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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
+6.5%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$44.1M
Cap. Flow
+$34.9M
Cap. Flow %
18.96%
Top 10 Hldgs %
73.03%
Holding
220
New
80
Increased
39
Reduced
14
Closed
19

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.3M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.62M
3
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$3.62M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.33M

Top Sells

Rank Stock Value
1
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$2.8M
2
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.76M
3
AVGO icon
Broadcom
AVGO
+$1.62M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$1.29M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$811K

Sector Composition

Rank Sector Weight
1 Technology 1.7%
2 Consumer Discretionary 0.6%
3 Healthcare 0.38%
4 Financials 0.25%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUKZ icon
51
Range Nuclear Renaissance Index ETF
NUKZ
$809M
$77.2K 0.04%
1,187
– –
JIG icon
52
JPMorgan International Growth ETF
JIG
$507M
$75.3K 0.04%
+1,000
New +$72.2K
SPY icon
53
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$74.6K 0.04%
+112
New +$71.8K
VSS icon
54
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$71.3K 0.04%
+500
New +$69.2K
QTUM icon
55
Defiance Quantum ETF
QTUM
$5.77B
$67.5K 0.04%
643
– –
SHLD icon
56
Global X Defense Tech ETF
SHLD
$7.74B
$65.5K 0.04%
933
– –
IJR icon
57
iShares Core S&P Small-Cap ETF
IJR
$112B
$59.4K 0.03%
+500
New +$57.5K
USHY icon
58
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$53.8K 0.03%
+1,425
New +$53.4K
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$128B
$53.4K 0.03%
456
– –
GOOG icon
60
Alphabet (Google) Class C
GOOG
$4.19T
$53.1K 0.03%
218
– –
BAC icon
61
Bank of America
BAC
$453B
$51.9K 0.03%
1,006
– –
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$4.2T
$51.1K 0.03%
210
+10
+5% +$2.1K
AMZN icon
63
Amazon
AMZN
$2.88T
$44.2K 0.02%
1,147
+1,038
+952% +$235K
STNG icon
64
Scorpio Tankers
STNG
$3.81B
$41.1K 0.02%
734
– –
AIVL icon
65
WisdomTree US AI Enhanced Value Fund
AIVL
$436M
$38.9K 0.02%
340
– –
MGM icon
66
MGM Resorts International
MGM
$11.1B
$38.1K 0.02%
1,100
– –
TK icon
67
Teekay
TK
$1.03B
$37.8K 0.02%
4,621
– –
MPC icon
68
Marathon Petroleum
MPC
$97.8B
$37.8K 0.02%
196
– –
ZS icon
69
Zscaler
ZS
$28.7B
$33.9K 0.02%
113
– –
T icon
70
AT&T
T
$166B
$33.5K 0.02%
+1,185
New +$33.6K
RCL icon
71
Royal Caribbean
RCL
$82.4B
$32.4K 0.02%
100
– –
CRWD icon
72
CrowdStrike
CRWD
$226B
$28.9K 0.02%
236
– –
GPN icon
73
Global Payments
GPN
$23.4B
$27.9K 0.02%
336
– –
NVO
74
Novo Nordisk
NVO
$203B
$27.4K 0.01%
494
– –
CSCO icon
75
Cisco
CSCO
$488B
$27.4K 0.01%
400
-6
-1% -$409
1 2
3
4 5

Similar funds

MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
RFL
RD Finance Ltd Limassol, Cyprus $88.1M AUM 11.44% 1-Year Est. Return
PBCM
Point Break Capital Management Miami, Florida $88M AUM
BCP
Balance Capital Partners New York $87.9M AUM
CVM
Civilization Ventures Management Belvedere Tiburon, California $87.9M AUM
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, POM Investment Strategies held 220 positions worth $184M, up 32% from $140M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $34.9M of net new capital in Q3 2025, opening 80 new positions and adding to 39 existing holdings. Its largest new stake was Simplify Aggregate Bond ETF: 175,630 shares worth $3.64M.

By sector, the portfolio is most concentrated in Technology at 1.7% of assets, down from 2.7% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Simplify Volatility Premium ETF, an estimated $2.8M trimmed.

  • POM Investment Strategies's largest Q3 2025 buy was Simplify Aggregate Bond ETF: 175,630 shares worth $3.64M.
  • POM Investment Strategies added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $5.3M increase.
  • POM Investment Strategies's biggest Q3 2025 reduction was Simplify Volatility Premium ETF, cutting an estimated $2.8M.
  • POM Investment Strategies fully exited Dell in Q3 2025, selling an estimated $119K.
  • POM Investment Strategies's ten largest holdings make up 73% of its $184M portfolio in Q3 2025.
  • POM Investment Strategies opened 80 new positions and closed 19 in Q3 2025.
  • POM Investment Strategies's portfolio value rose 32% quarter-over-quarter to $184M.

Based on POM Investment Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.