Panoramic Capital Partners, LLC Top Holdings and 13F Report (2025) About Panoramic Capital Partners, LLCInvestment ActivityPanoramic Capital Partners, LLC has $97.02 million in total holdings as of March 31, 2025.Panoramic Capital Partners, LLC owns shares of 52 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.63% of the portfolio was purchased this quarter.About 10.25% of the portfolio was sold this quarter.This quarter, Panoramic Capital Partners, LLC has purchased 59 new stocks and bought additional shares in 20 stocks.Panoramic Capital Partners, LLC sold shares of 18 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $23,331,442iShares S&P 100 ETF $14,998,270iShares 0-3 Month Treasury Bond ETF $9,938,768iShares Core S&P Small-Cap ETF $8,725,625iShares Core S&P Mid-Cap ETF $7,935,632 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $419,805 Holding872540109 - TJX Companies $348,807 Holding464287465 - iShares MSCI EAFE ETF $306,067 Holding921910733 - Vanguard ESG US Stock ETF $283,479 Holding30231G102 - Exxon Mobil $281,954 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 4,437 shares (about $2.21M)iShares Core S&P Mid-Cap ETF 26,497 shares (about $1.36M)iShares Core S&P Small-Cap ETF 12,502 shares (about $1.13M)Microsoft 1,237 shares (about $438.58K)Invesco QQQ 1,009 shares (about $419.81K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 32,831 shares (about $3.30M)Broadcom 3,554 shares (about $554.53K)UnitedHealth Group 721 shares (about $398.77K)Meta Platforms 496 shares (about $253.18K)SPDR S&P 500 ETF Trust 491 shares (about $243.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPanoramic Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$23,331,442$2,213,182 ▲10.5%46,77524.0%ETFOEFiShares S&P 100 ETF$14,998,270$217,544 ▲1.5%62,39415.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$9,938,768$3,296,889 ▼-24.9%98,97210.2%ETFIJRiShares Core S&P Small-Cap ETF$8,725,625$1,132,180 ▲14.9%96,3529.0%ETFIJHiShares Core S&P Mid-Cap ETF$7,935,632$1,355,586 ▲20.6%155,1148.2%ETFMSFTMicrosoft$6,075,993$438,583 ▲7.8%17,1376.3%Computer and TechnologyAAPLApple$3,140,285$72,072 ▼-2.2%18,2133.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,635,902$243,772 ▼-13.0%3,2951.7%FinanceCOSTCostco Wholesale$1,619,392$149,035 ▼-8.4%1,7821.7%Retail/WholesaleNVDANVIDIA$1,420,425$82,240 ▼-5.5%14,7501.5%Computer and TechnologyAMZNAmazon.com$1,346,849$168,783 ▲14.3%7,8921.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,102,2380.0%4,5221.1%ETFVVisa$914,329$226,887 ▼-19.9%2,9660.9%Business ServicesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$848,3940.0%16,5250.9%ManufacturingGOOGLAlphabet$809,018$8,971 ▲1.1%5,5910.8%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$668,618$45,417 ▲7.3%1,4280.7%ETFJNJJohnson & Johnson$599,250$142,350 ▼-19.2%3,9950.6%MedicalGOOGAlphabet$582,069$120,342 ▼-17.1%3,9710.6%Computer and TechnologyBRK.BBerkshire Hathaway$566,536$127,594 ▲29.1%1,1500.6%FinanceSYYSysco$539,444$51,476 ▲10.5%7,9330.6%Consumer StaplesMETAMeta Platforms$532,399$253,183 ▼-32.2%1,0430.5%Computer and TechnologyCPRTCopart$452,551$7,424 ▼-1.6%8,2900.5%Business ServicesJPMJPMorgan Chase & Co.