PANORAMIC INVESTMENT ADVISORS, LLC

CIK

1967332

Location

DENVER, CO

Portfolio Value

Micro $52,065,258

Diversification

Diversified

Filing Date

Global Rank

#6,908 / 8,517 ▲ 497

Top Industry

Internet Content & Information 29.2%

3Y Alpha vs SPY

+8.3%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

12 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+113.5%

SPY

+75.3%

Annualised alpha

+8.2%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.8%

+1.1 pts

Top 5

43.7%

+3.1 pts

Top 10

62.9%

+1.0 pts

HHI

616

Diversified+35

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.9%	$15,050,614	10
Communication Services	20.8%	$10,806,140	2
Technology	20.6%	$10,706,822	12
Financial Services	11.3%	$5,876,124	6
Consumer Cyclical	4.6%	$2,397,026	2
Healthcare	3.5%	$1,798,062	4
Consumer Defensive	3.2%	$1,674,913	2
Industrials	3.1%	$1,592,259	5
Real Estate	2.6%	$1,353,202	3
Energy	1.6%	$810,096	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+121	1,676	$617,404
AAPL	Apple Inc.	+111	9,671	$2,798,400
AMZN	Amazon Com Inc	+92	7,246	$1,727,011
FIX	Comfort Systems USA Inc	+60	225	$445,938
MSTR	Strategy Inc	+57	2,573	$223,670
TSLA	Tesla, Inc.	+50	1,593	$670,015
FBTC	Fidelity Wise Origin Bitcoin Fund	+40	40,882	$2,087,026
META	Meta Platforms, Inc.	+38	2,764	$1,556,933
PWR	Quanta Services, Inc.	+20	410	$295,216
IBIT	iShares Bitcoin Trust ETF	+17	55,129	$1,835,244
CRWD	CrowdStrike Holdings, Inc.	+16	1,044	$796,718
XOM	ExxonMobil Holdings Corp	+3	4,367	$597,056
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
MFIC	MidCap Financial Investment Corp	−12,850	40,780	$411,062
ABT	Abbott Laboratories	−759	10,747	$975,182
GOOGL	Alphabet Inc.	−653	26,070	$9,249,207
BAI	iShares A.I. Innovation and Tech Active ETF	−638	68,712	$3,622,496
MSFT	Microsoft Corp	−200	3,599	$1,342,498
NVDA	Nvidia Corp	−164	14,304	$2,862,087
PLTR	Palantir Technologies Inc.	−151	2,005	$233,923
SCHW	Schwab Charles Corp	−150	13,083	$1,207,168
O	Realty Income Corp	−122	5,416	$335,575
BRK-B	Berkshire Hathaway Inc	−100	5,842	$2,923,278
MPLX	Mplx LP	−95	3,782	$213,040
PEP	Pepsico Inc	−90	9,268	$1,254,887
ETN	Eaton Corp plc	−70	919	$391,604
QQQ	Invesco Qqq Trust, Series 1	−56	5,534	$4,075,237
VXUS	Vanguard Total International Stock ETF	−55	15,374	$1,314,323
AVGO	Broadcom Inc.	−50	1,756	$663,329
JPM	Jpmorgan Chase & Co	−14	1,089	$356,462
LMT	Lockheed Martin Corp	−1	474	$241,484
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	838	$486,802
INTC	Intel Corp	2,933	$409,534
LRCX	Lam Research Corp	764	$331,064
MU	Micron Technology Inc	246	$283,955
GLW	Corning Inc /Ny	1,076	$274,842
SPCX	Space Exploration Technologies Corp	1,276	$218,017
DVA	Davita Inc.	951	$211,578
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	4,033	$212,781
SOFI	SoFi Technologies, Inc.	10,450	$165,946
RKT	Rocket Companies, Inc.	11,450	$163,162
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $52,065,258 total · filing declares 141 positions · $209,061,805 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	26,070	-653	$9,249,207	+20.5%	17.76%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,534	-56	$4,075,237	+26.3%	7.83%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	68,712	-638	$3,622,496	+58.5%	6.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,842	-100	$2,923,278	+2.7%	5.61%
