Latest POM Investment Strategies, LLC Stock Portfolio
$80.50Million | No. of Holdings #432
POM Investment Strategies, LLC Performance
2026 Q1-1.01%
YTD-1.01%
2025+6.58%
About POM Investment Strategies, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, POM Investment Strategies, LLC reported an equity portfolio of $80.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of POM Investment Strategies, LLC are BUFD, AZAA, AZAA. The fund has invested 11.1% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 9.5% of portfolio in AIM ETF PRODUCTS TRUST. <br><br> The fund managers got completely rid off SIMPLIFY EXCHANGE TRADED FUN (AGGH), VANGUARD BD INDEX FDS (BIV) and DELTA AIR LINES INC DEL (DAL) stocks. They significantly reduced their stock positions in JOHNSON & JOHNSON (JNJ), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD). POM Investment Strategies, LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (BUFD), AIM ETF PRODUCTS TRUST (AZAA) and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to CONOCOPHILLIPS (COP), GSK PLC (GSK) and ISHARES TR (IJR).
POM Investment Strategies, LLC Equity Portfolio Value
Last Reported on: 11 May, 2026
$80.50Million
as of May 11, 2026POM Investment Strategies, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that POM Investment Strategies, LLC made a return of -1.01% in the last quarter. In trailing 12 months, it's portfolio return was 8.14%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchng traded fd vi | 8,922,470 |
| aim etf products trust | 7,617,720 |
| aim etf products trust | 7,302,610 |
| aim etf products trust | 7,116,000 |
| aim etf products trust | 6,593,840 |
| aim etf products trust | 5,959,180 |
| aim etf products trust | 2,962,860 |
| pimco etf tr | 1,808,020 |
New stocks bought by POM Investment Strategies, LLC
Additions
| Ticker | % Inc. |
|---|---|
| conocophillips | 129,900 |
| gsk plc | 20,741 |
| ishares tr | 18,975 |
| fidelity wise origin bitcoin | 4,331 |
| jpmorgan chase & co | 4,158 |
| ishares tr | 3,800 |
| gaming & leisure p | 3,300 |
| ishares tr | 3,243 |
Additions to existing portfolio by POM Investment Strategies, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| johnson & johnson | -99.01 |
| ishares tr | -98.46 |
| ishares tr | -98.43 |
| invesco exchange traded fd t | -98.41 |
| ishares tr | -98.41 |
| invesco qqq tr | -98.21 |
| spdr series trust | -97.1 |
| ishares tr | -96.91 |
POM Investment Strategies, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| simplify exchange traded fun | -3,395,440 |
| teekay corporation ltd | -41,728 |
| kearny finl corp md | -22,230 |
| vanguard bd index fds | -141,251 |
| wsfs finl corp | -83,191 |
| spdr series trust | -32,737 |
| vanguard intl equity index f | -41,308 |
| scorpio tankers inc | -37,309 |
POM Investment Strategies, LLC got rid off the above stocks
Sector Distribution
POM Investment Strategies, LLC has about 86.4% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Consumer Cyclical
- Utilities
| Sector | % |
|---|---|
| Others | 86.4 |
| Technology | 3.9 |
| Financial Services | 2.6 |
| Consumer Cyclical | 1.5 |
| Utilities | 1.1 |
Market Cap. Distribution
POM Investment Strategies, LLC has about 13.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 86.4 |
| MEGA-CAP | 9.9 |
| LARGE-CAP | 3.5 |
Stocks belong to which Index?
About 13% of the stocks held by POM Investment Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 86.7 |
| S&P 500 | 13 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| AGGH | simplify exchange traded fun | 0.4 M |
| IJR | ishares tr | 0.3 M |
| AGGH | simplify exchange traded fun | 0.1 M |
| AEMB | american centy etf tr | 0.1 M |
| IBCE | ishares tr | 0.1 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| BIL | spdr series trust | -0.6 M |
| CSD | invesco exchange traded fd t | -0.6 M |
| BIL | spdr series trust | -0.6 M |
| QQQ | invesco qqq tr | -0.5 M |
| IBCE | ishares tr | -0.3 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 432 stocks in it's portfolio. About 64.4% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. AGGH was the most profitable stock for POM Investment Strategies, LLC last quarter.
$80.50MTotal Value
500Positions
11 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.06% | 6,523 | $1.66M 2.06% | 2.57%decreased 2.57 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.12% | 869 | $96.8K 0.12% | 2615.62%increased 2615.62 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.09% | 663 | $70.7K 0.09% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 343 | $36.4K 0.04% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 206 | $24.4K 0.03% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 192 | $19.3K 0.02% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 35.00 | $7.7K 0.01% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 70.00 | $6.6K 0.01% | 125.81%increased 125.81 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 51.00 | $2.6K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 61.00 | $1.9K 0% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV POM Investment Strategies, LLC's holding in Abbvie Inc over time | 0.03% | 96.00 | $20.9K 0.03% | 65.47%decreased 65.47 percentreduced | |
 Cencora Inc Cencora IncABC POM Investment Strategies, LLC's holding in Cencora Inc over time | 0% | 4.00 | $1.3K 0% | 66.67%decreased 66.67 percentreduced | |
 Abbott Laboratories POM Investment Strategies, LLC's holding in Abbott Laboratories over time | 0% | 15.00 | $1.5K 0% | 48.28%decreased 48.28 percentreduced | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0.09% | 675 | $72.4K 0.09% | 4.98%increased 4.98 percentadded | |
 Accenture Plc Ireland POM Investment Strategies, LLC's holding in Accenture Plc Ireland over time | 0% | 10.00 | $2.0K 0% | 66.67%decreased 66.67 percentreduced | |
 ACWF Ishares TrIshares TrACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares IncIshares IncACWV | 0% | 62.00 | $3.4K 0% | Newnew position | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.25% | 2,503 | $201.7K 0.25% | 94.91%decreased 94.91 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.05% | 347 | $38.3K 0.05% | 95.3%decreased 95.3 percentreduced | |
 American Elec Pwr Co Inc POM Investment Strategies, LLC's holding in American Elec Pwr Co Inc over time | 0.01% | 74.00 | $9.7K 0.01% | 25.42%increased 25.42 percentadded | |
