1y return+19.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $125 against $127 in the S&P 500.2
Pandi, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Funds | $647.2M | 98.3% | −6.1% |
| PSBDPalmer Square Capital Bdc In | $9.5M | 1.4% | |
| VBVanguard Index Funds | $801K | 0.1% | |
| VOVanguard Index Funds | $768K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VOOVanguard Index Funds | December 31, 2024 | +27.5% | $647.2M |
| VBVanguard Index Funds | March 31, 2026 | +15.7% | $801K |
| VOVanguard Index Funds | March 31, 2026 | +12.2% | $768K |
| PSBDPalmer Square Capital Bdc In | December 31, 2024 | −31.4% | $9.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.8% | +14.8% |
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −4.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pandi, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2058702&type=13F-HR&dateb=&owner=include&count=40CIK 2058702
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2058702/000121465926009961/Filed August 12, 2026 · accession 0001214659-26-009961