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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
(+5.7%)
Cap. Flow
+$6.89M
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
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 |
Simplify Aggregate Bond ETF
AGGH
|
+$1.39M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.18M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.01M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$912K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simplify Enhanced Income ETF
HIGH
|
+$3.66M |
| 2 |
Simplify Volatility Premium ETF
SVOL
|
+$1.93M |
| 3 |
Tesla
TSLA
|
+$864K |
| 4 |
Simplify Stable Income ETF
BUCK
|
+$422K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
International Paper
IP
$21.8B
| $2.99K | ﹤0.01% |
+76
| New | +$3.13K |
|
252
iShares MBS ETF
MBB
$39B
| $2.95K | ﹤0.01% |
+31
| New | +$2.96K |
|
253
Blackstone
BX
$110B
| $2.95K | ﹤0.01% |
19
| – | – |
|
254
Valero Energy
VLO
$95.1B
| $2.93K | ﹤0.01% |
+18
| New | +$3.05K |
|
255
abrdn Physical Silver Shares ETF
SIVR
$4.53B
| $2.91K | ﹤0.01% |
43
| – | – |
|
256
Morgan Stanley
MS
$342B
| $2.86K | ﹤0.01% |
+16
| New | +$2.67K |
|
257
MetLife
MET
$61.4B
| $2.84K | ﹤0.01% |
+36
| New | +$2.85K |
|
258
iShares Core US Aggregate Bond ETF
AGG
$138B
| $2.8K | ﹤0.01% |
28
-3,203
| -99% | -$321K |
|
259
RTX Corp
RTX
$300B
| $2.75K | ﹤0.01% |
+15
| New | +$2.61K |
|
260
Target
TGT
$69.9B
| $2.74K | ﹤0.01% |
+28
| New | +$2.58K |
|
261
Hubbell
HUBB
$27.1B
| $2.67K | ﹤0.01% |
6
| – | – |
|
262
Old Dominion Freight Line
ODFL
$44.1B
| $2.67K | ﹤0.01% |
+17
| New | +$2.44K |
|
263
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
| $2.64K | ﹤0.01% |
+51
| New | +$2.66K |
|
264
Knight Transportation
KNX
$11.6B
| $2.61K | ﹤0.01% |
+50
| New | +$2.34K |
|
265
Comcast
CMCSA
$90.4B
| $2.61K | ﹤0.01% |
+87
| New | +$2.48K |
|
266
Dell
DELL
$313B
| $2.56K | ﹤0.01% |
+20
| New | +$2.82K |
|
267
Monster Beverage
MNST
$90.1B
| $2.53K | ﹤0.01% |
+66
| New | +$2.37K |
|
268
Reddit
RDDT
$29.5B
| $2.53K | ﹤0.01% |
+11
| New | +$2.31K |
|
269
Roku
ROKU
$22.5B
| $2.5K | ﹤0.01% |
+23
| New | +$2.33K |
|
270
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $2.47K | ﹤0.01% |
27
+25
| +1,250% | +$2.29K |
|
271
FirstEnergy
FE
$27.2B
| $2.46K | ﹤0.01% |
+55
| New | +$2.53K |
|
272
Lockheed Martin
LMT
$140B
| $2.42K | ﹤0.01% |
+5
| New | +$2.39K |
|
|
NNE
273
Nano Nuclear Energy
NNE
$1.02B
| $2.4K | ﹤0.01% |
100
| – | – |
|
|
CLLS
274
Cellectis
CLLS
$296M
| $2.4K | ﹤0.01% |
495
| – | – |
|
275
Salesforce
CRM
$158B
| $2.39K | ﹤0.01% |
9
| – | – |
|
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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.