POM Investment Strategies, LLC
SEC Form 13F institutional filer · CIK 0001906322
13F-HR · 213 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
50.4%
POM Investment Strategies, LLC — $13.9M AUM allocation strategy
POM Investment Strategies, LLC files SEC Form 13F and reports $13.9M of long US equity value across 213 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.3%, followed by Financials 16.4% and Industrials 5.7%.
The top 10 holdings account for 50% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
POM Investment Strategies, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$13.9M
total across 213 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VZ +6.18K sh · +$318K+$BAC +5.69K sh · +$270K+$PFE +5.38K sh · +$152K
Biggest trims (shares)
−$SPYM −322K sh · −$25.9M−$IVZ −254K sh · −$15.1M−$BLK −217K sh · −$14.9M
Exited to nil (held last quarter, gone now)
$DAL ($137K last qtr)$IWM ($114K last qtr)$VTI ($47.3K last qtr)$ADBE ($28.3K last qtr)$DASH ($22.6K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals11.9%—
- Diversified Banks11.0%—
- Automobile Manufacturers4.9%—
- Integrated Telecommunication Services4.1%—
- Asset Management & Custody Banks3.7%—
- IT Consulting & Other Services3.4%—
- Semiconductors3.0%—
- Integrated Oil & Gas2.6%—
- Other holdings55.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 6.52K | $1.66M | -172 | 11.9% |
| $JPM | JP Morgan Chase & Co | 4.09K | $1.2M | +3.99K | 8.6% |
| $TSLA | Tesla Inc | 1.84K | $683K | +383 | 4.9% |
| $IBM | International Business Machines Corporation | 1.93K | $468K | +307 | 3.4% |
| $NVDA | NVIDIA Corporation | 2.43K | $424K | -194 | 3.0% |
| $CVX | Chevron Corporation | 1.72K | $357K | — | 2.6% |
| $VZ | Verizon Communications Inc | 7.01K | $352K | +6.18K | 2.5% |
| $BAC | Bank of America Corporation | 6.82K | $333K | +5.69K | 2.4% |
…and 205 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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