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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 16 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CHH CHOICE HOTELS INTL INC Consumer Cyclical 16.0 $2K 0.00% NEW $110.25 -0.0%
302 JCI JOHNSON CONTROLS INTERNATION Industrials 12.0 $2K 0.00% NEW $146.08 -2.9%
303 AIM ETF PRODUCTS TRUST 56.0 $2K 0.00% NEW $31.07
304 EXC EXELON CORP Utilities 37.0 $2K 0.00% NEW $46.62 -5.0%
305 CRH PLC 16.0 $2K 0.00% NEW $107.00
306 TTD THE TRADE DESK INC Technology 94.0 $2K 0.00% NEW $18.09 -26.7%
307 DECZ ELEVATION SERIES TRUST 39.0 $2K 0.00% NEW $43.23 +1.7%
308 SEPZ ELEVATION SERIES TRUST 37.0 $2K 0.00% NEW $45.43 +1.8%
309 TRV TRAVELERS COMPANIES INC Financial Services 5.0 $2K 0.00% NEW $330.20 +12.0%
310 SPGI S&P GLOBAL INC Financial Services 4.0 $2K 0.00% NEW $407.25 +6.3%
311 COF CAPITAL ONE FINL CORP Financial Services 8.0 $2K 0.00% NEW $200.62 +7.8%
312 NOW SERVICENOW INC Technology 16.0 $2K 0.00% NEW $99.25 +28.0%
313 WTS WATTS WATER TECHNOLOGIES INC Industrials 4.0 $2K 0.00% NEW $391.50 -5.2%
314 CRI CARTERS INC Consumer Cyclical 38.0 $2K 0.00% NEW $41.16 -17.6%
315 RKLB ROCKET LAB CORP Industrials 15.0 $2K 0.00% NEW $101.67 -34.2%
316 TJX TJX COS INC NEW Consumer Cyclical 10.0 $2K 0.00% NEW $151.50 -7.9%
317 GLPI GAMING & LEISURE P Real Estate 34.0 $2K 0.00% NEW $44.53 -3.4%
318 CLLS CELLECTIS S A Healthcare 495.0 $1K 0.00% NEW $3.00 +14.0%
319 CBOE CBOE GLOBAL MKTS INC Financial Services 6.0 $1K 0.00% NEW $242.67 +27.3%
320 SCHD SCHWAB STRATEGIC TR 45.0 $1K 0.00% NEW $31.71 +10.7%
Page 16 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%