1y return+14.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $132 against $157 in the S&P 500.2
POM Investment Strategies, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MAYWAim Etf Products Trust | $12.4M | 14.1% | +11816.1% |
| JANWAim Etf Products Trust | $8.4M | 9.5% | +4.0% |
| JUNWAim Etf Products Trust | $8.0M | 9.1% | New |
| FEBWAim Etf Products Trust | $7.2M | 8.2% | New |
| GMAYFirst Tr Exchng Traded Fd Vi | $7.2M | 8.2% | New |
| DECWAim Etf Products Trust | $6.6M | 7.5% | +4.0% |
| ONEZElevation Series Trust | $5.9M | 6.7% | +358.6% |
| BILZPimco Etf Tr | $4.6M | 5.2% | +154.1% |
| SIXDAim Etf Products Trust | $2.0M | 2.2% | New |
| QBERElevation Series Trust | $1.9M | 2.2% | +11.4% |
| VTIVanguard Index Fds | $1.8M | 2.0% | New |
| NVDANvidia Corporation | $1.4M | 1.6% | +182.5% |
| FBCGFidelity Covington Trust | $1.3M | 1.5% | +107.6% |
| AAPLApple Inc | $1.3M | 1.4% | −32.5% |
| SPYMSpdr Series Trust | $1.0M | 1.1% | +1.8% |
| IHAKIshares Tr | $910K | 1.0% | +102.8% |
| IBMInternational Business Machs | $863K | 1.0% | +59.1% |
| PAYMElevation Series Trust | $842K | 1.0% | +32.6% |
| FDCFFidelity Covington Trust | $765K | 0.9% | +113.0% |
| FBOTFidelity Covington Trust | $676K | 0.8% | +112.0% |
| TSLATesla Inc | $641K | 0.7% | −16.9% |
| FDFFFidelity Covington Trust | $637K | 0.7% | +119.6% |
| SPYGSpdr Series Trust | $464K | 0.5% | −1.1% |
| CATCaterpillar Inc | $429K | 0.5% | |
| SPYVSpdr Series Trust | $409K | 0.5% | −1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $1.4M |
| AHRAmerican Healthcare Reit Inc | September 30, 2024 | +99.8% | $161K |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $429K |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $270K |
| IBMInternational Business Machs | December 31, 2023 | +71.9% | $863K |
| TSLATesla Inc | December 31, 2023 | +69.3% | $641K |
| XLGInvesco Exchange Traded Fd T | December 31, 2023 | +62.3% | $228K |
| AVEMAmerican Centy Etf Tr | March 31, 2025 | +60.4% | $337K |
| AMZNAmazon Com Inc | December 31, 2023 | +56.9% | $291K |
| AAPLApple Inc | December 31, 2023 | +50.3% | $1.3M |
Sold off last quarter
- AUGZElevation Series Trust was $582K
- FLJJAim Etf Products Trust was $579K
- BIVVanguard Bd Index Fds was $157K
- GSKGsk PLC was $138K
- VGSHVanguard Scottsdale Fds was $115K
- IVVIshares Tr was $109K
- VOEVanguard Index Fds was $102K
- VGKVanguard Intl Equity Index F was $95K
- IJRIshares Tr was $95K
- IXUSIshares Tr was $83K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | +1.5% | +2.1% |
| September 30, 2024 | +3.8% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: POM Investment Strategies, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1906322&type=13F-HR&dateb=&owner=include&count=40CIK 1906322
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1906322/000190632226000003/Filed July 31, 2026 · accession 0001906322-26-000003