Pachira Investments Inc.

CIK 0001563634 · Q2 2026

13F Equity AUM

$265.0M

+23.8% QoQ

Positions

+6 QoQ

AUM Rank

#7,011

Top 56%

Skill Alpha (FF)

-2.1%/yr^ns

No Clear Edge

Rank #5,947 · Top 72%

vs S&P -4.0%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 32.0%Top 10: 54.0%Top 20: 79.6%

MGV8.2%

NDQ7.9%

VTI5.7%

VOO5.1%

XLK5.1%

VEA5.1%

SMH4.5%

XLV4.5%

PPA4.0%

IJH3.9%

Others (68)46.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services82.0%

Technology5.6%

Fund5.2%

Industrials2.0%

Other5.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 78Median: 0.46%Avg: 1.28%

0–0.5%

41(7.3%)

0.5–1%

15(10.9%)

1–3%

9(16.5%)

3–5%

7(28.1%)

5%+

6(37.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 78vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New9Increased43Decreased24Exited3

New Positions

PH0.1%

+403

AMD0.1%

+604

MU0.1%

+286

TSM0.1%

+608

GE0.1%

+734

SOXX0.1%

+429

XLI0.1%

+1K

CSCO0.1%

+2K

QCOM0.1%

+1K

Increased

VEA5.1%

+31K(+20%)

VWO3.6%

+30K(+23%)

VO0.9%

+25K(+412%)

IWF1.5%

+23K(+300%)

PPA4.0%

+17K(+39%)

MGV8.2%

+15K(+12%)

XLV4.5%

+7K(+10%)

BALT1.5%

+6K(+5%)

VUG0.2%

+6K(+478%)

XLK5.1%

+5K(+8%)

Decreased

SPSM2.1%

-8,318(-8%)

IJH3.9%

-5,513(-4%)

SPMD2.0%

-4,966(-6%)

XLB0.2%

-3,771(-32%)

IJR3.7%

-2,694(-4%)

SCHB0.1%

-2,062(-21%)

BRK/B0.1%

-1,540(-70%)

SHOP0.2%

-738(-13%)

SRE0.1%

-715(-21%)

VOO5.1%

-656(-3%)

Exited

EPI

-7,071

WMT

-1,664

NFLX

-2,170

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...