Pachira Investments Inc.

CIK

1563634

Location

DANA POINT, CA

Portfolio Value

Small $251,835,997

Diversification

Diversified

Filing Date

Global Rank

#5,466 / 8,807 ▲ 398 · as of Jun 2026

Top Industry

Semiconductors 38.6%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.2% of the book (60%+)

Turnover

Low turnover

9.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.4 quarters (12+), a floor since 21.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 84.7%; sector active share 73.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

82 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.1%

+1.6 pts

Top 5

55.0%

+3.3 pts

Top 10

78.2%

+2.1 pts

HHI

772

Diversified+56

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.4%	$194,903,070	39
Technology	14.2%	$35,650,562	14
Industrials	2.4%	$5,944,495	9
Consumer Cyclical	1.8%	$4,573,832	4
Communication Services	1.7%	$4,318,990	3
Healthcare	0.9%	$2,186,561	3
Financial Services	0.7%	$1,670,859	5
Consumer Defensive	0.7%	$1,664,087	2
Energy	0.3%	$713,361	2
Utilities	0.1%	$210,180	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APOC		+28,000	281,682	$7,504,008
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+26,840	189,104	$11,215,758
ZOCT		+26,621	274,718	$7,725,070
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	+22,451	154,836	$24,942,531
VEA	Vanguard FTSE Developed Markets ETF	+20,836	209,810	$14,814,684
AMD	Advanced Micro Devices Inc	+18,487	19,091	$11,679,110
SPMO	Invesco Ltd.	+16,226	79,206	$0
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+15,404	91,073	$15,338,514
PPA	Victory Portfolios II	+14,459	74,207	$0
IAU	Ishares Gold Trust	+13,846	32,699	$2,553,791
VO	VANGUARD MID-CAP INDEX FUND	+12,256	43,018	$3,373,471
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+12,099	82,885	$16,224,738
AAPL	Apple Inc.	+11,943	20,974	$6,984,761
NVDA	Nvidia Corp	+8,844	22,007	$5,025,958
BALT		+8,636	121,205	$4,236,114
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	+4,854	15,926	$1,939,149
QQQ	Invesco Qqq Trust, Series 1	+4,772	33,361	$24,679,466
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	+4,508	15,633	$1,977,887
SMH	VanEck Semiconductor ETF	+4,206	22,543	$13,728,687
VB	Vanguard Index Funds	+3,494	11,787	$3,353,283
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,661	43,362	$16,227,794
AVGO	Broadcom Inc.	+1,352	3,027	$1,063,052
IBIT	iShares Bitcoin Trust ETF	+966	43,214	$2,045,750
GOOGL	Alphabet Inc.	+670	8,377	$2,882,358
TSLA	Tesla, Inc.	+516	4,116	$1,460,397
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
—		−8,007	89,535	$0
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	−7,496	71,981	$4,537,682
IJH	iShares Core S&P Mid-Cap ETF	−5,426	128,977	$0
PLTR	Palantir Technologies Inc.	−2,963	6,321	$1,182,343
IJR	iShares Core S&P Small-Cap ETF	−2,931	62,822	$0
PI	Impinj Inc	−1,465	16,639	$2,983,206
VOO	VANGUARD 500 INDEX FUND	−947	18,851	$13,211,911
IVV	iShares Core S&P 500 ETF	−944	6,795	$0
VV	VANGUARD LARGE-CAP INDEX FUND	−788	3,243	$1,141,049
—		−621	7,538	$0
ETH	Grayscale Ethereum Staking Mini ETF	−303	19,760	$503,682
ORCL	Oracle Corp	−112	2,684	$368,513
MCD	Mcdonalds Corp	−106	936	$216,159
MSFT	Microsoft Corp	−97	5,620	$2,882,498
BRK-B	Berkshire Hathaway Inc	−76	577	$287,317
PANW	Palo Alto Networks Inc	−44	2,484	$986,918
JNJ	Johnson & Johnson	−31	4,744	$1,255,926
SHOP	Shopify Inc.	−16	4,942	$732,898
GOOG	Alphabet Inc.	−2	1,375	$468,517
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	37,228	$1,211,026
TMO	Thermo Fisher Scientific Inc.	1,069	$721,628
SNDK	Sandisk Corp	300	$521,967
SPCX	Space Exploration Technologies Corp	2,701	$407,472
VXUS	Vanguard Total International Stock ETF	3,601	$305,940
ISRG	Intuitive Surgical Inc	514	$209,007
SGOV	iShares 0-3 Month Treasury Bond ETF	5,101	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	7,746	$224,324
CSCO	Cisco Systems, Inc.	1,755	$206,142
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	1,096	$203,012
