POM Investment Strategies, LLC
Sector Allocation
- Other91.8%$113.8M
- Technology3.9%$4.8M
- Financials1.4%$1.7M
- Consumer Discretionary0.8%$968,170
- Industrials0.5%$570,916
- Consumer Staples0.4%$509,563
- Utilities0.4%$460,677
- Healthcare0.3%$331,487
- Energy0.3%$323,119
- Communication Services0.2%$203,185
AUM History
13fpro.ai/research/fund/pom-investment-strategies-llc-1906322
Conviction and streaks
Diversifying · top 10 = 66.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- AIM$13.3M
- ELEVATION$12.0M
- AIM$9.0M
- AIM$8.5M
- AIM$7.7M
- PIMCO$7.5M
- AIM$7.0M
- ELEVATION$6.3M
- FIRST$6.3M
- FIRST$4.9M
- INNOVATOR$4.9M
- ELEVATION$2.8M
- ELEVATION$2.7M
- VANGUARD$2.2M
- AIM$2.1M
- FIDELITY$1.9M
AAPL
$1.6M- PGIM$1.4M
- FIRST$1.2M
- ISHARES$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pom-investment-strategies-llc-1906322
POM Investment Strategies, LLC 13F holdings — Q3 2026
$123.9M portfolio (+40.4% QoQ) · 402 holdings · Q3 2026 13F · top 10 are 67% of the stock portfolio
- 1
AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF
$13.3M
10.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ELEVATION SERIES TRUST - S&P AU DE IN ETF
$12.0M
9.7% of stocks
+1316%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF
$9.0M
7.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF
$8.5M
6.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF
$7.7M
6.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PIMCO ETF TR - ULTR SH GO AC FD
$7.5M
6.1% of stocks
+64%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT
$7.0M
5.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ELEVATION SERIES TRUST - TRUE SE BUFF ETF
$6.3M
5.1% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT
$6.3M
5.1% of stocks
-14%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF
$4.9M
4.0% of stocks
+5898%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $13.3M | 10.7% | +5% | — | — | — | — | |
| 2 | ELEVATION SERIES TRUST - S&P AU DE IN ETF | $12.0M | 9.7% | +1316% | — | — | — | — | |
| 3 | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $9.0M | 7.2% | +4% | — | — | — | — | |
| 4 | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | $8.5M | 6.9% | +5% | — | — | — | — | |
| 5 | AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | $7.7M | 6.2% | +5% | — | — | — | — | |
| 6 | PIMCO ETF TR - ULTR SH GO AC FD | $7.5M | 6.1% | +64% | — | — | — | — | |
| 7 | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $7.0M | 5.7% | +4% | — | — | — | — | |
| 8 | ELEVATION SERIES TRUST - TRUE SE BUFF ETF | $6.3M | 5.1% | +5% | — | — | — | — | |
| 9 | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $6.3M | 5.1% | -14% | — | — | — | — | |
| 10 | FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF | $4.9M | 4.0% | +5898% | — | — | — | — |
All holdings — POM Investment Strategies, LLC (Q3 2026)
402 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | INNOVATOR ETFS TRUST - INDE AUT INC ETFetf/fund | — | $4.9M | 4.0% | 193K | +6148% | — | — | 13F |
| 12 | — | ELEVATION SERIES TRUST - TRUESHARES S&P | — | $2.8M | 2.2% | 111K | +6152% | — | — | 13F |
| 13 | — | ELEVATION SERIES TRUST - TRUE QU BEAR ETFetf/fund | — | $2.7M | 2.1% | 112K | +37% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.2M | 1.8% | 5,827 | +23% | — | — | 13F |
| 15 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund | — | $2.1M | 1.7% | 67K | +5% | — | — | 13F |
| 16 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $1.9M | 1.5% | 30K | +45% | — | — | 13F |
