POM Investment Strategies, LLC

CIK

1906322

Location

RALEIGH, NC

Portfolio Value

Micro $10,611,536

Diversification

Diversified

Filing Date

Global Rank

#8,082 / 8,517 ▲ 191

Top Industry

Semiconductors 15.7%

3Y Alpha vs SPY

+3.4%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.7%

SPY

+55.7%

Annualised alpha

+3.3%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

234 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.0%

+1.0 pts

Top 5

43.2%

+4.4 pts

Top 10

57.2%

+5.6 pts

HHI

503

Diversified+68

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.5%	$4,512,449	36
Consumer Cyclical	11.9%	$1,267,836	30
Unclassified	7.9%	$841,523	8
Healthcare	7.9%	$835,087	25
Industrials	7.2%	$762,189	33
Financial Services	6.2%	$654,042	38
Utilities	5.1%	$540,695	16
Consumer Defensive	4.7%	$497,454	10
Communication Services	2.0%	$216,945	13
Real Estate	2.0%	$216,496	10
Energy	1.9%	$202,613	8
Basic Materials	0.6%	$64,207	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+4,441	6,875	$1,375,618
ABBV	AbbVie Inc.	+1,396	1,492	$375,446
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,217	2,192	$111,901
IBM	International Business Machines Corp	+1,140	3,069	$863,033
ORCL	Oracle Corp	+1,096	1,204	$176,446
ABT	Abbott Laboratories	+1,086	1,101	$99,904
AMZN	Amazon Com Inc	+843	1,220	$290,774
INTC	Intel Corp	+745	776	$108,352
GLD	Spdr Gold Trust	+582	975	$359,170
IONQ	IonQ, Inc.	+370	2,861	$152,376
DIS	Walt Disney Co	+164	179	$17,228
ZS	Zscaler, Inc.	+105	218	$30,770
MS	Morgan Stanley	+99	112	$23,412
MCD	Mcdonalds Corp	+55	174	$47,033
PROP	Prairie Operating Co.	+55	116	$83
BKNG	Booking Holdings Inc.	+24	25	$4,456
WMT	Walmart Inc.	+20	831	$94,119
UBER	Uber Technologies, Inc	+19	42	$3,030
BSX	Boston Scientific Corp	+19	58	$2,475
ORLY	O Reilly Automotive Inc	+17	33	$3,038
CVNA	Carvana Co.	+16	20	$1,316
JNJ	Johnson & Johnson	+16	37	$9,396
AVGO	Broadcom Inc.	+13	48	$18,132
NFLX	Netflix Inc	+12	48	$3,427
PM	Philip Morris International Inc.	+10	362	$65,489
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−5,818	1,196	$50,638
BAC	Bank Of America Corp /De/	−4,928	1,893	$107,863
F	Ford Motor Co	−3,999	4,225	$58,727
JPM	Jpmorgan Chase & Co	−3,985	103	$33,714
T	At&T Inc.	−3,750	3,814	$78,949
PFE	Pfizer Inc	−2,774	3,000	$72,240
CNP	Centerpoint Energy Inc	−2,300	543	$23,913
AAPL	Apple Inc.	−2,122	4,401	$1,273,473
DUK	Duke Energy CORP	−1,674	849	$107,466
CVX	Chevron Corp	−1,407	317	$52,545
COP	Conocophillips	−1,000	300	$31,188
