Pachira Investments Inc.
Filing Date
Global Rank
#6,770
/ 8,517
▲ 203
Top Industry
Semiconductors
20.9%
3Y Alpha vs SPY
+6.6%
Period ended 46 days ago
Filed Jul 17, 2026 · 29d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+105.5%
SPY
+75.3%
Annualised alpha
+6.6%
Max drawdown
−20.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
36.0%
+11.1 pts
Top 5
54.6%
+0.1 pts
Top 10
71.5%
+1.7 pts
HHI
1,477
Diversified+439
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 42.4% | $24,823,819 |
| Technology | 25.5% | $14,904,984 |
| Industrials | 9.5% | $5,560,422 |
| Consumer Cyclical | 7.7% | $4,504,282 |
| Communication Services | 5.9% | $3,462,868 |
| Consumer Defensive | 2.8% | $1,637,140 |
| Financial Services | 2.7% | $1,577,103 |
| Healthcare | 2.1% | $1,212,706 |
| Energy | 1.0% | $587,069 |
| Utilities | 0.4% | $249,853 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +5,273 | 18,853 | $1,423,590 | |
| IBIT | iShares Bitcoin Trust ETF | +2,591 | 42,248 | $1,406,435 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,996 | 28,589 | $21,052,939 | |
| PLTR | Palantir Technologies Inc. | +1,594 | 9,284 | $1,083,164 | |
| NVDA | Nvidia Corp | +1,113 | 13,163 | $2,633,784 | |
| AMZN | Amazon Com Inc | +673 | 9,383 | $2,236,344 | |
| TSLA | Tesla, Inc. | +495 | 3,600 | $1,514,160 | |
| JNJ | Johnson & Johnson | +481 | 4,775 | $1,212,706 | |
| ORCL | Oracle Corp | +469 | 2,796 | $409,753 | |
| JPM | Jpmorgan Chase & Co | +426 | 2,713 | $888,046 | |
| RTX | RTX Corp | +367 | 2,327 | $441,501 | |
| MSFT | Microsoft Corp | +348 | 5,717 | $2,132,555 | |
| META | Meta Platforms, Inc. | +182 | 1,258 | $708,618 | |
| AAPL | Apple Inc. | +151 | 9,031 | $2,613,210 | |
| COST | Costco Wholesale Corp /New | +96 | 1,456 | $1,362,044 | |
| SPY | Spdr S&P 500 ETF Trust | +60 | 569 | $424,912 | |
| LMT | Lockheed Martin Corp | +32 | 5,688 | $2,897,808 | |
| NOC | Northrop Grumman Corp /De/ | +22 | 1,258 | $640,711 | |
| AVGO | Broadcom Inc. | +9 | 1,675 | $632,731 | |
| GLD | Spdr Gold Trust | +1 | 582 | $214,397 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −1,540 | 653 | $326,754 | |
| SHOP | Shopify Inc. | −738 | 4,958 | $566,104 | |
| SRE | Sempra | −715 | 2,695 | $249,853 | |
| GOOGL | Alphabet Inc. | −695 | 7,707 | $2,754,250 | |
| PG | PROCTER & GAMBLE Co | −596 | 1,876 | $275,096 | |
| XOM | ExxonMobil Holdings Corp | −255 | 2,148 | $293,674 | |
| ETH | Grayscale Ethereum Staking Mini ETF | −204 | 20,063 | $301,546 | |
| MCD | Mcdonalds Corp | −158 | 1,042 | $281,663 | |
| CVX | Chevron Corp | −138 | 1,770 | $293,395 | |
| PANW | Palo Alto Networks Inc | −76 | 2,528 | $862,098 | |
| CAT | Caterpillar Inc | −66 | 333 | $354,611 | |
| GEV | GE Vernova Inc. | −61 | 200 | $234,972 | |
| V | Visa Inc. | −34 | 1,056 | $362,303 | |
| UNP | Union Pacific Corp | −12 | 1,185 | $322,320 | |
| GM | General Motors Co | −2 | 6,125 | $472,115 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PH | Parker-Hannifin Corp | 403 | $394,182 | |
| AMD | Advanced Micro Devices Inc | 604 | $350,869 | |
| MU | Micron Technology Inc | 286 | $330,126 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 608 | $290,362 | |
| GE | General Electric Co | 734 | $274,317 | |
| CSCO | Cisco Systems, Inc. | 1,755 | $206,142 | |
| QCOM | Qualcomm Inc/De | 1,088 | $201,051 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 157,835 | $10,114,066 | |
| VB | Vanguard Morningstar Small-Cap ETF | 6,454 | $1,690,431 | |
| XLB | State Street Materials Select Sector SPDR ETF | 11,930 | $596,142 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | 2,241 | $222,038 | |
| NFLX | Netflix Inc | 2,170 | $208,645 | |
| WMT | Walmart Inc. | 1,664 | $206,801 | |
| No positions match the current search. | ||||
43 tracked positions ·
$58,520,246 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 28,589 | $21,052,939 | 35.98% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 5,688 | $2,897,808 | 4.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,707 | $2,754,250 | 4.71% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 13,163 | $2,633,784 | 4.50% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,031 | $2,613,210 | 4.47% | |
| PI |
Impinj Inc
Technology
|
Held | 18,104 | $2,593,035 | 4.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,383 | $2,236,344 | 3.82% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,717 | $2,132,555 | 3.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,600 | $1,514,160 | 2.59% | |
| IAU |
Ishares Gold Trust
|
Added | 18,853 | $1,423,590 | 2.43% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 42,248 | $1,406,435 | 2.40% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,456 | $1,362,044 | 2.33% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,775 | $1,212,706 | 2.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 9,284 | $1,083,164 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,713 | $888,046 | 1.52% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 2,528 | $862,098 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,258 | $708,618 | 1.21% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 1,258 | $640,711 | 1.09% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,675 | $632,731 | 1.08% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 4,958 | $566,104 | 0.97% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 6,125 | $472,115 | 0.81% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,327 | $441,501 | 0.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 569 | $424,912 | 0.73% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,796 | $409,753 | 0.70% | |
| PH |
Parker-Hannifin Corp
Industrials
|
NEW | 403 | $394,182 | 0.67% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,056 | $362,303 | 0.62% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 333 | $354,611 | 0.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 604 | $350,869 | 0.60% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 286 | $330,126 | 0.56% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 653 | $326,754 | 0.56% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,185 | $322,320 | 0.55% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Reduced | 20,063 | $301,546 | 0.52% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,148 | $293,674 | 0.50% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,770 | $293,395 | 0.50% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 608 | $290,362 | 0.50% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,042 | $281,663 | 0.48% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,876 | $275,096 | 0.47% | |
| GE |
General Electric Co
Industrials
|
NEW | 734 | $274,317 | 0.47% | |
| SRE |
Sempra
Utilities
|
Reduced | 2,695 | $249,853 | 0.43% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 200 | $234,972 | 0.40% | |
| GLD |
Spdr Gold Trust
|
Added | 582 | $214,397 | 0.37% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 1,755 | $206,142 | 0.35% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,088 | $201,051 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.