| 17 | Apple Inc. | Technology | $1.6M | 1.3% | 4,788 | +9% | 11+ qtrs | 75.7 | 13F | |
| 18 | — | PGIM ROCK ETF TR - S&P 500 BUFFERetf/fund | — | $1.4M | 1.1% | 43K | New | — | — | 13F |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $1.2M | 1.0% | 59K | +6050% | — | — | 13F |
| 20 | — | ISHARES TR - CYBERSECURITYetf/fund | — | $1.2M | 1.0% | 18K | +22% | — | — | 13F |
| 21 | — | FIDELITY COVINGTON TRUST - DISRU COMMU ETFetf/fund | — | $1.2M | 0.9% | 22K | +46% | — | — | 13F |
| 22 | — | FIDELITY COVINGTON TRUST - DISRU AUTOM ETFetf/fund | — | $1.0M | 0.8% | 26K | +52% | — | — | 13F |
| 23 | — | FIDELITY COVINGTON TRUST - DISRUPTIVE FIN E | — | $949K | 0.8% | 28K | +44% | — | — | 13F |
| 24 | CISCO SYSTEMS, INC. | Technology | $835K | 0.7% | 7,762 | +1606% | 11+ qtrs | 70.4 | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $719K | 0.6% | 8,011 | -30% | — | — | 13F |
| 26 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $674K | 0.5% | 3,063 | -0.2% | |||
| 27 | — | ELEVATION SERIES TRUST - TRUESHARES EQTY | — | $617K | 0.5% | 25K | +6106% | |||
| 28 | — | SIMPLIFY EXCHANGE TRADED FUN - BOND BULL ETF | — | $615K | 0.5% | 17K | +6966% | |||
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST | — | $609K | 0.5% | 9,683 | +4578% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $566K | 0.5% | 2,477 | -64% | |||
| 31 | $TSLA | Tesla, Inc. | Consumer Discretionary | $541K | 0.4% | 1,525 | — | |||
| 32 | $GLD | SPDR GOLD TRUST | Financials | $374K | 0.3% | 983 | +0.8% | |||
| 33 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $370K | 0.3% | 3,931 | +13% | |||
| 34 | — | ISHARES TR - EAFE GRWTH ETF | — | $346K | 0.3% | 2,885 | +52% | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $327K | 0.3% | 403 | — | |||
| 36 | $MSFT | MICROSOFT CORP | Technology | $321K | 0.3% | 626 | +72% | |||
| 37 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $304K | 0.3% | 2,469 | -37% | |||
| 38 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $280K | 0.2% | 4,587 | -32% | |||
| 39 | — | ISHARES TR - CORE S&P500 ETF | — | $242K | 0.2% | 316 | New | |||
| 40 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $227K | 0.2% | 3,128 | +43% | |||
| 41 | — | ISHARES TR - CORE MSCI EAFE | — | $204K | 0.2% | 2,102 | -30% | |||
| 42 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $188K | 0.1% | 207 | — | |||
| 43 | — | SPDR SERIES TRUST - ST STR P400MID | — | $176K | 0.1% | 2,796 | +21% | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $174K | 0.1% | 698 | -43% | |||
| 45 | $ORCL | ORACLE CORP | Technology | $164K | 0.1% | 1,194 | -0.8% | |||
| 46 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $161K | 0.1% | 265 | +8733% | |||
| 47 | $AHR | American Healthcare REIT, Inc. | Real Estate | $158K | 0.1% | 3,084 | — | |||
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $155K | 0.1% | 221 | -4% | |||
| 49 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $149K | 0.1% | 1,448 | New | |||
| 50 | $MTB | M&T BANK CORP | Financials | $146K | 0.1% | 673 | — | |||
| 51 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $129K | 0.1% | 2,379 | +26% | |||
| 52 | $IONQ | IonQ, Inc. | Technology | $125K | 0.1% | 2,861 | — | |||
| 53 | — | ISHARES TR - RUS 1000 GRW ETF | — | $125K | 0.1% | 1,000 | New | |||
| 54 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $123K | 0.1% | 2,448 | New | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $114K | 0.1% | 547 | +388% | |||
| 56 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $109K | 0.1% | 2,980 | — | |||
