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CIK: 0002058702
Total reported value
$658.3M
$658.3M
4 檔
92.6%
The Q1 2026 SEC filing reveals that Pandi, LLC held a total portfolio value of $658.3M, covering 4 public equity positions.
In Q1 2026, Pandi, LLC displayed an active expansion posture, initiating 2 new positions and adding to 1 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, PSBD, VB) accounted for 92.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 98.31% | +0.01% | +1.71% | |
| 2 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.46% | -0.02% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | +0.01% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.71% | Add |
| 2 | PSBD | Palmer Square Capital Bdc In | -0.3% | — | Unchanged |
| 3 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 4 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
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 Q1 2026.
During Q1 2026, Pandi, LLC's top holdings by market value included VOO (98.3%)、PSBD (1.5%)、VB (0.1%). The largest single position, VOO, represented 98.3% of total portfolio value.
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Top New Position Initiated
VB
市值: $692.5K
In Q1 2026, Pandi, LLC made 3 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 0 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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