Panoramic Capital Partners, LLC

CIK

2052992

Location

LAKE OSWEGO, OR

Portfolio Value

Micro $42,451,139

Diversification

Diversified

Filing Date

Global Rank

#7,030 / 8,603 ▲ 51 · as of Mar 2026

Top Industry

Software - Infrastructure 18.0%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+17.8%

SPY

+24.0%

Annualised alpha

-4.2%

Max drawdown

−19.1%

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

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

Top Position

15.0%

−3.7 pts

Top 5

49.4%

−3.6 pts

Top 10

65.7%

−2.8 pts

HHI

655

Diversified−115

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.8%	$19,029,822	11
Consumer Cyclical	10.2%	$4,324,695	6
Industrials	8.9%	$3,767,515	9
Unclassified	8.3%	$3,505,465	2
Financial Services	7.7%	$3,270,902	8
Communication Services	7.4%	$3,145,760	3
Consumer Defensive	6.9%	$2,911,566	3
Healthcare	5.2%	$2,200,829	5
Basic Materials	0.7%	$294,585	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	+928	5,488	$289,876
NVDA	Nvidia Corp	+607	26,589	$4,637,121
PLTR	Palantir Technologies Inc.	+374	4,500	$658,260
NFLX	Netflix Inc	+328	2,859	$274,892
AVGO	Broadcom Inc.	+238	2,342	$724,872
GE	General Electric Co	+174	1,586	$450,059
TSLA	Tesla, Inc.	+108	4,050	$1,505,587
GEV	GE Vernova Inc.	+103	435	$379,711
MDY	Spdr S&P Midcap 400 ETF Trust	+97	1,526	$941,175
CAT	Caterpillar Inc	+91	679	$481,044
BRK-B	Berkshire Hathaway Inc	+90	964	$461,948
COST	Costco Wholesale Corp /New	+76	1,798	$1,791,581
BAC	Bank Of America Corp /De/	+74	4,692	$228,735
GOOGL	Alphabet Inc.	+72	7,409	$2,130,532
SBUX	Starbucks Corp	+51	2,623	$234,994
KLAC	Kla Corp	+48	231	$34,012
JPM	Jpmorgan Chase & Co	+42	2,466	$725,398
LRCX	Lam Research Corp	+39	1,489	$318,139
SPY	Spdr S&P 500 ETF Trust	+34	3,943	$2,564,290
ABBV	AbbVie Inc.	+29	972	$211,400
RTX	RTX Corp	+28	2,304	$444,441
WMT	Walmart Inc.	+15	4,500	$559,260
FAST	Fastenal Co	+14	5,098	$236,547
META	Meta Platforms, Inc.	+10	1,294	$740,336
SYY	Sysco Corp	+5	7,861	$560,725
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	−965	9,208	$305,705
MSFT	Microsoft Corp	−272	17,153	$6,349,526
JNJ	Johnson & Johnson	−160	4,168	$1,018,825
SHW	Sherwin Williams Co	−120	919	$294,585
MU	Micron Technology Inc	−112	598	$202,028
AMD	Advanced Micro Devices Inc	−72	1,064	$216,449
V	Visa Inc.	−59	2,706	$817,861
AAPL	Apple Inc.	−46	20,803	$5,279,593
MA	Mastercard Inc	−36	716	$357,756
WFC	Wells Fargo & Company/Mn	−25	3,006	$239,307
LLY	ELI LILLY & Co	−13	545	$501,274
AMGN	Amgen Inc	−7	658	$231,517
HD	Home Depot, Inc.	−6	1,158	$380,854
MCO	Moodys Corp /De/	−2	549	$239,501
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	746	$254,975
MRK	Merck & Co., Inc.	1,977	$237,813
SPGI	S&P Global Inc.	498	$200,396
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	1,552	$237,750
CRM	Salesforce, Inc.	801	$212,192
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $42,451,139 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	17,153	-272	$6,349,526	−24.7%	14.96%
AAPL	Apple Inc. Technology	Reduced	20,803	-46	$5,279,593	−6.9%	12.44%
NVDA	Nvidia Corp Technology	Added	26,589	+607	$4,637,121	−4.3%	10.92%
SPY	Spdr S&P 500 ETF Trust	Added	3,943	+34	$2,564,290	−3.8%	6.04%
