POM Investment Strategies, LLC

CIK

1906322

Location

RALEIGH, NC

Portfolio Value

Micro $88,082,643

Diversification

Highly concentrated

Filing Date

Global Rank

#8,382 / 8,794 ▼ 198 · as of Jun 2026

Top Industry

Semiconductors 14.3%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

50.9%

−1.2 pts

Top 5

77.2%

+2.3 pts

Top 10

87.3%

+3.4 pts

HHI

2,809

Highly concentrated−106

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.9%	$77,409,735	44
Technology	5.1%	$4,514,565	36
Consumer Cyclical	1.4%	$1,267,836	30
Basic Materials	1.0%	$905,902	9
Healthcare	0.9%	$835,087	25
Industrials	0.9%	$762,189	33
Financial Services	0.7%	$656,240	39
Utilities	0.6%	$540,695	16
Consumer Defensive	0.6%	$497,454	10
Communication Services	0.3%	$273,831	13
Real Estate	0.2%	$216,496	10
Energy	0.2%	$202,613	8

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
CVGD	CresAlta Global Dividend ETF	+176,865	297,256	$7,891,517
FBCG	Fidelity Blue Chip Growth ETF	+38,584	74,213	$3,450,587
BILZ	PIMCO Ultra Short Government Active ETF	+27,594	45,501	$4,592,415
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	+10,843	1,265,829	$44,845,554
BASA	Basanite, Inc.	+8,243	33,507	$841,695
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+6,674	7,814	$253,193
NVDA	Nvidia Corp	+4,441	6,875	$1,375,618
VB	Vanguard Morningstar Small-Cap ETF	+4,042	4,961	$1,908,942
ABBV	AbbVie Inc.	+1,396	1,492	$375,446
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,223	25,736	$2,182,931
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
ACSG	American Century Small Cap Growth Insights ETF	+998	3,848	$381,441
ANEW	ProShares MSCI Transformational Changes ETF	+869	959	$74,099
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
—		+121	242	$13,590
ZS	Zscaler, Inc.	+105	218	$30,770
MS	Morgan Stanley	+99	112	$23,412
MCD	Mcdonalds Corp	+55	174	$47,033
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−103,143	238	$10,357
AFGR	First Trust Active Factor Large Cap Growth ETF	−65,326	168,798	$7,262,318
AGGH	Simplify Aggregate Bond ETF	−23,687	18,685	$435,447
CTA-PB	EIDP, Inc.	−6,031	3,527	$0
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
BNDW	Vanguard Total World Bond ETF	−3,081	242	$20,001
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
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,140	1,230	$39,090
BKF	iShares MSCI BIC ETF	−1,044	3,896	$266,525
COP	Conocophillips	−1,000	300	$31,188
WBD	Warner Bros. Discovery, Inc.	−906	874	$23,300
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−734	48	$2,053
CSCO	Cisco Systems, Inc.	−720	455	$53,444
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−709	28,538	$2,154,247
GE	General Electric Co	−670	304	$113,613
EDV	Vanguard World Funds Extended Duration ETF	−614	11	$2,516
MRK	Merck & Co., Inc.	−550	541	$69,518
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ANET	Arista Networks, Inc.	609	$103,456
ACII	Innovator Index Autocallable Income Strategy ETF	3,096	$78,793
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
VXUS	Vanguard Total International Stock ETF	14	$1,196
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
BIV	Vanguard Intermediate-Term Bond ETF	2,034	$156,984
GSK	GSK plc	2,501	$138,030
VEU	Vanguard FTSE All-World Ex-US ETF	1,153	$95,041
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
AAAC	Columbia AAA CLO ETF	856	$33,366
GM	General Motors Co	397	$29,576
MDY	Spdr S&P Midcap 400 ETF Trust	47	$28,987
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	100	$20,379
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
BUYZ	Franklin Disruptive Commerce ETF	515	$14,806
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
—		114	$12,467
TTWO	Take Two Interactive Software Inc	63	$12,442
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

