Panoramic Investment Advisors, LLC

13F filer · CIK 0001967332

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$209MU.S. long equity reported on 13F

Positions508 new · 3 closed

Net flow last quarter+$1.61MBuys minus sells

Top 10 positions weight15.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202650 positions
GOOGAlphabet Inc.	$5.9M	2.82%	Not reported	-2.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.08M	1.95%	Not reported	-1.0%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.71M	1.77%	Not reported	+0.2%	Q4 2022
GOOGLAlphabet Inc.	$3.35M	1.60%	0.00%	-3.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.92M	1.40%	Not reported	-1.7%	Q4 2022
NVDANvidia Corp	$2.86M	1.37%	0.00%	-1.1%	Q4 2023
AAPLApple Inc.	$2.8M	1.34%	0.00%	+1.2%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$2.09M	1.00%	0.02%	+0.1%	Q1 2024
IBITiShares Bitcoin Trust ETF	$1.84M	0.88%	0.00%	0.0%	Q1 2024
AMZNAmazon Com Inc	$1.73M	0.83%	0.00%	+1.3%	Q4 2022
METAMeta Platforms, Inc.	$1.56M	0.74%	Not reported	+1.4%	Q3 2023
SHLDSears Holdings Corp	$1.48M	0.71%	0.02%	+21.4%	Q4 2025
MSFTMicrosoft Corp	$1.34M	0.64%	0.00%	-5.3%	Q4 2022
PEPPepsico Inc	$1.25M	0.60%	0.00%	-1.0%	Q4 2022
SCHWSchwab Charles Corp	$1.21M	0.58%	0.00%	-1.1%	Q3 2023
EMXCEmax Holdings Corp	$1.02M	0.49%	Not reported	-8.0%	Q4 2022
ABTAbbott Laboratories	$975K	0.47%	0.00%	-6.6%	Q4 2022
WELLWelltower Inc.	$954K	0.46%	0.00%	Not reported	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$797K	0.38%	0.00%	+1.6%	Q3 2024
TSLATesla, Inc.	$670K	0.32%	0.00%	+3.2%	Q3 2023
AVGOBroadcom Inc.	$663K	0.32%	0.00%	-2.8%	Q1 2025
PNCPNC Financial Services Group, Inc.	$633K	0.30%	0.00%	Not reported	Q1 2026
GLDSPDR Gold Trust	$617K	0.30%	0.00%	+7.8%	Q4 2022
XOMExxonMobil Holdings Corp	$597K	0.29%	0.00%	+0.1%	Q4 2022
IAUIshares Gold Trust	$515K	0.25%	0.00%	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$487K	0.23%	0.00%	New	Q2 2026
FIXComfort Systems USA Inc	$446K	0.21%	0.00%	+36.4%	Q1 2026
COSTCostco Wholesale Corp	$420K	0.20%	0.00%	Not reported	Q2 2025
MFICMidCap Financial Investment Corp	$411K	0.20%	0.05%	-24.0%	Q4 2022
INTCIntel Corp	$409K	0.20%	0.00%	New	Q2 2026
ETNEaton Corp plc	$392K	0.19%	0.00%	-7.1%	Q4 2023
SLViShares Silver Trust	$372K	0.18%	0.00%	Not reported	Q3 2025
MRKMerck & Co., Inc.	$369K	0.18%	0.00%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$356K	0.17%	0.00%	-1.3%	Q4 2024
GSGoldman Sachs Group Inc	$345K	0.16%	0.00%	Not reported	Q1 2026
ORealty Income Corp	$336K	0.16%	0.00%	-2.2%	Q4 2022
LRCXLam Research Corp	$331K	0.16%	0.00%	New	Q2 2026
PWRQuanta Services, Inc.	$295K	0.14%	0.00%	+5.1%	Q1 2026
MUMicron Technology Inc	$284K	0.14%	0.00%	New	Q2 2026
GLWCorning Inc	$275K	0.13%	0.00%	New	Q2 2026
CLDXCelldex Therapeutics, Inc.	$242K	0.12%	0.01%	Not reported	Q4 2022
LMTLockheed Martin Corp	$241K	0.12%	0.00%	-0.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$240K	0.12%	Not reported	Not reported	Q1 2024
PLTRPalantir Technologies Inc.	$234K	0.11%	0.00%	-7.0%	Q2 2025
