Pachira Investments Inc.
13F Reported Value
ⓘ$265.0M
Holdings
78
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Pachira Investments Inc. disclosed 78 positions worth $265.0M in its Form 13F-HR for Q2 2026, followed by $QQQ. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $PH and a full exit from $WT. The portfolio is most concentrated in Other (77.6% of disclosed assets). All figures are sourced directly from Pachira Investments Inc.’s Form 13F-HR filing with the SEC under CIK 1563634.
AI Fund Analysis
Concentrating
$QQQ$QQQ
$NOC
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD WORLD FD - MEGA CAP VAL ETF
—Quality
$21.6M132,385 sh- —
Quality
$21.1M28,589 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$15.1M40,701 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$13.6M19,798 shSELECT SECTOR SPDR TR - STATE STREET TEC
—Quality
$13.5M70,786 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$13.5M188,974 shVANECK ETF TRUST - SEMICONDUCTR ETF
—Quality
$12.0M18,337 shSELECT SECTOR SPDR TR - STATE STREET HEA
—Quality
$12.0M75,669 sh- —
Quality
$10.6M59,748 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$10.4M134,403 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $21.6M | 132,385 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $21.1M | 28,589 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $15.1M | 40,701 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $13.6M | 19,798 |
| SELECT SECTOR SPDR TR - STATE STREET TEC | — | $13.5M | 70,786 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $13.5M | 188,974 |
| VANECK ETF TRUST - SEMICONDUCTR ETF | — | $12.0M | 18,337 |
| SELECT SECTOR SPDR TR - STATE STREET HEA | — | $12.0M | 75,669 |
 Invesco Ltd.$IVZ | — | $10.6M | 59,748 |
| ISHARES TR - CORE S&P MCP ETF | — | $10.4M | 134,403 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pachira Investments Inc.'s 78 positions.
Showing top 10 of 78 holdings.
Sector Allocation
Other
$205.6M
Financials
$26.9M
Technology
$20.0M
Industrials
$6.4M
Consumer Discretionary
$3.9M
Healthcare
$1.2M
Energy
$586,983
Consumer Staples
$275,130
Full Holdings — Pachira Investments Inc. (Q2 2026)
All 78 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $21.6M | 8.2% | +12% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $21.1M | 7.9% | +8% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $15.1M | 5.7% | +2% | — |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.6M | 5.1% | -3% | — |
| 5 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $13.5M | 5.1% | +8% | — |
| 6 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $13.5M | 5.1% | +20% | — |
| 7 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $12.0M | 4.5% | -2% | — |
| 8 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $12.0M | 4.5% | +10% | — |
| 9 | $IVZ | Invesco Ltd. | $10.6M | 4.0% | +39% | — |
| 10 | — | ISHARES TR - CORE S&P MCP ETF | $10.4M | 3.9% | -4% | — |
| 11 | $IVZ | Invesco Ltd. | $10.2M | 3.8% | +3% | — |
| 12 | — | ISHARES TR - CORE S&P SCP ETF | $9.8M | 3.7% | -4% | — |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.7M | 3.6% | +23% | — |
| 14 | — | INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR | $6.9M | 2.6% | +1% | — |
| 15 | — | INNOVATOR ETFS TRUST - EQUITY DEFINED P | $6.7M | 2.5% | +2% | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $5.8M | 2.2% | -1% | — |
| 17 | — | SPDR SERIES TRUST - STATE STREET SPD | $5.6M | 2.1% | -8% | — |
| 18 | — | SPDR SERIES TRUST - STATE STREET SPD | $5.4M | 2.0% | -6% | — |
| 19 | — | ISHARES TR - RUS 1000 GRW ETF | $3.9M | 1.5% | +300% | — |
| 20 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $3.9M | 1.5% | +5% | — |
| 21 |  $LMT | LOCKHEED MARTIN CORP | $2.9M | 1.1% | +1% | 65 |
| 22 |  $GOOG | Alphabet Inc. | $2.8M | 1.0% | +6% | 80.2 |
| 23 |  $NVDA | NVIDIA CORP | $2.6M | 1.0% | +9% | 90.2 |
| 24 |  $AAPL | Apple Inc. | $2.6M | 1.0% | +2% | 76.1 |
| 25 |  $PI | IMPINJ INC | $2.6M | 1.0% | +0% | 35.3 |
| 26 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.5M | 0.9% | +28% | — |
| 27 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.5M | 0.9% | +412% | — |
| 28 |  $AMZN | AMAZON COM INC | $2.2M | 0.8% | +8% | 74.6 |
| 29 |  $MSFT | MICROSOFT CORP | $2.1M | 0.8% | +6% | 83.7 |
