We are live on ! Find out more
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
TJX icon
126
TJX Companies
TJX
$169B
$7.8K ﹤0.01%
54
– –
MGYR icon
127
Magyar Bancorp
MGYR
$123M
$7.39K ﹤0.01%
428
– –
SHW icon
128
Sherwin-Williams
SHW
$87.4B
$7.27K ﹤0.01%
21
– –
PFE icon
129
Pfizer
PFE
$150B
$7.01K ﹤0.01%
+275
New +$6.79K
MRK icon
130
Merck
MRK
$328B
$6.13K ﹤0.01%
73
+50
+217% +$4.12K
ACN icon
131
Accenture
ACN
$110B
$5.67K ﹤0.01%
23
– –
XOM icon
132
ExxonMobil
XOM
$657B
$5.3K ﹤0.01%
47
+10
+27% +$1.11K
KD icon
133
Kyndryl
KD
$2.85B
$5.13K ﹤0.01%
171
– –
GE icon
134
GE Aerospace
GE
$379B
$4.83K ﹤0.01%
16
– –
UNP icon
135
Union Pacific
UNP
$174B
$4.73K ﹤0.01%
20
– –
TXN icon
136
Texas Instruments
TXN
$253B
$4.59K ﹤0.01%
+25
New +$4.89K
KO icon
137
Coca-Cola
KO
$373B
$4.05K ﹤0.01%
+61
New +$4.2K
TMO icon
138
Thermo Fisher Scientific
TMO
$223B
$3.88K ﹤0.01%
+8
New +$3.72K
NNE
139
Nano Nuclear Energy
NNE
$1.02B
$3.86K ﹤0.01%
100
– –
VNQ icon
140
Vanguard Real Estate ETF
VNQ
$38.6B
$3.84K ﹤0.01%
+42
New +$3.81K
EFG icon
141
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$3.64K ﹤0.01%
32
– –
NGG icon
142
National Grid
NGG
$81.1B
$3.63K ﹤0.01%
+51
New +$3.58K
VYMI icon
143
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$3.56K ﹤0.01%
+42
New +$3.48K
ANGL icon
144
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$3.45K ﹤0.01%
+116
New +$3.4K
SPTL icon
145
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$3.26K ﹤0.01%
+121
New +$3.19K
BX icon
146
Blackstone
BX
$110B
$3.25K ﹤0.01%
19
+14
+280% +$2.4K
SPTI icon
147
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$3.15K ﹤0.01%
+109
New +$3.13K
CCL icon
148
Carnival Corporation Ltd
CCL
$37.9B
$2.89K ﹤0.01%
100
– –
BCUS
149
Bancreek US Large Cap ETF
BCUS
$159M
$2.69K ﹤0.01%
+82
New +$2.64K
HUBB icon
150
Hubbell
HUBB
$27.1B
$2.58K ﹤0.01%
+6
New +$2.58K
4 5
6
7 8

Similar funds

MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
RFL
RD Finance Ltd Limassol, Cyprus $88.1M AUM 11.44% 1-Year Est. Return
PBCM
Point Break Capital Management Miami, Florida $88M AUM
BCP
Balance Capital Partners New York $87.9M AUM
CVM
Civilization Ventures Management Belvedere Tiburon, California $87.9M AUM
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
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.