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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
DGRO icon
326
iShares Core Dividend Growth ETF
DGRO
$43.8B
$347 ﹤0.01%
+5
New +$344
NSC icon
327
Norfolk Southern
NSC
$75.3B
$243 ﹤0.01%
+1
New +$289
SOLS
328
Solstice Advanced Materials
SOLS
$9.88B
$243 ﹤0.01%
+5
New +$235
OGN icon
329
Organon & Co
OGN
$3.59B
$215 ﹤0.01%
30
+23
+329% +$182
CAT icon
330
Caterpillar
CAT
$393B
– –
0
– –
HLN icon
331
Haleon
HLN
$43.2B
$152 ﹤0.01%
15
– –
RGA icon
332
Reinsurance Group of America
RGA
$16.1B
$122 ﹤0.01%
+1
New +$193
PROP icon
333
Prairie Operating Co
PROP
$85.8M
$103 ﹤0.01%
61
– –
COP icon
334
ConocoPhillips
COP
$153B
$79 ﹤0.01%
+1
New +$90
VTR icon
335
Ventas
VTR
$45.7B
$77 ﹤0.01%
1
-122
-99% -$9.2K
NMAX
336
Newsmax Inc
NMAX
$1.14B
$77 ﹤0.01%
+10
New +$96
LECO icon
337
Lincoln Electric
LECO
$15.6B
– –
0
– –
MAR icon
338
Marriott International
MAR
$92.5B
– –
0
– –
IRM icon
339
Iron Mountain
IRM
$37B
$51 ﹤0.01%
+1
New +$94
JSML icon
340
Janus Henderson Small Cap Growth Alpha ETF
JSML
$381M
$48 ﹤0.01%
1
– –
ARTY
341
iShares Future AI & Tech ETF
ARTY
$3.98B
$48 ﹤0.01%
+1
New +$48
MDLZ icon
342
Mondelez International
MDLZ
$79.4B
$46 ﹤0.01%
+1
New +$58
GLPI icon
343
Gaming and Leisure Properties
GLPI
$12.5B
$44 ﹤0.01%
+1
New +$44
HII icon
344
Huntington Ingalls Industries
HII
$12.9B
– –
0
– –
BKR icon
345
Baker Hughes
BKR
$63.8B
– –
0
– –
GPK icon
346
Graphic Packaging
GPK
$3.46B
$15 ﹤0.01%
+1
New +$16
ARI
347
Apollo Commercial Real Estate
ARI
$885M
$10 ﹤0.01%
+1
New +$10
REVBW icon
348
Revelation Biosciences Warrant
REVBW
$9.41K
$8 ﹤0.01%
1,005
– –
MPT
349
Medical Properties Trust
MPT
$2.42B
$5 ﹤0.01%
+1
New +$5
BLK icon
350
Blackrock
BLK
$180B
– –
-10
Closed -$11.7K
11 12 13
14
15

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MPEM
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RFL
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PBCM
Point Break Capital Management Miami, Florida $88M AUM
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.