Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | PLTA | PROSHARES TR | — | 50.0 | $483.0 | 0.00% | NEW | — | $9.66 | +96.2% |
| 342 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 5.0 | $367.0 | — | NEW | — | $73.40 | -20.0% |
| 343 | APP | APPLOVIN CORP | Technology | 1.0 | $352.0 | — | NEW | — | $352.00 | -13.5% |
| 344 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2.0 | $143.0 | — | NEW | — | $71.50 | +0.6% |
| 345 | — | CHARGEPOINT HOLDINGS INC | — | 15.0 | $89.0 | — | NEW | — | $5.93 | — |
| 346 | PROP | PRAIRIE OPER CO | Financial Services | 116.0 | $84.0 | — | NEW | — | $0.72 | -25.3% |
| 347 | HOOD | ROBINHOOD MKTS INC | Financial Services | 1.0 | $80.0 | — | NEW | — | $80.00 | +38.8% |
| 348 | ARTY | ISHARES TR | — | 1.0 | $76.0 | — | NEW | — | $76.00 | -2.9% |
| 349 | RDDT | REDDIT INC | Communication Services | — | $38.0 | — | NEW | — | — | — |
| 350 | JKS | JINKOSOLAR HLDG CO LTD | Energy | — | $3.0 | — | NEW | — | — | — |
① 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%