Pandi, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Pandi, LLC reported 4 stock positions worth $747.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 86.6% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 7.4%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 4.3%). Compared with Q1 2025, it added to 1. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +5%).

Most Recent 13F
Q2 2026
Location
KANSAS CITY, MO
CIK
0002058702
Portfolio Value
$747.2M (Q2 2025)
SEC Filing
0001376474-25-000677 ↗ filed Jul 28, 2025

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 $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 Q2 2026

Holdings 4 stocks · $747.2M
VOO Vanguard S&P 500 ETF 86.58% 1,138,934 $646.9M Add +5.0%
VB Vanguard Most SM-Cap ETF-Usd 7.38% 232,630 $55.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.34% 115,868 $32.4M No change
PSBD Palmer Square Capital BDC Inc. 1.70% 911,854 $12.7M No change

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Add +5.0% 86.58% +0.97

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