MSTRStrategy Inc	$224K	0.11%	Not reported	+2.3%	Q1 2024
SPCXSpace Exploration Technologies Corp	$218K	0.10%	Not reported	New	Q2 2026
MPLXMPLX LP	$213K	0.10%	0.00%	-2.5%	Q4 2024
SUSASouthern USA Resources Inc.	$212K	0.10%	Not reported	Not reported	Q4 2022
DVADavita Inc.	$212K	0.10%	0.00%	Not reported	Q1 2024
ABRArbor Realty Trust Inc	$63.4K	0.03%	0.01%	Not reported	Q4 2022
Q1 2026Reported May 12, 202645 positions
GOOGAlphabet Inc.	$4.89M	2.64%	Not reported	-5.6%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.47M	1.88%	Not reported	+1.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.23M	1.74%	Not reported	+0.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.85M	1.54%	Not reported	-3.9%	Q4 2022
GOOGLAlphabet Inc.	$2.78M	1.50%	0.00%	+0.3%	Q4 2022
NVDANvidia Corp	$2.52M	1.36%	0.00%	-4.7%	Q4 2023
AAPLApple Inc.	$2.43M	1.31%	0.00%	+8.6%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$2.41M	1.30%	0.02%	+1.4%	Q1 2024
IBITiShares Bitcoin Trust ETF	$2.12M	1.14%	0.00%	+1.7%	Q1 2024
METAMeta Platforms, Inc.	$1.56M	0.84%	Not reported	+3.4%	Q3 2023
AMZNAmazon Com Inc	$1.49M	0.81%	0.00%	+4.0%	Q4 2022
PEPPepsico Inc	$1.45M	0.79%	0.00%	+1.0%	Q4 2022
SHLDSears Holdings Corp	$1.45M	0.78%	0.02%	+8.5%	Q4 2025
MSFTMicrosoft Corp	$1.41M	0.76%	0.00%	+19.6%	Q4 2022
SCHWSchwab Charles Corp	$1.24M	0.67%	0.00%	-0.8%	Q3 2023
ABTAbbott Laboratories	$1.18M	0.64%	0.00%	-4.0%	Q4 2022
EMXCEmax Holdings Corp	$856K	0.46%	Not reported	+4.6%	Q4 2022
WELLWelltower Inc.	$831K	0.45%	0.00%	-1.1%	Q4 2022
XOMExxonMobil Holdings Corp	$740K	0.40%	0.00%	+0.1%	Q4 2022
GLDSPDR Gold Trust	$669K	0.36%	0.00%	-2.0%	Q4 2022
MFICMidCap Financial Investment Corp	$603K	0.33%	0.06%	Not reported	Q4 2022
IAUIshares Gold Trust	$601K	0.32%	0.00%	-5.1%	Q4 2022
TSLATesla, Inc.	$574K	0.31%	0.00%	+35.7%	Q3 2023
AVGOBroadcom Inc.	$559K	0.30%	0.00%	-1.9%	Q1 2025
PNCPNC Financial Services Group, Inc.	$535K	0.29%	0.00%	New	Q1 2026
SLViShares Silver Trust	$474K	0.26%	0.00%	+9.6%	Q3 2025
COSTCostco Wholesale Corp	$447K	0.24%	0.00%	Not reported	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$401K	0.22%	0.00%	+14.5%	Q3 2024
ETNEaton Corp plc	$354K	0.19%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$346K	0.19%	0.00%	+3.7%	Q4 2022
ORealty Income Corp	$339K	0.18%	0.00%	+1.0%	Q4 2022
JPMJPMorgan Chase & Co	$324K	0.18%	0.00%	+8.9%	Q4 2024
PLTRPalantir Technologies Inc.	$315K	0.17%	0.00%	+10.2%	Q2 2025
MSTRStrategy Inc	$314K	0.17%	Not reported	Not reported	Q1 2024
GSGoldman Sachs Group Inc	$288K	0.16%	0.00%	New	Q1 2026
LMTLockheed Martin Corp	$287K	0.16%	0.00%	+0.2%	Q4 2022
FIXComfort Systems USA Inc	$228K	0.12%	0.00%	New	Q1 2026
MPLXMPLX LP	$221K	0.12%	0.00%	-2.0%	Q4 2024
PWRQuanta Services, Inc.	$214K	0.12%	0.00%	New	Q1 2026
GBTCGrayscale Bitcoin Trust ETF	$213K	0.12%	0.00%	Not reported	Q1 2024
SPYSPDR S&P 500 ETF Trust	$209K	0.11%	Not reported	-0.6%	Q1 2024
CLDXCelldex Therapeutics, Inc.	$206K	0.11%	0.01%	Not reported	Q4 2022
SOFISoFi Technologies, Inc.	$166K	0.09%	0.00%	Not reported	Q3 2023
