Pachira Investments Inc.
•CIK: 1563634•Filing: Q4 2025
**Pachira Investments Inc.** is a managed fund with $205M AUM, maintaining a diversified portfolio of 72 positions. The strategy exhibits significant allocations to broad market indices and sector leaders, notably holding NDQ at $15.4M and MGV at $14.1M. Core exposures include VOO ($13.5M) and VTI ($13.0M), alongside substantial sector bets in Healthcare (XLV) and Technology (XLK). This positioning suggests a tactical blend of large-cap growth and broad market capture.
Total AUM
$205.5M
QoQ Performance
+15.5%
Positions
52
Top 10 Concentration
52.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
MGV
VOO
VTI
NDQ7.5%
MGV6.9%
VOO6.6%
VTI6.3%
XLV4.7%
IJH4.7%
IJR4.2%
XLK4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.7%
ETF9.6%
Technology4.9%
Consumer2.0%
Industrial1.7%
Financial1.5%
Healthcare0.4%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑51 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023