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Portfolio (Quarterly) Guide ↗

POM Investment Strategies, LLC

· CIK 0001906322
13F Portfolio $88M AUM 350 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 350 New
Page 10 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRM SALESFORCE INC Technology 37.0 $6K 0.01% NEW $156.89 +30.0%
182 AMAT APPLIED MATLS INC Technology 8.0 $6K 0.01% NEW $723.00 -33.9%
183 BA BOEING CO Industrials 26.0 $6K 0.01% NEW $216.46 -2.1%
184 D DOMINION ENERGY INC Utilities 82.0 $6K 0.01% NEW $68.29 -2.0%
185 FITB FIFTH THIRD BANCORP Financial Services 99.0 $6K 0.01% NEW $56.37 -1.8%
186 MRSH MARSH & MCLENNAN COS INC Financial Services 33.0 $6K 0.01% NEW $167.45 +15.9%
187 RTX RTX CORPORATION Industrials 29.0 $6K 0.01% NEW $189.72 +11.4%
188 SWK STANLEY BLACK & DECKER INC Industrials 58.0 $5K 0.01% NEW $94.12 +5.3%
189 ENB ENBRIDGE INC Energy 98.0 $5K 0.01% NEW $54.21 -7.2%
190 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 49.0 $5K 0.01% NEW $107.78 +3.6%
191 SIXO AIM ETF PRODUCTS TRUST 145.0 $5K 0.01% NEW $35.87 +1.5%
192 SPG SIMON PPTY GROUP INC NEW Real Estate 23.0 $5K 0.01% NEW $223.65 -2.4%
193 AXP AMERICAN EXPRESS CO Financial Services 15.0 $5K 0.01% NEW $339.27 -1.0%
194 KD KYNDRYL HLDGS INC Technology 447.0 $5K 0.01% NEW $11.31 +11.8%
195 AES AES CORP Utilities 344.0 $5K 0.01% NEW $14.66 +0.4%
196 HAS HASBRO INC Consumer Cyclical 60.0 $5K 0.01% NEW $82.58 +16.3%
197 DASH DOORDASH INC Communication Services 26.0 $5K 0.01% NEW $184.54 +28.4%
198 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 100.0 $5K 0.01% NEW $47.81 -9.1%
199 OMC OMNICOM GROUP INC Communication Services 65.0 $5K 0.01% NEW $72.83 +20.5%
200 GILD GILEAD SCIENCES INC Healthcare 36.0 $5K 0.01% NEW $126.33 +17.6%
Page 10 of 18  ·  350 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Financial Services 13.7%
Consumer Cyclical 11.9%
Healthcare 8.0%
Industrials 6.1%
Utilities 5.9%
Consumer Defensive 4.7%
Communication Services 2.1%
Real Estate 2.0%
Energy 1.9%