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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
FDCF icon
101
Fidelity Disruptive Communications ETF
FDCF
$102M
$13.7K 0.01%
277
– –
PFF icon
102
iShares Preferred and Income Securities ETF
PFF
$13.3B
$13.7K 0.01%
+432
New +$13.6K
DUK icon
103
Duke Energy
DUK
$96.3B
$13.5K 0.01%
+109
New +$13.2K
NOBL icon
104
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$12.5K 0.01%
+242
New +$12.5K
EOLS icon
105
Evolus
EOLS
$536M
$12.3K 0.01%
2,000
– –
PEP icon
106
PepsiCo
PEP
$189B
$11.9K 0.01%
85
+10
+13% +$1.43K
BLK icon
107
Blackrock
BLK
$180B
$11.7K 0.01%
+10
New +$11.2K
IHAK icon
108
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$11.6K 0.01%
221
– –
LIN icon
109
Linde
LIN
$221B
$11.4K 0.01%
+24
New +$11.4K
FBOT icon
110
Fidelity Disruptive Automation ETF
FBOT
$223M
$11.2K 0.01%
343
– –
SCHM icon
111
Schwab US Mid-Cap ETF
SCHM
$15.2B
$11.1K 0.01%
375
– –
V icon
112
Visa
V
$671B
$10.6K 0.01%
31
+7
+29% +$2.42K
MA icon
113
Mastercard
MA
$490B
$10.2K 0.01%
18
– –
HSY icon
114
Hershey
HSY
$37B
$10.1K 0.01%
+54
New +$9.81K
FDFF icon
115
Fidelity Disruptive Finance ETF
FDFF
$44.2M
$9.7K 0.01%
268
– –
MLM icon
116
Martin Marietta Materials
MLM
$32.7B
$9.45K 0.01%
15
– –
SHEL icon
117
Shell
SHEL
$249B
$9.08K ﹤0.01%
+127
New +$9.14K
DHR icon
118
Danaher
DHR
$145B
$8.92K ﹤0.01%
45
+9
+25% +$1.79K
AVXL icon
119
Anavex Life Sciences
AVXL
$316M
$8.9K ﹤0.01%
+1,000
New +$10.1K
VTR icon
120
Ventas
VTR
$45.7B
$8.61K ﹤0.01%
+123
New +$8.27K
NOW icon
121
ServiceNow
NOW
$129B
$8.28K ﹤0.01%
45
– –
KOD icon
122
Kodiak Sciences
KOD
$2.72B
$8.19K ﹤0.01%
500
– –
VCIT icon
123
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$8.16K ﹤0.01%
+97
New +$8.07K
KTB icon
124
Kontoor Brands
KTB
$4.51B
$8.06K ﹤0.01%
+101
New +$7.23K
VYM icon
125
Vanguard High Dividend Yield ETF
VYM
$84B
$7.89K ﹤0.01%
+56
New +$7.7K
3 4
5
6 7

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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.