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POM Investment Strategies, LLC

POM Investment Strategies, LLC is an institution, managing $180.3M across 199 long positions as of Q3 2025 with 95% ETF concentration, 75% concentrated in top 10 holdings, and minimal technology exposure.

Portfolio Value
$180.3M
Positions
199
Top Holding
SPLG at 13.84%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in POM Investment Strategies, LLC's portfolio (74.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$25.0M
13.84%
+$5.5M
Bought
318.5K shares
ETF
ETF
$14.3M
7.91%
+$3.0M
Bought
267.0K shares
ETF
ETF
$14.2M
7.88%
+$2.6M
Bought
246.8K shares
ETF
ETF
$14.0M
7.75%
+$3.1M
Bought
54.5K shares
ETF
ETF
$14.0M
7.74%
+$2.7M
Bought
23.2K shares
ETF
ETF
$13.7M
7.59%
+$3.4M
Bought
209.0K shares
ETF
ETF
$13.6M
7.53%
+$4.9M
Bought
129.8K shares
ETF
ETF
$11.0M
6.08%
+$1.9M
Bought
198.1K shares
ETF
ETF
$7.4M
4.12%
+$2.0M
Bought
85.1K shares
ETF
ETF
$7.4M
4.10%
+$820.3K
Bought
310.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in POM Investment Strategies, LLC's latest filing

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Market Value
$180.3M
Prior: $139.7M
Q/Q Change
+29.0%
+$40.5M
Net Flows % of MV
+17.1%
Turnover Ratio
13.93%
New Purchases
38 stocks
$6.3M
Added To
39 stocks
+$34.8M
Sold Out Of
20 stocks
$308.2K
Reduced Holdings
14 stocks
-$9.9M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for POM Investment Strategies, LLC

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Sector Allocation

ETF: 95.40%ETFTechnology: 1.70%Consumer Cyclical: 0.60%Healthcare: 0.40%Financial Services: 0.30%Consumer Defensive: 0.10%Industrials: 0.10%Communication Services: 0.10%Energy: 0.10%Real Estate: 0.10%
ETF
95.40%
Technology
1.70%
Consumer Cyclical
0.60%
Healthcare
0.40%
Financial Services
0.30%
Consumer Defensive
0.10%
Industrials
0.10%
Communication Services
0.10%
Energy
0.10%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 2.83%Large Cap ($10B - $200B): 0.44%Mid Cap ($2B - $10B): 0.15%Small Cap ($300M - $2B): 0.06%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.00%N/A (ETF or Unknown): 96.50%N/A (ETF or Unknown)
Mega Cap (> $200B)
2.83%
Large Cap ($10B - $200B)
0.44%
Mid Cap ($2B - $10B)
0.15%
Small Cap ($300M - $2B)
0.06%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.00%
N/A (ETF or Unknown)
96.50%

Portfolio Concentration

Top 10 Holdings %
74.54%
Top 20 Holdings %
95.15%
Top 50 Holdings %
98.9%
Top 100 Holdings %
99.77%

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