Latest Pachira Investments Inc. Stock Portfolio
Pachira Investments Inc. Performance:
2025 Q3: 4.62%YTD: 5.43%2024: 0.51%
Performance for 2025 Q3 is 4.62%, and YTD is 5.43%, and 2024 is 0.51%.
About Pachira Investments Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Pachira Investments Inc. reported an equity portfolio of $178 Millions as of 30 Sep, 2025.
The top stock holdings of Pachira Investments Inc. are VB, QQQ, VB. The fund has invested 8.2% of it's portfolio in VANGUARD INDEX FDS and 6.7% of portfolio in INVESCO QQQ TR.
They significantly reduced their stock positions in WISDOMTREE TR (AGZD), SELECT SECTOR SPDR TR (XLB) and SCHWAB STRATEGIC TR (FNDA). Pachira Investments Inc. opened new stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), INVESCO EXCHANGE TRADED FD T (CSD) and VANECK ETF TRUST (AFK).
The top stock holdings of Pachira Investments Inc. are VB, QQQ, VB. The fund has invested 8.2% of it's portfolio in VANGUARD INDEX FDS and 6.7% of portfolio in INVESCO QQQ TR.
They significantly reduced their stock positions in WISDOMTREE TR (AGZD), SELECT SECTOR SPDR TR (XLB) and SCHWAB STRATEGIC TR (FNDA). Pachira Investments Inc. opened new stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), INVESCO EXCHANGE TRADED FD T (CSD) and VANECK ETF TRUST (AFK).
Pachira Investments Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Pachira Investments Inc. made a return of 4.62% in the last quarter. In trailing 12 months, it's portfolio return was 5.48%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 6,624,260 |
| spdr series trust | 6,502,960 |
| spdr series trust | 6,312,180 |
| invesco exch traded fd tr ii | 975,329 |
| ishares tr | 699,474 |
| palo alto networks inc | 334,548 |
| invesco exchange traded fd t | 319,645 |
| broadcom inc | 263,046 |
New stocks bought by Pachira Investments Inc.
Additions
| Ticker | % Inc. |
|---|---|
| invesco exch traded fd tr ii | 217 |
| invesco exchange traded fd t | 217 |
| vaneck etf trust | 203 |
| vanguard tax-managed fds | 39.08 |
| mcdonalds corp | 22.45 |
| vanguard admiral fds inc | 21.69 |
| vanguard admiral fds inc | 21.2 |
| innovator etfs trust | 19.25 |
Additions to existing portfolio by Pachira Investments Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| wisdomtree tr | -30.94 |
| select sector spdr tr | -11.71 |
| schwab strategic tr | -8.34 |
| ishares tr | -6.41 |
| ishares tr | -6.32 |
| vanguard index fds | -5.9 |
| procter and gamble co | -5.00 |
| johnson & johnson | -4.88 |
Pachira Investments Inc. reduced stake in above stock
Sold off
Sector Distribution
Pachira Investments Inc. has about 89.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 89.2 |
| Technology | 4.8 |
| Industrials | 2 |
| Consumer Cyclical | 1.1 |
Market Cap. Distribution
Pachira Investments Inc. has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 89.2 |
| MEGA-CAP | 6.2 |
| LARGE-CAP | 2.5 |
| MID-CAP | 2.1 |
Stocks belong to which Index?
About 10.8% of the stocks held by Pachira Investments Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 89.2 |
| S&P 500 | 8.7 |
| RUSSELL 2000 | 2.1 |
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 65 stocks in it's portfolio. About 54.6% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. PI was the most profitable stock for Pachira Investments Inc. last quarter.
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.49 | 3,413 | 868,995 | reduced | -1.78 | ||
| AAXJ | ishares tr | 0.86 | 13,423 | 1,528,590 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 1.59 | 8,663 | 2,827,310 | added | 203 | ||
| AGZD | wisdomtree tr | 0.39 | 15,551 | 687,354 | reduced | -30.94 | ||
| AMZN | amazon com inc | 0.70 | 5,687 | 1,248,780 | added | 1.61 | ||
| AVGO | broadcom inc | 0.15 | 797 | 263,046 | new | |||
| BALT | innovator etfs trust | 0.78 | 42,110 | 1,382,050 | added | 19.25 | ||
| BIL | spdr series trust | 3.65 | 140,392 | 6,502,960 | new | |||
| BIL | spdr series trust | 3.55 | 110,372 | 6,312,180 | new | |||
| CGW | invesco exch traded fd tr ii | 2.79 | 41,072 | 4,972,190 | added | 217 | ||
| CGW | invesco exch traded fd tr ii | 0.55 | 18,065 | 975,329 | new | |||
| COST | costco whsl corp new | 0.64 | 1,227 | 1,135,730 | added | 8.39 | ||
| CSD | invesco exchange traded fd t | 1.52 | 17,421 | 2,708,040 | added | 217 | ||
| CSD | invesco exchange traded fd t | 0.18 | 1,685 | 319,645 | new | |||
| CVX | chevron corp new | 0.14 | 1,626 | 252,445 | new | |||
| EDV | vanguard world fd | 5.73 | 74,064 | 10,201,600 | added | 16.17 | ||
| FNDA | schwab strategic tr | 0.30 | 18,210 | 539,759 | added | 0.42 | ||
| FNDA | schwab strategic tr | 0.21 | 14,670 | 377,155 | reduced | -8.34 | ||
| GE | ge aerospace | 0.12 | 700 | 210,487 | new | |||
| GLD | spdr gold tr | 0.12 | 574 | 204,040 | new | |||