WBD	Warner Bros. Discovery, Inc.	−906	874	$23,300
CSCO	Cisco Systems, Inc.	−720	455	$53,444
GE	General Electric Co	−670	304	$113,613
MRK	Merck & Co., Inc.	−550	541	$69,518
KEY	Keycorp /New/	−524	1,266	$29,181
BMY	Bristol Myers Squibb Co	−520	513	$29,559
TFC	Truist Financial Corp	−500	89	$4,433
C	Citigroup Inc	−492	730	$102,170
DD	DuPont de Nemours, Inc.	−444	55	$7,460
ENB	Enbridge Inc	−344	98	$5,312
DOW	Dow Inc.	−333	166	$4,541
CTVA	Corteva, Inc.	−333	166	$14,058
TSLA	Tesla, Inc.	−311	1,525	$641,415
PSX	Phillips 66	−300	35	$5,916
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
ANET	Arista Networks, Inc.	609	$103,456
SPCX	Space Exploration Technologies Corp	230	$39,297
CSTM	Constellium SE	1,000	$31,870
MFC	Manulife Financial Corp	632	$25,602
MRNA	Moderna, Inc.	320	$22,409
SYY	Sysco Corp	135	$11,283
VIK	Viking Holdings Ltd	100	$10,467
DASH	DoorDash, Inc.	26	$4,797
DFH	Dream Finders Homes, Inc.	225	$3,883
UPST	Upstart Holdings, Inc.	105	$3,720
MELI	Mercadolibre Inc	2	$3,394
M	Macy's, Inc.	100	$2,355
TKO	TKO Group Holdings, Inc.	11	$2,214
TRIP	TripAdvisor, Inc.	150	$2,056
TTD	Trade Desk, Inc.	94	$1,699
WTS	Watts Water Technologies Inc	4	$1,565
LEN	Lennar Corp /New/	14	$1,266
VRSK	Verisk Analytics, Inc.	7	$1,256
GGG	Graco Inc	16	$1,209
CMCSA	Comcast Corp	42	$1,031
ATR	Aptargroup, Inc.	5	$626
HOOD	Robinhood Markets, Inc.	1	$100
CHPT	ChargePoint Holdings, Inc.	15	$88
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	17,907	$1,808,069
FBCG	Fidelity Blue Chip Growth ETF	9,977	$500,047
AGGH	Simplify Aggregate Bond ETF	8,811	$179,303
BIV	Vanguard Intermediate-Term Bond ETF	2,034	$156,984
GSK	GSK plc	2,501	$138,030
ORI	Old Republic International Corp	1,091	$43,530
PPL	PPL Corp	1,000	$38,200
XOM	ExxonMobil Holdings Corp	220	$37,325
VEA	Vanguard FTSE Developed Markets ETF	571	$36,589
TSM	Taiwan Semiconductor Manufacturing Co Ltd	105	$35,484
GM	General Motors Co	397	$29,576
MDY	Spdr S&P Midcap 400 ETF Trust	47	$28,987
KOD	Kodiak Sciences Inc.	500	$19,060
NXT	Nextpower Inc.	153	$18,444
CGDG	Capital Group Dividend Growers ETF	484	$17,375
SHOP	Shopify Inc.	146	$17,318
NVST	Envista Holdings Corp	626	$15,881
CGGO	Capital Group Global Growth Equity ETF	456	$15,216
BLBD	Blue Bird Corp	254	$14,424
IBKR	Interactive Brokers Group, Inc.	208	$13,950
CHWY	Chewy, Inc.	481	$12,987
PGR	Progressive Corp/Oh/	64	$12,687
TTWO	Take Two Interactive Software Inc	63	$12,442
ALL	Allstate Corp	60	$12,440
DXCM	Dexcom Inc	196	$12,308
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

