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CIK: 0002058702
Total reported value
$658.3M
$658.3M
4 檔
114.5%
According to the latest 13F quarterly dataset, Pandi, LLC managed an equity portfolio of $658.3M at the end of Q3 2025, spanning 4 distinct U.S. exchange-listed positions.
In Q3 2025, Pandi, LLC adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 86.15% | +0.01% | -6.90% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 7.85% | +0.01% | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.52% | +0.01% | — | |
| 4 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.48% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.5% | -6.90% | Trim |
| 2 | VB | Vanguard Small-cap ETF | -0.1% | — | Unchanged |
| 3 | VO | Vanguard Mid-cap ETF | -0.1% | — | Unchanged |
| 4 | PSBD | Palmer Square Capital Bdc In | -0.4% | — | Unchanged |
According to official SEC Form 13F filings, Pandi, LLC reported a total U.S. public equity portfolio value of $658.3M across 4 disclosed positions in Q3 2025.
During Q3 2025, Pandi, LLC's top holdings by market value included VOO (86.2%)、VB (7.8%)、VO (4.5%). The largest single position, VOO, represented 86.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VB, VO) accounted for 114.5% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
VOO
前期市值: $557.4M
In Q3 2025, Pandi, LLC made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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