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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
TSLA icon
26
Tesla
TSLA
$1.29T
$653K 0.34%
1,453
-1,949
-57% -$864K
NVDA icon
27
NVIDIA
NVDA
$5.43T
$490K 0.25%
2,628
+976
+59% +$182K
IBM icon
28
IBM
IBM
$222B
$480K 0.25%
1,622
+677
+72% +$203K
JNJ icon
29
Johnson & Johnson
JNJ
$629B
$441K 0.23%
2,130
-455
-18% -$90K
VEA icon
30
Vanguard FTSE Developed Markets ETF
VEA
$238B
$284K 0.15%
4,540
+2,649
+140% +$162K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.09T
$239K 0.12%
475
+60
+14% +$29.9K
MSFT icon
32
Microsoft
MSFT
$3.66T
$195K 0.1%
403
-758
-65% -$380K
IEMG icon
33
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$190K 0.1%
+2,833
New +$190K
COST icon
34
Costco
COST
$421B
$182K 0.09%
211
+9
+4% +$8.16K
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.2T
$174K 0.09%
555
+345
+164% +$98.6K
GLD icon
36
SPDR Gold Trust
GLD
$144B
$155K 0.08%
392
+385
+5,500% +$147K
AHR icon
37
American Healthcare REIT
AHR
$10.1B
$145K 0.07%
3,084
+1,016
+49% +$47.1K
BND icon
38
Vanguard Total Bond Market
BND
$161B
$141K 0.07%
+1,907
New +$142K
DAL icon
39
Delta Air Lines
DAL
$59.1B
$137K 0.07%
1,972
+141
+8% +$8.81K
MTB icon
40
M&T Bank
MTB
$36.6B
$136K 0.07%
+673
New +$129K
IONQ icon
41
IonQ
IONQ
$18.3B
$112K 0.06%
2,491
+350
+16% +$19.6K
VUG icon
42
Vanguard Morningstar Growth ETF
VUG
$229B
$112K 0.06%
1,374
-366
-21% -$29.7K
UNH icon
43
UnitedHealth
UNH
$364B
$111K 0.06%
335
-18
-5% -$6.1K
AMZN icon
44
Amazon
AMZN
$2.88T
$107K 0.05%
463
-684
-60% -$156K
LOW icon
45
Lowe's Companies
LOW
$121B
$105K 0.05%
435
– –
ED icon
46
Consolidated Edison
ED
$39.9B
$102K 0.05%
+1,024
New +$102K
SO icon
47
Southern Company
SO
$106B
$92.4K 0.05%
+1,060
New +$96.8K
HD icon
48
Home Depot
HD
$342B
$91.3K 0.05%
265
-61
-19% -$22.3K
VOO icon
49
Vanguard S&P 500 ETF
VOO
$1.03T
$86.6K 0.04%
138
-360
-72% -$224K
GBTC icon
50
Grayscale Bitcoin Trust
GBTC
$9.51B
$84.7K 0.04%
1,239
– –
1
2
3 4 5

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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.