POM Investment Strategies, LLC

All 13F Filings

Location
Raleigh, NC
Most recent 13F
Q2 2026
Holdings value ($000)
88,255
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/30/2026 350 88,255 13F-HR POM Investment Strategies, LLC
Q1 2026 5/11/2026 433 80,495 13F-HR POM Investment Strategies, LLC
Q4 2025 2/17/2026 349 194,498 13F-HR POM Investment Strategies, LLC
Q3 2025 11/12/2025 201 183,992 13F-HR POM Investment Strategies, LLC
Q2 2025 8/8/2025 141 139,883 13F-HR POM Investment Strategies, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 19.49 K 22.1% 0 10.41 K -10.41 K
ETFs 68.76 K 77.9% 18.36 K 0 18.36 K
Debt 10 0.0% 0 177 -177
Other 0 0.0% 0 5 -5
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Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
88,255
Holdings
350
QoQ value change ($000)
7,760 (9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.