Panoramic Capital Partners, LLC
Long book
$162.3M
Q1 2026
Positions
63
Top-10 weight
81%
concentration
Last quarter
+12.7%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsPanoramic Capital Partners, LLC is a wealth-management firm allocating client money, running a $162.3M US long book across 63 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, CAP GROUP CORE BOND, ISHARES S&P 100 ETF, ISHARES CORE S&P SMALL-CAP E, ISHARES CORE S&P MIDCAP ETF.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-5.2%
Q1 2025
+9.7%
Q2 2025
+7.6%
Q3 2025
+2.1%
Q4 2025
-3.5%
Q1 2026
+12.7%
Sector allocation
Technology 57%
Consumer discretionary 15%
Industrials 12%
Healthcare 5%
Services media 5%
Financials 4%
Other 2%
Energy 1%
Long book by quarter
What does Panoramic Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 17.2K | $6.3M | 3.9% | -1.6% |
| AAPL APPLE INC | Technology | 20.8K | $5.3M | 3.3% | -0.2% |
| NVDA NVIDIA CORP | Technology | 26.6K | $4.6M | 2.9% | +2.3% |
| GOOGL ALPHABET INC-CL A | Technology | 7.4K | $2.1M | 1.3% | +1.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.8K | $1.8M | 1.1% | +4.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.1K | $1.7M | 1.0% | 0.0% |
| TSLA TESLA INC | Industrials | 4.0K | $1.5M | 0.9% | +2.7% |
| GOOG ALPHABET INC-CL C | Technology | 5.2K | $1.5M | 0.9% | +3.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.2K | $1.0M | 0.6% | -3.7% |
| V VISA INC-CLASS A SHARES | Services media | 2.7K | $818K | 0.5% | -2.1% |
| META META PLATFORMS INC-CLASS A | Technology | 1.3K | $740K | 0.5% | +0.8% |
| WWD WOODWARD INC | Industrials | 2.1K | $734K | 0.5% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 2.5K | $725K | 0.4% | +1.7% |
| AVGO BROADCOM INC | Technology | 2.3K | $725K | 0.4% | +11.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 4.5K | $658K | 0.4% | +9.1% |
| SYY SYSCO CORP | Consumer discretionary | 7.9K | $561K | 0.3% | +0.1% |
| WMT WALMART INC | Consumer discretionary | 4.5K | $559K | 0.3% | +0.3% |
| LLY ELI LILLY & CO | Healthcare | 545 | $501K | 0.3% | -2.3% |
| CAT CATERPILLAR INC | Industrials | 679 | $481K | 0.3% | +15.5% |
| NOC NORTHROP GRUMMAN CORP | Technology | 705 | $481K | 0.3% | +0.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 964 | $462K | 0.3% | +10.3% |
| GE GENERAL ELECTRIC | Industrials | 1.6K | $450K | 0.3% | +12.3% |
| RTX RTX CORP | Industrials | 2.3K | $444K | 0.3% | +1.2% |
| XOM EXXON MOBIL CORP | Energy | 2.3K | $393K | 0.2% | +0.2% |
| HD HOME DEPOT INC | Consumer discretionary | 1.2K | $381K | 0.2% | -0.5% |
| GEV GE VERNOVA INC | Industrials | 435 | $380K | 0.2% | +31.0% |
| MA MASTERCARD INC - A | Services media | 716 | $358K | 0.2% | -4.8% |
| KLAC KLA CORP | Other | 231 | $340K | 0.2% | +26.2% |
| LRCX LAM RESEARCH CORP | Industrials | 1.5K | $318K | 0.2% | +2.7% |
| FDX FEDEX CORP | Industrials | 887 | $316K | 0.2% | +0.6% |
| CPRT COPART INC | Consumer discretionary | 9.2K | $306K | 0.2% | -9.5% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 919 | $295K | 0.2% | -11.5% |
| NKE NIKE INC -CL B | Other | 5.5K | $290K | 0.2% | +20.4% |
| NFLX NETFLIX INC | Services media | 2.9K | $275K | 0.2% | +13.0% |
| AMAT APPLIED MATERIALS INC | Technology | 746 | $255K | 0.2% | New |
| MCO MOODY'S CORP | Services media | 549 | $240K | 0.1% | -0.4% |
| WFC WELLS FARGO & CO | Financials | 3.0K | $239K | 0.1% | -0.8% |
| MRK MERCK & CO. INC. | Healthcare | 2.0K | $238K | 0.1% | New |
| FAST FASTENAL CO | Consumer discretionary | 5.1K | $237K | 0.1% | +0.3% |
| SBUX STARBUCKS CORP | Consumer discretionary | 2.6K | $235K | 0.1% | +2.0% |
| AMGN AMGEN INC | Healthcare | 658 | $231K | 0.1% | -1.1% |
| RACE FERRARI NV | Industrials | 680 | $230K | 0.1% | +0.4% |
| BAC BANK OF AMERICA CORP | Financials | 4.7K | $229K | 0.1% | +1.6% |
| AMD ADVANCED MICRO DEVICES | Technology | 1.1K | $216K | 0.1% | -6.3% |
| SPGI S&P GLOBAL INC | Services media | 498 | $212K | 0.1% | New |
| ABBV ABBVIE INC | Healthcare | 972 | $211K | 0.1% | +3.1% |
| MU MICRON TECHNOLOGY INC | Technology | 598 | $202K | 0.1% | -15.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 8, 2026 | 63 | $162.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 7, 2026 | 62 | $163.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 17, 2025 | 59 | $155.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 59 | $144.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 52 | $97.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 59 | $113.8M | canonical | SEC ↗ |