| 30 | — | ISHARES TR - EAFE GRWTH ETF | $1.7M | 0.7% | +1% | — |
| 31 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $1.5M | 0.6% | +19% | — |
| 32 |  $TSLA | Tesla, Inc. | $1.5M | 0.6% | +16% | 50.1 |
| 33 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $1.4M | 0.5% | +20% | — |
| 34 |  $IAU | ISHARES GOLD TRUST | $1.4M | 0.5% | +39% | — |
| 35 |  $IBIT | iShares Bitcoin Trust ETF | $1.4M | 0.5% | +7% | — |
| 36 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.4M | 0.5% | -1% | — |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.5% | +7% | 67 |
| 38 | — | ISHARES TR - RUSSELL 2000 ETF | $1.3M | 0.5% | +0% | — |
| 39 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.5% | +11% | 72.8 |
| 40 | $IVZ | Invesco Ltd. | $1.2M | 0.5% | +2% | — |
| 41 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.4% | +21% | 85.8 |
| 42 |  $JPM | JPMORGAN CHASE & CO | $888,197 | 0.3% | +19% | 35.6 |
| 43 |  $PANW | Palo Alto Networks Inc | $862,099 | 0.3% | -3% | 66.5 |
| 44 | $META | Meta Platforms, Inc. | $708,427 | 0.3% | +17% | 80.9 |
| 45 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $678,054 | 0.3% | +0% | — |
| 46 | $NOC | NORTHROP GRUMMAN CORP /DE/ | $640,875 | 0.2% | +2% | 60.5 |
| 47 |  $AVGO | Broadcom Inc. | $632,892 | 0.2% | +1% | 86.4 |
| 48 | — | VANGUARD INDEX FDS - GROWTH ETF | $580,248 | 0.2% | +478% | — |
| 49 |  $SHOP | SHOPIFY INC. | $566,104 | 0.2% | -13% | — |
| 50 |  $GOOGL | Alphabet Inc. | $486,464 | 0.2% | +22% | 80.2 |
| 51 |  $GM | General Motors Co | $472,091 | 0.2% | -0% | 58.7 |
| 52 |  $RTX | RTX Corp | $441,472 | 0.2% | +19% | 70 |
| 53 |  $SPY | SPDR S&P 500 ETF TRUST | $425,172 | 0.2% | +12% | — |
| 54 | — | SELECT SECTOR SPDR TR - STATE STREET MAT | $414,736 | 0.2% | -32% | — |
| 55 |  $ORCL | ORACLE CORP | $409,782 | 0.1% | +20% | 67.2 |
| 56 |  $PH | Parker-Hannifin Corp | $394,384 | 0.1% | NEW | 73.8 |
| 57 |  $V | VISA INC. | $362,316 | 0.1% | -3% | 83.5 |
| 58 |  $CAT | CATERPILLAR INC | $355,063 | 0.1% | -17% | 67.8 |
| 59 |  $AMD | ADVANCED MICRO DEVICES INC | $350,808 | 0.1% | NEW | 78.8 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $330,551 | 0.1% | NEW | 88.4 |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $326,755 | 0.1% | -70% | 64.5 |
| 62 |  $UNP | UNION PACIFIC CORP | $322,305 | 0.1% | -1% | 74 |
| 63 |  $ETH | Grayscale Ethereum Staking Mini ETF | $301,547 | 0.1% | -1% | — |
| 64 |  $XOM | EXXON MOBIL CORP | $293,612 | 0.1% | -11% | 61.8 |
| 65 |  $CVX | CHEVRON CORP | $293,371 | 0.1% | -7% | 54.7 |
| 66 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $290,363 | 0.1% | NEW | — |
| 67 |  $MCD | MCDONALDS CORP | $281,748 | 0.1% | -13% | 73.9 |
| 68 |  $PG | PROCTER & GAMBLE Co | $275,130 | 0.1% | -24% | 72.9 |
| 69 | — | ISHARES TR - ISHARES SEMICDTR | $275,008 | 0.1% | NEW | — |
| 70 |  $GE | GENERAL ELECTRIC CO | $274,174 | 0.1% | NEW | 74.8 |
| 71 |  $SRE | SEMPRA | $249,896 | 0.1% | -21% | 47.6 |
| 72 |  $GEV | GE Vernova Inc. | $235,379 | 0.1% | -23% | 70.1 |
| 73 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $226,894 | 0.1% | +1% | — |
| 74 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $224,325 | 0.1% | -21% | — |
| 75 |  $GLD | SPDR GOLD TRUST | $214,397 | 0.1% | +0% | — |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $206,101 | 0.1% | NEW | 72.3 |
| 77 | — | SELECT SECTOR SPDR TR - STATE STREET IND | $202,955 | 0.1% | NEW | — |
| 78 |  $QCOM | QUALCOMM INC/DE | $201,074 | 0.1% | NEW | 81.9 |
New Positions (9)
$PH Parker-Hannifin Corp$394,384$AMD ADVANCED MICRO DEVICES INC$350,808$MU MICRON TECHNOLOGY INC$330,551$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$290,363$GE GENERAL ELECTRIC CO$274,174$CSCO CISCO SYSTEMS, INC.$206,101$QCOM QUALCOMM INC/DE$201,074
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Pachira Investments Inc. including:
Track Pachira Investments Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Pachira Investments Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Pachira Investments Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Pachira Investments Inc. (SEC CIK: 1563634), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Pachira Investments Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.