PANORAMIC INVESTMENT ADVISORS, LLC

CIK

1967332

Location

DENVER, CO

Portfolio Value

Micro $37,079,550

Diversification

Diversified

Filing Date

Global Rank

#7,197 / 8,605 ▲ 54 · as of Mar 2026

Top Industry

Internet Content & Information 16.0%

3Y Alpha vs SPY

-5.4%

Period ended 3 months ago

Filed May 12, 2026 · 58d

11 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.6%

SPY

+76.5%

Annualised alpha

-5.2%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−0.0 pts

Top 5

37.2%

−2.1 pts

Top 10

61.6%

−3.1 pts

HHI

476

Diversified−36

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.8%	$9,920,687	8
Technology	20.6%	$7,644,411	7
Financial Services	16.6%	$6,171,099	8
Communication Services	11.7%	$4,341,481	2
Consumer Cyclical	5.6%	$2,063,573	2
Consumer Defensive	5.1%	$1,900,600	2
Healthcare	4.7%	$1,733,334	3
Real Estate	3.4%	$1,260,239	3
Industrials	2.9%	$1,082,470	4
Energy	2.6%	$961,656	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+939	55,112	$2,117,403
AAPL	Apple Inc.	+756	9,560	$2,426,232
MSFT	Microsoft Corp	+623	3,799	$1,406,275
SLV	iShares Silver Trust	+611	6,954	$473,845
FBTC	Fidelity Wise Origin Bitcoin Fund	+559	40,842	$2,410,903
TSLA	Tesla, Inc.	+406	1,543	$573,610
AMZN	Amazon Com Inc	+274	7,154	$1,489,963
RKT	Rocket Companies, Inc.	+200	11,450	$163,162
PLTR	Palantir Technologies Inc.	+200	2,156	$315,379
CRWD	CrowdStrike Holdings, Inc.	+130	1,028	$100,335
MRK	Merck & Co., Inc.	+102	2,875	$345,833
JPM	Jpmorgan Chase & Co	+90	1,103	$324,458
META	Meta Platforms, Inc.	+89	2,726	$1,559,626
PEP	Pepsico Inc	+89	9,358	$1,453,203
O	Realty Income Corp	+56	5,538	$338,814
GOOGL	Alphabet Inc.	+31	9,674	$2,781,855
QQQ	Invesco Qqq Trust, Series 1	+23	5,590	$3,226,436
XOM	Exxon Mobil Corp	+2	4,364	$740,396
LMT	Lockheed Martin Corp	+1	475	$287,085
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−705	14,468	$2,523,219
ABT	Abbott Laboratories	−480	11,506	$1,181,321
IAU	Ishares Gold Trust	−369	6,815	$600,810
BRK-B	Berkshire Hathaway Inc	−241	5,942	$2,847,406
SCHW	Schwab Charles Corp	−100	13,233	$1,243,637
MPLX	Mplx LP	−80	3,877	$221,260
WELL	Welltower Inc.	−48	4,204	$831,172
AVGO	Broadcom Inc.	−35	1,806	$558,975
GLD	Spdr Gold Trust	−31	1,555	$669,100
SPY	Spdr S&P 500 ETF Trust	−2	322	$209,409
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
PNC	Pnc Financial Services Group, Inc.	2,572	$535,207
MSTR	Strategy Inc	2,516	$313,996
GS	Goldman Sachs Group Inc	341	$288,482
FIX	Comfort Systems USA Inc	165	$227,533
PWR	Quanta Services, Inc.	390	$214,117
CLDX	Celldex Therapeutics, Inc.	6,500	$206,180
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AHR	American Healthcare REIT, Inc.	8,006	$376,762
SILA	Sila Realty Trust, Inc.	10,250	$238,927
TGT	Target Corp	2,392	$233,818
V	Visa Inc.	591	$207,269
FSK	FS KKR Capital Corp	11,743	$173,913
FSCO	FS Credit Opportunities Corp.	23,963	$150,966
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $37,079,550 total · as of Mar 31, 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
