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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 7 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GAEM SIMPLIFY EXCHANGE TRADED FUN 986.0 $27K 0.03% NEW $26.90 +0.4%
122 MFC MANULIFE FINL CORP Financial Services 632.0 $26K 0.03% NEW $40.51 +6.6%
123 SILA SILA REALTY TRUST INC Real Estate 836.0 $25K 0.03% NEW $30.36 -0.0%
124 GPN GLOBAL PMTS INC Industrials 336.0 $24K 0.03% NEW $72.56 +29.3%
125 CNP CENTERPOINT ENERGY INC Utilities 543.0 $24K 0.03% NEW $44.04 -11.6%
126 SCHX SCHWAB STRATEGIC TR 810.0 $24K 0.03% NEW $29.43 +2.7%
127 RSP INVESCO EXCHANGE TRADED FD T 112.0 $24K 0.03% NEW $212.77 +4.2%
128 IJH ISHARES TR 309.0 $24K 0.03% NEW $77.11 -1.3%
129 UNH UNITEDHEALTH GROUP INC Healthcare 57.0 $24K 0.03% NEW $415.63 -4.6%
130 MS MORGAN STANLEY Financial Services 112.0 $23K 0.03% NEW $209.04 +3.7%
131 WBD WARNER BROS DISCOVERY INC Communication Services 874.0 $23K 0.03% NEW $26.66 +8.4%
132 SNDK SANDISK CORP Technology 10.0 $23K 0.03% NEW $2273.70 -34.9%
133 MRNA MODERNA INC Healthcare 320.0 $22K 0.03% NEW $70.03 +126.8%
134 NVO NOVO-NORDISK A S Healthcare 454.0 $22K 0.03% NEW $47.94 +1.5%
135 AIM ETF PRODUCTS TRUST 734.0 $21K 0.02% NEW $29.23
136 VCIT VANGUARD SCOTTSDALE FDS 242.0 $20K 0.02% NEW $82.61 -1.2%
137 ACYN FIRST TR EXCHANGE-TRADED FD 960.0 $20K 0.02% NEW $20.79 -0.1%
138 GOOGL ALPHABET INC Communication Services 55.0 $20K 0.02% NEW $357.49 -2.9%
139 SEPW AIM ETF PRODUCTS TRUST 572.0 $19K 0.02% NEW $33.39 +1.4%
140 AVGO BROADCOM INC Technology 48.0 $18K 0.02% NEW $378.29 -5.7%
Page 7 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%