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CIK: 0001906322
Total reported value
$88.3M
$88.3M
433 檔
42.5%
At the close of Q1 2026, POM Investment Strategies, LLC disclosed equity holdings valued at approximately $88.3M, spread across 433 reported holdings.
In Q1 2026, POM Investment Strategies, LLC displayed an active expansion posture, initiating 81 new positions and adding to 44 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 433 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 11.08% | -11.02% | — | |
| 2 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 9.46% | +0.06% | — | |
| 3 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 9.07% | -9.01% | — | |
| 4 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 8.84% | -8.82% | — | |
| 5 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 8.19% | -8.17% | — | |
| 6 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 7.40% | +0.09% | — | |
| 7 | JULU | Allianzim US Bf15 Uncap Jul | ETF-Other | 3.68% | -3.67% | — | |
| 8 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 2.25% | +2.95% | — | |
| 9 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 2.20% | -2.19% | — | |
| 10 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 2.20% | — | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.06% | -0.62% | -2.57% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -1.45% | +4158.33% | |
| 13 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 1.46% | +5.28% | — | |
| 14 | JANZ | Trueshares Struct Outc Jan | ETF-Other | 1.45% | -1.45% | — | |
| 15 | OCTZ | Trueshares Struc Outcome Oct | ETF-Other | 1.45% | -1.45% | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.07% | -96.63% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | -0.12% | +26.36% | |
| 18 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 0.72% | -0.72% | — | |
| 19 | AUGZ | Ts Str Outcome Aug ETF | ETF-Other | 0.72% | -0.72% | EXIT | |
| 20 | FLJJ | Allianzim US 6m Flr5 Jan-jul | ETF-Other | 0.72% | -0.72% | EXIT | |
| 21 | DECZ | Trueshares Struc Out Dec ETF | ETF-Other | 0.71% | -0.71% | — | |
| 22 | SEPZ | Trueshares Struc Out Sep ETF | ETF-Other | 0.71% | -0.71% | — | |
| 23 | PAYM | Ts S&p Autocal Dfns Inc ETF | ETF-Other | 0.69% | +0.26% | — | |
| 24 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.62% | +0.84% | +2292.57% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.40% | +18.93% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +1.03% | -7.38% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.02% | -96.71% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.05% | -97.10% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.38% | — | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.38% | +744.04% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.29% | +504.70% | |
| 32 | DUK | Duke Energy CORP | Stock-Utilities | 0.41% | -0.29% | +1582.00% | |
| 33 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.40% | +0.63% | +3243.44% | |
| 34 | FDCF | Fidelity Disruptive Comm ETF | ETF-Other | 0.38% | +0.49% | +2494.22% | |
| 35 | CTA | Simplify Managed Futures St | ETF-Other | 0.36% | -0.26% | -95.99% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.14% | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.34% | -0.21% | +1181.58% | |
| 38 | FDFF | Fidelity Disrupt Finan ETF | ETF-Other | 0.34% | +0.38% | +3168.66% | |
| 39 | FBOT | Fidelity Disrupt Automat ETF | ETF-Other | 0.33% | +0.44% | +2248.98% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | +0.01% | -96.91% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | — | -98.21% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.30% | — | -98.46% | |
| 43 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.30% | -0.18% | -96.45% | |
| 44 | IEV | Ishares Europe ETF | ETF-Other | 0.29% | -0.06% | -98.43% | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | -98.41% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.28% | -0.19% | — | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.27% | +0.05% | -98.41% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.27% | -0.18% | +217.82% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.05% | +1.90% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | -0.19% | +324.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.5% | +4158.33% | Add |
