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CIK: 0001563634
Total reported value
$265.0M
$265.0M
54 檔
19.1%
As reported in its official Q1 2025 Form 13F filing, Pachira Investments Inc.'s tracked investment portfolio stood at $265.0M with 54 total positions.
In Q1 2025, Pachira Investments Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.36% | -0.58% | -13.88% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.49% | -0.50% | +1.97% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.57% | -0.30% | -0.91% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.32% | -0.19% | -2.94% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.80% | -0.31% | -2.09% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.58% | -0.28% | +2.21% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 5.51% | -0.27% | -1.49% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 5.36% | +0.19% | +4.04% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.35% | +0.77% | +5.92% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 5.20% | -0.18% | +9.88% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 3.98% | +1.03% | +4.35% | |
| 12 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 3.87% | -0.45% | +6.45% | |
| 13 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | ETF-Other | 3.79% | -0.49% | +4.86% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.31% | -0.09% | -25.08% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.10% | +0.35% | -7.29% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.90% | +0.31% | -0.21% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.37% | +0.66% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.49% | -0.51% | +0.31% | |
| 19 | PI | Impinj Inc | Stock-Tech | 1.32% | +0.11% | — | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.10% | -0.18% | -5.50% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.13% | -13.14% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | -0.06% | +0.30% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.01% | -17.13% | |
| 24 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.77% | -0.21% | +138.23% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.12% | -1.26% | |
| 26 | EPI | Wisdomtree India Earnings | ETF-Other | 0.68% | -0.13% | EXIT | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | -0.05% | +0.63% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | -0.01% | +0.73% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.59% | -0.06% | -17.45% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.06% | +3.77% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.01% | -3.01% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | +0.13% | -0.83% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.03% | -0.34% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | +0.16% | -5.29% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.42% | -0.15% | +1.58% | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.37% | -0.11% | +1.13% | |
| 37 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.37% | +0.65% | +53.38% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | -0.01% | — | |
| 39 | XLB | Ss Materials Select Sector | ETF-Other | 0.30% | -0.12% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | -0.02% | -9.07% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.07% | +1.23% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.28% | +1.18% | +73.66% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.26% | -0.04% | +12.50% | |
| 44 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.20% | -0.08% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.02% | +5.80% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.03% | -8.15% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.18% | -0.02% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.06% | -2.29% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | -0.01% | +3.45% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.01% | — |
According to official SEC Form 13F filings, Pachira Investments Inc. reported a total U.S. public equity portfolio value of $265.0M across 54 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IJH, IJR) accounted for 19.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $13.3M
During Q1 2025, Pachira Investments Inc.'s top holdings by market value included VOO (9.4%)、IJH (7.5%)、IJR (6.6%). The largest single position, VOO, represented 9.4% of total portfolio value.
In Q1 2025, Pachira Investments Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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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