Latest Pachira Investments Inc. Stock Portfolio
Pachira Investments Inc. Performance:
2026 Q1: -2.36%YTD: -2.36%2025: 14.54%
Performance for 2026 Q1 is -2.36%, and YTD is -2.36%, and 2025 is 14.54%.
About Pachira Investments Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pachira Investments Inc. reported an equity portfolio of $214 Millions as of 31 Mar, 2026.
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 7.2% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off ISHARES TR (AAXJ), QUALCOMM INC (QCOM) and GE AEROSPACE (GE) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), BERKSHIRE HATHAWAY INC DEL and SELECT SECTOR SPDR TR (XLB). Pachira Investments Inc. opened new stock positions in CATERPILLAR INC (CAT), GE VERNOVA INC and NETFLIX INC. (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL MTRS CO (GM), ISHARES GOLD TR (IAU) and PALANTIR TECHNOLOGIES INC (PLTR).
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 7.2% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off ISHARES TR (AAXJ), QUALCOMM INC (QCOM) and GE AEROSPACE (GE) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), BERKSHIRE HATHAWAY INC DEL and SELECT SECTOR SPDR TR (XLB). Pachira Investments Inc. opened new stock positions in CATERPILLAR INC (CAT), GE VERNOVA INC and NETFLIX INC. (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL MTRS CO (GM), ISHARES GOLD TR (IAU) and PALANTIR TECHNOLOGIES INC (PLTR).
Pachira Investments Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Pachira Investments Inc. made a return of -2.36% in the last quarter. In trailing 12 months, it's portfolio return was 18.33%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| caterpillar inc | 282,624 |
| ge vernova inc | 228,070 |
| netflix inc. | 208,646 |
| walmart inc | 206,741 |
New stocks bought by Pachira Investments Inc.
Additions
| Ticker | % Inc. |
|---|---|
| general mtrs co | 138 |
| ishares gold tr | 132 |
| palantir technologies inc | 58.00 |
| tesla inc | 57.14 |
| rtx corporation | 56.3 |
| broadcom inc | 53.97 |
| vanguard index fds | 43.61 |
| vanguard index fds | 42.43 |
Additions to existing portfolio by Pachira Investments Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| wisdomtree tr | -50.17 |
| berkshire hathaway inc del | -43.94 |
| select sector spdr tr | -34.57 |
| spdr gold tr | -15.06 |
| spdr series trust | -10.69 |
| spdr series trust | -10.45 |
| ishares tr | -9.68 |
| ishares tr | -8.83 |
Pachira Investments Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -242,739 |
| qualcomm inc | -228,301 |
| ge aerospace | -215,769 |
| intuitive surgical inc | -202,757 |
Pachira Investments Inc. got rid off the above stocks
Sector Distribution
Pachira Investments Inc. has about 86.9% of it's holdings in Others sector.
- Others
- Technology
- Industrials
- Consumer Cyclical
- Communication Services
| Sector | % |
|---|---|
| Others | 86.9 |
| Technology | 5 |
| Industrials | 2.4 |
| Consumer Cyclical | 1.8 |
| Communication Services | 1.5 |
Market Cap. Distribution
Pachira Investments Inc. has about 12.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 86.9 |
| MEGA-CAP | 9.5 |
| LARGE-CAP | 2.7 |
Stocks belong to which Index?
About 11.7% of the stocks held by Pachira Investments Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 87.5 |
| S&P 500 | 11.7 |
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 52.1% of the portfolio is in top 10 stocks. PI proved to be the most loss making stock for the portfolio. LMT was the most profitable stock for Pachira Investments Inc. last quarter.
Last Reported on: 27 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.05 | 8,880 | 2,253,640 | added | 23.69 | ||
| AAXJ | ishares tr | 0.71 | 13,652 | 1,520,470 | added | 0.12 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 3.36 | 18,769 | 7,195,950 | added | 28.73 | ||
| AGZD | wisdomtree tr | 0.14 | 7,071 | 288,497 | reduced | -50.17 | ||
| AMZN | amazon com inc | 0.85 | 8,710 | 1,813,980 | added | 12.34 | ||
| AVGO | broadcom inc | 0.24 | 1,666 | 515,776 | added | 53.97 | ||
| BALT | innovator etfs trust | 1.67 | 106,973 | 3,579,850 | added | 8.81 | ||
| BIL | spdr series trust | 2.39 | 105,860 | 5,115,160 | reduced | -10.69 | ||
| BIL | spdr series trust | 2.34 | 84,443 | 5,000,710 | reduced | -10.45 | ||
| CAT | caterpillar inc | 0.13 | 399 | 282,624 | new | |||
| CGW | invesco exch traded fd tr ii | 3.19 | 60,910 | 6,828,580 | added | 2.63 | ||
| CGW | invesco exch traded fd tr ii | 0.50 | 19,630 | 1,076,510 | added | 8.00 | ||
| COST | costco wholesale corporation | 0.63 | 1,360 | 1,355,300 | added | 3.34 | ||
| CSD | invesco exchange traded fd t | 3.33 | 43,042 | 7,132,110 | added | 37.89 | ||
| CVX | chevron corporation | 0.18 | 1,908 | 394,692 | added | 6.06 | ||
| EDV | vanguard world fd | 7.97 | 117,715 | 17,062,800 | added | 17.63 | ||
| FNDA | schwab strategic tr | 0.26 | 18,336 | 567,684 | added | 0.25 | ||
| FNDA | schwab strategic tr | 0.12 | 9,808 | 246,168 | reduced | -0.35 | ||
| GE | ge aerospace | 0.00 | 0.00 | 0.00 | sold off | -100 | ||