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
+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
PH icon
126
Parker-Hannifin
PH
$135B
$14.4K 0.01%
16
-4
-20% -$3.27K
PANW icon
127
Palo Alto Networks
PANW
$315B
$14K 0.01%
+76
New +$15.3K
XLP icon
128
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$14K 0.01%
180
– –
KOD icon
129
Kodiak Sciences
KOD
$2.72B
$14K 0.01%
500
– –
FDCF icon
130
Fidelity Disruptive Communications ETF
FDCF
$102M
$13.3K 0.01%
277
– –
EOLS icon
131
Evolus
EOLS
$536M
$13.3K 0.01%
2,000
– –
NOBL icon
132
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$12.6K 0.01%
242
– –
MA icon
133
Mastercard
MA
$490B
$12.6K 0.01%
22
+4
+22% +$2.24K
IQV icon
134
IQVIA
IQV
$39.8B
$12.4K 0.01%
+55
New +$12K
BNY
135
Bank of New York Mellon
BNY
$111B
$12.3K 0.01%
+106
New +$11.7K
PEP icon
136
PepsiCo
PEP
$189B
$12.2K 0.01%
85
– –
APH icon
137
Amphenol
APH
$210B
$12.2K 0.01%
+90
New +$12K
GS icon
138
Goldman Sachs
GS
$302B
$11.5K 0.01%
13
+10
+333% +$8.16K
TJX icon
139
TJX Companies
TJX
$169B
$11.4K 0.01%
74
+20
+37% +$2.96K
FBOT icon
140
Fidelity Disruptive Automation ETF
FBOT
$223M
$11.4K 0.01%
343
– –
XLU icon
141
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$11.4K 0.01%
+266
New +$11.8K
WFC icon
142
Wells Fargo
WFC
$269B
$11.3K 0.01%
+121
New +$10.5K
SCHM icon
143
Schwab US Mid-Cap ETF
SCHM
$15.2B
$11.3K 0.01%
375
– –
CCL icon
144
Carnival Corporation Ltd
CCL
$37.9B
$11.1K 0.01%
365
+265
+265% +$7.39K
ADI icon
145
Analog Devices
ADI
$187B
$10.9K 0.01%
+40
New +$10.1K
IHAK icon
146
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$10.6K 0.01%
221
– –
CLX icon
147
Clorox
CLX
$12.8B
$10.5K 0.01%
+104
New +$11.3K
IBKR icon
148
Interactive Brokers
IBKR
$41.5B
$10.4K 0.01%
+161
New +$10.8K
LIN icon
149
Linde
LIN
$221B
$10.3K 0.01%
24
– –
PFE icon
150
Pfizer
PFE
$150B
$9.91K 0.01%
398
+123
+45% +$3.1K
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 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.