Latest PANORAMIC INVESTMENT ADVISORS, LLC Stock Portfolio

PANORAMIC INVESTMENT ADVISORS, LLC Performance:

2025 Q2: 2.73%YTD: 0.95%2024: 7.42%

Performance for 2025 Q2 is 2.73%, and YTD is 0.95%, and 2024 is 7.42%.

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

In it's latest 13F Holdings report, PANORAMIC INVESTMENT ADVISORS, LLC reported an equity portfolio of $162.9 Millions as of 30 Jun, 2025.

The top stock holdings of PANORAMIC INVESTMENT ADVISORS, LLC are BIL, FNDA, VTIP. The fund has invested 14.2% of it's portfolio in SPDR SERIES TRUST and 3.5% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ISHARES TR (BGRN), PACER FDS TR (AFTY) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), BARINGS BDC INC (BBDC) and SILA REALTY TRUST INC. PANORAMIC INVESTMENT ADVISORS, LLC opened new stock positions in GOLDMAN SACHS ETF TR (GBIL), COSTCO WHSL CORP NEW (COST) and MICROSTRATEGY INC (MSTR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), SELECT SECTOR SPDR TR (XLB) and SPDR GOLD TR (GLD).

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

Our best estimate is that PANORAMIC INVESTMENT ADVISORS, LLC made a return of 2.73% in the last quarter. In trailing 12 months, it's portfolio return was 3.73%.

New Buys

Ticker	$ Bought
goldman sachs etf tr	838,639
costco whsl corp new	544,475
microstrategy inc	456,780
vanguard index fds	399,844
target corp	334,621
palantir technologies inc	264,052
spdr s&p 500 etf tr	226,751
schwab strategic tr	217,279

New stocks bought by PANORAMIC INVESTMENT ADVISORS, LLC

Additions

Ticker	% Inc.
ishares tr	63.19
select sector spdr tr	51.1
spdr gold tr	33.55
crowdstrike hldgs inc	27.7
vanguard index fds	18.34
morgan stanley etf trust	16.99
spdr series trust	12.79
schwab strategic tr	12.33

Additions to existing portfolio by PANORAMIC INVESTMENT ADVISORS, LLC

Reductions

Ticker	% Reduced
ishares tr	-57.21
ishares tr	-51.14
barings bdc inc	-42.55
ishares tr	-34.59
sila realty trust inc	-29.28
vanguard malvern fds	-26.79
american healthcare reit inc	-26.59
fs credit opportunities corp	-21.48

PANORAMIC INVESTMENT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-693,792
pacer fds tr	-465,375
comcast corp new	-216,529
spdr ser tr	-201,052
xcel energy inc	-210,317
ishares tr	-227,170

PANORAMIC INVESTMENT ADVISORS, LLC got rid off the above stocks

Sector Distribution

PANORAMIC INVESTMENT ADVISORS, LLC has about 82.7% of it's holdings in Others sector.

Sector	%
Others	82.7
Technology	5.8
Communication Services	4.9
Financial Services	1.5
Consumer Cyclical	1.3
Healthcare	1.1
Consumer Defensive	1.1

Market Cap. Distribution

PANORAMIC INVESTMENT ADVISORS, LLC has about 15.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.7
MEGA-CAP	11.8
LARGE-CAP	3.9
MID-CAP	1.6

Stocks belong to which Index?

About 16.2% of the stocks held by PANORAMIC INVESTMENT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.8
S&P 500	14.8
RUSSELL 2000	1.4

Top 5 Winners (%)		%
AVGO	broadcom inc	60.1 %
SOFI	sofi technologies inc	56.6 %
NVDA	nvidia corporation	43.0 %
CRWD	crowdstrike hldgs inc	37.0 %
ETN	eaton corp plc	31.3 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	0.6 M
GOOG	alphabet inc	0.5 M
MSFT	microsoft corp	0.5 M
IJR	ishares tr	0.5 M
QQQ	invesco qqq tr	0.5 M

Top 5 Losers (%)		%
PEP	pepsico inc	-11.9 %
MRK	merck & co inc	-11.8 %
XOM	exxon mobil corp	-9.3 %
XLB	select sector spdr tr	-9.2 %
ABR	arbor realty trust inc	-8.9 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.2 M
XLB	select sector spdr tr	-0.2 M
PEP	pepsico inc	-0.1 M
IJR	ishares tr	-0.1 M
XOM	exxon mobil 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 121 stocks in it's portfolio. About 38.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for PANORAMIC INVESTMENT ADVISORS, LLC last quarter.

Last Reported on: 07 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIL	spdr series trust	14.22	318,691	23,165,600	added	12.79
Historical Trend of SPDR SERIES TRUST Position Held By PANORAMIC INVESTMENT ADVISORS, LLC What % of Portfolio is BIL?: Number of BIL shares held: Change in No. of Shares Held:
	FNDA	schwab strategic tr	3.50	205,930	5,698,080	added	5.27

	VTIP	vanguard malvern fds	3.47	72,716	5,657,280	reduced	-26.79

	FNDA	schwab strategic tr	2.87	160,181	4,678,890	added	7.21

	IBCE	ishares tr	2.87	25,554	4,671,840	reduced	-2.97

	VB	vanguard index fds	2.56	9,530	4,178,170	added	18.34

	GOOG	alphabet inc	2.50	22,942	4,069,670	reduced	-2.02

	ACWF	ishares tr	2.46	79,084	4,010,350	added	63.19

		fidelity wise origin bitcoin	2.28	39,569	3,719,090	reduced	-0.76

	FNDA	schwab strategic tr	2.18	134,299	3,558,920	reduced	-12.37

		ishares bitcoin trust etf	1.99	52,873	3,236,360	reduced	-0.67

	AFK	vaneck etf trust	1.94	33,650	3,156,000	reduced	-8.5

	QQQ	invesco qqq tr	1.87	5,523	3,046,500	reduced	-0.31

	VIGI	vanguard whitehall fds	1.84	22,448	2,992,570	added	0.3

		berkshire hathaway inc del	1.82	6,120	2,972,910	reduced	-2.67

	BBAX	j p morgan exchange traded f	1.76	50,494	2,870,610	added	1.64

	DFAC	dimensional etf trust	1.69	88,653	2,750,020	added	1.45

	VB	vanguard index fds	1.66	4,753	2,699,800	reduced	-6.25

	IJR	ishares tr	1.65	4,334	2,690,930	added	0.93

	IJR	ishares tr	1.64	15,404	2,669,100	added	11.35