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Latest POM Investment Strategies, LLC Stock Portfolio

$88.26Million | No. of Holdings #347

POM Investment Strategies, LLC Performance

2026 Q2+4.23%
YTD+3.18%
2025+6.58%

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

On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, POM Investment Strategies, LLC reported an equity portfolio of $88.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of POM Investment Strategies, LLC are AZAA, AZAA, AZAA. The fund has invested 14.1% of it's portfolio in AIM ETF PRODUCTS TRUST and 9.5% of portfolio in AIM ETF PRODUCTS TRUST. <br><br> The fund managers got completely rid off JINKOSOLAR HLDG CO LTD (JKS), REDDIT INC and AIM ETF PRODUCTS TRUST (AZAA) stocks. They significantly reduced their stock positions in ELEVATION SERIES TRUST, AIM ETF PRODUCTS TRUST (AZAA) and FIRST TR EXCHNG TRADED FD VI (BUFD). POM Investment Strategies, LLC opened new stock positions in AIM ETF PRODUCTS TRUST (AZAA), FIRST TR EXCHNG TRADED FD VI (AFLG) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to AIM ETF PRODUCTS TRUST (AZAA), ABBOTT LABORATORIES (ABT) and INTEL CORP (INTC).
POM Investment Strategies, LLC Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$88.26Million
  as of Jul 31, 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 4.23% in the last quarter. In trailing 12 months, it's portfolio return was 10.28%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aim etf products trust8,004,720
aim etf products trust7,220,910
first tr exchng traded fd vi7,208,210
aim etf products trust1,960,550
vanguard index fds1,750,290
arista networks inc103,457
first tr exchange-traded fd81,934
innovator etfs trust78,793
New stocks bought by POM Investment Strategies, LLC

Additions

Ticker% Inc.
aim etf products trust11,816
abbott laboratories7,240
intel corp2,403
abbvie inc1,454
disney walt co1,093
oracle corp1,014
morgan stanley761
carvana co400
Additions to existing portfolio by POM Investment Strategies, LLC

Reductions

Ticker% Reduced
elevation series trust-99.74
elevation series trust-99.74
elevation series trust-99.74
aim etf products trust-99.73
aim etf products trust-99.73
aim etf products trust-99.73
aim etf products trust-99.73
elevation series trust-99.73
POM Investment Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
aim etf products trust-579,478
elevation series trust-581,884
gsk plc-138,030
vanguard bd index fds-156,996
vanguard scottsdale fds-115,055
legalzoom com inc-7,808
vanguard intl equity index f-95,075
old rep intl corp-43,515
POM Investment Strategies, LLC got rid off the above stocks

Sector Distribution

POM Investment Strategies, LLC has about 89.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
Sector%
Others89.5
Technology5.1
Consumer Cyclical1.4

Market Cap. Distribution

POM Investment Strategies, LLC has about 10.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.5
MEGA-CAP7.9
LARGE-CAP2.5

Stocks belong to which Index?

About 10.1% of the stocks held by POM Investment Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.6
S&P 50010.1
Top 5 Winners (%)%
sandisk corp
257.9 %
MU
micron technology inc
127.3 %
AMD
advanced micro devices inc
109.4 %
KLAC
kla corp
105.0 %
MRVL
marvell technology inc
104.4 %
Top 5 Winners ($)$
AZAA
aim etf products trust
0.5 M
AZAA
aim etf products trust
0.4 M
AZAA
aim etf products trust
0.4 M
BUFD
first tr exchng traded fd vi
0.3 M
elevation series trust
0.3 M
Top 5 Losers (%)%
CVNA
carvana co
-69.4 %
prairie oper co
-58.0 %
proshares tr
-43.6 %
BZQ
proshares tr
-40.0 %
INTU
intuit
-33.0 %
Top 5 Losers ($)$
T
at&t inc
0.0 M
GLD
spdr gold tr
0.0 M
CVX
chevron corporation
0.0 M
VZ
verizon communications 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 347 stocks in it's portfolio. About 72.9% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. AZAA was the most profitable stock for POM Investment Strategies, LLC last quarter.

$88.26MTotal Value
482Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of POM Investment Strategies, LLC, last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0.27%1,893
$235.5K
0.27%
increased 117.84 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%62.00
$1.9K
0%
increased 1.64 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
POM Investment Strategies, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
POM Investment Strategies, LLC's holding in Etf Ser Solutions over time
0.12%643
$106.3K
0.12%
decreased 4.74 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
POM Investment Strategies, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
POM Investment Strategies, LLC's holding in American Centy Etf Tr over time
0.38%3,489
$336.7K
0.38%
increased 39.39 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%359
$44.7K
0.05%
increased 3.46 percentadded