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Portfolio (Quarterly) Guide ↗

Pachira Investments Inc.

· CIK 0001563634
13F Portfolio $214M AUM 72 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 46 Added 15 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SUSA ISHARES TR 1,742 $243K 0.12% SOLD
2 QCOM QUALCOMM INC Technology 1,335 $228K 0.11% SOLD
3 GE GE AEROSPACE Industrials 700 $216K 0.10% SOLD
4 ISRG INTUITIVE SURGICAL INC Healthcare 358 $203K 0.10% SOLD
Sector Allocation
Financial Services 41.9%
Technology 23.5%
Industrials 10.9%
Consumer Cyclical 7.9%
Communication Services 6.8%
Consumer Defensive 4.0%
Healthcare 2.2%
Energy 1.7%
Utilities 1.2%