Panoramic Capital Partners, LLC

Q4 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$163,053
Net value change ($000)
+7,409 (4.8%)
New positions
8
Sold out positions
5
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/17/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,065 2.8%
TSLA 911 105.7%
PLTR 733 NEW
AAPL 700 14.1%
GOOGL 542 30.9%
IJH 504 3.9%
GOOGL 349 28.4%
IJR 293 2.0%
LRCX 248 NEW
AMD 243 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -562 -6.3%
iSHARES TRUST -487 -100.0%
SGOV -317 -8.2%
PM -289 -100.0%
UNP -222 -100.0%
ORCL -211 -100.0%
PG -207 -100.0%
HD -168 -29.5%
META -162 -16.0%
SBUX -125 -36.5%
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