Panoramic Capital Partners, LLC Portfolio Holdings

Panoramic Capital Partners, LLC

  • $97 Billion
  • Q1 2025

Panoramic Capital Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $97 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $23.3B, Ishares S&P 100 ETF with a value of $15B, Ishares Trishares 0 3 Mnth Tre with a value of $9.94B, Ishares Core S&P Sm Cap ETF with a value of $8.73B, and Ishares Core S&P Mid Cap ETF with a value of $7.94B.

Examining the 13F form we can see an decrease of $16.8B in the current position value, from $114B to 97B.

Panoramic Capital Partners, LLC is based out at Lake Oswego, OR

Below you can find more details about Panoramic Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $97 Billion
ETFs: $70.6 Billion
Technology: $11.4 Billion
Consumer Cyclical: $3.97 Billion
Consumer Defensive: $2.95 Billion
Financial Services: $2.54 Billion
Communication Services: $1.92 Billion
Healthcare: $1.66 Billion
Industrials: $1.39 Billion
Other: $610 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$233 Million 0.24% of portfolio
1,378
Q1 2025 New
$46.7B
$215 Million 0.22% of portfolio
3,018
Q1 2025 Added 8.33%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $97 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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