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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
WMT icon
76
Walmart Inc
WMT
$923B
$26.4K 0.01%
256
– –
META icon
77
Meta Platforms (Facebook)
META
$1.47T
$25.7K 0.01%
35
+4
+13% +$2.98K
GD icon
78
General Dynamics
GD
$107B
$24.2K 0.01%
71
– –
JPM icon
79
JPMorgan Chase
JPM
$971B
$24K 0.01%
76
+52
+217% +$15.5K
FBCG
80
Fidelity Blue Chip Growth ETF
FBCG
$7.27B
$22.4K 0.01%
417
– –
AVGO icon
81
Broadcom
AVGO
$1.98T
$22.1K 0.01%
67
-5,278
-99% -$1.62M
IWD icon
82
iShares Russell 1000 Value ETF
IWD
$84B
$21.6K 0.01%
106
– –
SCHX icon
83
Schwab US Large- Cap ETF
SCHX
$74.5B
$21.3K 0.01%
810
– –
RSP icon
84
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$21.2K 0.01%
+112
New +$20.9K
SILA
85
DELISTED
Sila Realty Trust
SILA
$21K 0.01%
836
– –
IJH icon
86
iShares Core S&P Mid-Cap ETF
IJH
$128B
$20.2K 0.01%
+309
New +$19.9K
JEPQ icon
87
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$20.1K 0.01%
+350
New +$19.4K
JEPI icon
88
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$20K 0.01%
+350
New +$19.9K
KRNY icon
89
Kearny Financial
KRNY
$600M
$19.7K 0.01%
3,000
– –
VZ icon
90
Verizon
VZ
$195B
$19.6K 0.01%
+445
New +$19.3K
PG icon
91
Procter & Gamble
PG
$335B
$19.5K 0.01%
+127
New +$19.8K
BN icon
92
Brookfield
BN
$110B
$19.5K 0.01%
426
– –
GLW icon
93
Corning
GLW
$144B
$19.1K 0.01%
+233
New +$15.2K
FAST icon
94
Fastenal
FAST
$59.9B
$16.5K 0.01%
+336
New +$15.9K
CAR icon
95
Avis
CAR
$4.93B
$16.1K 0.01%
100
– –
INTC icon
96
Intel
INTC
$509B
$15.8K 0.01%
+470
New +$11.4K
VPU
97
Vanguard Utilities ETF
VPU
$8.48B
$15.3K 0.01%
81
– –
PH icon
98
Parker-Hannifin
PH
$135B
$15.2K 0.01%
+20
New +$14.8K
XLP icon
99
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$14.1K 0.01%
+180
New +$14.5K
ADBE icon
100
Adobe
ADBE
$103B
$13.8K 0.01%
39
+20
+105% +$7.17K
2 3
4
5 6

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MPEM
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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
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.