Portfolio (Quarterly) Guide ↗

Panoramic Capital Partners, LLC

· CIK 0002052992

13F Portfolio $212M AUM 72 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 17 New 11 Added 33 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WWD	WOODWARD INC	Industrials	2,052	$734K	0.45%	SOLD
2	CPRT	COPART INC	Industrials	9,208	$306K	0.19%	SOLD
3	SHW	SHERWIN WILLIAMS CO	Basic Materials	919	$295K	0.18%	SOLD
4	NKE	NIKE INC	Consumer Cyclical	5,488	$290K	0.18%	SOLD
5	NFLX	NETFLIX INC.	Communication Services	2,859	$275K	0.17%	SOLD
6	SBUX	STARBUCKS CORP	Consumer Cyclical	2,623	$235K	0.14%	SOLD
7	SPGI	S&P GLOBAL INC	Financial Services	498	$212K	0.13%	SOLD
8	ABBV	ABBVIE INC	Healthcare	972	$211K	0.13%	SOLD

Sector Allocation

Technology 44.3%

Financial Services 16.9%

Consumer Cyclical 9.9%

Communication Services 7.2%

Healthcare 6.3%

Industrials 5.6%

Utilities 5.2%

Consumer Defensive 3.8%

Energy 0.8%