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CIK: 0001563634
Total reported value
$265.0M
$265.0M
56 檔
21.7%
According to the latest 13F quarterly dataset, Pachira Investments Inc. managed an equity portfolio of $265.0M at the end of Q4 2024, spanning 56 distinct U.S. exchange-listed positions.
In Q4 2024, Pachira Investments Inc. displayed an active expansion posture, initiating 7 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IJH, IJR) accounted for 21.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
APOC
市值: $5.3M
Top Position Liquidated / Trimmed
IJR
前期市值: $10.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.02% | -0.58% | +25.40% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.83% | -0.50% | +4.00% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.38% | -0.30% | -0.12% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.03% | — | +3702.41% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.01% | -0.19% | -2.27% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.52% | -0.31% | -1.04% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 5.38% | -0.27% | -0.64% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.05% | -0.28% | +7.22% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.83% | +0.77% | +9.51% | |
| 10 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.39% | +0.19% | +12.73% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 3.91% | -0.18% | +15.07% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 3.77% | +1.03% | +8.54% | |
| 13 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 3.22% | -0.45% | — | |
| 14 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | ETF-Other | 3.17% | -0.49% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.01% | -0.09% | +21.03% | |
| 16 | PI | Impinj Inc | Stock-Tech | 1.84% | +0.11% | +567.67% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.84% | +0.35% | +1.24% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.61% | +0.31% | +3.72% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.42% | -0.51% | +0.15% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.37% | +0.21% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.13% | +29.91% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.14% | -0.18% | +3.99% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.01% | +1.47% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-Other | 0.80% | -0.13% | EXIT | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.79% | -0.06% | +0.71% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.06% | +0.04% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.12% | +2.11% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.61% | -0.05% | -1.50% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.06% | +4.95% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | -0.01% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.01% | +6.80% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | +0.16% | -0.17% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | +0.13% | -0.23% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.03% | +0.59% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.35% | -0.11% | +0.54% | |
| 36 | ✓ | Eth | Stock-Other | 0.34% | — | -90.27% | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.33% | -0.15% | +14.46% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | -0.02% | +5.63% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.31% | -0.01% | +201.24% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.01% | +0.21% | |
| 41 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.28% | -0.21% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.03% | +4.30% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.07% | +0.45% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | -0.04% | +186.23% | |
| 45 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.21% | +0.65% | +39.73% | |
| 46 | GE | General Electric | Stock-Industrials | 0.18% | +0.10% | NEW | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.17% | — | +0.05% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.17% | — | +2.82% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.16% | +1.18% | +18.59% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | +2.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +5.8% | +3702.41% | Add |
| 2 | APOC | Inr Eqty Def P ETF - 6 M A/o | +3.2% | NEW | New buy |
| 3 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | +3.2% | NEW | New buy |
| 4 | PI | Impinj Inc | +1.3% | +567.67% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.6% | NEW | New buy |
| 6 | BALT | Inn Defined Wealth Shield | +0.3% | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +25.40% | Add |
| 8 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +3.99% | Add |
| 9 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 10 | KBH | Kb Home | +0.1% | NEW | New buy |
| 11 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | NEW | New buy |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +21.03% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +4.30% | Add |
| 14 | MSFT | Microsoft CORP | 0% | +29.91% | Add |
| 15 | SHOP | Shopify Inc - Class A | 0% | +0.54% | Add |
| 16 | PPA | Invesco Aerospace & Defense | 0% | +39.73% | Add |
| 17 | ✓ | Eth | — | -90.27% | Trim |
| 18 | SMH | Vaneck Semiconductor ETF | 0% | +18.59% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | +4.95% | Add |
| 20 | NVDA | Nvidia CORP | 0% | +6.80% | Add |
| 21 | VUG | Vanguard Growth ETF | 0% | +5.63% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | +2.52% | Add |
| 23 | MCD | Mcdonald's CORP | 0% | +10.37% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +1.47% | Add |
| 25 | XLP | Ss Consumer Staples Sel Sect | -0.1% | +2.82% | Add |
| 26 | SRE | Sempra | -0.1% | -7.31% | Trim |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +0.05% | Add |
| 28 | GE | General Electric | -0.1% | +0.18% | Add |
| 29 | PG | Procter & Gamble Co/the | -0.1% | +0.45% | Add |
| 30 | ORCL | Oracle CORP | -0.1% | +0.21% | Add |
| 31 | AAPL | Apple Inc | -0.1% | +0.04% | Add |
| 32 | COST | Costco Wholesale CORP | -0.1% | +2.11% | Add |
| 33 | JNJ | Johnson & Johnson | -0.2% | +0.59% | Add |
| 34 | VV | Vanguard Large-cap ETF | -0.2% | -1.50% | Trim |
| 35 | EFG | Ishares Msci Eafe Growth ETF | -0.3% | +0.71% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.21% | Add |
| 37 | EPI | Wisdomtree India Earnings | -0.4% | -2.63% | Trim |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | +9.51% | Add |
| 39 | XLK | Ss Technology Select Sector | -0.4% | +8.54% | Add |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.5% | +3.72% | Add |
| 41 | MGV | Vanguard Mega Cap Value ETF | -0.7% | +12.73% | Add |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.7% | +1.24% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | +7.22% | Add |
| 44 | LMT | Lockheed Martin CORP | -0.7% | +0.15% | Add |
| 45 | XLV | Ss Health Care Select Sector | -0.9% | +15.07% | Add |
| 46 | IJH | Ishares Core S&p Midcap ETF | -1.5% | +4.00% | Add |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -1.5% | -1.04% | Trim |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | -1.5% | -0.64% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -1.5% | -2.27% | Trim |
| 50 | IJR | Ishares Core S&p Small-cap E | -1.8% | -0.12% | Trim |
According to official SEC Form 13F filings, Pachira Investments Inc. reported a total U.S. public equity portfolio value of $265.0M across 56 disclosed positions in Q4 2024.
During Q4 2024, Pachira Investments Inc.'s top holdings by market value included VOO (10.0%)、IJH (6.8%)、IJR (6.4%). The largest single position, VOO, represented 10.0% of total portfolio value.
In Q4 2024, Pachira Investments Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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