AI Portfolio Summary
In 2026 Q1, Panoramic Capital Partners, LLC maintained a portfolio of 65 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 2.7%. Conversely, Panoramic Capital Partners, LLC completely exited their position in SERVICENOW INC.
Total Positions
65
Quarter
2026 Q1
Top Holding
IVV (23.6%)
Top 10 Concentration
81.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 65
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 23.58% | 23.96% |
#1
Prev: #1
|
6.5 | 1,555 | 2.7% |
P
S
|
58,594 | $38,274,426 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CGCB
CAPITAL GRP FIX...
|
Bond/Debt | 13.38% | 12.22% |
#2
1
Prev: #3
|
7.5 | 75,922 | 10.1% |
P
S
|
827,135 | $21,720,571 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
OEF
ISHARES TR
|
ETF | 12.26% | 12.73% |
#3
1
Prev: #2
|
5.5 | 2,023 | 3.3% |
P
S
|
62,556 | $19,897,171 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IJR
ISHARES TR
|
ETF | 9.85% | 9.17% |
#4
Prev: #4
|
4.9 | 4,200 | 3.4% |
P
S
|
128,607 | $15,987,163 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IJH
ISHARES TR
|
ETF | 8.76% | 8.14% |
#5
Prev: #5
|
4.5 | 9,473 | 4.7% |
P
S
|
210,555 | $14,218,784 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.91% | 5.17% |
#6
Prev: #6
|
2.1 | -272 | -1.6% |
P
S
|
17,153 | $6,349,420 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 3.25% | 3.48% |
#7
Prev: #7
|
1.8 | -46 | -0.2% |
P
S
|
20,803 | $5,279,560 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.86% | 2.97% |
#8
Prev: #8
|
1.6 | 607 | 2.3% |
P
S
|
26,589 | $4,637,198 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.96% | 2.18% |
#9
Prev: #9
|
1.3 | -3,902 | -11.0% |
P
S
|
31,580 | $3,178,837 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.58% | 1.63% |
#10
Prev: #10
|
1.1 | 34 | 0.9% |
P
S
|
3,943 | $2,564,604 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.31% | 1.41% |
#11
Prev: #11
|
1.0 | 72 | 1.0% |
P
S
|
7,409 | $2,130,532 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.10% | 0.91% |
#12
4
Prev: #16
|
0.9 | 76 | 4.4% |
P
S
|
1,798 | $1,791,581 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.04% | 1.14% |
#13
1
Prev: #12
|
0.9 | 4 | 0.0% |
P
S
|
8,082 | $1,683,238 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.96% | 0.93% |
#14
1
Prev: #15
|
2.4 | 356 | 7.9% |
P
S
|
4,878 | $1,564,911 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.93% | 1.09% |
#15
2
Prev: #13
|
0.9 | 108 | 2.7% |
P
S
|
4,050 | $1,505,588 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.92% | 0.97% |
#16
2
Prev: #14
|
0.9 | 176 | 3.5% |
P
S
|
5,201 | $1,492,023 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.63% | 0.55% |
#17
1
Prev: #18
|
0.8 | -160 | -3.7% |
P
S
|
4,168 | $1,018,826 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.58% | 0.53% |
#18
2
Prev: #20
|
2.2 | 97 | 6.8% |
P
S
|
1,526 | $941,039 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IGIB
ISHARES TR
|
ETF | 0.54% | 0.54% |
#19
Prev: #19
|
1.2 | no change | no change |
P
S
|
16,435 | $874,671 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
V
VISA INC
|
Financial Services | 0.50% | 0.59% |
#20
3
Prev: #17
|
0.7 | -59 | -2.1% |
P
S
|
2,706 | $817,861 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.46% | 0.52% |
#21
Prev: #21
|
0.7 | 10 | 0.8% |
P
S
|
1,294 | $740,165 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WWD
WOODWARD INC
|
Unknown | 0.45% | 0.38% |
#22
4
Prev: #26
|
1.2 | no change | no change |
P
S
|
2,052 | $734,452 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.45% | 0.48% |
#23
1
Prev: #22
|
0.7 | 42 | 1.7% |
P
S
|
2,466 | $725,399 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.45% | 0.45% |
#24
Prev: #24
|
2.2 | 238 | 11.3% |
P
S
|
2,342 | $724,872 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
EFA
ISHARES TR
|
ETF | 0.41% | 0.41% |
#25
Prev: #25
|
1.2 | no change | no change |
P
S
|
6,892 | $669,420 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 0.15% |
Sold All 😨
(Was: #52) |
0.0 | -1,552 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.00% | 0.13% |
Sold All 😨
(Was: #60) |
0.0 | -801 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-25 of 65 holdings