Panoramic Capital Partners, LLC
Panoramic Capital Partners, LLC reported 72 holdings worth US$212M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Panoramic Capital Partners, LLC reported 72 holdings worth US$212M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$212M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 17,062 | US$4.94M | 2.3% |
| Nvidia Corporation | 21,799 | US$4.36M | 2.1% |
| Alphabet Inc (google) Class C | 10,896 | US$3.89M | 1.8% |
| Microsoft Corp. | 10,149 | US$3.79M | 1.8% |
| Northwest Natural Holding Company | 34,698 | US$1.7M | 0.80% |
| Amazon.com, Inc. | 6,821 | US$1.63M | 0.77% |
| Tesla, Inc. | 3,709 | US$1.56M | 0.74% |
| Johnson & Johnson | 4,109 | US$1.04M | 0.49% |
| Broadcom Inc. | 2,095 | US$791K | 0.37% |
| Costco Wholesale Corporation | 795 | US$744K | 0.35% |
| Eli Lilly And Company | 545 | US$654K | 0.31% |
| Jp Morgan Chase & Co. | 1,904 | US$623K | 0.29% |
| Kla Corporation | 1,849 | US$558K | 0.26% |
| Ge Aerospace | 1,420 | US$531K | 0.25% |
| Micron Technology, Inc. | 457 | US$528K | 0.25% |
| Applied Materials, Inc. | 720 | US$521K | 0.25% |
| Meta Platforms, Inc. | 898 | US$506K | 0.24% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,050 | US$501K | 0.24% |
| Palantir Technologies Inc. | 4,074 | US$475K | 0.22% |
| Visa Inc. | 1,316 | US$452K | 0.21% |
| Lam Research Corporation | 1,029 | US$446K | 0.21% |
| Caterpillar, Inc. | 417 | US$444K | 0.21% |
| Rtx Corporation | 2,330 | US$442K | 0.21% |
| Walmart Inc. | 3,465 | US$392K | 0.19% |
| Ge Vernova Inc. | 324 | US$381K | 0.18% |
| Intel Corporation | 2,655 | US$371K | 0.18% |
| Berkshire Hathaway Inc. | 716 | US$358K | 0.17% |
| Northrop Grumman Corporation | 696 | US$354K | 0.17% |
| Advanced Micro Devices Inc | 553 | US$321K | 0.15% |
| Exxon Mobil Corporation | 2,328 | US$318K | 0.15% |
| Home Depot, Inc. (the) | 893 | US$315K | 0.15% |
| Merck & Company, Inc. | 2,436 | US$313K | 0.15% |
| Amgen Inc. | 741 | US$268K | 0.13% |
| Bank Of America Corporation | 4,574 | US$261K | 0.12% |
| Unitedhealth Group Incorporated | 604 | US$251K | 0.12% |
| Moody's Corporation | 547 | US$248K | 0.12% |
| Mastercard Incorporated | 481 | US$247K | 0.12% |
| Wells Fargo & Company | 2,905 | US$240K | 0.11% |
| Blue Bird Corporation | 3,000 | US$237K | 0.11% |
| Fedex Corporation | 752 | US$236K | 0.11% |
| Fastenal Company | 4,875 | US$234K | 0.11% |
| Palo Alto Networks, Inc. | 667 | US$227K | 0.11% |
| Ameris Bancorp | 2,423 | US$219K | 0.10% |
| Sysco Corporation | 2,422 | US$202K | 0.10% |
| Philip Morris International Inc | 1,111 | US$201K | 0.10% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Sherwin-williams Company (the) | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Woodward, Inc. | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Copart, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related