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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	VSGX	VANGUARD WORLD FD	—	2,889.0	$238K	0.11%	—	—	$82.34	+0.2%
62	BLBD	BLUE BIRD CORP	Consumer Cyclical	3,000.0	$237K	0.11%	NEW	—	$78.96	-23.3%
63	FDX	FEDEX CORP	Industrials	752.0	$236K	0.11%	-135.0	-15.2%	$313.27	+3.7%
64	FAST	FASTENAL CO	Industrials	4,875.0	$234K	0.11%	-223.0	-4.4%	$48.03	+1.5%
65	BOXX	EA SERIES TRUST	—	1,973.0	$231K	0.11%	NEW	—	$117.09	+0.9%
66	PANW	PALO ALTO NETWORKS INC	Technology	667.0	$227K	0.11%	NEW	—	$341.02	+6.2%
67	ABCB	AMERIS BANCORP	Financial Services	2,423.0	$219K	0.10%	NEW	—	$90.26	-7.4%
68	DES	WISDOMTREE TR	—	5,346.0	$217K	0.10%	NEW	—	$40.68	-2.2%
69	PDP	INVESCO EXCHANGE TRADED FD T	—	1,400.0	$212K	0.10%	NEW	—	$151.73	-12.7%
70	QQQ	INVESCO QQQ TR	Financial Services	285.0	$210K	0.10%	NEW	—	$736.40	-3.9%
71	SYY	SYSCO CORP	Consumer Defensive	2,422.0	$202K	0.10%	-5K	-69.2%	$83.58	-1.8%
72	PM	PHILIP MORRIS INTL INC	Consumer Defensive	1,111.0	$201K	0.10%	NEW	—	$180.91	+3.4%

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① 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 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%