| 2 | AAPL | Apple Inc | +1.1% | -2.57% | Trim |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | +0.6% | +2292.57% | Add |
| 4 | TSLA | Tesla Inc | +0.5% | +26.36% | Add |
| 5 | VZ | Verizon Communications Inc | +0.4% | +744.04% | Add |
| 6 | DUK | Duke Energy CORP | +0.4% | +1582.00% | Add |
| 7 | IHAK | Ishares Cybersecurity & Tech | +0.4% | +3243.44% | Add |
| 8 | BAC | Bank Of America CORP | +0.4% | +504.70% | Add |
| 9 | FDCF | Fidelity Disruptive Comm ETF | +0.4% | +2494.22% | Add |
| 10 | CAT | Caterpillar Inc | +0.4% | NEW | New buy |
| 11 | FDFF | Fidelity Disrupt Finan ETF | +0.3% | +3168.66% | Add |
| 12 | GE | General Electric | +0.3% | +1181.58% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.3% | +18.93% | Add |
| 14 | FBOT | Fidelity Disrupt Automat ETF | +0.3% | +2248.98% | Add |
| 15 | NVDA | Nvidia CORP | +0.3% | -7.38% | Trim |
| 16 | T | At&t Inc | +0.2% | +217.82% | Add |
| 17 | LLY | Eli Lilly & Co | +0.2% | +324.53% | Add |
| 18 | COP | Conocophillips | +0.2% | +129900.00% | Add |
| 19 | PFE | Pfizer Inc | +0.2% | +1350.75% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | +0.2% | +128.99% | Add |
| 21 | COST | Costco Wholesale CORP | +0.2% | +1.90% | Add |
| 22 | GSK | Gsk Plc-spon Adr | +0.2% | +20741.67% | Add |
| 23 | CNP | Centerpoint Energy Inc | +0.2% | +1874.31% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +203.06% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | +0.26% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +18975.00% | Add |
| 27 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +2615.63% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +350.47% | Add |
| 29 | WMT | Walmart Inc | +0.1% | +183.57% | Add |
| 30 | F | Ford Motor Co | +0.1% | +155.17% | Add |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +193.75% | Add |
| 32 | MSFT | Microsoft CORP | +0.1% | +4.22% | Add |
| 33 | PSX | Phillips 66 | +0.1% | +544.23% | Add |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +72.50% | Add |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +4331.82% | Add |
| 36 | WEC | Wec Energy Group Inc | +0.1% | +829.41% | Add |
| 37 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +3800.00% | Add |
| 38 | WMB | Williams Cos Inc | +0.1% | +859.72% | Add |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +2.09% | Add |
| 40 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +961.90% | Add |
| 41 | WBD | Warner Bros Discovery Inc | +0.1% | +237.76% | Add |
| 42 | PPL | Ppl CORP | +0.1% | +498.80% | Add |
| 43 | AMZN | Amazon.com Inc | +0.1% | -18.57% | Trim |
| 44 | BMY | Bristol-myers Squibb Co | +0.1% | +13.14% | Add |
| 45 | FE | Firstenergy CORP | 0% | +1181.82% | Add |
| 46 | XOM | Exxon Mobil CORP | 0% | +49.66% | Add |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | 0% | +1.61% | Add |
| 48 | MPC | Marathon Petroleum CORP | 0% | -0.51% | Trim |
| 49 | IONQ | Ionq Inc | 0% | — | Unchanged |
| 50 | HAS | Hasbro Inc | 0% | +306.67% | Add |
According to official SEC Form 13F filings, POM Investment Strategies, LLC reported a total U.S. public equity portfolio value of $88.3M across 433 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSEP, JANW, OCTW) accounted for 42.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
GSEP
市值: $8.9M
Top Position Liquidated / Trimmed
HIGH
前期市值: $3.4M
During Q1 2026, POM Investment Strategies, LLC's top holdings by market value included GSEP (11.1%)、JANW (9.5%)、OCTW (9.1%). The largest single position, GSEP, represented 11.1% of total portfolio value.
In Q1 2026, POM Investment Strategies, LLC made 199 total portfolio adjustments, initiating 81 new buys, adding to 44 positions, trimming 51 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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