Grufity logo
Grufity logo

Latest Pachira Investments Inc. Stock Portfolio

$312Million | No. of Holdings #82

Pachira Investments Inc. Performance

2026 Q3-0.06%
YTD+7.12%
2025+14.54%

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

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pachira Investments Inc. reported an equity portfolio of $312.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Pachira Investments Inc. are EDV, QQQ, VB. The fund has invested 8% 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 SCHWAB STRATEGIC TR (FNDA), CISCO SYS INC (CSCO) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR). Pachira Investments Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), THERMO FISHER SCIENTIFIC INC (TMO) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), MICRON TECHNOLOGY INC (MU) and APPLE INC (AAPL).
Pachira Investments Inc. Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$312Million
  as of Oct 14, 2026

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

Our best estimate is that Pachira Investments Inc. made a return of -0.06% in the last quarter. In trailing 12 months, it's portfolio return was 12.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schwab strategic tr1,211,020
thermo fisher scientific inc721,628
sandisk corp522,684
ishares tr513,569
space exploration techn corp407,473
vanguard star fds305,912
intuitive surgical inc209,008
New stocks bought by Pachira Investments Inc.

Additions

Ticker% Inc.
advanced micro devices inc3,060
micron technology inc134
apple inc132
broadcom inc80.72
ishares gold tr73.44
nvidia corporation67.19
vanguard admiral fds inc43.84
vanguard index fds42.13
Additions to existing portfolio by Pachira Investments Inc.

Reductions

Ticker% Reduced
palantir technologies inc-31.92
vanguard index fds-19.55
ishares tr-12.2
berkshire hathaway inc del-11.64
mcdonalds corp-10.17
spdr series trust-9.43
spdr series trust-8.21
impinj inc-8.09
Pachira Investments Inc. reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-224,325
cisco sys inc-206,101
select sector spdr tr-202,955
Pachira Investments Inc. got rid off the above stocks

Sector Distribution

Pachira Investments Inc. has about 82.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Communication Services
Sector%
Others82.6
Technology10.9
Industrials1.7
Consumer Cyclical1.5
Communication Services1.4

Market Cap. Distribution

Pachira Investments Inc. has about 16.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.6
MEGA-CAP14.7
LARGE-CAP1.8

Stocks belong to which Index?

About 16.1% of the stocks held by Pachira Investments Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others82.9
S&P 50016.1
Top 5 Winners (%)%
grayscale ethereum staking
69.1 %
PLTR
palantir technologies inc
50.7 %
ishares bitcoin trust etf
41.5 %
MSFT
microsoft corp
37.2 %
SHOP
shopify inc
29.8 %
Top 5 Winners ($)$
XLB
select sector spdr tr
0.8 M
MSFT
microsoft corp
0.8 M
AAPL
apple inc
0.7 M
PI
impinj inc
0.6 M
ishares bitcoin trust etf
0.6 M
Top 5 Losers (%)%
CAT
caterpillar inc
-22.2 %
ge vernova inc
-17.6 %
GE
ge aerospace
-16.0 %
SRE
sempra
-15.9 %
TSLA
tesla inc
-14.8 %
Top 5 Losers ($)$
CSD
invesco exchange traded fd t
-1.5 M
AFK
vaneck etf trust
-1.0 M
IJR
ishares tr
-0.8 M
CGW
invesco exch traded fd tr ii
-0.7 M
IJR
ishares tr
-0.7 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 82 stocks in it's portfolio. About 52.2% of the portfolio is in top 10 stocks. CSD proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Pachira Investments Inc. last quarter.

$312.20MTotal Value
85.00Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Pachira Investments Inc., last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pachira Investments Inc.'s holding in Ishares Tr over time
0.53%13,742
$1.65M
0.53%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Pachira Investments Inc.'s holding in Vaneck Etf Trust over time
4.4%22,543
$13.73M
4.4%
increased 22.94 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Pachira Investments Inc.'s holding in Innovator Etfs Trust over time
1.36%121,205
$4.24M
1.36%
increased 7.67 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Pachira Investments Inc.'s holding in Spdr Series Trust over time
1.52%89,535
$4.73M
1.52%
decreased 8.21 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Pachira Investments Inc.'s holding in Spdr Series Trust over time
1.45%71,981
$4.54M
1.45%
decreased 9.43 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
3.85%79,206
$12.01M
3.85%
increased 25.76 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
0.4%20,406
$1.25M
0.4%
increased 2.31 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
3.67%74,207
$11.47M
3.67%
increased 24.2 percentadded
DMXF
Ishares Tr

Ishares Tr

DMXF
Pachira Investments Inc.'s holding in Ishares Tr over time
0.16%5,101
$513.6K
0.16%
new position
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Pachira Investments Inc.'s holding in Vanguard World Fd over time
7.99%154,836
$24.94M
7.99%
increased 16.96 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Pachira Investments Inc.'s holding in Schwab Strategic Tr over time
0.39%37,228
$1.21M
0.39%
new position
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Pachira Investments Inc.'s holding in Schwab Strategic Tr over time
0.2%18,459
$628.0K
0.2%
increased 0.38 percentadded