NVDA	Nvidia Corp Technology	Reduced	14,304	-164	$2,862,087	+13.4%	5.50%
AAPL	Apple Inc. Technology	Added	9,671	+111	$2,798,400	+15.3%	5.37%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	40,882	+40	$2,087,026	−13.4%	4.01%
IBIT	iShares Bitcoin Trust ETF	Added	55,129	+17	$1,835,244	−13.3%	3.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,246	+92	$1,727,011	+15.9%	3.32%
META	Meta Platforms, Inc. Communication Services	Added	2,764	+38	$1,556,933	−0.2%	2.99%
MSFT	Microsoft Corp Technology	Reduced	3,599	-200	$1,342,498	−4.5%	2.58%
VXUS	Vanguard Total International Stock ETF	Reduced	15,374	-55	$1,314,323	+10.5%	2.52%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,268	-90	$1,254,887	−13.6%	2.41%
SCHW	Schwab Charles Corp Financial Services	Reduced	13,083	-150	$1,207,168	−2.9%	2.32%
ABT	Abbott Laboratories Healthcare	Reduced	10,747	-759	$975,182	−17.4%	1.87%
WELL	Welltower Inc. Real Estate	Held	4,204	0	$954,181	+14.8%	1.83%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,044	+16	$796,718	+98.5%	1.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,593	+50	$670,015	+16.8%	1.29%
AVGO	Broadcom Inc. Technology	Reduced	1,756	-50	$663,329	+18.7%	1.27%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	2,572	0	$633,277	+18.3%	1.22%
GLD	Spdr Gold Trust	Added	1,676	+121	$617,404	−7.7%	1.19%
XOM	ExxonMobil Holdings Corp Energy	Added	4,367	+3	$597,056	−19.4%	1.15%
IAU	Ishares Gold Trust	Held	6,815	0	$514,600	−14.3%	0.99%
AMD	Advanced Micro Devices Inc Technology	NEW	838	NEW	$486,802	NEW	0.93%
FIX	Comfort Systems USA Inc Industrials	Added	225	+60	$445,938	+96.0%	0.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	449	0	$420,026	−6.1%	0.81%
MFIC	MidCap Financial Investment Corp Financial Services	Reduced	40,780	-12,850	$411,062	−31.8%	0.79%
INTC	Intel Corp Technology	NEW	2,933	NEW	$409,534	NEW	0.79%
ETN	Eaton Corp plc Industrials	Reduced	919	-70	$391,604	+10.7%	0.75%
BIV	Vanguard Intermediate-Term Bond ETF	Held	4,850	0	$371,995	−0.6%	0.71%
SLV	iShares Silver Trust	Held	6,954	0	$371,830	−21.5%	0.71%
MRK	Merck & Co., Inc. Healthcare	Held	2,875	0	$369,437	+6.8%	0.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,089	-14	$356,462	+9.9%	0.68%
GS	Goldman Sachs Group Inc Financial Services	Held	341	0	$344,877	+19.5%	0.66%
O	Realty Income Corp Real Estate	Reduced	5,416	-122	$335,575	−1.0%	0.64%
LRCX	Lam Research Corp Technology	NEW	764	NEW	$331,064	NEW	0.64%
PWR	Quanta Services, Inc. Industrials	Added	410	+20	$295,216	+37.9%	0.57%
MU	Micron Technology Inc Technology	NEW	246	NEW	$283,955	NEW	0.55%
GLW	Corning Inc /Ny Technology	NEW	1,076	NEW	$274,842	NEW	0.53%
CLDX	Celldex Therapeutics, Inc. Healthcare	Held	6,500	0	$241,865	+17.3%	0.46%
LMT	Lockheed Martin Corp Industrials	Reduced	474	-1	$241,484	−15.9%	0.46%
SPY	Spdr S&P 500 ETF Trust	Held	322	0	$240,459	+14.8%	0.46%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,005	-151	$233,923	−25.8%	0.45%
MSTR	Strategy Inc Technology	Added	2,573	+57	$223,670	−28.8%	0.43%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,276	NEW	$218,017	NEW	0.42%
MPLX	Mplx LP Energy	Reduced	3,782	-95	$213,040	−3.7%	0.41%
DVA	Davita Inc. Healthcare	NEW	951	NEW	$211,578	NEW	0.41%
ABR	Arbor Realty Trust Inc Real Estate	Held	11,706	0	$63,446	−29.7%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.