RKTRocket Companies, Inc.	$163K	0.09%	Not reported	+1.8%	Q2 2025
ABRArbor Realty Trust Inc	$90.3K	0.05%	0.01%	Not reported	Q4 2022
Q4 2025Reported Feb 5, 202646 positions
GOOGAlphabet Inc.	$5.67M	3.08%	Not reported	-2.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.42M	1.86%	Not reported	+1.1%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.32M	1.81%	Not reported	+1.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.11M	1.69%	Not reported	-1.3%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$3.07M	1.67%	0.02%	+0.1%	Q1 2024
GOOGLAlphabet Inc.	$3.02M	1.64%	0.00%	-1.7%	Q4 2022
NVDANvidia Corp	$2.83M	1.54%	0.00%	+3.0%	Q4 2023
IBITiShares Bitcoin Trust ETF	$2.69M	1.46%	0.00%	+0.2%	Q1 2024
AAPLApple Inc.	$2.39M	1.30%	0.00%	-6.6%	Q4 2022
METAMeta Platforms, Inc.	$1.74M	0.95%	Not reported	+7.5%	Q3 2023
AMZNAmazon Com Inc	$1.59M	0.86%	0.00%	-1.1%	Q4 2022
MSFTMicrosoft Corp	$1.54M	0.83%	0.00%	-7.3%	Q4 2022
ABTAbbott Laboratories	$1.5M	0.82%	0.00%	-0.2%	Q4 2022
SCHWSchwab Charles Corp	$1.33M	0.72%	0.00%	Not reported	Q3 2023
PEPPepsico Inc	$1.33M	0.72%	0.00%	-11.4%	Q4 2022
SHLDSears Holdings Corp	$1.22M	0.66%	0.02%	New	Q4 2025
WELLWelltower Inc.	$789K	0.43%	0.00%	Not reported	Q4 2022
EMXCEmax Holdings Corp	$756K	0.41%	Not reported	+2.3%	Q4 2022
AVGOBroadcom Inc.	$637K	0.35%	0.00%	Not reported	Q1 2025
GLDSPDR Gold Trust	$629K	0.34%	0.00%	+3.7%	Q4 2022
MFICMidCap Financial Investment Corp	$614K	0.33%	0.06%	Not reported	Q4 2022
IAUIshares Gold Trust	$583K	0.32%	0.00%	+2.2%	Q4 2022
XOMExxonMobil Holdings Corp	$525K	0.29%	0.00%	-13.0%	Q4 2022
TSLATesla, Inc.	$511K	0.28%	0.00%	+5.7%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$421K	0.23%	0.00%	-2.2%	Q3 2024
SLViShares Silver Trust	$409K	0.22%	0.00%	+2.8%	Q3 2025
COSTCostco Wholesale Corp	$387K	0.21%	0.00%	Not reported	Q2 2025
AHRAmerican Healthcare REIT, Inc.	$377K	0.20%	0.00%	-7.9%	Q3 2024
PLTRPalantir Technologies Inc.	$348K	0.19%	0.00%	+2.7%	Q2 2025
JPMJPMorgan Chase & Co	$326K	0.18%	0.00%	-1.8%	Q4 2024
ETNEaton Corp plc	$315K	0.17%	0.00%	Not reported	Q4 2023
ORealty Income Corp	$309K	0.17%	0.00%	-3.8%	Q4 2022
MRKMerck & Co., Inc.	$292K	0.16%	0.00%	Not reported	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$276K	0.15%	0.00%	+0.2%	Q1 2024
SOFISoFi Technologies, Inc.	$274K	0.15%	0.00%	Not reported	Q3 2023
SILASila Realty Trust, Inc.	$239K	0.13%	0.02%	-8.9%	Q3 2024
TGTTarget Corp	$234K	0.13%	0.00%	-29.5%	Q2 2025
LMTLockheed Martin Corp	$229K	0.12%	0.00%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$221K	0.12%	Not reported	-5.0%	Q1 2024
RKTRocket Companies, Inc.	$218K	0.12%	Not reported	+2.3%	Q2 2025
MPLXMPLX LP	$211K	0.11%	0.00%	-2.5%	Q4 2024
VVisa Inc.	$207K	0.11%	0.00%	-15.5%	Q4 2024
SUSASouthern USA Resources Inc.	$207K	0.11%	Not reported	-2.0%	Q4 2022
FSKFS KKR Capital Corp	$174K	0.09%	0.00%	-6.6%	Q4 2022
FSCOFS Credit Opportunities Corp.	$151K	0.08%	Not reported	-8.3%	Q4 2022
ABRArbor Realty Trust Inc	$90.8K	0.05%	0.01%	Not reported	Q4 2022
