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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
O icon
201
Realty Income
O
$59.2B
– –
-298
Closed -$17.3K
PFE icon
202
Pfizer
PFE
$150B
– –
-1,506
Closed -$38.2K
PG icon
203
Procter & Gamble
PG
$335B
– –
-313
Closed -$53.3K
PGR icon
204
Progressive
PGR
$121B
– –
-23
Closed -$6.51K
PNC icon
205
PNC Financial Services
PNC
$102B
– –
-16
Closed -$2.81K
PYPL icon
206
PayPal
PYPL
$50.6B
– –
-16
Closed -$1.04K
QCOM icon
207
Qualcomm
QCOM
$171B
– –
-13
Closed -$2K
ROAD icon
208
Construction Partners
ROAD
$6.9B
– –
-55
Closed -$3.95K
ROP icon
209
Roper Technologies
ROP
$39.1B
– –
-5
Closed -$2.95K
SAP icon
210
SAP
SAP
$236B
– –
-13
Closed -$3.49K
SBS icon
211
Sabesp
SBS
$17.9B
– –
-217
Closed -$750
SFL icon
212
SFL Corp
SFL
$1.57B
– –
-469
Closed -$3.85K
SHEL icon
213
Shell
SHEL
$249B
– –
-664
Closed -$48.7K
SPAB icon
214
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
– –
-25
Closed -$639
SPTM icon
215
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
– –
-56
Closed -$3.81K
STPZ icon
216
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
– –
-12
Closed -$648
SYK icon
217
Stryker
SYK
$133B
– –
-8
Closed -$2.98K
TMO icon
218
Thermo Fisher Scientific
TMO
$223B
– –
-10
Closed -$4.98K
TSM icon
219
TSMC
TSM
$2.23T
– –
-26
Closed -$4.32K
TT icon
220
Trane Technologies
TT
$105B
– –
-10
Closed -$3.37K
TUA icon
221
Simplify Short Term Treasury Futures Strategy ETF
TUA
$659M
– –
-8,623
Closed -$189K
TXN icon
222
Texas Instruments
TXN
$253B
– –
-12
Closed -$2.16K
VB icon
223
Vanguard Morningstar Small-Cap ETF
VB
$83B
– –
-1
Closed -$222
VCEB icon
224
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
– –
-172
Closed -$10.8K
VGIT icon
225
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
– –
-67
Closed -$3.98K
6 7 8
9
10

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RFL
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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.