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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
+9.49%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$54.3M
Cap. Flow
+$45.4M
Cap. Flow %
32.43%
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101

Top Buys

Rank Stock Value
1
IEV icon
iShares Europe ETF
IEV
+$9.53M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.5M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

Rank Stock Value
1
FTGS icon
First Trust Growth Strength ETF
FTGS
+$7.17M
2
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$7.08M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

Rank Sector Weight
1 Technology 2.66%
2 Financials 0.35%
3 Healthcare 0.33%
4 Consumer Discretionary 0.21%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLLS
126
Cellectis
CLLS
$296M
$755 ﹤0.01%
495
– –
BX icon
127
Blackstone
BX
$110B
$748 ﹤0.01%
+5
New +$687
CAKE icon
128
Cheesecake Factory
CAKE
$5.84B
$627 ﹤0.01%
10
– –
OXY icon
129
Occidental Petroleum
OXY
$58.5B
$420 ﹤0.01%
+10
New +$418
IWV icon
130
iShares Russell 3000 ETF
IWV
$20.4B
$343 ﹤0.01%
1
– –
PROP icon
131
Prairie Operating Co
PROP
$85.8M
$183 ﹤0.01%
61
– –
PLTR icon
132
Palantir
PLTR
$411B
$136 ﹤0.01%
+1
New +$117
QQEW icon
133
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.84B
$112 ﹤0.01%
1
-37,532
-100% -$4.73M
BNKK
134
Bonk Inc
BNKK
$7.77M
$82 ﹤0.01%
7
– –
RDVY icon
135
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
$41 ﹤0.01%
1
-119,641
-100% -$7.04M
EDOW icon
136
First Trust Dow 30 Equal Weight ETF
EDOW
$322M
$37 ﹤0.01%
1
-196,683
-100% -$7.08M
FTGS icon
137
First Trust Growth Strength ETF
FTGS
$1.35B
$28 ﹤0.01%
1
-228,261
-100% -$7.17M
OGN icon
138
Organon & Co
OGN
$3.59B
$19 ﹤0.01%
2
– –
SCHH icon
139
Schwab US REIT ETF
SCHH
$11.3B
$15 ﹤0.01%
1
– –
SDVY icon
140
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
– –
0
– –
REVBW icon
141
Revelation Biosciences Warrant
REVBW
$9.41K
$12 ﹤0.01%
1,005
– –
ABT icon
142
Abbott
ABT
$192B
– –
-19
Closed -$2.52K
ALC icon
143
Alcon
ALC
$35.6B
– –
-7
Closed -$665
ALL icon
144
Allstate
ALL
$64.7B
– –
-9
Closed -$1.86K
AMD icon
145
Advanced Micro Devices
AMD
$788B
– –
-34
Closed -$3.49K
ANSS
146
DELISTED
Ansys
ANSS
– –
-8
Closed -$2.53K
AON icon
147
Aon
AON
$74.7B
– –
-15
Closed -$5.99K
APD icon
148
Air Products & Chemicals
APD
$67.7B
– –
-9
Closed -$2.65K
AWI icon
149
Armstrong World Industries
AWI
$7.75B
– –
-21
Closed -$2.96K
AZN icon
150
AstraZeneca
AZN
$246B
– –
-14
Closed -$1.99K
4 5
6
7 8

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POM Investment Strategies's Q2 2025 Portfolio in Review

As of Q2 2025, POM Investment Strategies held 242 positions worth $140M, up 64% from $85.5M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $45.4M of net new capital in Q2 2025, opening 29 new positions and adding to 21 existing holdings. Its largest new stake was iShares Europe ETF: 156,855 shares worth $9.92M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 3.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was First Trust Growth Strength ETF, an estimated $7.17M trimmed.

  • POM Investment Strategies's largest Q2 2025 buy was iShares Europe ETF: 156,855 shares worth $9.92M.
  • POM Investment Strategies added most to Invesco S&P 500 Top 50 ETF in Q2 2025, an estimated $9.37M increase.
  • POM Investment Strategies's biggest Q2 2025 reduction was First Trust Growth Strength ETF, cutting an estimated $7.17M.
  • POM Investment Strategies fully exited Simplify Bond Bull ETF in Q2 2025, selling an estimated $1.9M.
  • POM Investment Strategies's ten largest holdings make up 73% of its $140M portfolio in Q2 2025.
  • POM Investment Strategies opened 29 new positions and closed 101 in Q2 2025.
  • POM Investment Strategies's portfolio value rose 64% quarter-over-quarter to $140M.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.