Panoramic Capital Partners, LLC holds a concentrated book of 72 stocks worth $211.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Cap Group Global Eq and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 22% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Panoramic Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 72 | $181.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 72 | $81.2B |
| OSAIC HOLDINGS, INC. | 80 / 72 | $18.5B |
| MML INVESTORS SERVICES, LLC | 80 / 72 | $13.3B |
| NewEdge Advisors, LLC | 80 / 72 | $11.4B |
| Farther Finance Advisors, LLC | 80 / 72 | $2.8B |
| Advisory Services Network, LLC | 80 / 72 | $2.5B |
| MORGAN STANLEY | 79 / 72 | $639.3B |
Ranked by how many of Panoramic Capital Partners, LLC's top 72 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $46.6M | 1.18M | 22.0% | ▲20× Added · +1.1M sh | |
| 2 | Ishares TR S&P 100 ETF | $23.7M | 64.8K | 11.2% | ▲+3.6% Added · +2K sh | |
| 3 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $21.9M | 836.0K | 10.3% | ▲+1.1% Added · +9K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $19.9M | 134.2K | 9.4% | ▲+4.4% Added · +6K sh | |
| 5 | Capital Group Global Equity SHS | $17.7M | 502.2K | 8.4% | ▲New New position | |
| 6 | Ishares TR CORE S&P MCP ETF | $17.3M | 224.8K | 8.2% | ▲+6.8% Added · +14K sh | |
| 7 | Capital Group Growth ETF SHS CREAT UNIT | $13.4M | 284.7K | 6.4% | ▲New New position | |
| 8 | Apple Inc COM | $4.9M | 17.1K | 2.3% | ▼−18% Reduced · −4K sh | |
| 9 | Nvidia Corporation COM | $4.4M | 21.8K | 2.1% | ▼−18% Reduced · −5K sh | |
| 10 | Microsoft Corp COM | $3.8M | 10.1K | 1.8% | ▼−41% Reduced · −7K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $3.0M | 4.0K | 1.4% | ▲+0.3% Added · +13 sh | |
| 12 | Alphabet Inc CAP STK CL A | $2.4M | 6.7K | 1.1% | ▼−9.4% Reduced · −700 sh | |
| 13 | Ishares TR 0-3 MTH TREASURY | $2.2M | 22.0K | 1.0% | ▼−30% Reduced · −10K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 5.6K | 1.0% | ▲+16% Added · +762 sh | |
| 15 | Northwest Nat Hldg Co COM | $1.7M | 34.7K | 0.8% | ▲New New position | |
| 16 | Amazon Com Inc COM | $1.6M | 6.8K | 0.8% | ▼−16% Reduced · −1K sh | |
| 17 | Tesla Inc COM | $1.6M | 3.7K | 0.7% | ▼−8.4% Reduced · −341 sh | |
| 18 | Alphabet Inc CAP STK CL C | $1.5M | 4.2K | 0.7% | ▼−19% Reduced · −966 sh | |
| 19 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.1M | 1.5K | 0.5% | —Held | |
| 20 | Johnson & Johnson COM | $1.0M | 4.1K | 0.5% | ▼−1.4% Reduced · −59 sh | |
| 21 | Ishares TR ISHS 5-10YR INVT | $874K | 16.4K | 0.4% | —Held | |
| 22 | Broadcom Inc COM | $791K | 2.1K | 0.4% | ▼−11% Reduced · −247 sh | |
| 23 | Costco Wholesale Corporation COM | $744K | 795 | 0.4% | ▼−56% Reduced · −1K sh | |
| 24 | Ishares TR MSCI EAFE ETF | $716K | 6.9K | 0.3% | —Held | |
| 25 | Eli Lilly & Co COM | $654K | 545 | 0.3% | —Held | |
| 26 | JPMorgan Chase & Co COM | $623K | 1.9K | 0.3% | ▼−23% Reduced · −562 sh | |
| 27 | Kla Corp COM NEW | $558K | 1.8K | 0.3% | ▲+700% Added · +2K sh | |
| 28 | Ge Aerospace COM NEW | $531K | 1.4K | 0.3% | ▼−10% Reduced · −166 sh | |
| 29 | Micron Technology Inc COM | $528K | 457 | 0.2% | ▼−24% Reduced · −141 sh | |
| 30 | Applied Matls Inc COM | $521K | 720 | 0.2% | ▼−3.5% Reduced · −26 sh | |
| 31 | Meta Platforms Inc CL A | $506K | 898 | 0.2% | ▼−31% Reduced · −396 sh | |
| 32 | Taiwan Semiconductor Manufac SPONSORED ADS | $501K | 1.1K | 0.2% | —Held | |
| 33 | Palantir Technologies Inc CL A | $475K | 4.1K | 0.2% | ▼−9.5% Reduced · −426 sh | |
| 34 | Visa Inc COM CL A | $452K | 1.3K | 0.2% | ▼−51% Reduced · −1K sh | |
| 35 | Vanguard World FD ESG US STK ETF | $449K | 3.4K | 0.2% | ▲~0% Added · +1 sh | |
| 36 | Lam Research Corp COM NEW | $446K | 1.0K | 0.2% | ▼−31% Reduced · −460 sh | |
| 37 | Caterpillar Inc COM | $444K | 417 | 0.2% | ▼−39% Reduced · −262 sh | |
| 38 | RTX Corporation COM | $442K | 2.3K | 0.2% | ▲+1.1% Added · +26 sh | |
| 39 | Vanguard World FD INF TECH ETF | $436K | 3.6K | 0.2% | ▲New New position | |
| 40 | Walmart Inc COM | $392K | 3.5K | 0.2% | ▼−23% Reduced · −1K sh | |
| 41 | Ge Vernova Inc COM | $381K | 324 | 0.2% | ▼−26% Reduced · −111 sh | |
| 42 | Ishares TR ISHS 1-5YR INVS | $377K | 7.2K | 0.2% | —Held | |
| 43 | Intel Corp COM | $371K | 2.7K | 0.2% | ▲New New position | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $358K | 716 | 0.2% | ▼−26% Reduced · −248 sh | |
| 45 | Northrop Grumman Corp COM | $354K | 696 | 0.2% | ▼−1.3% Reduced · −9 sh | |
| 46 | Fidelity Covington Trust MSCI INFO TECH I | $328K | 1.1K | 0.2% | ▲New New position | |
| 47 | Advanced Micro Devices Inc COM | $321K | 553 | 0.2% | ▼−48% Reduced · −511 sh | |
| 48 | Exxon Mobil Corp COM | $318K | 2.3K | 0.2% | ▲+0.6% Added · +13 sh | |
| 49 | Home Depot Inc COM | $315K | 893 | 0.1% | ▼−23% Reduced · −265 sh | |
| 50 | Merck & Co Inc COM | $313K | 2.4K | 0.1% | ▲+23% Added · +459 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2052992/holdings"
Use Arkolith to show Panoramic Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.