POM Investment Strategies, LLC

All 13F Filings

Location
Raleigh, NC
Most recent 13F
Q2 2026
Holdings value ($000)
88,255
Description
Website
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
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.