Panoramic Investment Advisors, LLC reported 44 positions worth $42.44M for the quarter ended Jun 30, 2026, down 72.4% on the prior quarter. It opened 42 new positions, added to 1, trimmed 1 and exited 16. Its largest holding is Alphabet Inc. at 13.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +16.7K | – | $5.90M | 13.89% |
| GOOGL Alphabet Inc. | +9,380 | – | $3.35M | 7.9% |
| BRK-B Berkshire Hathaway Inc | +5,842 | – | $2.92M | 6.89% |
| NVDA Nvidia Corp | +14.3K | – | $2.86M | 6.74% |
| AAPL Apple Inc. | +9,671 | – | $2.80M | 6.59% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +40.9K | – | $2.09M | 4.92% |
| IBIT iShares Bitcoin Trust ETF | +55.1K | – | $1.84M | 4.32% |
| AMZN Amazon Com Inc | +7,246 | – | $1.73M | 4.07% |
| META Meta Platforms, Inc. | +2,764 | – | $1.56M | 3.67% |
| MSFT Microsoft Corp | +3,599 | – | $1.34M | 3.16% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TRIN Trinity Capital Inc. | -1.30M | -100.0% | $19.09M | Exited |
| GAIN Gladstone Investment Corporationde | -1.07M | -100.0% | $15.19M | Exited |
| ARCC Ares Capital Corp | -816.0K | -100.0% | $14.70M | Exited |
| BCSF Bain Capital Specialty Finance, Inc. | -1.16M | -100.0% | $14.42M | Exited |
| OCSL Oaktree Specialty Lending Corp | -1.24M | -100.0% | $14.03M | Exited |
| OBDC Blue Owl Capital Corp | -1.21M | -100.0% | $13.42M | Exited |
| HTGC Hercules Capital, Inc. | -799.8K | -100.0% | $11.81M | Exited |
| CSWC Capital Southwest Corp | -515.5K | -100.0% | $11.40M | Exited |
| TSLX Sixth Street Specialty Lending, Inc. | -611.0K | -100.0% | $11.23M | Exited |
| OHI Omega Healthcare Investors Inc | -243.7K | -100.0% | $10.68M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GOOG Alphabet Inc. | +16.7K | $5.90M | 13.89% |
| GOOGL Alphabet Inc. | +9,380 | $3.35M | 7.9% |
| BRK-B Berkshire Hathaway Inc | +5,842 | $2.92M | 6.89% |
| NVDA Nvidia Corp | +14.3K | $2.86M | 6.74% |
| AAPL Apple Inc. | +9,671 | $2.80M | 6.59% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +40.9K | $2.09M | 4.92% |
| IBIT iShares Bitcoin Trust ETF | +55.1K | $1.84M | 4.32% |
| AMZN Amazon Com Inc | +7,246 | $1.73M | 4.07% |
| META Meta Platforms, Inc. | +2,764 | $1.56M | 3.67% |
| MSFT Microsoft Corp | +3,599 | $1.34M | 3.16% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TRIN Trinity Capital Inc. | -1.30M | $19.09M | 12.41% |
| GAIN Gladstone Investment Corporationde | -1.07M | $15.19M | 9.87% |
| ARCC Ares Capital Corp | -816.0K | $14.70M | 9.56% |
| BCSF Bain Capital Specialty Finance, Inc. | -1.16M | $14.42M | 9.37% |
| OCSL Oaktree Specialty Lending Corp | -1.24M | $14.03M | 9.12% |
| OBDC Blue Owl Capital Corp | -1.21M | $13.42M | 8.72% |
| HTGC Hercules Capital, Inc. | -799.8K | $11.81M | 7.68% |
| CSWC Capital Southwest Corp | -515.5K | $11.40M | 7.41% |
| TSLX Sixth Street Specialty Lending, Inc. | -611.0K | $11.23M | 7.3% |
| OHI Omega Healthcare Investors Inc | -243.7K | $10.68M | 6.94% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 16.7K | $5.90M | 13.89% | +16.7K | – | New | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 9,380 | $3.35M | 7.9% | +9,380 | – | New | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,842 | $2.92M | 6.89% | +5,842 | – | New | 0% |
| 4 | NVDA Nvidia Corp | Technology | 14.3K | $2.86M | 6.74% | +14.3K | – | New | 0% |
| 5 | AAPL Apple Inc. | Technology | 9,671 | $2.80M | 6.59% | +9,671 | – | New | 0% |
| 6 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 40.9K | $2.09M | 4.92% | +40.9K | – | New | 0.02% |
| 7 | IBIT iShares Bitcoin Trust ETF | Others | 55.1K | $1.84M | 4.32% | +55.1K | – | New | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 7,246 | $1.73M | 4.07% | +7,246 | – | New | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 2,764 | $1.56M | 3.67% | +2,764 | – | New | 0% |
| 10 | MSFT Microsoft Corp | Technology | 3,599 | $1.34M | 3.16% | +3,599 | – | New | 0% |
| 11 | PEP Pepsico Inc | Consumer Staples | 9,268 | $1.25M | 2.96% | +9,268 | – | New | 0% |
| 12 | SCHW Schwab Charles Corp | Financial Services | 13.1K | $1.21M | 2.84% | +13.1K | – | New | 0% |
| 13 | ABT Abbott Laboratories | Healthcare | 10.7K | $975.17K | 2.3% | +10.7K | – | New | 0% |
| 14 | WELL Welltower Inc. | Real Estate | 4,204 | $954.18K | 2.25% | +4,204 | – | New | 0% |
| 15 | CRWD CrowdStrike Holdings, Inc. | Technology | 4,176 | $796.72K | 1.88% | +4,176 | – | New | 0% |
Tip. Select a row to see that position’s full history at Panoramic Investment Advisors.
As of its Q2 2026 13F filing, Panoramic Investment Advisors, LLC’s five largest positions were Alphabet Inc. (GOOG) at 13.9%, Alphabet Inc. (GOOGL) at 7.9%, Berkshire Hathaway Inc (BRK-B) at 6.9%, Nvidia Corp (NVDA) at 6.7%, Apple Inc. (AAPL) at 6.6% of the reported portfolio.
Panoramic Investment Advisors, LLC reported a 13F portfolio worth $42.44M across 44 positions for Q2 2026. That is down 72.4% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($5.90M), Alphabet Inc. ($3.35M), Berkshire Hathaway Inc ($2.92M). It opened 42 new positions.
Its largest sales by value were Trinity Capital Inc. ($19.09M), Gladstone Investment Corporationde ($15.19M), Ares Capital Corp ($14.70M). It exited 16 positions entirely.
From the Form 13F-HR reports Panoramic Investment Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.