Panoramic Capital Partners, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $156 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 $38B, Ishares S&P 100 ETF with a value of $20.6B, Capital Grp Fixed Incm ETF T with a value of $16.9B, Ishares Core S&P Sm Cap ETF with a value of $14.7B, and Ishares Core S&P Mid Cap ETF with a value of $12.8B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $144B to 156B.

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 $156 Billion
ETFs: $97.9 Billion
Technology: $20.2 Billion
Consumer Cyclical: $4.59 Billion
Communication Services: $4.29 Billion
Financial Services: $3.53 Billion
Consumer Defensive: $3.18 Billion
Industrials: $2.74 Billion
Healthcare: $1.44 Billion
Other: $613 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $156 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Panoramic Capital Partners, LLC Portfolio

Follow Panoramic Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Capital Partners, LLC with notifications on news.