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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
(+5.7%)
Cap. Flow
+$6.89M
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
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 |
Simplify Aggregate Bond ETF
AGGH
|
+$1.39M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.18M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.01M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$912K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simplify Enhanced Income ETF
HIGH
|
+$3.66M |
| 2 |
Simplify Volatility Premium ETF
SVOL
|
+$1.93M |
| 3 |
Tesla
TSLA
|
+$864K |
| 4 |
Simplify Stable Income ETF
BUCK
|
+$422K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.72B
| $6.99K | ﹤0.01% |
+34
| New | +$6.25K |
|
177
Alliance Resource Partners
ARLP
$3.23B
| $6.97K | ﹤0.01% |
+300
| New | +$7.28K |
|
178
Avantis Core Fixed Income ETF
AVIG
$1.96B
| $6.83K | ﹤0.01% |
+163
| New | +$6.86K |
|
179
American Electric Power
AEP
$67.9B
| $6.8K | ﹤0.01% |
+59
| New | +$6.97K |
|
180
iShares MSCI EAFE ETF
EFA
$80.2B
| $6.72K | ﹤0.01% |
70
-1,000
| -93% | -$94.8K |
|
181
Phillips 66
PSX
$90B
| $6.72K | ﹤0.01% |
+52
| New | +$7K |
|
182
T-Mobile US
TMUS
$190B
| $6.58K | ﹤0.01% |
+32
| New | +$6.78K |
|
183
Stryker
SYK
$133B
| $6.34K | ﹤0.01% |
+18
| New | +$6.56K |
|
184
Walt Disney
DIS
$178B
| $6.26K | ﹤0.01% |
+55
| New | +$6.06K |
|
185
Coca-Cola
KO
$373B
| $6.11K | ﹤0.01% |
87
+26
| +43% | +$1.81K |
|
|
UHT
186
Universal Health Realty Income Trust
UHT
$573M
| $5.92K | ﹤0.01% |
+151
| New | +$5.89K |
|
|
PPL
187
PPL Corp
PPL
$26.7B
| $5.86K | ﹤0.01% |
+167
| New | +$6.02K |
|
188
iShares US Treasury Bond ETF
GOVT
$43.7B
| $5.78K | ﹤0.01% |
+251
| New | +$5.81K |
|
189
Baxter International
BAX
$13.9B
| $5.6K | ﹤0.01% |
+293
| New | +$5.86K |
|
190
iShares Global Energy ETF
IXC
$2.74B
| $5.56K | ﹤0.01% |
133
+104
| +359% | +$4.37K |
|
191
CenterPoint Energy
CNP
$26.7B
| $5.52K | ﹤0.01% |
+144
| New | +$5.61K |
|
192
Sysco
SYY
$40.5B
| $5.51K | ﹤0.01% |
+75
| New | +$5.71K |
|
193
Arista Networks
ANET
$265B
| $5.5K | ﹤0.01% |
+42
| New | +$5.78K |
|
194
MongoDB
MDB
$35.2B
| $5.46K | ﹤0.01% |
+13
| New | +$4.73K |
|
195
WEC Energy
WEC
$35.6B
| $5.38K | ﹤0.01% |
+51
| New | +$5.65K |
|
196
Citizens Financial Group
CFG
$31.1B
| $5.26K | ﹤0.01% |
+90
| New | +$4.83K |
|
197
Omnicom Group
OMC
$23.5B
| $5.25K | ﹤0.01% |
+65
| New | +$4.97K |
|
198
Evergy
EVRG
$19.2B
| $5.22K | ﹤0.01% |
+72
| New | +$5.46K |
|
199
Keurig Dr Pepper
KDP
$40.2B
| $5.09K | ﹤0.01% |
+182
| New | +$5K |
|
200
Armstrong World Industries
AWI
$7.75B
| $4.97K | ﹤0.01% |
+26
| New | +$4.96K |
|
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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.