Panoramic Capital Partners, LLC

CIK

2052992

Location

LAKE OSWEGO, OR

Portfolio Value

Micro $42,059,416

Diversification

Diversified

Reports for

GSAM Parametric

Filing Date

Global Rank

#7,138 / 8,517 ▼ 300

Top Industry

Semiconductors 18.3%

3Y Alpha vs SPY

+2.3%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–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

+30.6%

SPY

+27.3%

Annualised alpha

+2.0%

Max drawdown

−19.3%

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 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.7%

−21.0 pts

Top 5

47.4%

−15.2 pts

Top 10

64.0%

−11.5 pts

HHI

557

Diversified−800

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.4%	$17,823,994	13
Unclassified	10.7%	$4,490,100	4
Communication Services	10.5%	$4,399,781	2
Consumer Cyclical	8.9%	$3,750,099	4
Industrials	6.8%	$2,858,461	8
Financial Services	6.3%	$2,647,203	8
Healthcare	6.0%	$2,529,647	5
Utilities	4.0%	$1,702,283	1
Consumer Defensive	3.7%	$1,539,564	4
Energy	0.8%	$318,284	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+1,618	1,849	$557,861
MRK	Merck & Co., Inc.	+459	2,436	$313,026
AMGN	Amgen Inc	+83	741	$268,330
RTX	RTX Corp	+26	2,330	$442,070
SPY	Spdr S&P 500 ETF Trust	+13	3,956	$2,954,222
XOM	ExxonMobil Holdings Corp	+13	2,328	$318,284
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−7,004	10,149	$3,785,779
SYY	Sysco Corp	−5,439	2,422	$202,430
NVDA	Nvidia Corp	−4,790	21,799	$4,361,761
AAPL	Apple Inc.	−3,741	17,062	$4,937,060
GOOGL	Alphabet Inc.	−1,666	10,944	$3,893,947
V	Visa Inc.	−1,390	1,316	$451,506
AMZN	Amazon Com Inc	−1,261	6,821	$1,625,717
WMT	Walmart Inc.	−1,035	3,465	$392,445
COST	Costco Wholesale Corp /New	−1,003	795	$743,698
JPM	Jpmorgan Chase & Co	−562	1,904	$623,236
AMD	Advanced Micro Devices Inc	−511	553	$321,243
LRCX	Lam Research Corp	−460	1,029	$445,896
PLTR	Palantir Technologies Inc.	−426	4,074	$475,313
META	Meta Platforms, Inc.	−396	898	$505,834
TSLA	Tesla, Inc.	−341	3,709	$1,560,005
HD	Home Depot, Inc.	−265	893	$314,943
CAT	Caterpillar Inc	−262	417	$444,063
BRK-B	Berkshire Hathaway Inc	−248	716	$358,279
AVGO	Broadcom Inc.	−247	2,095	$791,386
MA	Mastercard Inc	−235	481	$247,041
FAST	Fastenal Co	−223	4,875	$234,146
GE	General Electric Co	−166	1,420	$530,696
MU	Micron Technology Inc	−141	457	$527,510
FDX	Fedex Corp	−135	752	$235,473
BAC	Bank Of America Corp /De/	−118	4,574	$260,626
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
NWN	Northwest Natural Holding Co	34,698	$1,702,283
INTC	Intel Corp	2,655	$370,717
GLD	Spdr Gold Trust	686	$252,708
UNH	Unitedhealth Group Inc	604	$251,040
BLBD	Blue Bird Corp	3,000	$236,880
PANW	Palo Alto Networks Inc	667	$227,460
ABCB	Ameris Bancorp	2,423	$218,699
QQQ	Invesco Qqq Trust, Series 1	285	$209,874
PM	Philip Morris International Inc.	1,111	$200,991
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
CGCB	Capital Group Core Bond ETF	827,135	$21,720,565
WWD	Woodward, Inc.	2,052	$734,451
CPRT	Copart Inc	9,208	$305,705
SHW	Sherwin Williams Co	919	$294,585
NKE	NIKE, Inc.	5,488	$289,876
NFLX	Netflix Inc	2,859	$274,892
SBUX	Starbucks Corp	2,623	$234,994
SPGI	S&P Global Inc.	498	$211,819
ABBV	AbbVie Inc.	972	$211,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $42,059,416 total · filing declares 72 positions · $211,542,393 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	17,062	-3,741	$4,937,060	−6.5%	11.74%
NVDA	Nvidia Corp Technology	Reduced	21,799	-4,790	$4,361,761	−5.9%	10.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,944	-1,666	$3,893,947	+7.5%	9.26%
