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Portfolio (Quarterly) Guide ↗

Panoramic Capital Partners, LLC

· CIK 0002052992
13F Portfolio $162M AUM 63 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 30 Added 14 Reduced
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 972.0 $211K 0.13% +29.0 +3.1% $217.49 +19.5%
62 VSGX VANGUARD WORLD FD 2,886.0 $207K 0.13% -164.0 -5.4% $71.73 +15.0%
63 MU MICRON TECHNOLOGY INC Technology 598.0 $202K 0.12% -112.0 -15.8% $337.84 +176.3%
Page 4 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.2%
Financial Services 14.8%
Consumer Cyclical 10.1%
Industrials 8.1%
Communication Services 7.4%
Consumer Defensive 6.8%
Healthcare 5.1%
Energy 0.9%
Utilities 0.9%
Basic Materials 0.7%