Panoramic Capital Partners, LLC

CIK

2052992

Location

LAKE OSWEGO, OR

Portfolio Value

Small $211,278,537

Diversification

Highly concentrated

Reports for

GSAM Parametric

Filing Date

Global Rank

#6,365 / 8,818 ▲ 388

Top Industry

Semiconductors 18.3%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.4% of the book (60%+)

Turnover

Low turnover

11.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 77.1%; sector active share 69.3% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

52.9%

−4.9 pts

Top 5

80.3%

−1.0 pts

Top 10

88.4%

+0.2 pts

HHI

3,038

Highly concentrated−533

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.2%	$173,709,221	25
Technology	8.4%	$17,823,994	13
Communication Services	2.1%	$4,399,781	3
Consumer Cyclical	1.8%	$3,750,099	4
Industrials	1.4%	$2,858,461	8
Financial Services	1.3%	$2,647,203	8
Healthcare	1.2%	$2,529,647	5
Utilities	0.8%	$1,702,283	1
Consumer Defensive	0.7%	$1,539,564	4
Energy	0.2%	$318,284	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
IVV	iShares Core S&P 500 ETF	+1,117,462	1,176,056	$46,596,996
IJH	iShares Core S&P Mid-Cap ETF	+14,261	224,816	$17,335,561
CGCB	Capital Group Fixed Income ETF Trust	+8,905	836,040	$21,887,527
IJR	iShares Core S&P Small-Cap ETF	+5,637	134,244	$19,909,727
OEF	iShares S&P 100 ETF	+2,232	64,788	$23,703,985
KLAC	Kla Corp	+1,618	1,849	$557,861
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+762	5,640	$2,087,025
MRK	Merck & Co., Inc.	+459	2,436	$313,026
AMGN	Amgen Inc	+83	741	$268,330
RTX	RTX Corp	+26	2,330	$442,070
XOM	ExxonMobil Holdings Corp	+13	2,328	$318,284
SPY	Spdr S&P 500 ETF Trust	+13	3,956	$2,954,222
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+3	2,889	$237,880
ESGV	VANGUARD ESG U.S. STOCK ETF	+1	3,398	$449,351
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−9,587	21,993	$2,214,035
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
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	−1,003	795	$743,698
GOOG	Alphabet Inc.	−966	4,235	$1,496,352
GOOGL	Alphabet Inc.	−700	6,709	$2,397,595
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
CGGE	Capital Group Global Equity ETF	502,212	$17,697,950
CGGR	Capital Group Growth ETF	284,658	$13,435,857
NWN	Northwest Natural Holding Co	34,698	$1,702,283
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	3,648	$436,008
INTC	Intel Corp	2,655	$370,717
FTEC	Fidelity MSCI Information Technology Index ETF	1,149	$328,131
GLD	Spdr Gold Trust	686	$252,708
UNH	Unitedhealth Group Inc	604	$251,040
BLBD	Blue Bird Corp	3,000	$236,880
BOXX	Alpha Architect 1-3 Month Box ETF	1,973	$231,018
PANW	Palo Alto Networks Inc	667	$227,460
ABCB	Ameris Bancorp	2,423	$218,699
DES	WisdomTree U.S. SmallCap Dividend Fund	5,346	$217,475
PDP	Victory Portfolios II	1,400	$212,422
QQQ	Invesco Qqq Trust, Series 1	285	$209,874
PM	Philip Morris International Inc.	1,111	$200,991
HECA	Hedgeye Capital Allocation ETF	9,661	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
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

72 tracked positions · $211,278,537 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

