POM Investment Strategies, LLC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 194,498
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 149.5 K | 76.9% | 9.813 K | 0 | 9.813 K |
| ETFs | 39.93 K | 20.5% | 0 | 645 | -645 |
| Debt | 5.022 K | 2.6% | 1.385 K | 0 | 1.385 K |
| Other | 10 | 0.0% | 0 | 44 | -44 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
194,498
Holdings
349
QoQ value change ($000)
10,506
(5.7%)
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.