POM Investment Strategies, LLC
Filing Date
Global Rank
#7,653
/ 8,232
▼ 177
Top Industry
Banks - Diversified
14.5%
3Y Alpha vs SPY
+2.7%
Period ended 2 months ago
Filed May 11, 2026 · 34d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.1%
SPY
+52.9%
Annualised alpha
+2.7%
Max drawdown
−21.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
277 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.4%
−50.4 pts
Top 5
36.0%
−42.6 pts
Top 10
49.4%
−34.4 pts
HHI
415
Diversified−3,753
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.0% | $3,200,122 |
| Financial Services | 17.4% | $2,143,400 |
| Consumer Cyclical | 9.5% | $1,176,072 |
| Healthcare | 7.9% | $971,194 |
| Industrials | 7.7% | $954,621 |
| Utilities | 7.3% | $902,889 |
| Energy | 6.2% | $766,377 |
| Communication Services | 6.0% | $740,546 |
| Unclassified | 5.1% | $628,393 |
| Consumer Defensive | 4.2% | $521,526 |
| Real Estate | 1.6% | $202,745 |
| Basic Materials | 1.0% | $117,561 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | +6,183 | 7,014 | $352,102 | |
| BAC | Bank Of America Corp /De/ | +5,693 | 6,821 | $332,523 | |
| PFE | Pfizer Inc | +5,376 | 5,774 | $162,133 | |
| T | At&T Inc. | +5,184 | 7,564 | $219,280 | |
| F | Ford Motor Co | +5,001 | 8,224 | $94,904 | |
| JPM | Jpmorgan Chase & Co | +3,992 | 4,088 | $1,202,526 | |
| CNP | Centerpoint Energy Inc | +2,699 | 2,843 | $122,703 | |
| GSK | GSK plc | +2,489 | 2,501 | $138,030 | |
| DUK | Duke Energy CORP | +2,373 | 2,523 | $330,361 | |
| COP | Conocophillips | +1,299 | 1,300 | $171,600 | |
| WBD | Warner Bros. Discovery, Inc. | +1,253 | 1,780 | $48,878 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +953 | 975 | $57,554 | |
| GE | General Electric Co | +898 | 974 | $276,391 | |
| PPL | PPL Corp | +833 | 1,000 | $38,200 | |
| CSCO | Cisco Systems, Inc. | +775 | 1,175 | $91,168 | |
| MRK | Merck & Co., Inc. | +731 | 1,091 | $131,236 | |
| FE | Firstenergy Corp | +650 | 705 | $35,715 | |
| WMB | Williams Companies, Inc. | +619 | 691 | $50,290 | |
| VTRS | Viatris Inc | +598 | 878 | $11,861 | |
| WMT | Walmart Inc. | +525 | 811 | $100,791 | |
| KEY | Keycorp /New/ | +524 | 1,790 | $35,889 | |
| WEC | Wec Energy Group, Inc. | +423 | 474 | $54,874 | |
| TSLA | Tesla, Inc. | +383 | 1,836 | $682,533 | |
| IBM | International Business Machines Corp | +307 | 1,929 | $467,570 | |
| PSX | Phillips 66 | +283 | 335 | $61,030 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −23,941 | 436 | $251,650 | |
| JNJ | Johnson & Johnson | −2,109 | 21 | $5,133 | |
| MGM | MGM Resorts International | −1,000 | 100 | $3,701 | |
| INTC | Intel Corp | −439 | 31 | $1,368 | |
| GOOGL | Alphabet Inc. | −367 | 188 | $54,061 | |
| BRK-B | Berkshire Hathaway Inc | −366 | 109 | $52,232 | |
| CCL | Carnival Corp Ltd. | −265 | 100 | $2,588 | |
| UBER | Uber Technologies, Inc | −210 | 23 | $1,654 | |
| BSX | Boston Scientific Corp | −204 | 39 | $2,447 | |
| NOW | ServiceNow, Inc. | −204 | 16 | $1,672 | |
| NVDA | Nvidia Corp | −194 | 2,434 | $424,489 | |
| ABBV | AbbVie Inc. | −182 | 96 | $20,879 | |
| ED | Consolidated Edison Inc | −179 | 845 | $95,637 | |
| AAPL | Apple Inc. | −172 | 6,523 | $1,655,472 | |
| IAU | Ishares Gold Trust | −171 | 42 | $3,702 | |
| HD | Home Depot, Inc. | −168 | 97 | $31,902 | |
