DOSSIER · 13F-HR · Q1 2026
POM Investment Strategies, LLC
$80M in tracked AUM across 433 positions as of Q1 2026.
PI
CIK 0001906322 · last filed Mar 31, 2026
AI Analysis · Q1 2026
SEC 13F Filing Analysis: POM Investment Strategies, LLC
1. Portfolio Overview
POM Investment Strategies, LLC manages a portfolio with a total value of approximately $127.65 million as of September 30, 2025. The portfolio comprises 104 holdings, reflecting a diversified approach that relies heavily on Exchange Traded Funds (ETFs) while maintaining a selection of individual equities.
Over the quarter, the firm experienced a significant reduction in portfolio value, decreasing by **...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.