POM Investment Strategies, LLC

Q1 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
433
Total value ($000)
$80,495
Net value change ($000)
-114,003 (-58.6%)
New positions
183
Sold out positions
98
Turnover %
83.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GSEP 8,922 NEW
JANW 7,618 NEW
OCTW 7,303 NEW
DECU 7,116 NEW
SEPW 6,594 NEW
DECW 5,959 NEW
JULU 2,963 NEW
BILZ 1,808 NEW
SIXO 1,773 NEW
QBER 1,771 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYM -25,877 -96.8%
XLG -15,076 -98.5%
EEM -15,024 -98.4%
IEV -14,911 -98.4%
QQQ -14,723 -98.3%
MTUM -14,322 -98.5%
SPYG -14,107 -97.3%
SPYV -11,446 -96.7%
IEFA -8,096 -96.9%
BUCK -6,687 -96.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type