POM Investment Strategies, LLC

Q2 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
350
Total value ($000)
$88,255
Net value change ($000)
+7,760 (9.6%)
New positions
49
Sold out positions
132
Turnover %
34.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MAYW 12,329 12206.9%
JUNW 8,005 NEW
FEBW 7,221 NEW
GMAY 7,208 NEW
ONEZ 4,769 405.2%
BILZ 2,784 154.0%
SIXD 1,961 NEW
VTI 1,750 NEW
NVDA 952 224.5%
FBCG 787 157.4%
Top Reduces (Value $000, Stocks/ETFs)
GSEP -8,868 -99.4%
OCTW -7,254 -99.3%
DECU -7,095 -99.7%
SEPW -6,575 -99.7%
JULU -2,954 -99.7%
SIXO -1,768 -99.7%
JPM -1,169 -97.2%
JANZ -1,167 -99.7%
OCTZ -1,164 -99.7%
AUGZ -582 -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