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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 12 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JANZ ELEVATION SERIES TRUST 87.0 $4K 0.00% NEW $40.95 +1.7%
222 HEI HEICO CORP NEW Industrials 10.0 $4K 0.00% NEW $356.20 -1.4%
223 FIDELITY COVINGTON TRUST 46.0 $4K 0.00% NEW $77.26
224 ANGL VANECK ETF TRUST 121.0 $4K 0.00% NEW $29.26 -0.5%
225 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 57.0 $4K 0.00% NEW $61.82 -4.7%
226 TROW PRICE T ROWE GROUP INC Financial Services 31.0 $4K 0.00% NEW $113.68 -0.7%
227 FUTY FIDELITY COVINGTON TRUST 60.0 $4K 0.00% NEW $58.42 -4.3%
228 EXR EXTRA SPACE STORAGE INC Real Estate 24.0 $3K 0.00% NEW $145.29 -0.3%
229 FIDU FIDELITY COVINGTON TRUST 35.0 $3K 0.00% NEW $99.60 -5.1%
230 LITE LUMENTUM HLDGS INC Technology 4.0 $3K 0.00% NEW $858.00 +3.2%
231 OCTZ ELEVATION SERIES TRUST 75.0 $3K 0.00% NEW $45.69 +1.7%
232 NFLX NETFLIX INC. Communication Services 48.0 $3K 0.00% NEW $71.40 +15.2%
233 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K 0.00% NEW $1697.50 +17.6%
234 WFC WELLS FARGO & CO Financial Services 41.0 $3K 0.00% NEW $82.63 +2.6%
235 SPXE PROSHARES TR 41.0 $3K 0.00% NEW $79.76 +3.3%
236 EQR EQUITY RESIDENTIAL Real Estate 48.0 $3K 0.00% NEW $67.94 +0.3%
237 COHR COHERENT CORP Technology 8.0 $3K 0.00% NEW $394.50 -27.0%
238 IVZ INVESCO LTD Financial Services 118.0 $3K 0.00% NEW $26.39 +24.0%
239 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 33.0 $3K 0.00% NEW $92.09 -1.9%
240 UBER UBER TECHNOLOGIES INC Technology 42.0 $3K 0.00% NEW $72.17 +11.3%
Page 12 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%