POM Investment Strategies, LLC
Long book
$80.5M
Q1 2026
Positions
433
Top-10 weight
64%
concentration
Last quarter
+8.6%
SPY +14.8%
Turnover
53%
of book per quarter
Strategy in plain words
auto-generated from filingsPOM Investment Strategies, LLC is a wealth-management firm allocating client money, running a $80.5M US long book across 433 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: FT VEST US EQUITY MODERATE B, ALIANZIM US EQ BFR20 JAN-USD, ALIANZIM US EQ BFR20 OCT-USD, ALLIANZIM US BF15 UNCAP DEC, ALIANZIM US EQ BFR20 SEP-USD.
Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.1%
Q2 2024
+4.1%
Q3 2024
+1.9%
Q4 2024
-5.0%
Q1 2025
+6.5%
Q2 2025
+7.0%
Q3 2025
+2.3%
Q4 2025
-1.9%
Q1 2026
+8.6%
Sector allocation
Technology 29%
Financials 19%
Industrials 16%
Utilities 8%
Healthcare 6%
Energy 6%
Communications 5%
Consumer discretionary 5%
Long book by quarter
What does POM Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 6.5K | $1.7M | 2.1% | -2.6% |
| JPM JPMORGAN CHASE & CO | Financials | 4.1K | $1.2M | 1.5% | +4158.3% |
| TSLA TESLA INC | Industrials | 1.8K | $683K | 0.8% | +26.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.9K | $468K | 0.6% | +18.9% |
| NVDA NVIDIA CORP | Technology | 2.4K | $424K | 0.5% | -7.4% |
| CVX CHEVRON CORP | Energy | 1.7K | $357K | 0.4% | New |
| VZ VERIZON COMMUNICATIONS INC | Communications | 7.0K | $352K | 0.4% | +744.0% |
| BAC BANK OF AMERICA CORP | Financials | 6.8K | $333K | 0.4% | +504.7% |
| DUK DUKE ENERGY CORP | Utilities | 2.5K | $330K | 0.4% | +1582.0% |
| CAT CATERPILLAR INC | Industrials | 403 | $286K | 0.4% | New |
| GE GENERAL ELECTRIC | Industrials | 974 | $276K | 0.3% | +1181.6% |
| GEV GE VERNOVA INC | Industrials | 254 | $222K | 0.3% | New |
| T AT&T INC | Communications | 7.6K | $219K | 0.3% | +217.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 215 | $214K | 0.3% | +1.9% |
| LLY ELI LILLY & CO | Healthcare | 225 | $207K | 0.3% | +324.5% |
| COP CONOCOPHILLIPS | Energy | 1.3K | $172K | 0.2% | +129900.0% |
| PFE PFIZER INC | Healthcare | 5.8K | $162K | 0.2% | +1350.8% |
| MSFT MICROSOFT CORP | Technology | 420 | $155K | 0.2% | +4.2% |
| MTB M & T BANK CORP | Financials | 673 | $139K | 0.2% | Held |
| C CITIGROUP INC | Financials | 1.2K | $139K | 0.2% | New |
| MRK MERCK & CO. INC. | Healthcare | 1.1K | $131K | 0.2% | +203.1% |
| CNP CENTERPOINT ENERGY INC | Utilities | 2.8K | $123K | 0.2% | +1874.3% |
| LOW LOWE'S COS INC | Consumer discretionary | 435 | $103K | 0.1% | Held |
| SO SOUTHERN CO/THE | Utilities | 1.1K | $102K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 811 | $101K | 0.1% | +183.6% |
| ED CONSOLIDATED EDISON INC | Utilities | 845 | $96K | 0.1% | -17.5% |
| F FORD MOTOR CO | Industrials | 8.2K | $95K | 0.1% | +155.2% |
| UNH UNITEDHEALTH GROUP INC | Financials | 342 | $93K | 0.1% | +2.1% |
| CSCO CISCO SYSTEMS INC | Technology | 1.2K | $91K | 0.1% | +193.8% |
| PG PROCTER & GAMBLE CO/THE | Other | 552 | $80K | 0.1% | +72.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 377 | $79K | 0.1% | -18.6% |
| IONQ IONQ INC | Technology | 2.5K | $72K | 0.1% | Held |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 1.0K | $63K | 0.1% | +13.1% |
| PSX PHILLIPS 66 | Energy | 335 | $61K | 0.1% | +544.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 433 | $80.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 349 | $194.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 203 | $184.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 141 | $139.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 213 | $85.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 342 | $132.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 313 | $128.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 324 | $125.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 251 | $122.1M | canonical | SEC ↗ |