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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
BHP icon
151
BHP
BHP
$229B
– –
-26
Closed -$1.26K
BILZ icon
152
PIMCO Ultra Short Government Active ETF
BILZ
$1.03B
– –
-10,880
Closed -$1.1M
BNDX icon
153
Vanguard Total International Bond ETF
BNDX
$82.9B
– –
-157
Closed -$7.67K
CASY icon
154
Casey's General Stores
CASY
$31B
– –
-8
Closed -$3.47K
CAT icon
155
Caterpillar
CAT
$393B
– –
-5
Closed -$1.65K
CCI icon
156
Crown Castle
CCI
$31.5B
– –
-13
Closed -$1.35K
CDW icon
157
CDW
CDW
$17.1B
– –
-13
Closed -$2.08K
CHTR icon
158
Charter Communications
CHTR
$17.9B
– –
-1
Closed -$369
CLX icon
159
Clorox
CLX
$12.8B
– –
-10
Closed -$1.47K
CMCSA icon
160
Comcast
CMCSA
$90.4B
– –
-68
Closed -$2.51K
CME icon
161
CME Group
CME
$94.3B
– –
-8
Closed -$2.12K
CNI icon
162
Canadian National Railway
CNI
$76.4B
– –
-24
Closed -$2.34K
CNNE icon
163
Cannae Holdings
CNNE
$651M
– –
-130
Closed -$2.38K
CTAS icon
164
Cintas
CTAS
$81.4B
– –
-28
Closed -$5.75K
D icon
165
Dominion Energy
D
$59.8B
– –
-1,640
Closed -$92K
DECW icon
166
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$229M
– –
-18,995
Closed -$569K
DEO icon
167
Diageo
DEO
$52.2B
– –
-8
Closed -$838
DG icon
168
Dollar General
DG
$26.4B
– –
-6
Closed -$528
DIA icon
169
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
– –
-59
Closed -$24.8K
DUK icon
170
Duke Energy
DUK
$96.3B
– –
-1,037
Closed -$126K
EBAY icon
171
eBay
EBAY
$45.5B
– –
-30
Closed -$2.03K
ECL icon
172
Ecolab
ECL
$78.1B
– –
-10
Closed -$2.54K
EL icon
173
Estee Lauder
EL
$31.7B
– –
-10
Closed -$660
ELV icon
174
Elevance Health
ELV
$86.6B
– –
-4
Closed -$1.74K
EMR icon
175
Emerson Electric
EMR
$91.4B
– –
-9
Closed -$987
5 6
7
8 9

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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 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.