Latest Pachira Investments Inc. Stock Portfolio

Pachira Investments Inc. Performance:

2025 Q4: -1.66%YTD: 7.65%2024: -3.08%

Performance for 2025 Q4 is -1.66%, and YTD is 7.65%, and 2024 is -3.08%.

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

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pachira Investments Inc. reported an equity portfolio of $205.5 Millions as of 31 Dec, 2025.

The top stock holdings of Pachira Investments Inc. are QQQ, EDV, VB. The fund has invested 7.5% of it's portfolio in INVESCO QQQ TR and 6.9% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off ISHARES TR (IJR), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR S&P MIDCAP 400 ETF TR (MDY) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), SPDR SERIES TRUST (BIL) and ISHARES TR (IJR). Pachira Investments Inc. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), ISHARES GOLD TR (IAU) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), ORACLE CORP (ORCL) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that Pachira Investments Inc. made a return of -1.66% in the last quarter. In trailing 12 months, it's portfolio return was 7.65%.

Performance
S&P 500

New Buys

Ticker	$ Bought
palantir technologies inc	865,109
ishares gold tr	473,870
alphabet inc	328,576
exxon mobil corp	263,629
ishares tr	242,739
rtx corporation	229,977
qualcomm inc	228,301
vanguard calif tax free fds	223,684

New stocks bought by Pachira Investments Inc.

Additions

Ticker	% Inc.
innovator etfs trust	133
oracle corp	120
select sector spdr tr	114
apple inc	110
tesla inc	98.59
select sector spdr tr	92.47
invesco exchange traded fd t	79.18
jpmorgan chase & co.	78.35

Additions to existing portfolio by Pachira Investments Inc.

Reductions

Ticker	% Reduced
schwab strategic tr	-32.91
spdr series trust	-15.57
spdr series trust	-14.56
ishares tr	-12.75
impinj inc	-11.71
ishares tr	-11.00
ishares tr	-10.69
vanguard index fds	-9.09

Pachira Investments Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-699,474
invesco exchange traded fd t	-319,645
spdr s&p midcap 400 etf tr	-203,842

Pachira Investments Inc. got rid off the above stocks

Sector Distribution

Pachira Investments Inc. has about 87.1% of it's holdings in Others sector.

Sector	%
Others	87.1
Technology	5.7
Industrials	2
Consumer Cyclical	1.6
Communication Services	1.4

Market Cap. Distribution

Pachira Investments Inc. has about 11.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	87.1
MEGA-CAP	8
LARGE-CAP	3.3
MID-CAP	1.5

Stocks belong to which Index?

About 12.4% of the stocks held by Pachira Investments Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	87.6
S&P 500	10.9
RUSSELL 2000	1.5

Top 5 Winners (%)		%
GOOG	alphabet inc	25.6 %
JNJ	johnson & johnson	10.9 %
XLB	select sector spdr tr	10.7 %
GLD	spdr gold tr	10.5 %
	shopify inc	8.3 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.9 M
GOOG	alphabet inc	0.4 M
AFK	vaneck etf trust	0.4 M
VB	vanguard index fds	0.3 M
QQQ	invesco qqq tr	0.3 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-42.6 %
XLB	select sector spdr tr	-41.2 %
	grayscale ethereum mini tr e	-27.1 %
ORCL	oracle corp	-24.4 %
	ishares bitcoin trust etf	-22.9 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-5.9 M
XLB	select sector spdr tr	-0.6 M
	ishares bitcoin trust etf	-0.6 M
	grayscale ethereum mini tr e	-0.2 M
MSFT	microsoft corp	-0.1 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 72 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Pachira Investments Inc. last quarter.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.95	7,179	1,951,680	added	110

AAXJ	ishares tr	0.76	13,635	1,553,340	added	1.58

AAXJ	ishares tr	0.12	1,742	242,739	new

AFK	vaneck etf trust	2.56	14,580	5,250,620	added	68.3

AGZD	wisdomtree tr	0.32	14,191	656,901	reduced	-8.75

AMZN	amazon com inc	0.87	7,753	1,789,630	added	36.33

AVGO	broadcom inc	0.18	1,082	374,356	added	35.76

BALT	innovator etfs trust	1.60	98,313	3,294,470	added	133

BIL	spdr series trust	2.70	118,533	5,554,460	reduced	-15.57

BIL	spdr series trust	2.66	94,297	5,460,740	reduced	-14.56

CGW	invesco exch traded fd tr ii	3.45	59,349	7,081,510	added	44.5

CGW	invesco exch traded fd tr ii	0.49	18,176	1,010,040	added	0.61

COST	costco whsl corp new	0.55	1,316	1,134,490	added	7.25

CSD	invesco exchange traded fd t	2.38	31,215	4,889,150	added	79.18

CSD	invesco exchange traded fd t	0.00	0.00	0.00	sold off	-100

CVX	chevron corp new	0.13	1,799	274,249	added	10.64

EDV	vanguard world fd	6.88	100,075	14,126,500	added	35.12

FNDA	schwab strategic tr	0.27	18,290	549,990	added	0.44

FNDA	schwab strategic tr	0.13	9,842	258,149	reduced	-32.91

GE	ge aerospace	0.10	700	215,769	unchanged	0.00