| 57 | — | TIDAL TRUST II - ROUNDHILL GENER | — | $101K | 0.1% | 1,095 | New | |||
| 58 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $97K | 0.1% | 643 | — | |||
| 59 | — | ISHARES TR - EXPANDED TECH | — | $97K | 0.1% | 914 | New | |||
| 60 | $DUK | Duke Energy CORP | Utilities | $97K | 0.1% | 849 | — | |||
| 61 | $GE | GENERAL ELECTRIC CO | Industrials | $95K | 0.1% | 304 | — | |||
| 62 | $T | AT&T INC. | Communication Services | $94K | 0.1% | 3,855 | +1% | |||
| 63 | $C | CITIGROUP INC | Financials | $93K | 0.1% | 722 | -1% | |||
| 64 | $SO | SOUTHERN CO | Utilities | $88K | 0.1% | 1,060 | — | |||
| 65 | $ED | CONSOLIDATED EDISON INC | Utilities | $86K | 0.1% | 845 | — | |||
| 66 | — | SPDR SERIES TRUST - ST INTER ETF | — | $86K | 0.1% | 3,151 | +11% | |||
| 67 | $PFE | PFIZER INC | Healthcare | $86K | 0.1% | 3,000 | — | |||
| 68 | $WMT | Walmart Inc. | Consumer Staples | $85K | 0.1% | 822 | -1% | |||
| 69 | $GOOGL | Alphabet Inc. | Technology | $83K | 0.1% | 242 | +340% | |||
| 70 | — | ISHARES TR - S&P MC 400GR ETF | — | $82K | 0.1% | 744 | -25% | |||
| 71 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $80K | 0.1% | 435 | — | |||
| 72 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $79K | 0.1% | 1,225 | — | |||
| 73 | $MRK | Merck & Co., Inc. | Healthcare | $79K | 0.1% | 541 | — | |||
| 74 | — | ISHARES TR - S&P MC 400VL ETF | — | $78K | 0.1% | 565 | -26% | |||
| 75 | $MPC | Marathon Petroleum Corp | Energy | $78K | 0.1% | 196 | — | |||
| 76 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $75K | 0.1% | 514 | -2% | |||
| 77 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $72K | 0.1% | 97 | -73% | |||
| 78 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | — | $71K | 0.1% | 1,187 | — | |||
| 79 | $PM | Philip Morris International Inc. | Consumer Staples | $67K | 0.1% | 352 | -3% | |||
| 80 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $65K | 0.1% | 552 | +54% | |||
| 81 | $GEV | GE Vernova Inc. | Industrials | $65K | 0.1% | 68 | — | |||
| 82 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $64K | 0.1% | 129 | +15% | |||
| 83 | $CVX | CHEVRON CORP | Energy | $64K | 0.1% | 312 | -2% | |||
| 84 | $INTC | INTEL CORP | Technology | $63K | 0.1% | 526 | -32% | |||
| 85 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $62K | 0.1% | 236 | +300% | |||
| 86 | — | ISHARES TR - MSCI USA MMENTM | — | $62K | 0.1% | 195 | -76% | |||
| 87 | — | ISHARES TR - MSCI EMG MKT ETF | — | $59K | 0.1% | 879 | -77% | |||
| 88 | — | ISHARES TR - CORE US AGGBD ET | — | $58K | 0.1% | 618 | New | |||
| 89 | — | ISHARES INC - CORE MSCI EMKT | — | $58K | 0.1% | 719 | New | |||
| 90 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $58K | 0.1% | 736 | — | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $56K | 0.1% | 884 | -76% | |||
| 92 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $56K | 0.1% | 933 | — | |||
| 93 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $56K | 0.1% | 797 | New | |||
| 94 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $55K | 0.0% | 1,196 | — | |||
| 95 | $GOOG | Alphabet Inc. | Technology | $55K | 0.0% | 161 | — | |||
| 96 | — | FIRST TR EXCHANGE-TRADED FD - DOW 30 EQL WGT | — | $53K | 0.0% | 1,206 | — | |||
| 97 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | — | $53K | 0.0% | 1,386 | — | |||
| 98 | $IOND | Ionic Digital Inc. | Financials | $52K | 0.0% | 645 | New | |||
| 99 | $F | FORD MOTOR CO | Consumer Discretionary | $51K | 0.0% | 4,226 | +0.0% | |||
