Holdings
Panoramic Investment Advisors, LLC
As of Jun 30, 2026, Panoramic Investment Advisors, LLC reported 37 positions worth US$36.6M. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 25,881 | US$9.25M | −800 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,842 | US$2.92M | −100 | Jun 30, 2026 |
| Nvidia Corporation | 14,304 | US$2.86M | −164 | Jun 30, 2026 |
| Apple Inc | 9,671 | US$2.8M | +111 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,246 | US$1.73M | +92 | Jun 30, 2026 |
| Meta Platforms, Inc. | 2,764 | US$1.56M | +38 | Jun 30, 2026 |
| Microsoft Corp. | 3,599 | US$1.34M | −200 | Jun 30, 2026 |
| Pepsico, Inc. | 9,268 | US$1.25M | −90 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 13,083 | US$1.21M | −150 | Jun 30, 2026 |
| Abbott Laboratories | 10,747 | US$975K | −759 | Jun 30, 2026 |