273 tracked positions · $88,082,643 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 273 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Added	1,265,829	+10,843	$44,845,554	+10.2%	50.91%
CVGD	CresAlta Global Dividend ETF	Added	297,256	+176,865	$7,891,517	+167.7%	8.96%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	168,798	-65,326	$7,262,318	−18.6%	8.24%
BILZ	PIMCO Ultra Short Government Active ETF	Added	45,501	+27,594	$4,592,415	+154.0%	5.21%
FBCG	Fidelity Blue Chip Growth ETF	Added	74,213	+38,584	$3,450,587	+144.7%	3.92%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	25,736	+1,223	$2,182,931	—	2.48%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	28,538	-709	$2,154,247	+13.2%	2.45%
VB	Vanguard Morningstar Small-Cap ETF	Added	4,961	+4,042	$1,908,942	+535.1%	2.17%
NVDA	Nvidia Corp Technology	Added	6,875	+4,441	$1,375,618	+224.1%	1.56%
AAPL	Apple Inc. Technology	Reduced	4,401	-2,122	$1,273,473	−23.1%	1.45%
IBM	International Business Machines Corp Technology	Added	3,069	+1,140	$863,033	+84.6%	0.98%
BASA	Basanite, Inc. Basic Materials	Added	33,507	+8,243	$841,695	+51.8%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,525	-311	$641,415	−6.0%	0.73%
AGGH	Simplify Aggregate Bond ETF	Reduced	18,685	-23,687	$435,447	−54.6%	0.49%
CAT	Caterpillar Inc Industrials	Held	403	0	$429,154	+50.3%	0.49%
ACSG	American Century Small Cap Growth Insights ETF	Added	3,848	+998	$381,441	+58.9%	0.43%
ABBV	AbbVie Inc. Healthcare	Added	1,492	+1,396	$375,446	+1698.2%	0.43%
GLD	Spdr Gold Trust	Added	975	+582	$359,170	+112.4%	0.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,220	+843	$290,774	+270.3%	0.33%
QQQ	Invesco Qqq Trust, Series 1	Reduced	366	-70	$269,522	+7.1%	0.31%
BKF	iShares MSCI BIC ETF	Reduced	3,896	-1,044	$266,525	−9.9%	0.30%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	7,814	+6,674	$253,193	+269.1%	0.29%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	3,842	-384	$252,217	+2.0%	0.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	207	-8	$193,642	−9.6%	0.22%
ORCL	Oracle Corp Technology	Added	1,204	+1,096	$176,446	+1010.6%	0.20%
AHR	American Healthcare REIT, Inc. Real Estate	Held	3,084	0	$160,830	+10.6%	0.18%
MTB	M&T Bank Corp Financial Services	Held	673	0	$160,180	+15.1%	0.18%
IONQ	IonQ, Inc. Technology	Added	2,861	+370	$152,376	+112.2%	0.17%
MSFT	Microsoft Corp Technology	Reduced	363	-57	$135,406	−12.9%	0.15%
GE	General Electric Co Industrials	Reduced	304	-670	$113,613	−58.9%	0.13%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	2,192	+1,217	$111,901	+94.4%	0.13%
INTC	Intel Corp Technology	Added	776	+745	$108,352	+7820.5%	0.12%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	1,893	-4,928	$107,863	−67.6%	0.12%
DUK	Duke Energy CORP Utilities	Reduced	849	-1,674	$107,466	−67.5%	0.12%
		Reduced	643	-32	$106,339	+46.8%	0.12%
ANET	Arista Networks, Inc. Technology	NEW	609	NEW	$103,456	NEW	0.12%
C	Citigroup Inc Financial Services	Reduced	730	-492	$102,170	−26.3%	0.12%
SO	Southern Co Utilities	Held	1,060	0	$101,452	−0.8%	0.12%
ABT	Abbott Laboratories Healthcare	Added	1,101	+1,086	$99,904	+6387.3%	0.11%
LOW	Lowes Companies Inc Consumer Cyclical	Held	435	0	$95,913	−6.7%	0.11%
WMT	Walmart Inc. Consumer Defensive	Added	831	+20	$94,119	−6.6%	0.11%
ED	Consolidated Edison Inc Utilities	Held	845	0	$93,482	−2.3%	0.11%
BDBT	Bluemonte Core Bond ETF	Held	1,187	0	$80,905	+3.6%	0.09%
GEV	GE Vernova Inc. Industrials	Reduced	68	-186	$79,890	−64.0%	0.09%
T	At&T Inc. Communication Services	Reduced	3,814	-3,750	$78,949	−64.0%	0.09%
ACII	Innovator Index Autocallable Income Strategy ETF	NEW	3,096	NEW	$78,793	NEW	0.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	523	-29	$76,692	−3.8%	0.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	216	-131	$76,541	−23.2%	0.09%
ANEW	ProShares MSCI Transformational Changes ETF	Added	959	+869	$74,099	—	0.08%
PFE	Pfizer Inc Healthcare	Reduced	3,000	-2,774	$72,240	−55.4%	0.08%

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.