POM Investment Strategies, LLC

Q4 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
349
Total value ($000)
$194,498
Net value change ($000)
+10,506 (5.7%)
New positions
171
Sold out positions
23
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FOXY 3,270 NEW
SPYM 1,785 7.2%
IEV 1,462 10.7%
XLG 1,105 7.8%
QQQ 1,020 7.3%
IVV 1,017 NEW
EEM 1,012 7.1%
IEFA 927 12.5%
SPYG 926 6.8%
SPYV 872 8.0%
Top Reduces (Value $000, Stocks/ETFs)
HIGH -3,819 -52.9%
SVOL -2,065 -36.4%
CTA -587 -8.3%
BUCK -464 -6.3%
MSFT -406 -67.6%
AGG -321 -99.1%
VOO -218 -71.5%
XMAG -133 -84.7%
SBAR -133 -3.7%
VO -108 -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