QQQ	Invesco Qqq Trust, Series 1	Added	5,590	+23	$3,226,436	−5.7%	8.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,942	-241	$2,847,406	−8.4%	7.68%
GOOGL	Alphabet Inc. Communication Services	Added	9,674	+31	$2,781,855	−7.8%	7.50%
NVDA	Nvidia Corp Technology	Reduced	14,468	-705	$2,523,219	−10.8%	6.80%
AAPL	Apple Inc. Technology	Added	9,560	+756	$2,426,232	+1.4%	6.54%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	40,842	+559	$2,410,903	−21.5%	6.50%
IBIT	iShares Bitcoin Trust ETF	Added	55,112	+939	$2,117,403	−21.3%	5.71%
META	Meta Platforms, Inc. Communication Services	Added	2,726	+89	$1,559,626	−10.4%	4.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,154	+274	$1,489,963	−6.2%	4.02%
PEP	Pepsico Inc Consumer Defensive	Added	9,358	+89	$1,453,203	+9.2%	3.92%
MSFT	Microsoft Corp Technology	Added	3,799	+623	$1,406,275	−8.4%	3.79%
SCHW	Schwab Charles Corp Financial Services	Reduced	13,233	-100	$1,243,637	−6.6%	3.35%
ABT	Abbott Laboratories Healthcare	Reduced	11,506	-480	$1,181,321	−21.3%	3.19%
WELL	Welltower Inc. Real Estate	Reduced	4,204	-48	$831,172	+5.3%	2.24%
XOM	Exxon Mobil Corp Energy	Added	4,364	+2	$740,396	+41.0%	2.00%
GLD	Spdr Gold Trust	Reduced	1,555	-31	$669,100	+6.5%	1.80%
MFIC	MidCap Financial Investment Corp Financial Services	Held	53,630	0	$602,801	−1.7%	1.63%
IAU	Ishares Gold Trust	Reduced	6,815	-369	$600,810	+3.0%	1.62%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,543	+406	$573,610	+12.2%	1.55%
AVGO	Broadcom Inc. Technology	Reduced	1,806	-35	$558,975	−12.3%	1.51%
PNC	Pnc Financial Services Group, Inc. Financial Services	NEW	2,572	NEW	$535,207	NEW	1.44%
SLV	iShares Silver Trust	Added	6,954	+611	$473,845	+16.0%	1.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	449	0	$447,397	+15.5%	1.21%
ETN	Eaton Corp plc Industrials	Held	989	0	$353,735	+12.3%	0.95%
MRK	Merck & Co., Inc. Healthcare	Added	2,875	+102	$345,833	+18.5%	0.93%
O	Realty Income Corp Real Estate	Added	5,538	+56	$338,814	+9.6%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,103	+90	$324,458	−0.6%	0.88%
PLTR	Palantir Technologies Inc. Technology	Added	2,156	+200	$315,379	−9.3%	0.85%
MSTR	Strategy Inc Technology	NEW	2,516	NEW	$313,996	NEW	0.85%
GS	Goldman Sachs Group Inc Financial Services	NEW	341	NEW	$288,482	NEW	0.78%
LMT	Lockheed Martin Corp Industrials	Added	475	+1	$287,085	+25.2%	0.77%
FIX	Comfort Systems USA Inc Industrials	NEW	165	NEW	$227,533	NEW	0.61%
MPLX	Mplx LP Energy	Reduced	3,877	-80	$221,260	+4.8%	0.60%
PWR	Quanta Services, Inc. Industrials	NEW	390	NEW	$214,117	NEW	0.58%
GBTC	Grayscale Bitcoin Trust ETF	Held	4,033	0	$212,781	−22.8%	0.57%
SPY	Spdr S&P 500 ETF Trust	Reduced	322	-2	$209,409	−5.2%	0.56%
CLDX	Celldex Therapeutics, Inc. Healthcare	NEW	6,500	NEW	$206,180	NEW	0.56%
SOFI	SoFi Technologies, Inc. Financial Services	Held	10,450	0	$165,946	−39.3%	0.45%
RKT	Rocket Companies, Inc. Financial Services	Added	11,450	+200	$163,162	−25.1%	0.44%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,028	+130	$100,335	−4.7%	0.27%
ABR	Arbor Realty Trust Inc Real Estate	Held	11,706	0	$90,253	−0.6%	0.24%