POM Investment Strategies, LLC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 123,894
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 402 | 123,894 | 13F-HR | POM Investment Strategies, LLC |
| 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 | 23.63 K | 19.1% | 4.135 K | 0 | 4.135 K |
| ETFs | 99.62 K | 80.4% | 30.86 K | 0 | 30.86 K |
| Debt | 639 | 0.5% | 629 | 0 | 629 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
123,894
Holdings
402
QoQ value change ($000)
35,639
(40.4%)
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.