Pandi, LLC

KANSAS CITY, MO · CIK 2058702 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$1.4bn
Staff20 · 7 in investment roles
Main clients (by assets)Charities 49%, High net worth individuals 32%, Companies 20%
Websitepandikc.com
Form ADV · 2026-08-26SEC adviser record

$658.3m reported value +8.0% vs Q1 2026

4positions

100.0%in top 10

0 new 0 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	942,369	$647.2m98.32%	98.32%	Reduced -60.9k	-60,915 -6.1%
2	PALMER SQUARE CAPITAL BDC IN COM SHS PSBD	PSBD	911,854	$9.5m1.44%	1.44%	Unchanged
3	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,644	$801.4k0.12%	0.12%	Unchanged
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	9,532	$768.0k0.12%	0.12%	Unchanged