13F Filings History of Panoramic Capital Partners, LLC

Latest 13F report
Q3 2025 - 17 Oct 2025
Value $
$155,643,686
Signature - Title
Andrew Carter - Chief Compliance Officer
Location
Lake Oswego, OR
Summary
This page shows a list of all the recent 13F filings made by Panoramic Capital Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Panoramic Capital Partners, LLC reported 59 stock holdings with total value $155,643,686 as of Q3 2025. Top holdings included IVV, OEF, CGCB, IJR, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 59 $155,643,686 +$6,018,640 -$2,963,431 +$3,055,209 IVV, OEF, CGCB, IJR, IJH 13F-HR 17 Oct 2025, 13:19
Q2 2025 59 $144,185,053 +$30,766,075 -$6,052,720 +$24,713,355 IVV, OEF, CGCB, IJR, IJH 13F-HR 18 Jul 2025, 10:15
Q1 2025 52 $97,024,329 +$9,340,411 -$9,949,031 -$608,620 IVV, OEF, SGOV, IJR, IJH 13F-HR 14 Apr 2025, 17:26
Q4 2024 59 $113,798,958 $0 $0 $0 IVV, OEF, SGOV, IJR, IJH 13F-HR 29 Jan 2025, 10:45