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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
FBTC icon
301
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$1.68K ﹤0.01%
22
– –
PEGA icon
302
Pegasystems
PEGA
$5.16B
$1.61K ﹤0.01%
+27
New +$1.58K
QTEC icon
303
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.86B
$1.61K ﹤0.01%
7
– –
FXL icon
304
First Trust Technology AlphaDEX Fund
FXL
$2.85B
$1.51K ﹤0.01%
9
– –
ORLY icon
305
O'Reilly Automotive
ORLY
$74.9B
$1.46K ﹤0.01%
16
– –
VKTX icon
306
Viking Therapeutics
VKTX
$3.87B
$1.44K ﹤0.01%
+41
New +$1.45K
IEF icon
307
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$1.35K ﹤0.01%
+14
New +$1.35K
BGS icon
308
B&G Foods
BGS
$293M
$1.29K ﹤0.01%
+300
New +$1.34K
FXD icon
309
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
$1.16K ﹤0.01%
17
– –
QQXT icon
310
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$160M
$1.09K ﹤0.01%
11
– –
SOUN icon
311
SoundHound AI
SOUN
$3.28B
$1.05K ﹤0.01%
+105
New +$1.51K
RKLB icon
312
Rocket Lab Corp
RKLB
$53.1B
$1.05K ﹤0.01%
+15
New +$860
CHTR icon
313
Charter Communications
CHTR
$18.1B
$1.04K ﹤0.01%
5
– –
FTGC icon
314
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.08B
$999 ﹤0.01%
43
– –
FV icon
315
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$944 ﹤0.01%
15
– –
SMH icon
316
VanEck Semiconductor ETF
SMH
$72.9B
$720 ﹤0.01%
+2
New +$702
XAIX
317
Xtrackers Artificial Intelligence and Big Data ETF
XAIX
$173M
$644 ﹤0.01%
+15
New +$638
SMR icon
318
NuScale Power
SMR
$3.98B
$638 ﹤0.01%
+45
New +$1.29K
MLPX icon
319
Global X MLP & Energy Infrastructure ETF
MLPX
$3.57B
$613 ﹤0.01%
10
– –
GSK icon
320
GSK
GSK
$101B
$588 ﹤0.01%
12
– –
CI icon
321
Cigna
CI
$73.8B
$550 ﹤0.01%
2
– –
CAKE icon
322
Cheesecake Factory
CAKE
$5.8B
$505 ﹤0.01%
10
– –
IJR icon
323
iShares Core S&P Small-Cap ETF
IJR
$113B
$481 ﹤0.01%
4
-496
-99% -$59.3K
MGK icon
324
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$408 ﹤0.01%
5
– –
NOK icon
325
Nokia
NOK
$58.8B
$388 ﹤0.01%
60
– –
11 12
13
14 15

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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.