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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
+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
STE icon
151
Steris
STE
$23.1B
$9.89K 0.01%
+39
New +$9.79K
FDN icon
152
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$9.69K 0.01%
36
+32
+800% +$8.77K
FDFF icon
153
Fidelity Disruptive Finance ETF
FDFF
$44.2M
$9.55K ﹤0.01%
268
– –
PRU icon
154
Prudential Financial
PRU
$42.3B
$9.48K ﹤0.01%
+84
New +$9.01K
LHX icon
155
L3Harris
LHX
$54.1B
$9.47K ﹤0.01%
+32
New +$9.25K
AMT icon
156
American Tower
AMT
$79.4B
$9.3K ﹤0.01%
+53
New +$9.64K
MCK icon
157
McKesson
MCK
$102B
$9.21K ﹤0.01%
+11
New +$8.98K
TMO icon
158
Thermo Fisher Scientific
TMO
$223B
$8.7K ﹤0.01%
15
+7
+88% +$3.96K
PHM icon
159
Pultegroup
PHM
$24.6B
$8.39K ﹤0.01%
+72
New +$8.83K
ACN icon
160
Accenture
ACN
$110B
$8.02K ﹤0.01%
30
+7
+30% +$1.78K
QSR icon
161
Restaurant Brands International
QSR
$26.1B
$7.98K ﹤0.01%
+117
New +$8.06K
VRT icon
162
Vertiv
VRT
$111B
$7.78K ﹤0.01%
+48
New +$8.33K
FANG icon
163
Diamondback Energy
FANG
$56.2B
$7.75K ﹤0.01%
+52
New +$7.67K
FVAL icon
164
Fidelity Value Factor ETF
FVAL
$1.37B
$7.73K ﹤0.01%
+107
New +$7.55K
WDAY icon
165
Workday
WDAY
$43.3B
$7.73K ﹤0.01%
+36
New +$8.18K
CAR icon
166
Avis
CAR
$4.93B
$7.7K ﹤0.01%
60
-40
-40% -$5.58K
NFLX icon
167
Netflix
NFLX
$309B
$7.69K ﹤0.01%
82
+72
+720% +$7.76K
SLB icon
168
SLB Ltd
SLB
$78.1B
$7.47K ﹤0.01%
+195
New +$7.07K
PLTR icon
169
Palantir
PLTR
$411B
$7.47K ﹤0.01%
42
+40
+2,000% +$7.24K
KD icon
170
Kyndryl
KD
$2.85B
$7.41K ﹤0.01%
279
+108
+63% +$2.93K
MGYR icon
171
Magyar Bancorp
MGYR
$123M
$7.4K ﹤0.01%
428
– –
BOND icon
172
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
$7.35K ﹤0.01%
+79
New +$7.39K
CASY icon
173
Casey's General Stores
CASY
$31B
$7.19K ﹤0.01%
+13
New +$7.15K
QLC icon
174
FlexShares US Quality Large Cap Index Fund
QLC
$1.05B
$7.13K ﹤0.01%
+88
New +$7K
KR icon
175
Kroger
KR
$34.3B
$6.99K ﹤0.01%
+112
New +$7.32K
5 6
7
8 9

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PBCM
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BCP
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DG
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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.