Portfolio (Quarterly) Guide ↗

Pachira Investments Inc.

· CIK 0001563634

13F Portfolio $265M AUM 78 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 41 Added 23 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EPI	WISDOMTREE TR	—	7,071	$288K	0.14%	SOLD
2	NFLX	NETFLIX INC.	Communication Services	2,170	$209K	0.10%	SOLD
3	WMT	WALMART INC	Consumer Defensive	1,664	$207K	0.10%	SOLD

Sector Allocation

Financial Services 44.8%

Technology 25.6%

Industrials 9.2%

Consumer Cyclical 7.7%

Communication Services 6.0%

Consumer Defensive 2.8%

Healthcare 2.1%

Energy 1.0%

Utilities 0.8%