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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%
Performance for 2026 Q1 is -1.01%, and YTD is -1.01%, and 2025 is 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.

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.

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

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

Our best estimate is that POM Investment Strategies, LLC made a return of -1.01% 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 vi8,922,470
aim etf products trust7,617,720
aim etf products trust7,302,610
aim etf products trust7,116,000
aim etf products trust6,593,840
aim etf products trust5,959,180
aim etf products trust2,962,860
pimco etf tr1,808,020
New stocks bought by POM Investment Strategies, LLC

Additions

Ticker% Inc.
conocophillips129,900
gsk plc20,741
ishares tr18,975
fidelity wise origin bitcoin4,331
jpmorgan chase & co4,158
ishares tr3,800
gaming & leisure p3,300
ishares tr3,243
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%
Others86.4
Technology3.9
Financial Services2.6
Consumer Cyclical1.5
Utilities1.1

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%
UNALLOCATED86.4
MEGA-CAP9.9
LARGE-CAP3.5

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%
Others86.7
S&P 50013
Top 5 Winners (%)%
sandisk corp
167.6 %
APA
apa corporation
73.5 %
GLW
corning inc
55.3 %
MPC
marathon pete corp
50.1 %
FIX
comfort sys usa inc
47.7 %
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 (%)%
KD
kyndryl hldgs inc
-43.5 %
ZS
zscaler inc
-37.6 %
IONQ
ionq inc
-35.8 %
CLLS
cellectis s a
-34.5 %
NVO
novo-nordisk a s
-27.8 %
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.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions