PANORAMIC INVESTMENT ADVISORS, LLC - Portfolio Stock Holdings
PANORAMIC INVESTMENT ADVISORS, LLC disclosed 144 stock positions in a recent SEC 13F filing. $206,443,636 of stock holdings were filed, with the largest holdings including JEPI, TRIN, and PFFA. This filing represented positions held on March 31, 2026, and was filed on May 6, 2026.We estimate the fund has a total AUM of $350,608,741 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
144Est. Stock Holding Value:
$206,443,636Top Stock Holdings By Sector
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Portfolio Stock Holdings - PANORAMIC INVESTMENT ADVISORS, LLC
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% of Portfolio
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