Pachira Investments Inc.
Filing Date
Global Rank
#6,880
/ 8,607
▲ 143
· as of Mar 2026
Top Industry
Aerospace & Defense
15.7%
3Y Alpha vs SPY
-3.0%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.8%
SPY
+75.5%
Annualised alpha
-3.0%
Max drawdown
−21.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.6%
−0.6 pts
Top 5
51.8%
−1.7 pts
Top 10
69.4%
−4.0 pts
HHI
1,211
Diversified−53
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 39.2% | $19,053,303 |
| Technology | 23.2% | $11,277,889 |
| Industrials | 11.2% | $5,440,678 |
| Consumer Cyclical | 7.8% | $3,797,723 |
| Communication Services | 6.0% | $2,915,392 |
| Financial Services | 4.2% | $2,053,069 |
| Consumer Defensive | 3.9% | $1,919,000 |
| Healthcare | 2.2% | $1,049,625 |
| Energy | 1.6% | $802,457 |
| Utilities | 0.7% | $331,349 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +7,742 | 13,580 | $1,197,212 | |
| GM | General Motors Co | +3,561 | 6,127 | $456,461 | |
| PLTR | Palantir Technologies Inc. | +2,823 | 7,690 | $1,124,893 | |
| IBIT | iShares Bitcoin Trust ETF | +2,164 | 39,657 | $1,523,621 | |
| AAPL | Apple Inc. | +1,701 | 8,880 | $2,253,655 | |
| NVDA | Nvidia Corp | +1,629 | 12,050 | $2,101,520 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,518 | 26,593 | $15,348,947 | |
| TSLA | Tesla, Inc. | +1,129 | 3,105 | $1,154,283 | |
| AMZN | Amazon Com Inc | +957 | 8,710 | $1,814,031 | |
| GOOGL | Alphabet Inc. | +953 | 7,272 | $2,091,136 | |
| SRE | Sempra | +716 | 3,410 | $331,349 | |
| RTX | RTX Corp | +706 | 1,960 | $378,084 | |
| MSFT | Microsoft Corp | +618 | 5,369 | $1,987,442 | |
| AVGO | Broadcom Inc. | +584 | 1,666 | $515,643 | |
| ETH | Grayscale Ethereum Staking Mini ETF | +314 | 20,267 | $402,502 | |
| META | Meta Platforms, Inc. | +243 | 1,076 | $615,611 | |
| PANW | Palo Alto Networks Inc | +241 | 2,604 | $417,473 | |
| XOM | ExxonMobil Holdings Corp | +212 | 2,403 | $407,692 | |
| ORCL | Oracle Corp | +180 | 2,327 | $342,324 | |
| CVX | Chevron Corp | +109 | 1,908 | $394,765 | |
| PG | PROCTER & GAMBLE Co | +94 | 2,472 | $357,055 | |
| JPM | Jpmorgan Chase & Co | +88 | 2,287 | $672,743 | |
| COST | Costco Wholesale Corp /New | +44 | 1,360 | $1,355,144 | |
| NOC | Northrop Grumman Corp /De/ | +22 | 1,236 | $843,248 | |
| V | Visa Inc. | +16 | 1,090 | $329,441 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −1,719 | 2,193 | $1,050,885 | |
| LMT | Lockheed Martin Corp | −132 | 5,656 | $3,418,429 | |
| JNJ | Johnson & Johnson | −122 | 4,294 | $1,049,625 | |
| GLD | Spdr Gold Trust | −103 | 581 | $249,998 | |
| SHOP | Shopify Inc. | −7 | 5,696 | $675,659 | |
| SPY | Spdr S&P 500 ETF Trust | −4 | 509 | $331,023 | |
| No positions match the current search. | |||||
38 positions ·
$48,640,485 total
· as of Mar 31, 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 | 26,593 | $15,348,947 | 31.56% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 5,656 | $3,418,429 | 7.03% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,880 | $2,253,655 | 4.63% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,050 | $2,101,520 | 4.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,272 | $2,091,136 | 4.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,369 | $1,987,442 | 4.09% | |
| PI |
Impinj Inc
Technology
|
Held | 18,104 | $1,859,280 | 3.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,710 | $1,814,031 | 3.73% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 39,657 | $1,523,621 | 3.13% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,360 | $1,355,144 | 2.79% | |
| IAU |
Ishares Gold Trust
|
Added | 13,580 | $1,197,212 | 2.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,105 | $1,154,283 | 2.37% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 7,690 | $1,124,893 | 2.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,193 | $1,050,885 | 2.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,294 | $1,049,625 | 2.16% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 1,236 | $843,248 | 1.73% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 5,696 | $675,659 | 1.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,287 | $672,743 | 1.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,076 | $615,611 | 1.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,666 | $515,643 | 1.06% | |
| GM |
General Motors Co
Consumer Cyclical
|
Added | 6,127 | $456,461 | 0.94% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 2,604 | $417,473 | 0.86% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,403 | $407,692 | 0.84% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
Added | 20,267 | $402,502 | 0.83% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,908 | $394,765 | 0.81% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,960 | $378,084 | 0.78% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,200 | $372,948 | 0.77% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,472 | $357,055 | 0.73% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,327 | $342,324 | 0.70% | |
| SRE |
Sempra
Utilities
|
Added | 3,410 | $331,349 | 0.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 509 | $331,023 | 0.68% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,090 | $329,441 | 0.68% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,197 | $290,416 | 0.60% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 399 | $282,675 | 0.58% | |
| GLD |
Spdr Gold Trust
|
Reduced | 581 | $249,998 | 0.51% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 261 | $227,826 | 0.47% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 2,170 | $208,645 | 0.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,664 | $206,801 | 0.43% |