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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
AIVL icon
76
WisdomTree US AI Enhanced Value Fund
AIVL
$436M
$39.1K 0.02%
340
– –
FELG icon
77
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.74B
$38.7K 0.02%
+928
New +$38.6K
MRK icon
78
Merck
MRK
$328B
$37.9K 0.02%
360
+287
+393% +$26.9K
IWR icon
79
iShares Russell Mid-Cap ETF
IWR
$57.9B
$37.5K 0.02%
+390
New +$37.5K
STNG icon
80
Scorpio Tankers
STNG
$3.81B
$37.3K 0.02%
734
– –
AVDV icon
81
Avantis International Small Cap Value ETF
AVDV
$19.9B
$34.4K 0.02%
+366
New +$33.2K
VZ icon
82
Verizon
VZ
$195B
$33.8K 0.02%
831
+386
+87% +$15.7K
NOW icon
83
ServiceNow
NOW
$129B
$33.7K 0.02%
220
+175
+389% +$30K
SPSB icon
84
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$32.7K 0.02%
+1,084
New +$32.8K
SPTL icon
85
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$32.7K 0.02%
1,234
+1,113
+920% +$30K
MPC icon
86
Marathon Petroleum
MPC
$97.8B
$32K 0.02%
197
+1
+0.5% +$187
WMT icon
87
Walmart Inc
WMT
$923B
$31.9K 0.02%
286
+30
+12% +$3.22K
JPM icon
88
JPMorgan Chase
JPM
$971B
$31.1K 0.02%
96
+20
+26% +$6.19K
CSCO icon
89
Cisco
CSCO
$488B
$30.8K 0.02%
400
– –
SPY icon
90
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$30.7K 0.02%
45
-67
-60% -$45.3K
TFC icon
91
Truist Financial
TFC
$64.3B
$29K 0.01%
+589
New +$27.1K
ADBE icon
92
Adobe
ADBE
$103B
$28.3K 0.01%
81
+42
+108% +$14.3K
VNQ icon
93
Vanguard Real Estate ETF
VNQ
$38.6B
$28.3K 0.01%
319
+277
+660% +$24.9K
RCL icon
94
Royal Caribbean
RCL
$82.4B
$27.9K 0.01%
100
– –
KEY icon
95
KeyCorp
KEY
$24.5B
$26.1K 0.01%
+1,266
New +$23.6K
GPN icon
96
Global Payments
GPN
$23.4B
$26K 0.01%
336
– –
ZS icon
97
Zscaler
ZS
$28.7B
$25.4K 0.01%
113
– –
FELV icon
98
Fidelity Enhanced Large Cap Value ETF
FELV
$3.42B
$25K 0.01%
+721
New +$24.5K
XMAG
99
Defiance Large Cap ex-Mag 7 ETF
XMAG
$176M
$24.5K 0.01%
1,084
-6,012
-85% -$134K
SNOW icon
100
Snowflake
SNOW
$115B
$23.9K 0.01%
+109
New +$26.6K
2 3
4
5 6

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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 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.