Latest PANORAMIC INVESTMENT ADVISORS, LLC Stock Portfolio

PANORAMIC INVESTMENT ADVISORS, LLC Performance:

2025 Q4: 0.56%YTD: 11.91%2024: -1.98%

Performance for 2025 Q4 is 0.56%, and YTD is 11.91%, and 2024 is -1.98%.

About PANORAMIC INVESTMENT ADVISORS, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, PANORAMIC INVESTMENT ADVISORS, LLC reported an equity portfolio of $184 Millions as of 31 Dec, 2025.

The top stock holdings of PANORAMIC INVESTMENT ADVISORS, LLC are BIL, VB, VTIP. The fund has invested 14.1% of it's portfolio in SPDR SERIES TRUST and 3.7% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off GOLDMAN SACHS ETF TR (GBIL), STRATEGY INC (MSTR) and MORGAN STANLEY ETF TRUST stocks. They significantly reduced their stock positions in ISHARES TR (IJR), TARGET CORP (TGT) and ISHARES TR (IBCE). PANORAMIC INVESTMENT ADVISORS, LLC opened new stock positions in ISHARES TR (AAXJ), GLOBAL X FDS (BITS) and BLACKROCK ETF TRUST II (HYMU). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), SELECT SECTOR SPDR TR (XLB) and TIDAL TRUST I (ACSI).

PANORAMIC INVESTMENT ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PANORAMIC INVESTMENT ADVISORS, LLC made a return of 0.56% in the last quarter. In trailing 12 months, it's portfolio return was 11.91%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,445,040
global x fds	1,219,930
blackrock etf trust ii	684,995
goldman sachs etf tr	607,053
ab active etfs inc	513,943
ishares tr	489,053
northern lts fd tr iv	254,100

New stocks bought by PANORAMIC INVESTMENT ADVISORS, LLC

Additions

Ticker	% Inc.
blackrock etf trust	114
select sector spdr tr	97.14
tidal trust i	45.09
doubleline etf trust	24.23
blackrock etf trust ii	17.54
vanguard index fds	17.45
ishares tr	15.03
vanguard malvern fds	10.25

Additions to existing portfolio by PANORAMIC INVESTMENT ADVISORS, LLC

Reductions

Ticker	% Reduced
ishares tr	-33.22
target corp	-29.52
ishares tr	-26.11
aim etf products trust	-16.61
visa inc	-15.45
exxon mobil corp	-12.95
ishares tr	-12.79
wisdomtree tr	-11.54

PANORAMIC INVESTMENT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
goldman sachs etf tr	-904,924
morgan stanley etf trust	-289,228
vanguard index fds	-223,451
strategy inc	-365,386
oracle corp	-223,867
home depot inc	-224,202

PANORAMIC INVESTMENT ADVISORS, LLC got rid off the above stocks

Sector Distribution

PANORAMIC INVESTMENT ADVISORS, LLC has about 83.1% of it's holdings in Others sector.

Sector	%
Others	83.1
Communication Services	5.7
Technology	5.4
Financial Services	1.4
Consumer Defensive	1.1
Consumer Cyclical	1.1

Market Cap. Distribution

PANORAMIC INVESTMENT ADVISORS, LLC has about 15.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.1
MEGA-CAP	12.5
LARGE-CAP	3.1
MID-CAP	1.4

Stocks belong to which Index?

About 15.1% of the stocks held by PANORAMIC INVESTMENT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84
S&P 500	15.1

Top 5 Winners (%)		%
SLV	ishares silver tr	51.0 %
GOOG	alphabet inc	28.5 %
GOOG	alphabet inc	28.4 %
MRK	merck & co inc	25.4 %
AFK	vaneck etf trust	12.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.3 M
GOOG	alphabet inc	0.7 M
BIL	spdr series trust	0.6 M
AAPL	apple inc	0.2 M
AFK	vaneck etf trust	0.1 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-42.9 %
ABR	arbor realty trust inc	-36.5 %
	grayscale bitcoin trust etf	-23.8 %
	fidelity wise origin bitcoin	-23.6 %
	ishares bitcoin trust etf	-23.6 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-1.5 M
	fidelity wise origin bitcoin	-0.9 M
	ishares bitcoin trust etf	-0.8 M
META	meta platforms inc	-0.2 M
MSFT	microsoft corp	-0.1 M

PANORAMIC INVESTMENT ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PANORAMIC INVESTMENT ADVISORS, LLC

PANORAMIC INVESTMENT ADVISORS, LLC has 126 stocks in it's portfolio. About 39.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for PANORAMIC INVESTMENT ADVISORS, LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.30	8,804	2,393,330	reduced	-6.61

AAXJ	ishares tr	0.78	20,236	1,445,040	new

AAXJ	ishares tr	0.77	36,023	1,421,090	added	5.63

AAXJ	ishares tr	0.50	13,525	926,454	added	0.62

AAXJ	ishares tr	0.22	6,649	413,266	reduced	-2.49

AAXJ	ishares tr	0.16	5,444	287,857	reduced	-2.52

AAXJ	ishares tr	0.14	2,005	258,304	reduced	-0.55

AAXJ	ishares tr	0.11	1,486	207,067	reduced	-1.98

AAXJ	ishares tr	0.11	3,756	202,376	reduced	-7.83

ABR	arbor realty trust inc	0.05	11,706	90,839	unchanged	0.00

ABT	abbott labs	0.82	11,986	1,501,710	reduced	-0.17

ACSG	dbx etf tr	0.14	5,220	251,134	unchanged	0.00

ACSI	tidal trust i	0.54	40,515	1,003,150	added	45.09

ACWF	ishares tr	2.63	95,720	4,841,540	added	15.03

AFK	vaneck etf trust	1.78	31,552	3,267,510	reduced	-3.51

AFK	vaneck etf trust	0.14	2,950	252,986	added	1.79

AGGH	simplify exchange traded fun	0.12	10,350	230,909	reduced	-8.41

AGT	ishares tr	0.27	4,965	489,053	new

AGZD	wisdomtree tr	0.54	11,796	1,001,270	added	1.93

AIB	midcap financial invstmnt co	0.33	53,630	613,527	unchanged	0.00