MSFT	Microsoft Corp Technology	Reduced	10,149	-7,004	$3,785,779	−40.4%	9.00%
SPY	Spdr S&P 500 ETF Trust	Added	3,956	+13	$2,954,222	+15.2%	7.02%
NWN	Northwest Natural Holding Co Utilities	NEW	34,698	NEW	$1,702,283	NEW	4.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,821	-1,261	$1,625,717	−3.4%	3.87%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,709	-341	$1,560,005	+3.6%	3.71%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,526	0	$1,073,296	+14.0%	2.55%
JNJ	Johnson & Johnson Healthcare	Reduced	4,109	-59	$1,043,562	+2.4%	2.48%
AVGO	Broadcom Inc. Technology	Reduced	2,095	-247	$791,386	+9.2%	1.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	795	-1,003	$743,698	−58.5%	1.77%
LLY	ELI LILLY & Co Healthcare	Held	545	0	$653,689	+30.4%	1.55%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,904	-562	$623,236	−14.1%	1.48%
KLAC	Kla Corp Technology	Added	1,849	+1,618	$557,861	+64.0%	1.33%
GE	General Electric Co Industrials	Reduced	1,420	-166	$530,696	+17.9%	1.26%
MU	Micron Technology Inc Technology	Reduced	457	-141	$527,510	+161.1%	1.25%
AMAT	Applied Materials Inc /De Technology	Reduced	720	-26	$520,560	+104.2%	1.24%
META	Meta Platforms, Inc. Communication Services	Reduced	898	-396	$505,834	−31.7%	1.20%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,050	0	$501,448	+41.3%	1.19%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,074	-426	$475,313	−27.8%	1.13%
V	Visa Inc. Financial Services	Reduced	1,316	-1,390	$451,506	−44.8%	1.07%
LRCX	Lam Research Corp Technology	Reduced	1,029	-460	$445,896	+40.2%	1.06%
CAT	Caterpillar Inc Industrials	Reduced	417	-262	$444,063	−7.7%	1.06%
RTX	RTX Corp Industrials	Added	2,330	+26	$442,070	−0.5%	1.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,465	-1,035	$392,445	−29.8%	0.93%
GEV	GE Vernova Inc. Industrials	Reduced	324	-111	$380,654	+0.2%	0.91%
INTC	Intel Corp Technology	NEW	2,655	NEW	$370,717	NEW	0.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	716	-248	$358,279	−22.4%	0.85%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	696	-9	$354,479	−26.3%	0.84%
AMD	Advanced Micro Devices Inc Technology	Reduced	553	-511	$321,243	+48.4%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Added	2,328	+13	$318,284	−19.0%	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	893	-265	$314,943	−17.3%	0.75%
MRK	Merck & Co., Inc. Healthcare	Added	2,436	+459	$313,026	+31.6%	0.74%
AMGN	Amgen Inc Healthcare	Added	741	+83	$268,330	+15.9%	0.64%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,574	-118	$260,626	+13.9%	0.62%
GLD	Spdr Gold Trust	NEW	686	NEW	$252,708	NEW	0.60%
UNH	Unitedhealth Group Inc Healthcare	NEW	604	NEW	$251,040	NEW	0.60%
RACE	Ferrari N.V. Consumer Cyclical	Reduced	670	-10	$249,434	+8.4%	0.59%
MCO	Moodys Corp /De/ Financial Services	Reduced	547	-2	$247,747	+3.4%	0.59%
MA	Mastercard Inc Financial Services	Reduced	481	-235	$247,041	−30.9%	0.59%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	2,905	-101	$240,069	+0.3%	0.57%
BLBD	Blue Bird Corp Industrials	NEW	3,000	NEW	$236,880	NEW	0.56%
FDX	Fedex Corp Industrials	Reduced	752	-135	$235,473	−25.5%	0.56%
FAST	Fastenal Co Industrials	Reduced	4,875	-223	$234,146	−1.0%	0.56%
PANW	Palo Alto Networks Inc Technology	NEW	667	NEW	$227,460	NEW	0.54%
ABCB	Ameris Bancorp Financial Services	NEW	2,423	NEW	$218,699	NEW	0.52%
QQQ	Invesco Qqq Trust, Series 1	NEW	285	NEW	$209,874	NEW	0.50%
SYY	Sysco Corp Consumer Defensive	Reduced	2,422	-5,439	$202,430	−63.9%	0.48%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,111	NEW	$200,991	NEW	0.48%

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.