AI Portfolio Summary
In 2026 Q1, Pandi, LLC maintained a portfolio of 4 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FUNDS, which now represents 0.11% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FUNDS, increasing their position by 1.7%.
Total Positions
4
Quarter
2026 Q1
Top Holding
VOO (98.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 98.31% | 98.23% |
#1
Prev: #1
|
6.5 | 16,900 | 1.7% |
P
S
|
1,003,284 | $599,512,354 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PSBD
PALMER SQUARE C...
|
Financial Services | 1.46% | 1.77% |
#2
Prev: #2
|
3.1 | no change | no change |
P
S
|
911,854 | $8,908,814 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.11% | — |
#3
Prev: #—
|
4.5 | 2,644 | no change |
NEW
|
2,644 | $692,516 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.11% | — |
#4
Prev: #—
|
4.0 | 2,383 | no change |
NEW
|
2,383 | $684,350 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-4 of 4 holdings