PANORAMIC INVESTMENT ADVISORS, LLC

CIK 0001967332 · Q2 2026

13F Equity AUM

$209.1M

-41.8% QoQ

Positions

141

-7 QoQ

AUM Rank

#7,927

Top 63%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,270 · Top 63%

vs S&P -7.4%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 27.8%Top 10: 39.1%Top 20: 55.3%

SPYM14.0%

SCHV3.8%

VUG3.8%

VPLS3.4%

SCHG2.9%

GOOG2.8%

ICSH2.4%

DFLV2.1%

SCHD2.0%

NDQ1.9%

Others (131)60.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services83.9%

Communication Services5.2%

Technology5.1%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 141Median: 0.30%Avg: 0.71%

0–0.5%

90(18.4%)

0.5–1%

23(16.0%)

1–3%

24(40.6%)

3–5%

3(11.0%)

5%+

1(14.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 141vs 20 funds

0%Low

141

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New15Increased57Decreased42Exited22

New Positions

GOVT0.4%

+36K

AMD0.2%

+838

INTC0.2%

+3K

LRCX0.2%

+764

GRNI0.1%

+15K

MU0.1%

+246

GLW0.1%

+1K

IXN0.1%

+2K

KRE0.1%

+3K

IJR0.1%

+2K

Increased

VUG3.8%

+77K(+518%)

VGT1.3%

+20K(+640%)

IEFA1.8%

+13K(+54%)

GRNY0.7%

+8K(+18%)

PCEF0.6%

+7K(+12%)

JUNT0.3%

+5K(+48%)

SCHA1.6%

+5K(+6%)

SCHM1.5%

+5K(+6%)

SHLD0.7%

+4K(+21%)

VPLS3.4%

+4K(+4%)

Decreased

MFIC0.2%

-12,850(-24%)

IYW0.1%

-4,284(-78%)

DGRW0.7%

-4,191(-23%)

ICVT0.3%

-2,515(-37%)

QQH0.8%

-2,420(-11%)

SCHG2.9%

-2,344(-1%)

LGH0.7%

-1,453(-6%)

EMXC0.5%

-870(-8%)

ABT0.5%

-759(-7%)

TLT1.2%

-669(-2%)

Exited

-1,297,480

-774,731

-1,069,685

-815,994

-1,163,189

-1,241,204

-1,213,584

-601,149

-799,775

-515,525

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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