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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
AES icon
201
AES
AES
$10.5B
$4.93K ﹤0.01%
+344
New +$4.85K
HAS icon
202
Hasbro
HAS
$13.4B
$4.92K ﹤0.01%
+60
New +$4.71K
EME icon
203
Emcor
EME
$36.8B
$4.9K ﹤0.01%
+8
New +$5.18K
HST icon
204
Host Hotels & Resorts
HST
$15.6B
$4.84K ﹤0.01%
+273
New +$4.71K
ETR icon
205
Entergy
ETR
$50.3B
$4.81K ﹤0.01%
+52
New +$4.93K
D icon
206
Dominion Energy
D
$59.8B
$4.8K ﹤0.01%
+82
New +$4.94K
MDT icon
207
Medtronic
MDT
$116B
$4.71K ﹤0.01%
+49
New +$4.76K
SPGI icon
208
S&P Global
SPGI
$121B
$4.7K ﹤0.01%
+9
New +$4.45K
FITB
209
Fifth Third Bancorp
FITB
$52.6B
$4.63K ﹤0.01%
+99
New +$4.36K
ALL icon
210
Allstate
ALL
$64.7B
$4.58K ﹤0.01%
+22
New +$4.5K
APA icon
211
APA Corp
APA
$14B
$4.57K ﹤0.01%
+187
New +$4.52K
BEN icon
212
Franklin Resources
BEN
$17.1B
$4.54K ﹤0.01%
+190
New +$4.36K
KMB icon
213
Kimberly-Clark
KMB
$36.2B
$4.53K ﹤0.01%
+45
New +$4.92K
HBAN icon
214
Huntington Bancshares
HBAN
$36.1B
$4.44K ﹤0.01%
+256
New +$4.2K
GILD icon
215
Gilead Sciences
GILD
$168B
$4.42K ﹤0.01%
+36
New +$4.38K
WMB icon
216
Williams Companies
WMB
$90.1B
$4.33K ﹤0.01%
+72
New +$4.35K
PFG icon
217
Principal Financial Group
PFG
$24.4B
$4.32K ﹤0.01%
+49
New +$4.14K
SWK icon
218
Stanley Black & Decker
SWK
$15.5B
$4.31K ﹤0.01%
+58
New +$4.08K
SPG icon
219
Simon Property Group
SPG
$71.4B
$4.26K ﹤0.01%
+23
New +$4.18K
AMGN icon
220
Amgen
AMGN
$225B
$4.25K ﹤0.01%
+13
New +$4.12K
XEL icon
221
Xcel Energy
XEL
$49.1B
$4.14K ﹤0.01%
+56
New +$4.42K
EOG icon
222
EOG Resources
EOG
$75.1B
$4.13K ﹤0.01%
+39
New +$4.19K
CAH icon
223
Cardinal Health
CAH
$54.5B
$4.12K ﹤0.01%
+20
New +$3.76K
COR icon
224
Cencora
COR
$60B
$4.06K ﹤0.01%
+12
New +$4.09K
ISRG icon
225
Intuitive Surgical
ISRG
$142B
$3.96K ﹤0.01%
+7
New +$3.73K
7 8
9
10 11

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PBCM
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BCP
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DG
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SCA
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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.