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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
Q1 2026 Q4 2025 · All 3 New 30 Added 14 Reduced 2 Exited
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 -0.8%
62 VSGX VANGUARD WORLD FD 2,886.0 $207K 0.13% -164.0 -5.4% $71.73 +11.8%
63 MU MICRON TECHNOLOGY INC Technology 598.0 $202K 0.12% -112.0 -15.8% $337.84 +122.3%
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 43.7%
Financial Services 14.3%
Communication Services 10.5%
Consumer Cyclical 9.8%
Industrials 7.8%
Consumer Defensive 6.6%
Healthcare 5.0%
Energy 0.9%
Utilities 0.9%
Basic Materials 0.7%