| V | Visa Inc. | −114 | 16 | $4,835 | |
| AVGO | Broadcom Inc. | −108 | 35 | $10,832 | |
| AMZN | Amazon Com Inc | −86 | 377 | $78,517 | |
| LRCX | Lam Research Corp | −79 | 10 | $2,136 | |
| APH | Amphenol Corp /De/ | −78 | 12 | $1,516 | |
| PEP | Pepsico Inc | −66 | 19 | $2,950 | |
| BNY | Bank of New York Mellon Corp | −66 | 40 | $4,745 | |
| PANW | Palo Alto Networks Inc | −66 | 10 | $1,603 | |
| GD | General Dynamics Corp | −66 | 5 | $1,716 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 1,724 | $356,695 | |
| CAT | Caterpillar Inc | 403 | $285,509 | |
| GEV | GE Vernova Inc. | 254 | $221,716 | |
| C | Citigroup Inc | 1,222 | $138,587 | |
| PEG | Public Service Enterprise Group Inc | 600 | $48,570 | |
| ORI | Old Republic International Corp | 1,091 | $43,530 | |
| CTVA | Corteva, Inc. | 499 | $41,771 | |
| MCD | Mcdonalds Corp | 119 | $36,984 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 105 | $35,484 | |
| NJR | New Jersey Resources Corp | 600 | $32,952 | |
| GM | General Motors Co | 397 | $29,576 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 47 | $28,987 | |
| Q | Qnity Electronics, Inc. | 249 | $28,729 | |
| AMD | Advanced Micro Devices Inc | 123 | $25,021 | |
| ENB | Enbridge Inc | 442 | $23,929 | |
| DD | DuPont de Nemours, Inc. | 499 | $22,854 | |
| GEHC | GE HealthCare Technologies Inc. | 299 | $21,282 | |
| DOW | Dow Inc. | 499 | $20,783 | |
| NXT | Nextpower Inc. | 153 | $18,444 | |
| MRVL | Marvell Technology, Inc. | 175 | $17,333 | |
| SHOP | Shopify Inc. | 146 | $17,318 | |
| NVST | Envista Holdings Corp | 626 | $15,881 | |
| BLBD | Blue Bird Corp | 254 | $14,424 | |
| CHWY | Chewy, Inc. | 481 | $12,987 | |
| PGR | Progressive Corp/Oh/ | 64 | $12,687 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DAL | Delta Air Lines, Inc. | 1,972 | $136,856 | |
| WSFS | Wsfs Financial Corp | 1,506 | $83,191 | |
| TK | Teekay Corp Ltd | 4,621 | $41,727 | |
| STNG | Scorpio Tankers Inc. | 734 | $37,309 | |
| ADBE | Adobe Inc. | 81 | $28,349 | |
| SNOW | Snowflake Inc. | 109 | $23,910 | |
| DASH | DoorDash, Inc. | 100 | $22,648 | |
| KRNY | Kearny Financial Corp. | 3,000 | $22,230 | |
| EOLS | Evolus, Inc. | 2,000 | $13,300 | |
| IQV | Iqvia Holdings Inc. | 55 | $12,397 | |
| ADI | Analog Devices Inc | 40 | $10,848 | |
| CLX | Clorox Co /De/ | 104 | $10,486 | |
| STE | STERIS plc | 39 | $9,887 | |
| LHX | L3harris Technologies, Inc. /De/ | 32 | $9,394 | |
| AMT | American Tower Corp /Ma/ | 53 | $9,305 | |
| MCK | Mckesson Corp | 11 | $9,023 | |
| PHM | Pultegroup Inc/Mi/ | 72 | $8,442 | |
| QSR | Restaurant Brands International Inc. | 117 | $7,982 | |
| FANG | Diamondback Energy, Inc. | 52 | $7,817 | |
| WDAY | Workday, Inc. | 36 | $7,732 | |
| SLB | Slb Limited/Nv | 195 | $7,484 | |
| MGYR | Magyar Bancorp, Inc. | 428 | $7,395 | |
| CASY | Caseys General Stores Inc | 13 | $7,185 | |
| KR | Kroger Co | 112 | $6,997 | |
| TMUS | T-Mobile US, Inc. | 32 | $6,497 | |
| No positions match the current search. | ||||
277 positions ·
$12,325,446 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 277 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MPT |
Medical Properties Trust Inc
Real Estate
|
Held | 1 | $4 | 0.00% | |
| ARI |
Apollo Commercial Real Estate Finance, Inc.
