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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
+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
ABBV icon
151
AbbVie
ABBV
$440B
$2.55K ﹤0.01%
+11
New +$2.24K
GLD icon
152
SPDR Gold Trust
GLD
$144B
$2.49K ﹤0.01%
+7
New +$2.23K
NCLH icon
153
Norwegian Cruise Line
NCLH
$8.69B
$2.46K ﹤0.01%
+100
New +$2.43K
BCIL
154
Bancreek International Large Cap ETF
BCIL
$94.5M
$2.46K ﹤0.01%
+85
New +$2.53K
GS icon
155
Goldman Sachs
GS
$302B
$2.39K ﹤0.01%
+3
New +$2.22K
UBER icon
156
Uber
UBER
$154B
$2.25K ﹤0.01%
+23
New +$2.15K
FBTC icon
157
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$2.2K ﹤0.01%
22
– –
SPXE icon
158
ProShares S&P 500 ex-Energy ETF
SPXE
$87.3M
$2.18K ﹤0.01%
30
– –
XLF icon
159
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$2.18K ﹤0.01%
40
– –
CRM icon
160
Salesforce
CRM
$158B
$2.13K ﹤0.01%
+9
New +$2.27K
MRSH
161
Marsh
MRSH
$90.1B
$2.02K ﹤0.01%
+10
New +$2.06K
AXP icon
162
American Express
AXP
$232B
$1.99K ﹤0.01%
+6
New +$1.91K
SIVR icon
163
abrdn Physical Silver Shares ETF
SIVR
$4.53B
$1.91K ﹤0.01%
+43
New +$1.62K
VFC icon
164
VF Corp
VFC
$5.73B
$1.83K ﹤0.01%
+127
New +$1.71K
WM icon
165
Waste Management
WM
$90.5B
$1.77K ﹤0.01%
+8
New +$1.8K
BA icon
166
Boeing
BA
$183B
$1.73K ﹤0.01%
+8
New +$1.8K
ORLY icon
167
O'Reilly Automotive
ORLY
$74.5B
$1.73K ﹤0.01%
+16
New +$1.61K
ORCL icon
168
Oracle
ORCL
$442B
$1.7K ﹤0.01%
6
+1
+20% +$255
QTEC icon
169
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.82B
$1.61K ﹤0.01%
7
– –
BSX icon
170
Boston Scientific
BSX
$74.5B
$1.56K ﹤0.01%
+16
New +$1.66K
LLY icon
171
Eli Lilly
LLY
$1.09T
$1.53K ﹤0.01%
+2
New +$1.49K
FXL icon
172
First Trust Technology AlphaDEX Fund
FXL
$2.84B
$1.51K ﹤0.01%
9
– –
CLLS
173
Cellectis
CLLS
$296M
$1.41K ﹤0.01%
495
– –
CHTR icon
174
Charter Communications
CHTR
$17.9B
$1.38K ﹤0.01%
+5
New +$1.51K
F icon
175
Ford
F
$55.1B
$1.23K ﹤0.01%
103
+1
+1% +$12
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 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.