Panoramic Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$162,319
Net value change ($000)
-734 (-0.5%)
New positions
3
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IJR 1,036 6.9%
IJH 948 7.1%
COST 307 20.7%
AMAT 255 NEW
MRK 238 NEW
SPGI 212 NEW
GEV 163 75.1%
CAT 144 42.7%
JNJ 123 13.7%
KLAC 118 53.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,078 -24.7%
OEF -864 -4.2%
IVV -795 -2.0%
AAPL -388 -6.8%
SGOV -383 -10.8%
TSLA -267 -15.1%
NOW -238 -100.0%
CRM -212 -100.0%
NVDA -209 -4.3%
AMZN -182 -9.8%
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