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Latest POM Investment Strategies, LLC Stock Portfolio

$123Million | No. of Holdings #397

POM Investment Strategies, LLC Performance

2026 Q3+1.07%
YTD+4.28%
2025+6.58%

About POM Investment Strategies, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, POM Investment Strategies, LLC reported an equity portfolio of $123.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of POM Investment Strategies, LLC are AZAA, , AZAA. The fund has invested 10.7% of it's portfolio in AIM ETF PRODUCTS TRUST and 9.7% of portfolio in ELEVATION SERIES TRUST. <br><br> The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), ARISTA NETWORKS INC (ANET) and SIMPLIFY EXCHANGE TRADED FUN (AGGH) stocks. They significantly reduced their stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), ABBOTT LABORATORIES (ABT) and ABBVIE INC (ABBV). POM Investment Strategies, LLC opened new stock positions in PGIM ROCK ETF TR, ISHARES TR (IJR) and FIRST TR EXCHANGE-TRADED FD (CARZ). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and ELEVATION SERIES TRUST.
POM Investment Strategies, LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$123Million
  as of Oct 20, 2026

POM Investment Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that POM Investment Strategies, LLC made a return of 1.07% in the last quarter. In trailing 12 months, it's portfolio return was 6.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pgim rock etf tr1,397,360
ishares tr242,009
first tr exchange-traded fd149,274
ishares tr125,260
spdr index shs fds122,914
tidal trust ii100,718
ishares tr97,323
ishares tr58,426
New stocks bought by POM Investment Strategies, LLC

Additions

Ticker% Inc.
vaneck etf trust8,733
simplify exchange traded fun6,965
elevation series trust6,152
innovator etfs trust6,147
elevation series trust6,105
first tr exchange-traded fd6,049
first tr exchange-traded fd5,897
simplify exchange traded fun4,577
Additions to existing portfolio by POM Investment Strategies, LLC

Reductions

Ticker% Reduced
simplify exchange traded fun-99.78
simplify exchange traded fun-99.74
simplify exchange traded fun-99.7
simplify exchange traded fun-99.61
simplify exchange traded fun-99.33
abbott laboratories-98.64
abbvie inc-96.92
simplify exchange traded fun-90.39
POM Investment Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
simplify exchange traded fun-76,590
proshares tr-70,308
sila realty trust inc-25,381
arista networks inc-103,457
moderna inc-22,410
fidelity covington trust-3,505
fidelity covington trust-3,554
comcast corp new-1,031
POM Investment Strategies, LLC got rid off the above stocks

Sector Distribution

POM Investment Strategies, LLC has about 93.1% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others93.1
Technology3.7

Market Cap. Distribution

POM Investment Strategies, LLC has about 6.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED93.1
MEGA-CAP5.3
LARGE-CAP1.6

Stocks belong to which Index?

About 6.7% of the stocks held by POM Investment Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.2
S&P 5006.7
Top 5 Winners (%)%
proshares tr
121.1 %
CHPT
chargepoint holdings inc
69.7 %
MPC
marathon pete corp
54.7 %
PLTR
palantir technologies inc
51.5 %
PSX
phillips 66
51.0 %
Top 5 Winners ($)$
AZAA
aim etf products trust
0.3 M
AAPL
apple inc
0.2 M
AZAA
aim etf products trust
0.2 M
AZAA
aim etf products trust
0.2 M
AZAA
aim etf products trust
0.2 M
Top 5 Losers (%)%
CLLS
cellectis s a
-49.7 %
APH
amphenol corp
-45.0 %
APP
applovin corp
-43.8 %
GLW
corning inc
-39.8 %
TRIP
tripadvisor inc
-38.9 %
Top 5 Losers ($)$
IBM
international business machs
-0.2 M
CAT
caterpillar inc
-0.1 M
TSLA
tesla inc
-0.1 M
CSCO
cisco sys inc
0.0 M
AGGH
simplify exchange traded fun
0.0 M

POM Investment Strategies, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of POM Investment Strategies, LLC

POM Investment Strategies, LLC has 397 stocks in it's portfolio. About 66.7% of the portfolio is in top 10 stocks. IBM proved to be the most loss making stock for the portfolio. AZAA was the most profitable stock for POM Investment Strategies, LLC last quarter.

$123.89MTotal Value
425Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of POM Investment Strategies, LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0.28%2,885
$345.7K
0.28%
increased 52.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%41.00
$3.2K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%63.00
$1.9K
0%
increased 1.61 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%2.00
$87.00
0%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
POM Investment Strategies, LLC's holding in Etf Ser Solutions over time
0.08%643
$97.5K
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%63.00
$4.8K
0%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
POM Investment Strategies, LLC's holding in American Centy Etf Tr over time
0.3%3,931
$369.6K
0.3%
increased 12.67 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
POM Investment Strategies, LLC's holding in American Centy Etf Tr over time
0.05%552
$65.0K
0.05%
increased 53.76 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
POM Investment Strategies, LLC's holding in American Centy Etf Tr over time
0.03%335
$36.6K
0.03%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
POM Investment Strategies, LLC's holding in American Centy Etf Tr over time
0%17.00
$670
0%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
POM Investment Strategies, LLC's holding in Vaneck Etf Trust over time
0.13%265
$161.4K
0.13%
increased 8733.33 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
POM Investment Strategies, LLC's holding in Vaneck Etf Trust over time
0%123
$3.4K
0%
increased 1.65 percentadded