Real Estate
|
Held | 1 | $10 | 0.00% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 1 | $81 | 0.00% | |
| HLN |
Haleon plc
Healthcare
|
Reduced | 10 | $100 | 0.00% | |
| PROP |
Prairie Operating Co.
Energy
|
Held | 61 | $123 | 0.00% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
NEW | 2 | $154 | 0.00% | |
| PLUG |
Plug Power Inc
Industrials
|
NEW | 100 | $226 | 0.00% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
NEW | 5 | $281 | 0.00% | |
| CAKE |
Cheesecake Factory Inc
Consumer Cyclical
|
Held | 10 | $547 | 0.00% | |
| OGN |
Organon & Co.
Healthcare
|
Added | 102 | $610 | 0.00% | |
| CRML |
Critical Metals Corp.
Basic Materials
|
NEW | 100 | $794 | 0.01% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 1 | $961 | 0.01% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3 | $1,055 | 0.01% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
NEW | 10 | $1,082 | 0.01% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 4 | $1,256 | 0.01% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
Held | 4 | $1,257 | 0.01% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
NEW | 8 | $1,258 | 0.01% | |
| UUUU |
Energy Fuels Inc
Energy
|
NEW | 71 | $1,295 | 0.01% | |
| AWI |
Armstrong World Industries Inc
Industrials
|
Reduced | 8 | $1,318 | 0.01% | |
| CRI |
Carters Inc
Consumer Cyclical
|
NEW | 38 | $1,358 | 0.01% | |
| INTC |
Intel Corp
Technology
|
Reduced | 31 | $1,368 | 0.01% | |
| DOCS |
Doximity, Inc.
Healthcare
|
NEW | 59 | $1,374 | 0.01% | |
| BGS |
B&G Foods, Inc.
Consumer Defensive
|
Held | 300 | $1,443 | 0.01% | |
| NTSK |
Netskope Inc
Technology
|
NEW | 170 | $1,443 | 0.01% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 15 | $1,445 | 0.01% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
NEW | 5 | $1,458 | 0.01% | |
| COF |
Capital One Financial Corp
Financial Services
|
NEW | 8 | $1,459 | 0.01% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1 | $1,472 | 0.01% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 16 | $1,476 | 0.01% | |
| MRTN |
Marten Transport Ltd
Industrials
|
NEW | 113 | $1,483 | 0.01% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Added | 34 | $1,508 | 0.01% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 12 | $1,516 | 0.01% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 15 | $1,540 | 0.01% | |
| CLLS |
Cellectis S.A.
Healthcare
|
Held | 495 | $1,569 | 0.01% | |
| JCI |
Johnson Controls International plc
Industrials
|
NEW | 12 | $1,571 | 0.01% | |
| CON |
Concentra Group Holdings Parent, Inc.
Healthcare
|
NEW | 74 | $1,587 | 0.01% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
NEW | 100 | $1,588 | 0.01% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 10 | $1,597 | 0.01% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 10 | $1,603 | 0.01% | |
| CMI |
Cummins Inc
Industrials
|
NEW | 3 | $1,614 | 0.01% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 19 | $1,646 | 0.01% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 23 | $1,654 | 0.01% | |
| CHH |
Choice Hotels International Inc /De
Consumer Cyclical
|
NEW | 16 | $1,656 | 0.01% | |
| AVT |
Avnet Inc
Technology
|
NEW | 27 | $1,663 | 0.01% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 16 | $1,672 | 0.01% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 16 | $1,681 | 0.01% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
NEW | 6 | $1,686 | 0.01% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 4 | $1,701 | 0.01% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 9 | $1,706 | 0.01% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 5 | $1,708 | 0.01% |