Latest POM Investment Strategies, LLC Stock Portfolio
POM Investment Strategies, LLC Performance:
2025 Q4: 1.72%YTD: 6.58%2024: 13.48%
Performance for 2025 Q4 is 1.72%, and YTD is 6.58%, and 2024 is 13.48%.
About POM Investment Strategies, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, POM Investment Strategies, LLC reported an equity portfolio of $194.5 Millions as of 31 Dec, 2025.
The top stock holdings of POM Investment Strategies, LLC are BIL, CSD, IJR. The fund has invested 13.8% of it's portfolio in SPDR SERIES TRUST and 7.9% of portfolio in INVESCO EXCHANGE TRADED FD T.
The fund managers got completely rid off BAKER HUGHES COMPANY (BKR), HUNTINGTON INGALLS INDS INC (HII) and MARRIOTT INTL INC NEW (MAR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VENTAS INC (VTR) and TIDAL TRUST II. POM Investment Strategies, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), ISHARES TR (IJR) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), WARNER BROS DISCOVERY INC (WBD) and FORD MTR CO (F).
The top stock holdings of POM Investment Strategies, LLC are BIL, CSD, IJR. The fund has invested 13.8% of it's portfolio in SPDR SERIES TRUST and 7.9% of portfolio in INVESCO EXCHANGE TRADED FD T.
The fund managers got completely rid off BAKER HUGHES COMPANY (BKR), HUNTINGTON INGALLS INDS INC (HII) and MARRIOTT INTL INC NEW (MAR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VENTAS INC (VTR) and TIDAL TRUST II. POM Investment Strategies, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), ISHARES TR (IJR) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), WARNER BROS DISCOVERY INC (WBD) and FORD MTR CO (F).
POM Investment Strategies, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that POM Investment Strategies, LLC made a return of 1.72% in the last quarter. In trailing 12 months, it's portfolio return was 6.58%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| simplify exchange traded fun | 3,269,790 |
| ishares tr | 1,016,850 |
| ishares inc | 190,447 |
| vanguard bd index fds | 141,251 |
| m & t bk corp | 135,596 |
| consolidated edison inc | 101,704 |
| southern co | 92,432 |
| philip morris intl inc | 54,215 |
New stocks bought by POM Investment Strategies, LLC
Additions
| Ticker | % Inc. |
|---|---|
| spdr gold tr | 5,500 |
| warner bros discovery inc | 3,413 |
| ford mtr co | 3,029 |
| viatris inc | 3,011 |
| eli lilly & co | 2,550 |
| spdr series trust | 2,473 |
| abbvie inc | 2,427 |
| palantir technologies inc | 2,000 |
Additions to existing portfolio by POM Investment Strategies, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -99.2 |
| ventas inc | -99.19 |
| ishares tr | -99.13 |
| ishares tr | -93.46 |
| ishares tr | -85.88 |
| tidal trust ii | -84.72 |
| danaher corporation | -80.00 |
| vanguard index fds | -72.29 |
POM Investment Strategies, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -53,837 |
| ishares tr | -95,140 |
| j p morgan exchange traded f | -75,342 |
| ishares tr | -91,838 |
| vanguard intl equity index f | -71,275 |
| vanguard index fds | -108,390 |
| j p morgan exchange traded f | -19,985 |
| j p morgan exchange traded f | -20,132 |
POM Investment Strategies, LLC got rid off the above stocks
Sector Distribution
POM Investment Strategies, LLC has about 96% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96 |
| Technology | 1.8 |
Market Cap. Distribution
POM Investment Strategies, LLC has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96 |
| MEGA-CAP | 2.9 |
Stocks belong to which Index?
About 3.7% of the stocks held by POM Investment Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.1 |
| S&P 500 | 3.7 |
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 343 stocks in it's portfolio. About 73.8% of the portfolio is in top 10 stocks. IBCE proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for POM Investment Strategies, LLC last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.94 | 6,695 | 1,820,030 | added | 4.82 | ||
| AAXJ | ishares tr | 0.00 | 32.00 | 3,645 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 31.00 | 2,952 | new | |||
| AAXJ | ishares tr | 0.00 | 51.00 | 2,640 | new | |||
| AAXJ | ishares tr | 0.00 | 61.00 | 1,882 | reduced | -85.88 | ||
| ABBV | abbvie inc | 0.03 | 278 | 63,409 | added | 2,427 | ||
| ABC | cencora inc | 0.00 | 12.00 | 4,064 | new | |||
| ABT | abbott labs | 0.00 | 29.00 | 3,633 | new | |||
| ACIO | etf ser solutions | 0.04 | 643 | 70,511 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 30.00 | 8,017 | added | 30.43 | ||
| ACT | advisorshares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.00 | 5.00 | 347 | new | |||
| ADBE | adobe inc | 0.01 | 81.00 | 28,349 | added | 107 | ||
| ADI | analog devices inc | 0.01 | 40.00 | 10,865 | new | |||
| AEMB | american centy etf tr | 1.95 | 49,192 | 3,788,780 | added | 4.18 | ||
| AEMB | american centy etf tr | 0.39 | 7,379 | 752,515 | added | 5.29 | ||
| AEMB | american centy etf tr | 0.02 | 366 | 34,393 | new | |||
| AEMB | american centy etf tr | 0.00 | 163 | 6,833 | new | |||
| AEP | american elec pwr co inc | 0.00 | 59.00 | 6,803 | new | |||
| AES | aes corp | 0.00 | 344 | 4,933 | new | |||