Panoramic Capital Partners, LLC Portfolio Holdings
Q3 2025•59 long positions•$155.6M portfolio value
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Holding63 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $38.0M 24.42% | +$1.1M Bought | — 56.8K shares | 55.2K → 56.8K +$1.1M | +2.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.6M 13.24% | -$157.1K Sold | — 61.9K shares | 62.4K → 61.9K −$157.1K | -0.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.9M 10.86% | +$1.3M Bought | — 636.0K shares | 586.9K → 636.0K +$1.3M | +8.36% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $14.7M 9.42% | +$600.6K Bought | — 123.4K shares | 118.3K → 123.4K +$600.6K | +4.27% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.8M 8.2% | +$506.5K Bought | — 195.6K shares | 187.9K → 195.6K +$506.5K | +4.13% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $9.0M 5.78% | +$254.3K Bought | 0.0% 17.4K shares | 16.9K → 17.4K +$254.3K | +2.91% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $5.0M 3.19% | +$170.9K Bought | 0.0% 19.5K shares | 18.8K → 19.5K +$170.9K | +3.56% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.8M 3.09% | +$115.9K Bought | 0.0% 25.7K shares | 25.1K → 25.7K +$115.9K | +2.47% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 2.49% | -$1.7M Sold | — 38.5K shares | 55.1K → 38.5K −$1.7M | -30.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.69% | +$41.3K Bought | — 3.9K shares | 3.9K → 3.9K +$41.3K | +1.6% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.8M 1.16% | +$48.1K Bought | 0.0% 8.2K shares | 8.0K → 8.2K +$48.1K | +2.74% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.8M 1.13% | +$175.8K Bought | 0.0% 7.2K shares | 6.5K → 7.2K +$175.8K | +11.14% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.6M 1.01% | -$93.5K Sold | 0.0% 1.7K shares | 1.8K → 1.7K −$93.5K | -5.61% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.953% | — | — 4.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.2M 0.789% | -$11.7K Sold | 0.0% 5.0K shares | 5.1K → 5.0K −$11.7K | -0.94% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.1M 0.68% | +$3.1K Bought | 0.0% 3.1K shares | 3.1K → 3.1K +$3.1K | +0.29% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.0M 0.649% | +$58.0K Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$58.0K | +6.1% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $893.8K 0.574% | — | — 16.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $862.3K 0.554% | +$44.9K Bought | 0.0% 1.9K shares | 1.8K → 1.9K +$44.9K | +5.5% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $851.7K 0.547% | +$596.0 Bought | — 1.4K shares | 1.4K → 1.4K +$596.0 | +0.07% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $799.0K 0.513% | +$185.0K Bought | 0.0% 4.3K shares | 3.3K → 4.3K +$185.0K | +30.14% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $757.0K 0.486% | +$26.2K Bought | 0.0% 2.4K shares | 2.3K → 2.4K +$26.2K | +3.58% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $669.7K 0.43% | +$44.5K Bought | 0.0% 2.0K shares | 1.9K → 2.0K +$44.5K | +7.12% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Food Distribution Consumer Defensive | $646.4K 0.415% | +$411.7 Bought | 0.002% 7.9K shares | 7.8K → 7.9K +$411.7 | +0.06% | $39.4B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $643.5K 0.413% | — | — 6.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
Home Improvement Consumer Cyclical | $568.9K 0.366% | +$37.7K Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$37.7K | +7.09% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $518.6K 0.333% | — | 0.003% 2.1K shares | — | — | $15.2B Large Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $513.8K 0.33% | -$25.6K Sold | 0.0% 1.0K shares | 1.1K → 1.0K −$25.6K | -4.75% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $487.4K 0.313% | +$275.9K Bought | — 20.9K shares | 9.0K → 20.9K +$275.9K | +130.51% | — — | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $466.1K 0.299% | +$65.8K Bought | 0.0% 4.5K shares | 3.9K → 4.5K +$65.8K | +16.42% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $440.8K 0.283% | +$4.6K Bought | 0.0% 775.0 shares | 767.0 → 775.0 +$4.6K | +1.04% | $514.21B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $426.5K 0.274% | +$1.8K Bought | 0.0% 700.0 shares | 697.0 → 700.0 +$1.8K | +0.43% | $87.2B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $421.9K 0.271% | +$6.0K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$6.0K | +1.45% | $319.00B Mega Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $419.7K 0.27% | -$3.8K Sold | 0.0% 550.0 shares | 555.0 → 550.0 −$3.8K | -0.9% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $386.9K 0.249% | — | — 7.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $386.2K 0.248% | — | — 3.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
Auto - Dealerships Consumer Cyclical | $380.0K 0.244% | +$989.3 Bought | 0.001% 8.5K shares | 8.4K → 8.5K +$989.3 | +0.26% | $43.5B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $379.8K 0.244% | +$6.5K Bought | 0.0% 2.3K shares | 2.2K → 2.3K +$6.5K | +1.75% | $223.98B Mega Cap | Q1 2025 Held for 8 months | |
Chemicals - Specialty Basic Materials | $366.7K 0.236% | +$1.7K Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$1.7K | +0.47% | $86.3B Large Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $342.2K 0.22% | +$1.9K Bought | 0.0% 4.0K shares | 4.0K → 4.0K +$1.9K | +0.57% | $96.2B Large Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $322.7K 0.207% | — | 0.0% 665.0 shares | — | — | $86.3B Large Cap | Q4 2024 Held for 11 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $318.5K 0.205% | -$3.1K Sold | 0.0% 4.6K shares | 4.6K → 4.6K −$3.1K | -0.95% | $102.98B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $300.9K 0.193% | +$1.8K Bought | 0.0% 327.0 shares | 325.0 → 327.0 +$1.8K | +0.62% | $190.98B Large Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $299.7K 0.193% | +$19.2K Bought | 0.0% 250.0 shares | 234.0 → 250.0 +$19.2K | +6.84% | $509.45B Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $293.3K 0.188% | — | — 1.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $288.6K 0.185% | +$12.7K Bought | 0.0% 1.8K shares | 1.7K → 1.8K +$12.7K | +4.59% | $252.48B Mega Cap | Q1 2025 Held for 8 months | |
Industrial - Distribution Industrials | $280.8K 0.18% | +$490.4 Bought | 0.0% 5.7K shares | 5.7K → 5.7K +$490.4 | +0.17% | $56.3B Large Cap | Q4 2024 Held for 11 months | |
Financial - Data & Stock Exchanges Financial Services | $280.2K 0.18% | +$953.0 Bought | 0.0% 588.0 shares | 586.0 → 588.0 +$953.0 | +0.34% | $85.5B Large Cap | Q4 2024 Held for 11 months | |
Agricultural - Machinery Industrials | $278.7K 0.179% | +$3.8K Bought | 0.0% 584.0 shares | 576.0 → 584.0 +$3.8K | +1.39% | $223.53B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $251.0K 0.161% | +$251.0K New | — 4.8K shares | 0 → 4.8K +$251.0K | New | — — | Q3 2025 Held for 2 months |
