Panoramic Capital Partners, LLC

Q2 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$211,542
Net value change ($000)
+49,223 (30.3%)
New positions
17
Sold out positions
8
Turnover %
20.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGGE 17,698 NEW
CGGR 13,436 NEW
IVV 8,323 21.7%
IJR 3,923 24.5%
OEF 3,807 19.1%
IJH 3,117 21.9%
NWN 1,702 NEW
VTI 522 33.4%
VGT 436 NEW
SPY 389 15.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,563 -40.4%
COST -1,048 -58.5%
SGOV -965 -30.4%
WWD -734 -100.0%
V -366 -44.7%
SYY -359 -64.0%
AAPL -343 -6.5%
CPRT -306 -100.0%
SHW -295 -100.0%
NKE -290 -100.0%
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