Pandi, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Pandi, LLC reported 4 stock positions worth $658.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 98.3% of the portfolio, followed by Palmer Square Capital BDC (PSBD, 1.4%) and Vanguard Most SM-Cap ETF-Usd (VB, 0.1%). Compared with Q1 2026, it reduced 1. The biggest sale was Vanguard S&P 500 ETF (VOO, shares −6%).

Most Recent 13F
Q2 2026
Location
KANSAS CITY, MO
CIK
0002058702
Portfolio Value
$658.3M (Q2 2026)
SEC Filing
0001214659-26-009961 ↗ filed Aug 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $669.3M Q4 2024 Q1 2025: $651.1M Q1 2025 Q2 2025: $747.2M Q2 2025 Q3 2025: $753.7M Q3 2025 Q4 2025: $629.7M Q4 2025 Q1 2026: $609.8M Q1 2026 Q2 2026: $658.3M $658.3M Q2 2026

Holdings 4 stocks · $658.3M
VOO Vanguard S&P 500 ETF 98.32% 942,369 $647.2M Reduce -6.1%
PSBD Palmer Square Capital BDC Inc. 1.44% 911,854 $9.5M No change
VB Vanguard Most SM-Cap ETF-Usd 0.12% 2,644 $801K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.12% 9,532 $768K No change

Portfolio Sells Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Reduce -6.1% 98.32% +0.01

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$658.3MVOO, PSBD, VB, VO
Q1 2026 4$609.8MVOO, PSBD, VB, VO
Q4 2025 2$629.7MVOO, PSBD
Q3 2025 4$753.7MVOO, VB, VO, PSBD
Q2 2025 4$747.2MVOO, VB, VO, PSBD
Q1 2025 4$651.1MVOO, VB, VO, PSBD
Q4 2024 4$669.3MVOO, VB, VO, PSBD