Pachira Investments Inc.

Q3 2026 13F-HR Holdings

Location
Dana Point, CA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$312,205
Net value change ($000)
+47,188 (17.8%)
New positions
7
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 11,328 3227.4%
AAPL 4,372 167.3%
QQQ 3,626 17.2%
XLV 3,332 27.8%
MGV 3,304 15.3%
XLK 2,739 20.3%
NVDA 2,392 90.8%
SPMO 1,832 18.0%
SMH 1,702 14.2%
VWO 1,530 15.8%
Top Reduces (Value $000, Stocks/ETFs)
IJR -1,206 -12.4%
IJH -1,084 -10.5%
SPSM -892 -15.9%
SPMD -831 -15.5%
IVV -592 -10.2%
VOO -386 -2.8%
VV -245 -17.7%
SCHB -224 -100.0%
CSCO -206 -100.0%
XLI -203 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type