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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
WSFS icon
51
WSFS Financial
WSFS
$4.15B
$83.2K 0.04%
1,506
– –
SPTI icon
52
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$80.9K 0.04%
2,805
+2,696
+2,473% +$78K
VTV icon
53
Vanguard Morningstar Value ETF
VTV
$193B
$79.5K 0.04%
416
-170
-29% -$32K
NUKZ icon
54
Range Nuclear Renaissance Index ETF
NUKZ
$809M
$75.4K 0.04%
1,187
– –
QTUM icon
55
Defiance Quantum ETF
QTUM
$5.77B
$70.5K 0.04%
643
– –
META icon
56
Meta Platforms (Facebook)
META
$1.47T
$68.1K 0.04%
103
+68
+194% +$45.4K
ABBV icon
57
AbbVie
ABBV
$440B
$63.4K 0.03%
278
+267
+2,427% +$60.8K
GOOG icon
58
Alphabet (Google) Class C
GOOG
$4.19T
$62.8K 0.03%
200
-18
-8% -$5.16K
BAC icon
59
Bank of America
BAC
$453B
$62K 0.03%
1,128
+122
+12% +$6.45K
SHLD icon
60
Global X Defense Tech ETF
SHLD
$7.74B
$60.4K 0.03%
933
– –
T icon
61
AT&T
T
$166B
$59.1K 0.03%
2,380
+1,195
+101% +$30.3K
LLY icon
62
Eli Lilly
LLY
$1.09T
$57.2K 0.03%
53
+51
+2,550% +$48.8K
PM icon
63
Philip Morris
PM
$290B
$54.2K 0.03%
+338
New +$52.4K
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$128B
$54K 0.03%
456
– –
AVGO icon
65
Broadcom
AVGO
$1.98T
$49.4K 0.03%
143
+76
+113% +$27.2K
BMY icon
66
Bristol-Myers Squibb
BMY
$130B
$49.3K 0.03%
+913
New +$43.9K
VTI icon
67
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$47.3K 0.02%
141
-109
-44% -$36.3K
PG icon
68
Procter & Gamble
PG
$335B
$45.9K 0.02%
320
+193
+152% +$28.5K
V icon
69
Visa
V
$671B
$45.5K 0.02%
130
+99
+319% +$33.7K
F icon
70
Ford
F
$55.1B
$42.3K 0.02%
3,223
+3,120
+3,029% +$40.2K
TK icon
71
Teekay
TK
$1.03B
$41.7K 0.02%
4,621
– –
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$41.3K 0.02%
+768
New +$41.7K
CRWD icon
73
CrowdStrike
CRWD
$226B
$40.3K 0.02%
344
+108
+46% +$13.7K
MGM icon
74
MGM Resorts International
MGM
$11.1B
$40.1K 0.02%
1,100
– –
BCUS
75
Bancreek US Large Cap ETF
BCUS
$159M
$39.9K 0.02%
1,236
+1,154
+1,407% +$37.2K
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.