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POM Investment Strategies 13F Portfolio

Portfolio Manager
POM Investment Strategies, LLC
Performance
+7.60% (2026 Q2)
AUM (13F)
$88.26M
# of Holdings
350
Performance Rank
Allocation (Top 20)
85.05%
Latest filing
Q2 2026

POM Investment Strategies, LLC Holdings Map

Top 50 POM Investment Strategies, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MAYW
AIM ETF PRODUCTS TRUST
14.08%357.5K$12.4M
+11816.13%(+354.48K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.0K shares2026-Q2: 357.5K shares
$34.13(+3.61%)
2026-06-30
JANW
AIM ETF PRODUCTS TRUST
9.52%217.2K$8.4M
+4.01%(+8.38K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 208.8K shares2026-Q2: 217.2K shares
$36.77(+6.82%)
2026-06-30
JUNW
AIM ETF PRODUCTS TRUST
9.07%232.8K$8.0Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 232.8K shares
$33.67(+3.81%)
2026-06-30
FEBW
AIM ETF PRODUCTS TRUST
8.18%203.2K$7.2Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 203.2K shares
$34.28(+5.37%)
2026-06-30
GMAY
FIRST TR EXCHNG TRADED FD VI
8.17%167.5K$7.2Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 167.5K shares
$32.07(+37.09%)
2026-06-30
DECW
AIM ETF PRODUCTS TRUST
7.49%185.4K$6.6M
+3.96%(+7.06K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 178.4K shares2026-Q2: 185.4K shares
$33.36(+8.57%)
2026-06-30
ONEZ
ELEVATION SERIES TRUST
6.74%215.5K$5.9M
+358.60%(+168.53K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 47.0K shares2026-Q2: 215.5K shares
$25.96(+9.06%)
2026-06-30
BILZ
PIMCO ETF TR
5.2%45.5K$4.6M
+154.10%(+27.59K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 17.9K shares2026-Q2: 45.5K shares
$100.92(-0.16%)
2026-06-30
SIXD
AIM ETF PRODUCTS TRUST
2.22%63.6K$2.0Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 63.6K shares
$29.37(+7.35%)
2026-06-30
QBER
ELEVATION SERIES TRUST
2.2%81.7K$1.9M
+11.36%(+8.34K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 73.4K shares2026-Q2: 81.7K shares
$24.12(-1.14%)
2026-06-30

About POM Investment Strategies, LLCโ€™s portfolio

POM Investment Strategies, LLC reports $88.26M in US-listed equity holdings across 350 positions in its most recent 13F filing. Its largest disclosed positions are MAYW (14.1%), JANW (9.5%) and JUNW (9.1%). The top 20 holdings account for 85.05% of reported assets. Its disclosed equity book has returned +31.50% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
MAYW โ€” 15.0% ($12.43M)JANW โ€” 10.2% ($8.40M)JUNW โ€” 9.7% ($8.00M)FEBW โ€” 8.7% ($7.22M)GMAY โ€” 8.7% ($7.21M)DECW โ€” 8.0% ($6.61M)ONEZ โ€” 7.2% ($5.95M)BILZ โ€” 5.5% ($4.59M)SIXD โ€” 2.4% ($1.96M)QBER โ€” 2.4% ($1.95M)Other โ€” 22.3% ($18.43M)
78%in top 10
  • MAYW15.0%
  • JANW10.2%
  • JUNW9.7%
  • FEBW8.7%
  • GMAY8.7%
  • DECW8.0%
  • ONEZ7.2%
  • BILZ5.5%
  • SIXD2.4%
  • QBER2.4%
  • Other22.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
5
JUNWAIM ETF PRODUCTS TRUST9.1%
FEBWAIM ETF PRODUCTS TRUST8.2%
GMAYFIRST TR EXCHNG TRADED FD VI8.2%
SIXDAIM ETF PRODUCTS TRUST2.2%
+1 opened
Added to
28
MAYWAIM ETF PRODUCTS TRUST+11816.1%
ONEZELEVATION SERIES TRUST+358.6%
BILZPIMCO ETF TR+154.1%
NVDANVIDIA CORPORATION+182.5%
+24 more
Trimmed
14
AAPLAPPLE INC-32.5%
BACBANK OF AMER CORP-72.2%
GEGE AEROSPACE-68.8%
TSLATESLA INC-16.9%
+10 more

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Source filings

Holdings on this page are parsed from POM Investment Strategies, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906322). View POM Investment Strategies, LLCโ€™s 13F filings on SEC

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