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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+1.61%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$10.5M
Cap. Flow
+$6.89M
Cap. Flow %
3.54%
Top 10 Hldgs %
73.82%
Holding
372
New
166
Increased
77
Reduced
30
Closed
23

Top Buys

Rank Stock Value
1
FOXY
Simplify Currency Strategy ETF
FOXY
+$3.36M
2
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$1.39M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$912K

Top Sells

Rank Stock Value
1
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$3.66M
2
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.93M
3
TSLA icon
Tesla
TSLA
+$864K
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$422K
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$410K

Sector Composition

Rank Sector Weight
1 Technology 1.8%
2 Consumer Discretionary 0.59%
3 Healthcare 0.48%
4 Financials 0.42%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REG icon
226
Regency Centers
REG
$13.9B
$3.94K ﹤0.01%
+57
New +$4K
NEE icon
227
NextEra Energy
NEE
$179B
$3.91K ﹤0.01%
+49
New +$4.06K
SPDW icon
228
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
$3.91K ﹤0.01%
+88
New +$3.85K
HON icon
229
Honeywell
HON
$74.6B
$3.9K ﹤0.01%
+20
New +$3.91K
NGG icon
230
National Grid
NGG
$81.1B
$3.87K ﹤0.01%
50
-1
-2% -$75
VYMI icon
231
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$3.82K ﹤0.01%
42
– –
FSSL
232
FS Specialty Lending Fund
FSSL
$875M
$3.79K ﹤0.01%
+268
New +$3.67K
DE icon
233
Deere & Co
DE
$167B
$3.73K ﹤0.01%
8
+6
+300% +$2.82K
BINC icon
234
BlackRock Flexible Income ETF
BINC
$16.3B
$3.69K ﹤0.01%
+70
New +$3.71K
EFG icon
235
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$3.65K ﹤0.01%
32
– –
ABT icon
236
Abbott
ABT
$192B
$3.63K ﹤0.01%
+29
New +$3.69K
AVXL icon
237
Anavex Life Sciences
AVXL
$316M
$3.56K ﹤0.01%
1,000
– –
ORCL icon
238
Oracle
ORCL
$442B
$3.52K ﹤0.01%
18
+12
+200% +$2.86K
VTRS icon
239
Viatris
VTRS
$18.5B
$3.49K ﹤0.01%
280
+271
+3,011% +$2.92K
ANGL icon
240
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$3.46K ﹤0.01%
118
+2
+2% +$59
ESS icon
241
Essex Property Trust
ESS
$18.1B
$3.4K ﹤0.01%
+13
New +$3.37K
CTAS icon
242
Cintas
CTAS
$81.4B
$3.4K ﹤0.01%
+18
New +$3.39K
HWM icon
243
Howmet Aerospace
HWM
$112B
$3.28K ﹤0.01%
+16
New +$3.19K
ROST icon
244
Ross Stores
ROST
$79.6B
$3.24K ﹤0.01%
+18
New +$3K
EIX icon
245
Edison International
EIX
$26.7B
$3.24K ﹤0.01%
+54
New +$3.1K
HEI icon
246
HEICO Corp
HEI
$52.1B
$3.24K ﹤0.01%
+10
New +$3.16K
TROW icon
247
T. Rowe Price
TROW
$23.8B
$3.17K ﹤0.01%
+31
New +$3.2K
EXR icon
248
Extra Space Storage
EXR
$31B
$3.13K ﹤0.01%
+24
New +$3.27K
IVZ icon
249
Invesco
IVZ
$13.9B
$3.1K ﹤0.01%
+118
New +$2.88K
EQR icon
250
Equity Residential
EQR
$24.2B
$3.03K ﹤0.01%
+48
New +$2.94K
8 9
10
11 12

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PBCM
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BCP
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DG
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SCA
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POM Investment Strategies's Q4 2025 Portfolio in Review

As of Q4 2025, POM Investment Strategies held 372 positions worth $194M, up 5.7% from $184M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

POM Investment Strategies deployed $6.89M of net new capital in Q4 2025, opening 166 new positions and adding to 77 existing holdings. Its largest new stake was Simplify Currency Strategy ETF: 120,170 shares worth $3.27M.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, up from 1.7% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Simplify Enhanced Income ETF, an estimated $3.66M trimmed.

  • POM Investment Strategies's largest Q4 2025 buy was Simplify Currency Strategy ETF: 120,170 shares worth $3.27M.
  • POM Investment Strategies added most to Simplify Aggregate Bond ETF in Q4 2025, an estimated $1.39M increase.
  • POM Investment Strategies's biggest Q4 2025 reduction was Simplify Enhanced Income ETF, cutting an estimated $3.66M.
  • POM Investment Strategies fully exited Vanguard Morningstar Mid-Cap ETF in Q4 2025, selling an estimated $108K.
  • POM Investment Strategies's ten largest holdings make up 74% of its $194M portfolio in Q4 2025.
  • POM Investment Strategies opened 166 new positions and closed 23 in Q4 2025.
  • POM Investment Strategies's portfolio value rose 5.7% quarter-over-quarter to $194M.

Based on POM Investment Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.