GOOGL	Alphabet Inc. Communication Services	Added	7,409	+72	$2,130,532	−7.2%	5.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,798	+76	$1,791,581	+20.6%	4.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,082	+4	$1,683,238	−9.7%	3.97%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,050	+108	$1,505,587	−15.1%	3.55%
JNJ	Johnson & Johnson Healthcare	Reduced	4,168	-160	$1,018,825	+13.7%	2.40%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,526	+97	$941,175	+9.2%	2.22%
V	Visa Inc. Financial Services	Reduced	2,706	-59	$817,861	−15.7%	1.93%
META	Meta Platforms, Inc. Communication Services	Added	1,294	+10	$740,336	−12.7%	1.74%
WWD	Woodward, Inc. Industrials	Held	2,052	0	$734,451	+18.4%	1.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,466	+42	$725,398	−7.1%	1.71%
AVGO	Broadcom Inc. Technology	Added	2,342	+238	$724,872	−0.5%	1.71%
PLTR	Palantir Technologies Inc. Technology	Added	4,500	+374	$658,260	−10.2%	1.55%
SYY	Sysco Corp Consumer Defensive	Added	7,861	+5	$560,725	−3.1%	1.32%
WMT	Walmart Inc. Consumer Defensive	Added	4,500	+15	$559,260	+11.9%	1.32%
LLY	ELI LILLY & Co Healthcare	Reduced	545	-13	$501,274	−16.4%	1.18%
CAT	Caterpillar Inc Industrials	Added	679	+91	$481,044	+42.8%	1.13%
NOC	Northrop Grumman Corp /De/ Industrials	Added	705	+3	$480,979	+20.2%	1.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	964	+90	$461,948	+5.2%	1.09%
GE	General Electric Co Industrials	Added	1,586	+174	$450,059	+3.5%	1.06%
RTX	RTX Corp Industrials	Added	2,304	+28	$444,441	+6.5%	1.05%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,158	-6	$380,854	−4.9%	0.90%
GEV	GE Vernova Inc. Industrials	Added	435	+103	$379,711	+75.0%	0.89%
MA	Mastercard Inc Financial Services	Reduced	716	-36	$357,756	−16.7%	0.84%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,050	0	$354,847	+11.2%	0.84%
LRCX	Lam Research Corp Technology	Added	1,489	+39	$318,139	+28.2%	0.75%
CPRT	Copart Inc Industrials	Reduced	9,208	-965	$305,705	−23.2%	0.72%
SHW	Sherwin Williams Co Basic Materials	Reduced	919	-120	$294,585	−12.5%	0.69%
NKE	NIKE, Inc. Consumer Cyclical	Added	5,488	+928	$289,876	−0.2%	0.68%
NFLX	Netflix Inc Communication Services	Added	2,859	+328	$274,892	+15.8%	0.65%
AMAT	Applied Materials Inc /De Technology	NEW	746	NEW	$254,975	NEW	0.60%
FDX	Fedex Corp Industrials	Added	887	+5	$254,578	+24.0%	0.60%
MCO	Moodys Corp /De/ Financial Services	Reduced	549	-2	$239,501	−14.9%	0.56%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,006	-25	$239,307	−15.3%	0.56%
MRK	Merck & Co., Inc. Healthcare	NEW	1,977	NEW	$237,813	NEW	0.56%
FAST	Fastenal Co Industrials	Added	5,098	+14	$236,547	+15.9%	0.56%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,623	+51	$234,994	+8.5%	0.55%
AMGN	Amgen Inc Healthcare	Reduced	658	-7	$231,517	+6.4%	0.55%
RACE	Ferrari N.V. Consumer Cyclical	Added	680	+3	$230,146	−8.0%	0.54%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,692	+74	$228,735	−9.9%	0.54%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,064	-72	$216,449	−11.0%	0.51%
ABBV	AbbVie Inc. Healthcare	Added	972	+29	$211,400	−1.9%	0.50%
MU	Micron Technology Inc Technology	Reduced	598	-112	$202,028	−0.3%	0.48%
SPGI	S&P Global Inc. Financial Services	NEW	498	NEW	$200,396	NEW	0.47%
KLAC	Kla Corp Technology	Added	231	+48	$34,012	+53.0%	0.08%