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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
REVBW icon
201
Revelation Biosciences Warrant
REVBW
$9.41K
$11 ﹤0.01%
1,005
– –
BND icon
202
Vanguard Total Bond Market
BND
$161B
– –
-22
Closed -$1.62K
CIBR icon
203
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
– –
-182
Closed -$13.8K
COWZ icon
204
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
– –
-175
Closed -$9.64K
DELL icon
205
Dell
DELL
$313B
– –
-968
Closed -$119K
EDOW icon
206
First Trust Dow 30 Equal Weight ETF
EDOW
$322M
– –
-1
Closed -$37
FBRT
207
Franklin BSP Realty Trust
FBRT
$669M
– –
-1,964
Closed -$21K
FTGS icon
208
First Trust Growth Strength ETF
FTGS
$1.35B
– –
-1
Closed -$28
HBNC icon
209
Horizon Bancorp
HBNC
$1.05B
– –
-5,695
Closed -$87.6K
IRM icon
210
Iron Mountain
IRM
$37B
– –
-19
Closed -$1.98K
IUSV icon
211
iShares Core S&P US Value ETF
IUSV
$27.8B
– –
-17
Closed -$1.61K
IWV icon
212
iShares Russell 3000 ETF
IWV
$20.4B
– –
-1
Closed -$343
NYC
213
American Strategic Investment Co
NYC
$24M
– –
-76
Closed -$999
PECO icon
214
Phillips Edison & Co
PECO
$5.17B
– –
-1,156
Closed -$40.5K
QQEW icon
215
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.84B
– –
-1
Closed -$112
RDVY icon
216
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
– –
-1
Closed -$41
SCHH icon
217
Schwab US REIT ETF
SCHH
$11.3B
– –
-1
Closed -$15
BNKK
218
Bonk Inc
BNKK
$7.77M
– –
-7
Closed -$82
SOFI icon
219
SoFi Technologies
SOFI
$23.2B
– –
-200
Closed -$3.64K
VKTX icon
220
Viking Therapeutics
VKTX
$3.97B
– –
-245
Closed -$6.49K
5 6 7 8
9

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RFL
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PBCM
Point Break Capital Management Miami, Florida $88M AUM
BCP
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CVM
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DG
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HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return

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.