• 13F History

Panoramic Capital Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$97M
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 52 stock holdings with total value $97M as of Q1 2025. Top holdings included IVV, OEF, SGOV, IJR, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 52 $97M +$9.34M -$9.95M -$609K IVV, OEF, SGOV, IJR, IJH 13F-HR 4/14/2025, 05:26 PM
Q4 2024 59 $114M $0 $0 IVV, OEF, SGOV, IJR, IJH 13F-HR 1/29/2025, 10:45 AM