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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
BN icon
351
Brookfield
BN
$110B
– –
-426
Closed -$19.5K
FAST icon
352
Fastenal
FAST
$59.9B
– –
-336
Closed -$16.5K
HDV
353
iShares Core High Dividend ETF
HDV
$15B
– –
-3,750
Closed -$91.8K
HSY icon
354
Hershey
HSY
$37B
– –
-54
Closed -$10.1K
JEPI icon
355
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
– –
-350
Closed -$20K
JEPQ icon
356
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
– –
-350
Closed -$20.1K
JIG icon
357
JPMorgan International Growth ETF
JIG
$507M
– –
-1,000
Closed -$75.3K
KTB icon
358
Kontoor Brands
KTB
$4.51B
– –
-101
Closed -$8.06K
MLM icon
359
Martin Marietta Materials
MLM
$32.7B
– –
-15
Closed -$9.45K
MSOS icon
360
AdvisorShares Pure US Cannabis ETF
MSOS
$916M
– –
-250
Closed -$1.2K
OXY icon
361
Occidental Petroleum
OXY
$58.5B
– –
-10
Closed -$475
PYPL icon
362
PayPal
PYPL
$50.6B
– –
-15
Closed -$1.01K
SHEL icon
363
Shell
SHEL
$249B
– –
-127
Closed -$9.08K
TXN icon
364
Texas Instruments
TXN
$253B
– –
-25
Closed -$4.59K
UNP icon
365
Union Pacific
UNP
$174B
– –
-20
Closed -$4.73K
USHY icon
366
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
– –
-1,425
Closed -$53.8K
USMV icon
367
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-1,000
Closed -$95.1K
VFC icon
368
VF Corp
VFC
$5.73B
– –
-127
Closed -$1.83K
VO icon
369
Vanguard Morningstar Mid-Cap ETF
VO
$110B
– –
-1,476
Closed -$108K
VSS icon
370
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
– –
-500
Closed -$71.3K
VV icon
371
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
– –
-269
Closed -$82.8K
VYM icon
372
Vanguard High Dividend Yield ETF
VYM
$84B
– –
-56
Closed -$7.89K
11 12 13 14
15

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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
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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.