Panoramic Capital Partners, LLC - Portfolio overview

Panoramic Capital Partners, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 23.33%
2. CGCB - CAPITAL GRP FIXED INCM ETF T, 13.24%
3. OEF - ISHARES TR, 12.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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