| 100 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $48K | 0.0% | 474 | — | |||
| 101 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $47K | 0.0% | 691 | — | |||
| 102 | — | EXCHANGE LISTED FDS TR - BANC US LARG ETF | — | $45K | 0.0% | 1,338 | +8% | |||
| 103 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $45K | 0.0% | 846 | +1963% | |||
| 104 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $45K | 0.0% | 230 | New | |||
| 105 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $42K | 0.0% | 928 | — | |||
| 106 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $41K | 0.0% | 254 | New | |||
| 107 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $40K | 0.0% | 600 | — | |||
| 108 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $40K | 0.0% | 959 | -27% | |||
| 109 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $39K | 0.0% | 257 | +12% | |||
| 110 | — | ISHARES INC - MSCI JAPAN ETF | — | $38K | 0.0% | 395 | New | |||
| 111 | $MCD | MCDONALDS CORP | Consumer Discretionary | $38K | 0.0% | 166 | -5% | |||
| 112 | $SPY | SPDR S&P 500 ETF TRUST | — | $38K | 0.0% | 50 | +11% | |||
| 113 | $COP | CONOCOPHILLIPS | Energy | $38K | 0.0% | 300 | — | |||
| 114 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $37K | 0.0% | 477 | +97% | |||
| 115 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $37K | 0.0% | 229 | — | |||
| 116 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $37K | 0.0% | 335 | New | |||
| 117 | — | AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF | — | $37K | 0.0% | 870 | -28% | |||
| 118 | $GLW | CORNING INC /NY | Materials | $36K | 0.0% | 233 | — | |||
| 119 | $SYF | Synchrony Financial | Financials | $35K | 0.0% | 500 | New | |||
| 120 | $JPM | JPMORGAN CHASE & CO | Financials | $33K | 0.0% | 99 | -4% | |||
| 121 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $32K | 0.0% | 1,322 | +5% | |||
| 122 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $31K | 0.0% | 593 | -26% | |||
| 123 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $31K | 0.0% | 500 | -3% | |||
| 124 | $FE | FIRSTENERGY CORP | Utilities | $31K | 0.0% | 705 | — | |||
| 125 | $NJR | NEW JERSEY RESOURCES CORP | Energy | $30K | 0.0% | 600 | — | |||
| 126 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $30K | 0.0% | 721 | — | |||
| 127 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $28K | 0.0% | 411 | — | |||
| 128 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $28K | 0.0% | 97 | — | |||
| 129 | — | TIDAL TRUST II - DEFIANCE LARGE | — | $28K | 0.0% | 1,084 | — | |||
| 130 | $GPN | GLOBAL PAYMENTS INC | Financials | $27K | 0.0% | 336 | — | |||
| 131 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $27K | 0.0% | 884 | +1% | |||
| 132 | $MFC | MANULIFE FINANCIAL CORP | Financials | $27K | 0.0% | 632 | — | |||
| 133 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $27K | 0.0% | 100 | — | |||
| 134 | $KEY | KEYCORP /NEW/ | Financials | $25K | 0.0% | 1,266 | — | |||
| 135 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $24K | 0.0% | 810 | — | |||
| 136 | $BCS | BARCLAYS PLC | Financials | $24K | 0.0% | 1,000 | New | |||
| 137 | $CSTM | CONSTELLIUM SE | Materials | $24K | 0.0% | 1,000 | — | |||
| 138 | — | VANGUARD WORLD FD - INF TECH ETF | — | $24K | 0.0% | 192 | New | |||
| 139 | — | ISHARES TR - EUROPE ETF | — | $24K | 0.0% | 334 | -88% | |||
| 140 | $META | Meta Platforms, Inc. | Technology | $24K | 0.0% | 310 | New | |||
| 141 | $ZS | Zscaler, Inc. | Technology | $23K | 0.0% | 113 | -48% | |||
