FIXED INCM ETF T
$22M836K10.3%04
IJR
ISHARES TR
$20M134K9.4%05
CGGE
CAPITAL GROUP GLOBAL EQUITY
$18M502K8.4%06
IJH
ISHARES TR
$17M225K8.2%07
CGGR
CAPITAL GROUP GROWTH ETF
$13M285K6.4%08
AAPL
APPLE INC
$5M17K2.3%09
NVDA
NVIDIA CORPORATION
$4M22K2.1%10
MSFT
MICROSOFT CORP
$4M10K1.8%

Filing history

2026Q2Jun 30
$212M▲ 30.3%
72 positionsView →2026Q1Mar 31
$162M▼ 0.5%
63 positionsView →2025Q4Dec 31
$163M▲ 4.8%
62 positionsView →2025Q3Sep 30
$156M▲ 7.9%
59 positionsView →2025Q2Jun 30
$144M▲ 48.6%
59 positionsLocked2025Q1Mar 31
$97M▼ 14.7%
52 positionsLocked2024Q4Dec 31
$114M—
59 positionsLocked