POM Investment Strategies, LLC

Q3 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
201
Total value ($000)
$183,992
Net value change ($000)
+44,109 (31.5%)
New positions
79
Sold out positions
20
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 6,902 38.2%
SPYG 5,617 70.7%
EEM 4,069 39.9%
MTUM 3,808 37.5%
IEV 3,764 37.9%
XLG 3,712 35.4%
QQQ 3,659 35.5%
SBAR 3,575 NEW
SPYV 2,344 27.2%
IEFA 2,231 42.9%
Top Reduces (Value $000, Stocks/ETFs)
SVOL -3,052 -35.0%
SPMD -1,578 -39.3%
AVGO -1,451 -98.5%
CTA -937 -11.7%
IJJ -685 -24.9%
SPSM -367 -34.2%
AVUV -350 -33.4%
IJK -190 -8.4%
DELL -119 -100.0%
MGK -116 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type