POM Investment Strategies, LLC

CIK

1906322

Location

RALEIGH, NC

Portfolio Value

Micro $902,889

Diversification

Diversified

Filing Date

Global Rank

#8,007 / 8,588 ▼ 301

Top Industry

Banks - Diversified 14.5%

3Y Alpha vs SPY

+2.0%

Period ended 3 months ago

Filed May 11, 2026 · 37d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.0%

SPY

+54.6%

Annualised alpha

+2.4%

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, 2025

Top 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	Positions
Technology	26.0%	$3,200,122	43
Financial Services	17.4%	$2,143,400	44
Consumer Cyclical	9.5%	$1,176,072	28
Healthcare	7.9%	$971,194	33
Industrials	7.7%	$954,621	40
Utilities	7.3%	$902,889	17
Energy	6.2%	$766,377	11
Communication Services	6.0%	$740,546	11
Unclassified	5.1%	$628,393	11
Consumer Defensive	4.2%	$521,526	11
Real Estate	1.6%	$202,745	16
Basic Materials	1.0%	$117,561	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
NOW	ServiceNow, Inc.	−204	16	$1,672
BSX	Boston Scientific Corp	−204	39	$2,447
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
GD	General Dynamics Corp	−66	5	$1,716
BNY	Bank of New York Mellon Corp	−66	40	$4,745
PANW	Palo Alto Networks Inc	−66	10	$1,603
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

17 positions · $902,889 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EXC	Exelon Corp Utilities	NEW	37	NEW	$1,813	NEW	0.20%
EIX	Edison International Utilities	Held	54	0	$3,951	+21.9%	0.44%
XEL	Xcel Energy Inc Utilities	Held	56	0	$4,448	+7.5%	0.49%
AES	Aes Corp Utilities	Held	344	0	$4,846	−1.7%	0.54%
D	Dominion Energy, Inc Utilities	Held	82	0	$5,069	+5.5%	0.56%
ETR	Entergy Corp /De/ Utilities	Held	52	0	$5,842	+21.6%	0.65%
EVRG	Evergy, Inc. Utilities	Held	72	0	$5,898	+13.0%	0.65%
AEP	American Electric Power Co Inc Utilities	Added	74	+15	$9,699	+42.6%	1.07%
NJR	New Jersey Resources Corp Utilities	NEW	600	NEW	$32,952	NEW	3.65%
FE	Firstenergy Corp Utilities	Added	705	+650	$35,715	+1350.6%	3.96%
PPL	PPL Corp Utilities	Added	1,000	+833	$38,200	+553.2%	4.23%
PEG	Public Service Enterprise Group Inc Utilities	NEW	600	NEW	$48,570	NEW	5.38%
WEC	Wec Energy Group, Inc. Utilities	Added	474	+423	$54,874	+920.3%	6.08%
ED	Consolidated Edison Inc Utilities	Reduced	845	-179	$95,637	−6.0%	10.59%
SO	Southern Co Utilities	Held	1,060	0	$102,311	+10.7%	11.33%
CNP	Centerpoint Energy Inc Utilities	Added	2,843	+2,699	$122,703	+2122.9%	13.59%
DUK	Duke Energy CORP Utilities	Added	2,523	+2,373	$330,361	+1779.1%	36.59%