POM Investment Strategies, LLC
Top Portfolio Positions
276 positions ·
$12,273,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,523 | $1,655,472 | 13.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,088 | $1,202,526 | 9.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,836 | $682,533 | 5.56% | |
| IBM |
International Business Machines Corp
Technology
|
1,929 | $467,570 | 3.81% | |
| NVDA |
Nvidia Corp
Technology
|
2,434 | $424,489 | 3.46% | |
| CVX |
Chevron Corp
Energy
|
1,724 | $356,695 | 2.91% | |
| VZ |
Verizon Communications Inc
Communication Services
|
7,014 | $352,102 | 2.87% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
6,821 | $332,523 | 2.71% | |
| DUK |
Duke Energy CORP
Utilities
|
2,523 | $330,361 | 2.69% | |
| CAT |
Caterpillar Inc
Industrials
|
403 | $285,509 | 2.33% |
Portfolio Trend
Holdings in CLLS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,569 | 495 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,395 | 495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,410 | 495 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $754 | 495 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $613 | 495 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $891 | 495 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,049 | 495 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $925 | 495 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,311 | 495 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,524 | 495 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||