$452,174$121,881 ▼-21.2%2,0850.5%FinanceHDHome Depot$451,904$42,911 ▼-8.7%1,3480.5%Retail/WholesaleLLYEli Lilly and Company$442,280$137,986 ▲45.3%6090.5%MedicalQQQInvesco QQQ$419,805$419,805 ▲New Holding1,0090.4%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$378,1000.0%7,2950.4%ManufacturingMAMastercard$373,378$136,297 ▲57.5%7780.4%Business ServicesNOCNorthrop Grumman$351,267$5,412 ▲1.6%7140.4%AerospaceUNHUnitedHealth Group$349,547$398,771 ▼-53.3%6320.4%MedicalTJXTJX Companies$348,807$348,807 ▲New Holding2,9060.4%Retail/WholesaleSHWSherwin-Williams$327,931$43,578 ▲15.3%1,0460.3%Basic MaterialsWWDWoodward$323,2110.0%2,0520.3%AerospaceSBUXStarbucks$319,238$60,405 ▲23.3%4,0060.3%Retail/WholesaleTSLATesla$309,938$111,152 ▲55.9%1,3970.3%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$306,067$306,067 ▲New Holding4,1950.3%FinanceESGVVanguard ESG US Stock ETF$283,479$283,479 ▲New Holding3,2610.3%ETFXOMExxon Mobil$281,954$281,954 ▲New Holding2,7980.3%EnergyWMTWalmart$278,577$94,222 ▼-25.3%3,4060.3%Retail/WholesaleCRMSalesforce$271,317$108,820 ▲67.0%1,1120.3%Computer and TechnologyPGProcter & Gamble$268,788$29,461 ▼-9.9%1,6970.3%Consumer StaplesAMGNAmgen$264,285$264,285 ▲New Holding9430.3%MedicalRTXRTX$263,928$263,928 ▲New Holding2,1910.3%AerospaceAVGOBroadcom$262,755$554,532 ▼-67.9%1,6840.3%Computer and TechnologyRACEFerrari$260,996$40,980 ▼-13.6%6560.3%Auto/Tires/TrucksNOWServiceNow$241,563$40,018 ▲19.9%3320.2%Computer and TechnologyPMPhilip Morris International$241,454$241,454 ▲New Holding1,6180.2%Consumer StaplesMCDMcDonald's$240,763$240,763 ▲New Holding8030.2%Retail/WholesaleNKENIKE$240,621$21,787 ▼-8.3%4,5170.2%Consumer DiscretionaryMCOMoody's$238,417$36,893 ▲18.3%6010.2%FinanceGEGeneral Electric$233,474$233,474 ▲New Holding1,3780.2%TransportationFASTFastenal$214,882$16,518 ▲8.3%3,0180.2%Retail/WholesaleADBEAdobe$0$283,261 ▼-100.0%00.0%Computer and TechnologyUNPUnion Pacific$0$279,928 ▼-100.0%00.0%TransportationCOPConocoPhillips$0$276,037 ▼-100.0%00.0%EnergyADSKAutodesk$0$267,786 ▼-100.0%00.0%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$0$267,516 ▼-100.0%00.0%ETFCMGChipotle Mexican Grill$0$261,883 ▼-100.0%00.0%Retail/WholesaleCMCSAComcast$0$254,341 ▼-100.0%00.0%Consumer DiscretionarySPGIS&P Global$0$233,576 ▼-100.0%00.0%Business ServicesFDXFedEx$0$228,937 ▼-100.0%00.0%TransportationPANWPalo Alto Networks$0$221,627 ▼-100.0%00.0%Computer and TechnologyTMOThermo Fisher Scientific$0$218,497 ▼-100.0%00.0%MedicalQCOMQUALCOMM$0$218,294 ▼-100.0%00.0%Computer and TechnologyAZOAutoZone$0$214,534 ▼-100.0%00.0%Retail/WholesaleTDGTransDigm Group$0$209,101 ▼-100.0%00.0%AerospaceVRSKVerisk Analytics$0$209,051 ▼-100.0%00.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$0$203,415 ▼-100.0%00.0%Computer and TechnologyITGartner$0$202,508 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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