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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
GD icon
101
General Dynamics
GD
$107B
$23.9K 0.01%
71
– –
VCIT icon
102
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$23.7K 0.01%
283
+186
+192% +$15.6K
MO icon
103
Altria Group
MO
$107B
$23.7K 0.01%
+411
New +$24.8K
AXP icon
104
American Express
AXP
$232B
$23.5K 0.01%
64
+58
+967% +$20.8K
GE icon
105
GE Aerospace
GE
$379B
$23.4K 0.01%
76
+60
+375% +$18.1K
BSX icon
106
Boston Scientific
BSX
$74.5B
$23.2K 0.01%
243
+227
+1,419% +$22.3K
NVO
107
Novo Nordisk
NVO
$203B
$23.1K 0.01%
454
-40
-8% -$2.04K
FBCG
108
Fidelity Blue Chip Growth ETF
FBCG
$7.27B
$22.9K 0.01%
417
– –
DASH icon
109
DoorDash
DASH
$92.1B
$22.6K 0.01%
+100
New +$23.5K
IWD icon
110
iShares Russell 1000 Value ETF
IWD
$84B
$22.3K 0.01%
106
– –
KRNY icon
111
Kearny Financial
KRNY
$600M
$22.2K 0.01%
3,000
– –
SCHX icon
112
Schwab US Large- Cap ETF
SCHX
$74.5B
$21.8K 0.01%
810
– –
RSP icon
113
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$21.5K 0.01%
112
– –
VB icon
114
Vanguard Morningstar Small-Cap ETF
VB
$83B
$21.4K 0.01%
+83
New +$21.3K
IJH icon
115
iShares Core S&P Mid-Cap ETF
IJH
$128B
$21.1K 0.01%
319
+10
+3% +$655
GLW icon
116
Corning
GLW
$144B
$20.4K 0.01%
233
– –
SILA
117
DELISTED
Sila Realty Trust
SILA
$19.5K 0.01%
836
– –
UBER icon
118
Uber
UBER
$154B
$19K 0.01%
233
+210
+913% +$18.9K
XOM icon
119
ExxonMobil
XOM
$657B
$17.7K 0.01%
147
+100
+213% +$11.6K
DUK icon
120
Duke Energy
DUK
$96.3B
$17.6K 0.01%
150
+41
+38% +$5.01K
INTC icon
121
Intel
INTC
$509B
$17.3K 0.01%
470
– –
IAU icon
122
iShares Gold Trust
IAU
$65.4B
$17.3K 0.01%
+213
New +$16.7K
LRCX icon
123
Lam Research
LRCX
$408B
$15.3K 0.01%
+89
New +$13.8K
WBD icon
124
Warner Bros
WBD
$69.3B
$15.2K 0.01%
527
+512
+3,413% +$12K
VPU
125
Vanguard Utilities ETF
VPU
$8.48B
$15K 0.01%
81
– –
3 4
5
6 7

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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
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SCA
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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.