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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 15 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FLEX FLEX LTD Technology 13.0 $2K 0.00% NEW $162.08 -32.6%
282 MRVL MARVELL TECHNOLOGY INC Technology 7.0 $2K 0.00% NEW $297.86 -19.3%
283 AVB AVALONBAY CMNTYS INC Real Estate 11.0 $2K 0.00% NEW $188.73 -63.9%
284 HPQ HP INC Technology 94.0 $2K 0.00% NEW $21.94 +34.6%
285 TRIP TRIPADVISOR INC Consumer Cyclical 150.0 $2K 0.00% NEW $13.71 -26.3%
286 EPI WISDOMTREE TR 48.0 $2K 0.00% NEW $42.77 +1.7%
287 DOV DOVER CORP Industrials 9.0 $2K 0.00% NEW $224.33 -9.9%
288 PLTR PALANTIR TECHNOLOGIES INC Technology 17.0 $2K 0.00% NEW $116.65 +48.1%
289 SMH VANECK ETF TRUST 3.0 $2K 0.00% NEW $656.00 -15.3%
290 MRTN MARTEN TRANS LTD Industrials 113.0 $2K 0.00% NEW $17.35 -16.5%
291 PH PARKER-HANNIFIN CORP Industrials 2.0 $2K 0.00% NEW $978.00 +3.9%
292 FXL FIRST TR EXCHANGE-TRADED FD 9.0 $2K 0.00% NEW $217.22 -2.2%
293 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 23.0 $2K 0.00% NEW $84.22 -9.9%
294 PFF ISHARES TR 62.0 $2K 0.00% NEW $30.52 +0.5%
295 AJG GALLAGHER ARTHUR J & CO Financial Services 8.0 $2K 0.00% NEW $229.62 +16.9%
296 TEL TE CONNECTIVITY PLC Technology 9.0 $2K 0.00% NEW $201.56 -0.1%
297 MCO MOODYS CORP Financial Services 4.0 $2K 0.00% NEW $453.00 +13.3%
298 WM WASTE MGMT INC DEL Industrials 8.0 $2K 0.00% NEW $225.62 -1.5%
299 SOFI SOFI TECHNOLOGIES INC Financial Services 100.0 $2K 0.00% NEW $17.93 +6.0%
300 GD GENERAL DYNAMICS CORP Industrials 5.0 $2K 0.00% NEW $354.20 +6.3%
Page 15 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%