234 tracked positions · $10,611,536 total · filing declares 350 positions · $88,255,364 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 234 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	6,875	+4,441	$1,375,618	+224.1%	12.96%
AAPL	Apple Inc. Technology	Reduced	4,401	-2,122	$1,273,473	−23.1%	12.00%
IBM	International Business Machines Corp Technology	Added	3,069	+1,140	$863,033	+84.6%	8.13%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,525	-311	$641,415	−6.0%	6.04%
CAT	Caterpillar Inc Industrials	Held	403	0	$429,154	+50.3%	4.04%
ABBV	AbbVie Inc. Healthcare	Added	1,492	+1,396	$375,446	+1698.2%	3.54%
GLD	Spdr Gold Trust	Added	975	+582	$359,170	+112.4%	3.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,220	+843	$290,774	+270.3%	2.74%
QQQ	Invesco Qqq Trust, Series 1	Reduced	366	-70	$269,522	+7.1%	2.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	207	-8	$193,642	−9.6%	1.82%
ORCL	Oracle Corp Technology	Added	1,204	+1,096	$176,446	+1010.6%	1.66%
AHR	American Healthcare REIT, Inc. Real Estate	Held	3,084	0	$160,830	+10.6%	1.52%
MTB	M&T Bank Corp Financial Services	Held	673	0	$160,180	+15.1%	1.51%
IONQ	IonQ, Inc. Technology	Added	2,861	+370	$152,376	+112.2%	1.44%
MSFT	Microsoft Corp Technology	Reduced	363	-57	$135,406	−12.9%	1.28%
GE	General Electric Co Industrials	Reduced	304	-670	$113,613	−58.9%	1.07%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	2,192	+1,217	$111,901	+94.4%	1.05%
INTC	Intel Corp Technology	Added	776	+745	$108,352	+7820.5%	1.02%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	1,893	-4,928	$107,863	−67.6%	1.02%
DUK	Duke Energy CORP Utilities	Reduced	849	-1,674	$107,466	−67.5%	1.01%
ANET	Arista Networks, Inc. Technology	NEW	609	NEW	$103,456	NEW	0.97%
C	Citigroup Inc Financial Services	Reduced	730	-492	$102,170	−26.3%	0.96%
SO	Southern Co Utilities	Held	1,060	0	$101,452	−0.8%	0.96%
ABT	Abbott Laboratories Healthcare	Added	1,101	+1,086	$99,904	+6387.3%	0.94%
LOW	Lowes Companies Inc Consumer Cyclical	Held	435	0	$95,913	−6.7%	0.90%
WMT	Walmart Inc. Consumer Defensive	Added	831	+20	$94,119	−6.6%	0.89%
ED	Consolidated Edison Inc Utilities	Held	845	0	$93,482	−2.3%	0.88%
GEV	GE Vernova Inc. Industrials	Reduced	68	-186	$79,890	−64.0%	0.75%
T	At&T Inc. Communication Services	Reduced	3,814	-3,750	$78,949	−64.0%	0.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	523	-29	$76,692	−3.8%	0.72%
PFE	Pfizer Inc Healthcare	Reduced	3,000	-2,774	$72,240	−55.4%	0.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	541	-550	$69,518	−47.0%	0.66%
PM	Philip Morris International Inc. Consumer Defensive	Added	362	+10	$65,489	+12.5%	0.62%
GLW	Corning Inc /Ny Technology	Held	233	0	$59,515	+87.9%	0.56%
F	Ford Motor Co Consumer Cyclical	Reduced	4,225	-3,999	$58,727	−38.1%	0.55%
LLY	ELI LILLY & Co Healthcare	Reduced	48	-177	$57,572	−72.2%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	112	+3	$56,043	+7.3%	0.53%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	1,225	-34	$55,762	−16.1%	0.53%
WEC	Wec Energy Group, Inc. Utilities	Held	474	0	$55,348	+0.9%	0.52%
CSCO	Cisco Systems, Inc. Technology	Reduced	455	-720	$53,444	−41.4%	0.50%
CVX	Chevron Corp Energy	Reduced	317	-1,407	$52,545	−85.3%	0.50%
WMB	Williams Companies, Inc. Energy	Held	691	0	$51,368	+2.1%	0.48%
VZ	Verizon Communications Inc Communication Services	Reduced	1,196	-5,818	$50,638	−85.6%	0.48%
MPC	Marathon Petroleum Corp Energy	Held	196	0	$50,111	+4.7%	0.47%
PEG	Public Service Enterprise Group Inc Utilities	Held	600	0	$48,696	+0.3%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	Added	174	+55	$47,033	+27.2%	0.44%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	59	0	$45,025	+95.5%	0.42%
SPCX	Space Exploration Technologies Corp Industrials	NEW	230	NEW	$39,297	NEW	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Held	97	0	$34,209	+7.2%	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	103	-3,985	$33,714	−97.2%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.