Q3 2025Reported Oct 24, 202548 positions
GOOGAlphabet Inc.	$4.53M	2.55%	Not reported	-18.9%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$4.02M	2.26%	0.02%	+1.7%	Q1 2024
IBITiShares Bitcoin Trust ETF	$3.51M	1.98%	0.00%	+2.3%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$3.31M	1.86%	Not reported	-0.3%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.21M	1.80%	Not reported	+1.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.15M	1.77%	Not reported	+2.3%	Q4 2022
NVDANvidia Corp	$2.75M	1.55%	0.00%	+16.6%	Q4 2023
AAPLApple Inc.	$2.4M	1.35%	0.00%	-7.0%	Q4 2022
GOOGLAlphabet Inc.	$2.38M	1.34%	0.00%	-10.0%	Q4 2022
METAMeta Platforms, Inc.	$1.8M	1.01%	Not reported	-5.4%	Q3 2023
MSFTMicrosoft Corp	$1.77M	1.00%	0.00%	-5.3%	Q4 2022
ABTAbbott Laboratories	$1.61M	0.90%	0.00%	-0.8%	Q4 2022
AMZNAmazon Com Inc	$1.53M	0.86%	0.00%	+1.2%	Q4 2022
PEPPepsico Inc	$1.47M	0.83%	0.00%	+45.5%	Q4 2022
SCHWSchwab Charles Corp	$1.27M	0.72%	0.00%	+6.4%	Q3 2023
WELLWelltower Inc.	$757K	0.43%	0.00%	Not reported	Q4 2022
EMXCEmax Holdings Corp	$687K	0.39%	Not reported	+10.8%	Q4 2022
MFICMidCap Financial Investment Corp	$643K	0.36%	0.06%	Not reported	Q4 2022
AVGOBroadcom Inc.	$607K	0.34%	0.00%	-0.3%	Q1 2025
XOMExxonMobil Holdings Corp	$565K	0.32%	0.00%	+6.4%	Q4 2022
GLDSPDR Gold Trust	$544K	0.31%	0.00%	-24.6%	Q4 2022
IAUIshares Gold Trust	$512K	0.29%	0.00%	+2.9%	Q4 2022
TSLATesla, Inc.	$479K	0.27%	0.00%	-1.2%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$450K	0.25%	0.00%	-5.2%	Q3 2024
COSTCostco Wholesale Corp	$416K	0.23%	0.00%	-18.4%	Q2 2025
ETNEaton Corp plc	$370K	0.21%	0.00%	-3.9%	Q4 2023
MSTRStrategy Inc	$365K	0.21%	Not reported	+0.4%	Q1 2024
AHRAmerican Healthcare REIT, Inc.	$365K	0.21%	0.01%	-10.3%	Q3 2024
GBTCGrayscale Bitcoin Trust ETF	$362K	0.20%	0.00%	Not reported	Q1 2024
PLTRPalantir Technologies Inc.	$348K	0.20%	0.00%	-1.7%	Q2 2025
ORealty Income Corp	$346K	0.19%	0.00%	+1.1%	Q4 2022
JPMJPMorgan Chase & Co	$325K	0.18%	0.00%	-17.0%	Q4 2024
TGTTarget Corp	$304K	0.17%	0.00%	+0.1%	Q2 2025
SILASila Realty Trust, Inc.	$282K	0.16%	0.02%	-30.1%	Q3 2024
SOFISoFi Technologies, Inc.	$276K	0.16%	0.00%	-1.9%	Q3 2023
SLViShares Silver Trust	$261K	0.15%	0.00%	New	Q3 2025
VVisa Inc.	$239K	0.13%	0.00%	+16.1%	Q4 2024
LMTLockheed Martin Corp	$237K	0.13%	0.00%	-12.6%	Q4 2022
MRKMerck & Co., Inc.	$233K	0.13%	0.00%	-2.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$227K	0.13%	Not reported	-7.1%	Q1 2024
HDHome Depot, Inc.	$224K	0.13%	0.00%	-8.0%	Q4 2024
ORCLOracle Corp	$224K	0.13%	0.00%	New	Q3 2025
RKTRocket Companies, Inc.	$213K	0.12%	Not reported	Not reported	Q2 2025
SUSASouthern USA Resources Inc.	$206K	0.12%	Not reported	-27.0%	Q4 2022
MPLXMPLX LP	$203K	0.11%	0.00%	Not reported	Q4 2024
FSKFS KKR Capital Corp	$188K	0.11%	0.00%	-19.6%	Q4 2022
FSCOFS Credit Opportunities Corp.	$181K	0.10%	Not reported	-20.9%	Q4 2022
ABRArbor Realty Trust Inc	$143K	0.08%	0.01%	Not reported	Q4 2022

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