POM Investment Strategies, LLC

CIK: 0001906322SEC EDGAR →

Portfolio Value

$194.5M

Holdings

349

As of

Q4 2025

New Positions

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SPYM SPDR SERIES TRUST	333,281	$26.7M	13.75%
2	XLG INVESCO EXCHANGE TRADED FD T	258,095	$15.3M	7.87%
3	EEM ISHARES TR	279,084	$15.3M	7.85%
4	IEV ISHARES TR	220,796	$15.1M	7.79%
5	NDQ INVESCO QQQ TR	24,377	$15.0M	7.70%
6	MTUM ISHARES TR	58,100	$14.5M	7.48%
7	SPYG SPDR SERIES TRUST	135,833	$14.5M	7.45%
8	SPYV SPDR SERIES TRUST	208,314	$11.8M	6.08%
9	AQLT ISHARES TR	93,420	$8.4M	4.30%
10	BUCK SIMPLIFY EXCHANGE TRADED FUN	292,378	$6.9M	3.56%

Quarterly Changes

Top Buys

FOXYNEW

$3.3M

SPYM↑ Increased

$1.8M

IEV↑ Increased

$1.5M

AGGH↑ Increased

$1.4M

XLG↑ Increased

$1.1M

Top Sells

HIGH↓ Decreased

$3.8M

SVOL↓ Decreased

$2.1M

CTA↓ Decreased

$588K

BUCK↓ Decreased

$465K

MSFT↓ Decreased

$407K

New Positions (171)

$3.3M · 120K shares

$1.0M · 1K shares

$190K · 3K shares

$141K · 2K shares

$135K · 673 shares

$101K · 1K shares

$92K · 1K shares

$54K · 338 shares

$49K · 913 shares

$41K · 768 shares

$38K · 928 shares

$37K · 390 shares

$34K · 366 shares

$32K · 1K shares

$28K · 589 shares

$26K · 1K shares

$24K · 721 shares

$23K · 411 shares

SNOW

$23K · 109 shares

DASH

$22K · 100 shares

$21K · 83 shares

IAU*

$17K · 213 shares

LRCX

$15K · 89 shares

PANW

$13K · 76 shares

$12K · 106 shares

$12K · 55 shares

$12K · 90 shares

$11K · 266 shares

$11K · 121 shares

$10K · 104 shares

$10K · 161 shares

$10K · 40 shares

$9K · 84 shares

$9K · 53 shares

$9K · 11 shares

$9K · 39 shares

$9K · 32 shares

$8K · 72 shares

$7K · 36 shares

$7K · 52 shares

$7K · 107 shares

$7K · 88 shares

$7K · 48 shares

$7K · 195 shares

$7K · 117 shares

$7K · 13 shares

$7K · 79 shares

$6K · 59 shares

$6K · 112 shares

$6K · 32 shares

$6K · 300 shares

$6K · 55 shares

$6K · 34 shares

$6K · 18 shares

$6K · 163 shares

$6K · 52 shares

$5K · 182 shares

$5K · 51 shares

$5K · 72 shares

$5K · 75 shares

$5K · 293 shares

$5K · 42 shares

$5K · 90 shares

$5K · 167 shares

$5K · 251 shares

$5K · 65 shares

$5K · 13 shares

$5K · 151 shares

$5K · 144 shares

$4K · 20 shares

$4K · 58 shares

$4K · 36 shares

$4K · 13 shares

$4K · 26 shares

$4K · 9 shares

$4K · 60 shares

$4K · 49 shares

$4K · 23 shares

$4K · 8 shares

$4K · 56 shares

$4K · 99 shares

$4K · 187 shares

$4K · 12 shares

$4K · 256 shares

$4K · 273 shares

$4K · 82 shares

$4K · 45 shares

$4K · 52 shares

$4K · 344 shares

$4K · 72 shares

$4K · 39 shares

$4K · 190 shares

$4K · 22 shares

$4K · 49 shares

$3K · 18 shares

$3K · 18 shares

$3K · 20 shares

$3K · 54 shares

$3K · 88 shares

$3K · 70 shares

$3K · 49 shares

$3K · 16 shares

$3K · 10 shares

$3K · 118 shares

$3K · 13 shares

$3K · 31 shares

$3K · 7 shares

$3K · 268 shares

$3K · 29 shares

$3K · 48 shares

$3K · 24 shares

$3K · 57 shares

$2K · 18 shares

$2K · 28 shares

$2K · 51 shares

$2K · 15 shares

$2K · 32 shares

$2K · 17 shares

$2K · 51 shares

$2K · 29 shares

$2K · 10 shares

$2K · 36 shares

$2K · 48 shares

$2K · 16 shares

$2K · 23 shares

$2K · 31 shares

$2K · 11 shares

$2K · 31 shares

$2K · 11 shares

$2K · 94 shares

$2K · 50 shares

$2K · 55 shares

$2K · 76 shares

$2K · 87 shares

$2K · 16 shares

$2K · 5 shares

$2K · 74 shares

$2K · 20 shares

$2K · 33 shares

$1K · 13 shares

$1K · 41 shares

$1K · 15 shares

$1K · 29 shares

$1K · 27 shares

$1K · 300 shares

$1K · 2 shares

$1K · 105 shares

$1K · 36 shares

$1K · 4 shares

$1K · 14 shares

$0 · 0 shares

$0 · 1 shares

$0 · 5 shares

$0 · 45 shares

$0 · 0 shares

$0 · 1 shares

$0 · 1 shares

$0 · 0 shares

$0 · 1 shares

$0 · 5 shares

$0 · 1 shares

$0 · 1 shares

$0 · 0 shares

$0 · 1 shares

$0 · 1 shares

$0 · 15 shares

$0 · 10 shares

$0 · 1 shares

$0 · 0 shares

$0 · 2 shares

$0 · 1 shares

Closed Positions (23)

$108K · 369 shares

USMV

$95K · 1K shares

HDV

$92K · 750 shares

$83K · 269 shares

$75K · 1K shares

$71K · 500 shares

$54K · 1K shares

$20K · 350 shares

$20K · 350 shares

$19K · 284 shares

$16K · 336 shares

$12K · 10 shares

$10K · 54 shares

$9K · 15 shares

$9K · 127 shares

$8K · 101 shares

$8K · 56 shares

$5K · 20 shares

$5K · 25 shares

$2K · 127 shares

$1K · 250 shares

$1K · 15 shares

$475 · 10 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	128	$163.1M	84.0%
Unknown	20	$23.9M	12.3%
Technology	40	$3.6M	1.8%
Consumer Cyclical	24	$1.1M	0.6%
Healthcare	34	$922K	0.5%
Communication Services	15	$430K	0.2%
Consumer Defensive	14	$332K	0.2%
Industrials	27	$277K	0.1%
Utilities	17	$263K	0.1%
Real Estate	13	$198K	0.1%
Energy	14	$167K	0.1%
Basic Materials	3	$12K	0.0%