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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
BCIL
276
Bancreek International Large Cap ETF
BCIL
$94.5M
$2.38K ﹤0.01%
85
– –
SNDK
277
Sandisk
SNDK
$196B
$2.37K ﹤0.01%
+10
New +$2K
MOO icon
278
VanEck Agribusiness ETF
MOO
$974M
$2.33K ﹤0.01%
+32
New +$2.33K
AFRM icon
279
Affirm
AFRM
$24.6B
$2.31K ﹤0.01%
+31
New +$2.23K
CVS icon
280
CVS Health
CVS
$121B
$2.3K ﹤0.01%
+29
New +$2.29K
VAW icon
281
Vanguard Materials ETF
VAW
$3.07B
$2.28K ﹤0.01%
+11
New +$2.22K
SHW icon
282
Sherwin-Williams
SHW
$87.4B
$2.27K ﹤0.01%
7
-14
-67% -$4.68K
SPXE icon
283
ProShares S&P 500 ex-Energy ETF
SPXE
$87.3M
$2.24K ﹤0.01%
30
– –
NCLH icon
284
Norwegian Cruise Line
NCLH
$8.69B
$2.23K ﹤0.01%
100
– –
EPI icon
285
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$2.22K ﹤0.01%
+48
New +$2.2K
XLF icon
286
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$2.22K ﹤0.01%
41
+1
+3% +$53
HPQ icon
287
HP
HPQ
$26.8B
$2.09K ﹤0.01%
+94
New +$2.4K
DHR icon
288
Danaher
DHR
$145B
$2.06K ﹤0.01%
9
-36
-80% -$7.91K
CPB icon
289
Campbell Soup
CPB
$6.74B
$2.06K ﹤0.01%
+74
New +$2.23K
XLRE icon
290
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$2.06K ﹤0.01%
+51
New +$2.1K
CRH icon
291
CRH
CRH
$65.2B
$2.02K ﹤0.01%
+16
New +$1.91K
BBY icon
292
Best Buy
BBY
$17.5B
$1.94K ﹤0.01%
+29
New +$2.21K
PFF icon
293
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.88K ﹤0.01%
61
-371
-86% -$11.6K
FIX icon
294
Comfort Systems
FIX
$61.2B
$1.87K ﹤0.01%
+2
New +$1.85K
MRSH
295
Marsh
MRSH
$90.1B
$1.86K ﹤0.01%
10
– –
DDOG icon
296
Datadog
DDOG
$86.5B
$1.77K ﹤0.01%
+13
New +$2.05K
WM icon
297
Waste Management
WM
$90.5B
$1.76K ﹤0.01%
8
– –
BA icon
298
Boeing
BA
$183B
$1.74K ﹤0.01%
8
– –
JCPI icon
299
JPMorgan Inflation Managed Bond ETF
JCPI
$869M
$1.74K ﹤0.01%
+36
New +$1.75K
CVNA icon
300
Carvana
CVNA
$79.7B
$1.69K ﹤0.01%
+20
New +$1.49K
10 11
12
13 14

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RFL
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PBCM
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BCP
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CVM
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DG
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HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return

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.