PL
Pandi, LLC
Concentrated strategyMomentum followerLong-term holder
Total reported value
$609.8M
Reporting period: 2026-03-31 · Number of holdings: 4
Pandi, LLC disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $609.8M and a quarterly turnover rate of 3.7%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 3.66
- Momentum/Contrarian
- 100
- Sector conviction
- 0
- Diversification
- 8
- Sizing Uniformity
- 80.45
Recent moves
Trim PSBD
0.0% -$2.2M
Add VOO
+1.7% -$19.1M
New buy VB
New buy VO
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 98.31% | +0.08% | +1.71% | |
| 2 | PSBD | Palmer Square Capital Bdc In | Stock-Other | 1.46% | -0.31% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | +0.11% | NEW | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | +0.11% | NEW |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Pandi, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Small-cap ETF (VB); New buy: Vanguard Mid-cap ETF (VO); Add: Vanguard S&p 500 ETF (VOO) — shares +1.71%.
| # | 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 |
FAQ
What is Pandi, LLC and what type of investor is it?
Pandi, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $609.8M, spread across 4 disclosed positions.
What are Pandi, LLC's largest equity positions?
Based on the latest 13F filing, Pandi, LLC's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $599.5M (98.3%)
2. Palmer Square Capital Bdc In (PSBD) — $8.9M (1.5%)
3. Vanguard Small-cap ETF (VB) — $692.5K (0.1%)
4. Vanguard Mid-cap ETF (VO) — $684.4K (0.1%)
What changes did Pandi, LLC make in its most recent portfolio filing?
In the latest quarter, Pandi, LLC was primarily adding exposure — initiating 2 new positions and adding to 1 existing holdings. The largest of these moves: New buy: Vanguard Small-cap ETF (VB); New buy: Vanguard Mid-cap ETF (VO); Add: Vanguard S&p 500 ETF (VOO) — shares +1.71%
What sectors does Pandi, LLC focus on?
Sector breakdown data is not yet available for Pandi, LLC. Check back after the next 13F processing cycle.