Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | 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% |
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%