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $251,835,997 total · filing declares 82 positions · $312,204,583 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Added	154,836	+22,451	$24,942,531	+15.3%	9.90%
QQQ	Invesco Qqq Trust, Series 1	Added	33,361	+4,772	$24,679,466	+17.2%	9.80%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	43,362	+2,661	$16,227,794	+7.7%	6.44%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	82,885	+12,099	$16,224,738	+20.3%	6.44%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	91,073	+15,404	$15,338,514	+27.8%	6.09%
VEA	Vanguard FTSE Developed Markets ETF	Added	209,810	+20,836	$14,814,684	+10.0%	5.88%
SMH	VanEck Semiconductor ETF	Added	22,543	+4,206	$13,728,687	+14.1%	5.45%
VOO	VANGUARD 500 INDEX FUND	Reduced	18,851	-947	$13,211,911	−2.8%	5.25%
AMD	Advanced Micro Devices Inc Technology	Added	19,091	+18,487	$11,679,110	+3228.6%	4.64%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	189,104	+26,840	$11,215,758	+15.8%	4.45%
ZOCT		Added	274,718	+26,621	$7,725,070	+12.8%	3.07%
APOC		Added	281,682	+28,000	$7,504,008	+12.6%	2.98%
AAPL	Apple Inc. Technology	Added	20,974	+11,943	$6,984,761	+167.3%	2.77%
NVDA	Nvidia Corp Technology	Added	22,007	+8,844	$5,025,958	+90.8%	2.00%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Reduced	71,981	-7,496	$4,537,682	−15.5%	1.80%
BALT		Added	121,205	+8,636	$4,236,114	+9.8%	1.68%
VO	VANGUARD MID-CAP INDEX FUND	Added	43,018	+12,256	$3,373,471	+36.1%	1.34%
VB	Vanguard Index Funds	Added	11,787	+3,494	$3,353,283	+33.4%	1.33%
PI	Impinj Inc Technology	Reduced	16,639	-1,465	$2,983,206	+15.0%	1.18%
LMT	Lockheed Martin Corp Industrials	Added	5,698	+10	$2,901,706	+0.1%	1.15%
MSFT	Microsoft Corp Technology	Reduced	5,620	-97	$2,882,498	+35.2%	1.14%
GOOGL	Alphabet Inc. Communication Services	Added	8,377	+670	$2,882,358	+4.7%	1.14%
IAU	Ishares Gold Trust	Added	32,699	+13,846	$2,553,791	+79.4%	1.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,732	+349	$2,424,727	+8.4%	0.96%
IBIT	iShares Bitcoin Trust ETF	Added	43,214	+966	$2,045,750	+45.5%	0.81%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Added	15,633	+4,508	$1,977,887	+29.3%	0.79%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Added	15,926	+4,854	$1,939,149	+34.3%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,116	+516	$1,460,397	−3.6%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,527	+71	$1,390,089	+2.1%	0.55%
JNJ	Johnson & Johnson Healthcare	Reduced	4,744	-31	$1,255,926	+3.6%	0.50%
SCHD	Schwab U.S. Dividend Equity ETF	NEW	37,228	NEW	$1,211,026	NEW	0.48%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,321	-2,963	$1,182,343	+9.2%	0.47%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	3,243	-788	$1,141,049	−17.7%	0.45%
AVGO	Broadcom Inc. Technology	Added	3,027	+1,352	$1,063,052	+68.0%	0.42%
PANW	Palo Alto Networks Inc Technology	Reduced	2,484	-44	$986,918	+14.5%	0.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,946	+233	$974,625	+9.7%	0.39%
META	Meta Platforms, Inc. Communication Services	Added	1,335	+77	$968,115	+36.6%	0.38%
SHOP	Shopify Inc. Technology	Reduced	4,942	-16	$732,898	+29.5%	0.29%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	1,069	NEW	$721,628	NEW	0.29%
MU	Micron Technology Inc Technology	Added	672	+386	$715,753	+116.8%	0.28%
SCHM	Schwab U.S. Mid-Cap ETF	Added	18,459	+69	$627,975	−7.4%	0.25%
VUG	VANGUARD GROWTH INDEX FUND	Added	6,800	+64	$612,748	+5.6%	0.24%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,262	+4	$610,151	−4.8%	0.24%
SNDK	Sandisk Corp Technology	NEW	300	NEW	$521,967	NEW	0.21%
ETH	Grayscale Ethereum Staking Mini ETF	Reduced	19,760	-303	$503,682	+67.0%	0.20%
RTX	RTX Corp Industrials	Added	2,610	+283	$484,546	+9.7%	0.19%
GM	General Motors Co Consumer Cyclical	Added	6,137	+12	$472,549	+0.1%	0.19%
GOOG	Alphabet Inc. Communication Services	Reduced	1,375	-2	$468,517	−3.7%	0.19%
SPY	Spdr S&P 500 ETF Trust	Added	570	+1	$434,699	+2.3%	0.17%
V	Visa Inc. Financial Services	Added	1,138	+82	$408,917	+12.9%	0.16%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.