Panoramic Capital Partners, LLC

LAKE OSWEGO, OR · CIK 2052992 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLake Oswego, OR

$211.5m reported value +30.3% vs Q1 2026

72positions

82.1%in top 10

17 new 13 added 35 reduced 8 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

GSAM – no 13F of its own this quarter
Parametric – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	1,176,056	$46.6m22.03%	22.03%	Added +1.1m	+1,117,462 1907.1%
2	ISHARES TR S&P 100 ETF OEF	OEF	64,788	$23.7m11.21%	11.21%	Added +2.2k	+2,232 3.6%
3	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	836,040	$21.9m10.35%	10.35%	Added +8.9k	+8,905 1.1%
4	ISHARES TR CORE S&P SCP ETF IJR	IJR	134,244	$19.9m9.41%	9.41%	Added +5.6k	+5,637 4.4%
5	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	502,212	$17.7m8.37%	8.37%	New
6	ISHARES TR CORE S&P MCP ETF IJH	IJH	224,816	$17.3m8.19%	8.19%	Added +14.3k	+14,261 6.8%
7	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	284,658	$13.4m6.35%	6.35%	New
8	APPLE INC COM AAPL	AAPL	17,062	$4.9m2.33%	2.33%	Reduced -3.7k	-3,741 -18.0%
9	NVIDIA CORPORATION COM NVDA	NVDA	21,799	$4.4m2.06%	2.06%	Reduced -4.8k	-4,790 -18.0%
10	MICROSOFT CORP COM MSFT	MSFT	10,149	$3.8m1.79%	1.79%	Reduced -7.0k	-7,004 -40.8%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,956	$3.0m1.40%	1.40%	Added +13	+13 0.3%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,709	$2.4m1.13%	1.13%	Reduced -700	-700 -9.4%
13	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	21,993	$2.2m1.05%	1.05%	Reduced -9.6k	-9,587 -30.4%
14	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,640	$2.1m0.99%	0.99%	Added +762	+762 15.6%
15	NORTHWEST NAT HLDG CO COM NWN	NWN	34,698	$1.7m0.80%	0.80%	New
16	AMAZON COM INC COM AMZN	AMZN	6,821	$1.6m0.77%	0.77%	Reduced -1.3k	-1,261 -15.6%
17	TESLA INC COM TSLA	TSLA	3,709	$1.6m0.74%	0.74%	Reduced -341	-341 -8.4%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	4,235	$1.5m0.71%	0.71%	Reduced -966	-966 -18.6%
19	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,526	$1.1m0.51%	0.51%	Unchanged
20	JOHNSON & JOHNSON COM JNJ	JNJ	4,109	$1.0m0.49%	0.49%	Reduced -59	-59 -1.4%
21	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	16,435	$873.8k0.41%	0.41%	Unchanged
22	BROADCOM INC COM AVGO	AVGO	2,095	$791.4k0.37%	0.37%	Reduced -247	-247 -10.6%
23	COSTCO WHSL CORP NEW COM COST	COST	795	$743.7k0.35%	0.35%	Reduced -1.0k	-1,003 -55.8%
24	ISHARES TR MSCI EAFE ETF EFA	EFA	6,892	$715.9k0.34%	0.34%	Unchanged
25	ELI LILLY & CO COM LLY	LLY	545	$653.7k0.31%	0.31%	Unchanged
26	JPMORGAN CHASE & CO COM JPM	JPM	1,904	$623.2k0.29%	0.29%	Reduced -562	-562 -22.8%
27	KLA CORP COM NEW KLAC	KLAC	1,849	$557.9k0.26%	0.26%	Reduced -461	-461 -20.0%
28	GE AEROSPACE COM NEW GE	GE	1,420	$530.9k0.25%	0.25%	Reduced -166	-166 -10.5%
29	MICRON TECHNOLOGY INC COM MU	MU	457	$527.5k0.25%	0.25%	Reduced -141	-141 -23.6%
30	APPLIED MATLS INC COM AMAT	AMAT	720	$520.6k0.25%	0.25%	Reduced -26	-26 -3.5%
31	META PLATFORMS INC CL A META	META	898	$505.8k0.24%	0.24%	Reduced -396	-396 -30.6%
32	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,050	$501.4k0.24%	0.24%	Unchanged
33	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	4,074	$475.3k0.22%	0.22%	Reduced -426	-426 -9.5%
34	VISA INC COM CL A V	V	1,316	$451.5k0.21%	0.21%	Reduced -1.4k	-1,390 -51.4%
35	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,398	$449.3k0.21%	0.21%	Added +1	+1 0.0%
