Panoramic Capital Partners, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 59 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 $34.6B, Ishares S&P 100 ETF with a value of $19.2B, Capital Grp Fixed Incm ETF T with a value of $15.4B, Ishares Core S&P Sm Cap ETF with a value of $13.4B, and Ishares Core S&P Mid Cap ETF with a value of $12B.

Examining the 13F form we can see an increase of $47.2B in the current position value, from $97B to 144B.

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 $144 Billion
ETFs: $91.8 Billion
Technology: $17.8 Billion
Consumer Cyclical: $4.56 Billion
Financial Services: $3.51 Billion
Communication Services: $3.32 Billion
Consumer Defensive: $3.32 Billion
Industrials: $2.63 Billion
Healthcare: $1.19 Billion
Other: $618 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $144 Billion
  • Prior Value $97 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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