Panoramic Capital Partners, LLC

Q3 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
59
Total value ($000)
$155,644
Net value change ($000)
+11,459 (7.9%)
New positions
4
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/18/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 3,360 9.7%
OEF 1,401 7.3%
IJR 1,280 9.6%
AAPL 945 23.5%
NVDA 801 20.0%
IJH 783 6.5%
GOOGL 588 50.4%
MSFT 577 6.9%
GOOGL 309 33.6%
JNJ 282 54.5%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -1,652 -29.9%
CRM -296 -100.0%
AMGN -238 -100.0%
MCD -232 -100.0%
COST -204 -11.5%
VRSK -204 -100.0%
V -51 -4.6%
PG -42 -16.9%
NOW -39 -11.5%
SBUX -38 -10.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type