| 142 | — | ISHARES TR - CORE S&P MCP ETF | — | $22K | 0.0% | 309 | — | |||
| 143 | $BIDU | Baidu, Inc. | Technology | $21K | 0.0% | 242 | New | |||
| 144 | $STT | STATE STREET CORP | Financials | $20K | 0.0% | 497 | +1320% | |||
| 145 | $MS | MORGAN STANLEY | Financials | $20K | 0.0% | 107 | -4% | |||
| 146 | $CNP | CENTERPOINT ENERGY INC | Utilities | $20K | 0.0% | 543 | — | |||
| 147 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $20K | 0.0% | 279 | New | |||
| 148 | $CTVA | Corteva, Inc. | Consumer Staples | $19K | 0.0% | 251 | +51% | |||
| 149 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $19K | 0.0% | 228 | New | |||
| 150 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $19K | 0.0% | 52 | -9% |
What changed in Q3 2026
Against the previous quarter's 13F: 70 new, 70 added to, 67 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.
New positions (70)
- PGIM ROCK ETF TR - S&P 500 BUFFER$1.4M
first bought this quarter
- ISHARES TR - CORE S&P500 ETF$242K
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$149K
first bought this quarter
- ISHARES TR - RUS 1000 GRW ETF$125K
first bought this quarter
- SPDR INDEX SHS FDS - ST STR PO EX ETF$123K
first bought this quarter
- TIDAL TRUST II - ROUNDHILL GENER$101K
first bought this quarter
+64 more in the Excel export
Added to (70)
- ELEVATION SERIES TRUST - S&P AU DE IN ETF+1316%
now $12.0M
- FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF+5898%
now $4.9M
- INNOVATOR ETFS TRUST - INDE AUT INC ETF+6148%
now $4.9M
- PIMCO ETF TR - ULTR SH GO AC FD+64%
now $7.5M
- ELEVATION SERIES TRUST - TRUESHARES S&P+6152%
now $2.8M
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED+6050%
now $1.2M
+64 more in the Excel export
Trimmed (67)
- FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT-14%
now $6.3M
$NVDANVIDIA CORP-64%
now $566K · held 11+ qtrs
$ABBVAbbVie Inc.-97%
now $12K · held 5 qtrs
- SPDR SERIES TRUST - ST STR P500ETF-30%
now $719K
- ISHARES TR - MSCI EMG MKT ETF-77%
now $59K
- ISHARES TR - MSCI USA MMENTM-76%
now $62K
+61 more in the Excel export
Sold out (21)
$ANETArista Networks, Inc.was $103K
held 1 qtr
- SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETFwas $77K
- PROSHARES TR - ULTRAPRO QQQwas $70K
$SILASila Realty Trust, Inc.was $25K
held 9 qtrs
$MRNAModerna, Inc.was $22K
held 1 qtr
- FIDELITY COVINGTON TRUST - MSCI CONSM DISwas $4K
+15 more in the Excel export
Holdings by quarter
Every 13F POM Investment Strategies, LLC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow POM Investment Strategies?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of POM Investment Strategies's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 121% over the last 4
Top 10 weight
67%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
POM Investment Strategies, LLC disclosed 402 positions worth $123.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 70 new positions and exited 21 and a full exit from $ANET. The portfolio is most concentrated in Other (91.8% of disclosed assets). All figures are sourced directly from POM Investment Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1906322.
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AI-Powered Hedge Fund Analysis: POM Investment Strategies, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For POM Investment Strategies, LLC (SEC CIK: 1906322), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in POM Investment Strategies, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.