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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001563634

Pachira Investments Inc.

DANA POINT, CA · File #028-17600

Latest AUM
$205.5M
Positions
72
Top-10 Concentration
54.1%
Filings
12

Sector Allocation

Financials
14.3%$29.4M
Materials
7.7%$15.9M
Technology
5.9%$12.2M
Industrials
1.9%$4.0M
Healthcare
0.5%$1.1M
Energy
0.3%$537,878

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO QQQ TRIVZ25,075$15.4M7.75%
2VANGUARD WORLD FD921910840100,075$14.1M7.10%
3VANGUARD INDEX FDS92290836321,580$13.5M6.80%
4VANGUARD INDEX FDS92290876938,646$13.0M6.51%
5SELECT SECTOR SPDR TR81369Y20962,497$9.7M4.86%
6ISHARES TR464287507146,049$9.6M4.85%
7ISHARES TR46428780471,585$8.6M4.33%
8SELECT SECTOR SPDR TR81369Y80358,078$8.4M4.20%
9VANGUARD TAX-MANAGED FDS921943858131,758$8.2M4.14%
10INVESCO EXCH TRADED FD TR IIIVZ59,349$7.1M3.56%
11INNOVATOR ETFS TRUSTINHD235,323$6.3M3.18%
12INNOVATOR ETFS TRUSTINHD238,502$6.2M3.14%
13ISHARES TR4642872008,635$5.9M2.97%
14VANGUARD INTL EQUITY INDEX F922042858109,433$5.9M2.96%
15SPDR SERIES TRUST78468R853118,533$5.6M2.79%
16SPDR SERIES TRUST78464A84794,297$5.5M2.75%
17VANECK ETF TRUST92189F67614,580$5.3M2.64%
18INVESCO EXCHANGE TRADED FD TIVZ31,215$4.9M2.46%
19ISHARES TR4642876148,548$4.0M2.03%
20INNOVATOR ETFS TRUSTINHD98,313$3.3M1.66%