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	1,176,056	+1,117,462	$46,596,996	+21.7%	7	before history	22.05%
OEF	iShares S&P 100 ETF	Added	64,788	+2,232	$23,703,985	+19.1%	7	before history	11.22%
CGCB	Capital Group Fixed Income ETF Trust	Added	836,040	+8,905	$21,887,527	+0.8%	5	$26.21	10.36%
IJR	iShares Core S&P Small-Cap ETF	Added	134,244	+5,637	$19,909,727	+24.5%	7	before history	9.42%
CGGE	Capital Group Global Equity ETF	NEW	502,212	NEW	$17,697,950	NEW	1	$33.50	8.38%
IJH	iShares Core S&P Mid-Cap ETF	Added	224,816	+14,261	$17,335,561	+21.9%	7	before history	8.21%
CGGR	Capital Group Growth ETF	NEW	284,658	NEW	$13,435,857	NEW	1	$45.20	6.36%
AAPL	Apple Inc. Technology	Reduced	17,062	-3,741	$4,937,060	−6.5%	7	before history	2.34%
NVDA	Nvidia Corp Technology	Reduced	21,799	-4,790	$4,361,761	−5.9%	7	before history	2.06%
MSFT	Microsoft Corp Technology	Reduced	10,149	-7,004	$3,785,779	−40.4%	7	before history	1.79%
SPY	Spdr S&P 500 ETF Trust	Added	3,956	+13	$2,954,222	+15.2%	7	before history	1.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,709	-700	$2,397,595	+12.5%	7	before history	1.13%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	21,993	-9,587	$2,214,035	−30.4%	7	before history	1.05%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,640	+762	$2,087,025	+33.4%	7	before history	0.99%
NWN	Northwest Natural Holding Co Utilities	NEW	34,698	NEW	$1,702,283	NEW	1	$51.21	0.81%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,821	-1,261	$1,625,717	−3.4%	7	before history	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,709	-341	$1,560,005	+3.6%	7	before history	0.74%
GOOG	Alphabet Inc. Communication Services	Reduced	4,235	-966	$1,496,352	+0.3%	7	before history	0.71%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,526	0	$1,073,296	+14.0%	7	before history	0.51%
JNJ	Johnson & Johnson Healthcare	Reduced	4,109	-59	$1,043,562	+2.4%	7	before history	0.49%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Held	16,435	0	$873,848	−0.1%	7	before history	0.41%
AVGO	Broadcom Inc. Technology	Reduced	2,095	-247	$791,386	+9.2%	7	before history	0.37%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	795	-1,003	$743,698	−58.5%	7	before history	0.35%
EFA	iShares MSCI EAFE ETF	Held	6,892	0	$715,940	+6.9%	6	unpriced	0.34%
LLY	ELI LILLY & Co Healthcare	Held	545	0	$653,689	+30.4%	7	before history	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,904	-562	$623,236	−14.1%	7	before history	0.29%
KLAC	Kla Corp Technology	Added	1,849	+1,618	$557,861	+64.0%	3	$123.32	0.26%
GE	General Electric Co Industrials	Reduced	1,420	-166	$530,696	+17.9%	6	$211.33	0.25%
MU	Micron Technology Inc Technology	Reduced	457	-141	$527,510	+161.1%	3	$229.44	0.25%
AMAT	Applied Materials Inc Technology	Reduced	720	-26	$520,560	+104.2%	2	$336.38	0.25%
META	Meta Platforms, Inc. Communication Services	Reduced	898	-396	$505,834	−31.7%	7	before history	0.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,050	0	$501,448	+41.3%	5	$185.25	0.24%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,074	-426	$475,313	−27.8%	3	$178.69	0.22%
V	Visa Inc. Financial Services	Reduced	1,316	-1,390	$451,506	−44.8%	7	before history	0.21%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	3,398	+1	$449,351	—	6	unpriced	0.21%
LRCX	Lam Research Corp Technology	Reduced	1,029	-460	$445,896	+40.2%	3	$157.31	0.21%
CAT	Caterpillar Inc Industrials	Reduced	417	-262	$444,063	−7.7%	5	$383.87	0.21%
RTX	RTX Corp Industrials	Added	2,330	+26	$442,070	−0.5%	6	$129.00	0.21%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	NEW	3,648	NEW	$436,008	NEW	1	unpriced	0.21%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,465	-1,035	$392,445	−29.8%	7	before history	0.19%
GEV	GE Vernova Inc. Industrials	Reduced	324	-111	$380,654	+0.2%	4	$647.15	0.18%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Held	7,195	0	$377,089	−0.3%	7	before history	0.18%
INTC	Intel Corp Technology	NEW	2,655	NEW	$370,717	NEW	1	$101.12	0.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	716	-248	$358,279	−22.4%	7	before history	0.17%
NOC	Northrop Grumman Corp Industrials	Reduced	696	-9	$354,479	−26.3%	7	before history	0.17%
FTEC	Fidelity MSCI Information Technology Index ETF	NEW	1,149	NEW	$328,131	NEW	1	$261.41	0.16%
AMD	Advanced Micro Devices Inc Technology	Reduced	553	-511	$321,243	+48.4%	3	$224.60	0.15%
XOM	ExxonMobil Holdings Corp Energy	Added	2,328	+13	$318,284	−19.0%	6	$111.17	0.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	893	-265	$314,943	−17.3%	7	before history	0.15%
MRK	Merck & Co., Inc. Healthcare	Added	2,436	+459	$313,026	+31.6%	2	$115.75	0.15%

Showing the top 50 of 72 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.