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Latest Pachira Investments Inc. Stock Portfolio

$265Million | No. of Holdings #78

Pachira Investments Inc. Performance

2026 Q2+9.77%
YTD+7.18%
2025+14.54%

About Pachira Investments Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pachira Investments Inc. reported an equity portfolio of $265 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Pachira Investments Inc. are EDV, QQQ, VB. The fund has invested 8.2% of it's portfolio in VANGUARD WORLD FD and 7.9% of portfolio in INVESCO QQQ TR. <br><br> The fund managers got completely rid off WISDOMTREE TR (AGZD), NETFLIX INC. (NFLX) and WALMART INC (WMT) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, SELECT SECTOR SPDR TR (XLB) and PROCTER & GAMBLE CO (PG). Pachira Investments Inc. opened new stock positions in PARKER-HANNIFIN CORP (PH), ADVANCED MICRO DEVICES INC (AMD) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and ISHARES GOLD TR (IAU).
Pachira Investments Inc. Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$265Million
  as of Jul 17, 2026

Pachira Investments Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Pachira Investments Inc. made a return of 9.77% in the last quarter. In trailing 12 months, it's portfolio return was 19.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
parker-hannifin corp394,384
advanced micro devices inc350,808
micron technology inc330,551
taiwan semiconductor manufac290,363
ishares tr275,008
ge aerospace274,174
cisco sys inc206,101
select sector spdr tr202,955
New stocks bought by Pachira Investments Inc.

Additions

Ticker% Inc.
vanguard index fds477
vanguard index fds412
ishares tr300
ishares gold tr38.83
invesco exchange traded fd t38.81
vanguard index fds28.49
vanguard intl equity index f22.81
alphabet inc21.86
Additions to existing portfolio by Pachira Investments Inc.

Reductions

Ticker% Reduced
berkshire hathaway inc del-70.22
select sector spdr tr-31.61
procter & gamble co-24.11
ge vernova inc-23.37
schwab strategic tr-21.02
sempra-20.97
caterpillar inc-16.54
mcdonalds corp-13.17
Pachira Investments Inc. reduced stake in above stock

Sold off

Ticker$ Sold
wisdomtree tr-288,497
netflix inc.-208,646
walmart inc-206,741
Pachira Investments Inc. got rid off the above stocks

Sector Distribution

Pachira Investments Inc. has about 87.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Communication Services
Sector%
Others87.6
Technology5.3
Industrials2
Consumer Cyclical1.7
Communication Services1.5

Market Cap. Distribution

Pachira Investments Inc. has about 11.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.6
MEGA-CAP9.1
LARGE-CAP2.3

Stocks belong to which Index?

About 11% of the stocks held by Pachira Investments Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88
S&P 50011
Top 5 Winners (%)%
PANW
palo alto networks inc
111.1 %
AFK
vaneck etf trust
70.3 %
CAT
caterpillar inc
46.4 %
CGW
invesco exch traded fd tr ii
43.1 %
XLB
select sector spdr tr
41.0 %
Top 5 Winners ($)$
AFK
vaneck etf trust
5.1 M
QQQ
invesco qqq tr
4.4 M
XLB
select sector spdr tr
3.9 M
CGW
invesco exch traded fd tr ii
3.1 M
EDV
vanguard world fd
2.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.5 %
VB
vanguard index fds
-60.5 %
IJR
ishares tr
-60.3 %
NOC
northrop grumman corp
-25.2 %
grayscale ethereum staking
-24.2 %
Top 5 Losers ($)$
IJR
ishares tr
-5.9 M
VB
vanguard index fds
-3.8 M
VB
vanguard index fds
-1.4 M
LMT
lockheed martin corp
-0.5 M
PLTR
palantir technologies inc
-0.3 M

Pachira Investments Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Pachira Investments Inc.

Pachira Investments Inc. has 78 stocks in it's portfolio. About 54.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for Pachira Investments Inc. last quarter.

$265.02MTotal Value
81.00Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Pachira Investments Inc., last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pachira Investments Inc.'s holding in Ishares Tr over time
0.64%13,742
$1.71M
0.64%
increased 0.66 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Pachira Investments Inc.'s holding in Vaneck Etf Trust over time
4.54%18,337
$12.03M
4.54%
decreased 2.3 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Pachira Investments Inc.'s holding in Wisdomtree Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pachira Investments Inc.'s holding in Innovator Etfs Trust over time
1.46%112,569
$3.86M
1.46%
increased 5.23 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Pachira Investments Inc.'s holding in Spdr Series Trust over time
2.12%97,542
$5.63M
2.12%
decreased 7.86 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Pachira Investments Inc.'s holding in Spdr Series Trust over time
2.03%79,477
$5.37M
2.03%
decreased 5.88 percentreduced
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
Pachira Investments Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
3.84%62,980
$10.17M
3.84%
increased 3.4 percentadded
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
Pachira Investments Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
0.45%19,945
$1.20M
0.45%
increased 1.6 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Pachira Investments Inc.'s holding in Invesco Exchange Traded Fd T over time
3.98%59,748
$10.55M
3.98%
increased 38.81 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Pachira Investments Inc.'s holding in Vanguard World Fd over time
8.16%132,385
$21.64M
8.16%
increased 12.46 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Pachira Investments Inc.'s holding in Schwab Strategic Tr over time
0.26%18,390
$678.1K
0.26%
increased 0.29 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Pachira Investments Inc.'s holding in Schwab Strategic Tr over time
0.09%7,746
$224.3K
0.09%
decreased 21.02 percentreduced