Panoramic Investment Advisors, LLC
Panoramic Investment Advisors, LLC reported 141 holdings worth US$209M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Panoramic Investment Advisors, LLC reported 141 holdings worth US$209M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 141
- Value as reported
- US$209M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 25,881 | US$9.25M | 4.4% |
| Berkshire Hathaway Inc. | 5,842 | US$2.92M | 1.4% |
| Nvidia Corporation | 14,304 | US$2.86M | 1.4% |
| Apple Inc | 9,671 | US$2.8M | 1.3% |
| Amazon.com, Inc. | 7,246 | US$1.73M | 0.83% |
| Meta Platforms, Inc. | 2,764 | US$1.56M | 0.74% |
| Microsoft Corp. | 3,599 | US$1.34M | 0.64% |
| Pepsico, Inc. | 9,268 | US$1.25M | 0.60% |
| Charles Schwab Corporation (the) | 13,083 | US$1.21M | 0.58% |
| Abbott Laboratories | 10,747 | US$975K | 0.47% |
| Welltower Inc. | 4,204 | US$954K | 0.46% |
| Crowdstrike Holdings, Inc. | 1,044 | US$797K | 0.38% |
| Tesla, Inc. | 1,593 | US$670K | 0.32% |
| Broadcom Inc. | 1,756 | US$663K | 0.32% |
| Pnc Financial Services Group, Inc. (the) | 2,572 | US$633K | 0.30% |
| Exxon Mobil Corporation | 4,367 | US$597K | 0.29% |
| Advanced Micro Devices Inc | 838 | US$487K | 0.23% |
| Comfort Systems Usa, Inc. | 225 | US$446K | 0.21% |
| Costco Wholesale Corporation | 449 | US$420K | 0.20% |
| Midcap Financial Investment Corporation | 40,780 | US$411K | 0.20% |
| Intel Corporation | 2,933 | US$409K | 0.20% |
| Merck & Company, Inc. | 2,875 | US$369K | 0.18% |
| Jp Morgan Chase & Co. | 1,089 | US$356K | 0.17% |
| Goldman Sachs Group, Inc. (the) | 341 | US$345K | 0.16% |
| Realty Income Corporation | 5,416 | US$336K | 0.16% |
| Lam Research Corporation | 764 | US$331K | 0.16% |
| Quanta Services, Inc. | 410 | US$295K | 0.14% |
| Micron Technology, Inc. | 246 | US$284K | 0.14% |
| Corning Incorporated | 1,076 | US$275K | 0.13% |
| Celldex Therapeutics, Inc. | 6,500 | US$242K | 0.12% |
| Lockheed Martin Corporation | 474 | US$241K | 0.12% |
| Palantir Technologies Inc. | 2,005 | US$234K | 0.11% |
| Strategy Inc | 2,573 | US$224K | 0.11% |
| Space Exploration Technologies Corp | 1,276 | US$218K | 0.10% |
| Mplx Lp | 3,782 | US$213K | 0.10% |
| Davita Inc. | 951 | US$212K | 0.10% |
| Arbor Realty Trust | 11,706 | US$63,447 | 0.03% |
| Rocket Companies, Inc. | 0 | US$0 | 0.00% |
| Sofi Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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