36	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,029	$445.9k0.21%	0.21%	Reduced -460	-460 -30.9%
37	CATERPILLAR INC COM CAT	CAT	417	$444.1k0.21%	0.21%	Reduced -262	-262 -38.6%
38	RTX CORPORATION COM RTX	RTX	2,330	$442.1k0.21%	0.21%	Added +26	+26 1.1%
39	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,648	$436.0k0.21%	0.21%	New
40	WALMART INC COM WMT	WMT	3,465	$392.4k0.19%	0.19%	Reduced -1.0k	-1,035 -23.0%
41	GE VERNOVA INC COM GEV	GEV	324	$380.7k0.18%	0.18%	Reduced -111	-111 -25.5%
42	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	7,195	$377.1k0.18%	0.18%	Unchanged
43	INTEL CORP COM INTC	INTC	2,655	$370.7k0.18%	0.18%	New
44	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	716	$358.3k0.17%	0.17%	Reduced -248	-248 -25.7%
45	NORTHROP GRUMMAN CORP COM NOC	NOC	696	$354.5k0.17%	0.17%	Reduced -9	-9 -1.3%
46	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	1,149	$328.1k0.16%	0.16%	New
47	ADVANCED MICRO DEVICES INC COM AMD	AMD	553	$321.2k0.15%	0.15%	Reduced -511	-511 -48.0%
48	EXXON MOBIL CORP COM XOM	XOM	2,328	$318.3k0.15%	0.15%	Added +13	+13 0.6%
49	HOME DEPOT INC COM HD	HD	893	$314.9k0.15%	0.15%	Reduced -265	-265 -22.9%
50	MERCK & CO INC COM MRK	MRK	2,436	$313.0k0.15%	0.15%	Added +459	+459 23.2%
51	WISDOMTREE TR US MIDCAP DIVID DON	DON	4,800	$271.3k0.13%	0.13%	Unchanged
52	AMGEN INC COM AMGN	AMGN	741	$268.4k0.13%	0.13%	Added +83	+83 12.6%
53	ETF OPPORTUNITIES TRUST HEDGEYE CAPITAL HECA	HECA	9,661	$263.7k0.12%	0.12%	New
54	BANK AMERICA CORP COM BAC	BAC	4,574	$260.6k0.12%	0.12%	Reduced -118	-118 -2.5%
55	SPDR GOLD TR GOLD SHS GLD	GLD	686	$252.7k0.12%	0.12%	New
56	UNITEDHEALTH GROUP INC COM UNH	UNH	604	$251.0k0.12%	0.12%	New
57	FERRARI N V COM RACE	RACE	670	$249.4k0.12%	0.12%	Reduced -10	-10 -1.5%
58	MOODYS CORP COM MCO	MCO	547	$247.7k0.12%	0.12%	Reduced -2	-2 -0.4%
59	MASTERCARD INCORPORATED CL A MA	MA	481	$247.0k0.12%	0.12%	Reduced -235	-235 -32.8%
60	WELLS FARGO CO NEW COM WFC	WFC	2,905	$240.0k0.11%	0.11%	Reduced -101	-101 -3.4%
61	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	2,889	$237.9k0.11%	0.11%	Added +3	+3 0.1%
62	BLUE BIRD CORP COM BLBD	BLBD	3,000	$236.9k0.11%	0.11%	New
63	FEDEX CORP COM FDX	FDX	752	$235.6k0.11%	0.11%	Reduced -135	-135 -15.2%
64	FASTENAL CO COM FAST	FAST	4,875	$234.1k0.11%	0.11%	Reduced -223	-223 -4.4%
65	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	1,973	$231.0k0.11%	0.11%	New
66	PALO ALTO NETWORKS INC COM PANW	PANW	667	$227.5k0.11%	0.11%	New
67	AMERIS BANCORP COM ABCB	ABCB	2,423	$218.7k0.10%	0.10%	New
68	WISDOMTREE TR US SMALLCAP DIVD DES	DES	5,346	$217.5k0.10%	0.10%	New
69	INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO PDP	PDP	1,400	$212.4k0.10%	0.10%	New
70	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	285	$209.9k0.10%	0.10%	New
71	SYSCO CORP COM SYY	SYY	2,422	$202.4k0.10%	0.10%	Reduced -5.4k	-5,439 -69.2%
72	PHILIP MORRIS INTL INC COM PM	PM	1,111	$201.0k0.10%	0.10%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WOODWARD INC WWD	WWD	2,052	$734.5k2.1k shares
COPART INC CPRT	CPRT	9,208	$305.7k9.2k shares
SHERWIN WILLIAMS CO SHW	SHW	919	$294.6k919 shares
NIKE INC NKE	NKE	5,488	$289.9k5.5k shares
NETFLIX INC NFLX	NFLX	2,859	$274.9k2.9k shares
STARBUCKS CORP SBUX	SBUX	2,623	$235.0k2.6k shares
S&P GLOBAL INC SPGI	SPGI	498	$211.8k498 shares
ABBVIE INC ABBV	ABBV	972	$211.4k972 shares