Panoramic Capital Partners, LLC

Q3 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$235,867
Net value change ($000)
+24,325 (11.5%)
New positions
13
Sold out positions
8
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 5,535 146.2%
IVV 3,651 7.8%
CGGE 2,876 16.3%
OEF 2,285 9.6%
AAPL 2,024 41.0%
IYW 1,501 NEW
CGGR 1,410 10.5%
NVDA 1,247 28.6%
ITOT 815 NEW
COST 731 98.3%
Top Reduces (Value $000, Stocks/ETFs)
NWN -1,702 -100.0%
IJR -689 -3.5%
XOM -318 -100.0%
HECA -264 -100.0%
GLD -253 -100.0%
BLBD -237 -100.0%
BOXX -231 -100.0%
ABCB -219 -100.0%
PDP -212 -100.0%
TSLA -197 -12.6%
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