MondegarAI
POM Investment Strategies, LLC

Q3 2025 · 13F-HR

POM Investment Strategies, LLCholdings as filed

Filed 2025-11-12 · accession 0001906322-25-000004

$184.0M
Reported value
201
Positions
2025-09-30
Period end
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The Brief · POM Investment Strategies, LLC · Q3 2025

AI · grounded in 13F

POM Investment Strategies, LLC established a new position in SPYM valued at $24.95M. The fund also initiated new stakes in EEM for $14.26M and XLG for $14.20M. Additional new positions include MTUM at $13.97M, QQQ at $13.95M, and IEV at $13.68M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$25.0M13.6%318,495CommonNONE
464287234EEMISHARES TR$14.3M7.75%266,992CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$14.2M7.72%246,792CommonNONE
46432F396MTUMISHARES TR$14.0M7.59%54,469CommonNONE
46090E103QQQINVESCO QQQ TR$14.0M7.58%23,244CommonNONE
464287861IEVISHARES TR$13.7M7.44%208,992CommonNONE
78464A409SPYGSPDR SERIES TRUST$13.6M7.37%129,813CommonNONE
78464A508SPYVSPDR SERIES TRUST$11.0M5.96%198,117CommonNONE
46432F842IEFAISHARES TR$7.4M4.04%85,097CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$7.4M4.02%310,080CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$7.2M3.92%312,417CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$7.1M3.85%253,556CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$5.7M3.08%314,966CommonNONE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$3.6M1.98%175,630CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$3.6M1.94%136,145CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$3.5M1.93%47,217CommonNONE
78464A847SPMDSPDR SERIES TRUST$2.4M1.33%42,653CommonNONE
464287705IJJISHARES TR$2.1M1.12%15,942CommonNONE
464287606IJKISHARES TR$2.1M1.12%21,511CommonNONE
82889N459GAEMSIMPLIFY EXCHANGE TRADED FUN$1.8M0.97%67,908CommonNONE
037833100AAPLAPPLE INC$1.6M0.88%6,387CommonNONE
88160R101TSLATESLA INC$729,1600.40%3,402CommonNONE
78468R853SPSMSPDR SERIES TRUST$706,2880.38%15,248CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$697,4660.38%7,008CommonNONE
594918104MSFTMICROSOFT CORP$601,3400.33%1,161CommonNONE
478160104JNJJOHNSON & JOHNSON$479,3110.26%2,585CommonNONE
464287226AGGISHARES TR$323,9080.18%3,231CommonNONE
67066G104NVDANVIDIA CORPORATION$308,2310.17%1,652CommonNONE
922908363VOOVANGUARD INDEX FDS$304,9820.17%498CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$266,6410.14%945CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$208,6370.11%415CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$186,9770.10%202CommonNONE
88636R743XMAGTIDAL TRUST II$157,1790.09%7,096CommonNONE
922908736VUGVANGUARD INDEX FDS$139,0870.08%290CommonNONE
437076102HDHOME DEPOT INC$132,0920.07%326CommonNONE
46222L108IONQIONQ INC$131,6720.07%2,141CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$121,8910.07%353CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$113,3090.06%1,891CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$111,2250.06%1,239CommonNONE
548661107LOWLOWES COS INC$109,3200.06%435CommonNONE
922908744VTVVANGUARD INDEX FDS$109,2830.06%586CommonNONE
922908629VOVANGUARD INDEX FDS$108,3900.06%369CommonNONE
247361702DALDELTA AIR LINES INC DEL$103,9090.06%1,831CommonNONE
464287465EFAISHARES TR$99,9060.05%1,070CommonNONE
46429B697USMVISHARES TR$95,1400.05%1,000CommonNONE
46429B663HDVISHARES TR$91,8380.05%750CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$86,8770.05%2,068CommonNONE
922908637VVVANGUARD INDEX FDS$82,8140.05%269CommonNONE
922908769VTIVANGUARD INDEX FDS$82,0430.04%250CommonNONE
929328102WSFSWSFS FINL CORP$81,2190.04%1,506CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$77,2020.04%1,187CommonNONE
46641Q324JIGJ P MORGAN EXCHANGE TRADED F$75,3420.04%1,000CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$74,6120.04%112CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$71,2750.04%500CommonNONE
26922A420QTUMETF SER SOLUTIONS$67,4570.04%643CommonNONE
37960A529SHLDGLOBAL X FDS$65,5340.04%933CommonNONE
464287804IJRISHARES TR$59,4150.03%500CommonNONE
46435U853USHYISHARES TR$53,8370.03%1,425CommonNONE
464287614IWFISHARES TR$53,3990.03%114CommonNONE
02079K107GOOGALPHABET INC$53,1070.03%218CommonNONE
060505104BACBANK AMERICA CORP$51,9000.03%1,006CommonNONE
02079K305GOOGLALPHABET INC$51,0510.03%210CommonNONE
023135106AMZNAMAZON COM INC$44,1770.02%1,147CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$41,1410.02%734CommonNONE
97717W406AIVLWISDOMTREE TR$38,8540.02%340CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$38,1260.02%1,100CommonNONE
G8726T105TKTEEKAY CORPORATION LTD$37,8000.02%4,621CommonNONE
56585A102MPCMARATHON PETE CORP$37,7770.02%196CommonNONE
98980G102ZSZSCALER INC$33,8620.02%113CommonNONE
00206R102TAT&T INC$33,4640.02%1,185CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$32,3580.02%100CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$28,9320.02%59CommonNONE
37940X102GPNGLOBAL PMTS INC$27,9150.02%336CommonNONE
670100205NVONOVO-NORDISK A S$27,4120.01%494CommonNONE
17275R102CSCOCISCO SYS INC$27,3680.01%400CommonNONE
931142103WMTWALMART INC$26,3910.01%256CommonNONE
30303M102METAMETA PLATFORMS INC$25,7030.01%35CommonNONE
369550108GDGENERAL DYNAMICS CORP$24,2110.01%71CommonNONE
46625H100JPMJPMORGAN CHASE & CO$23,9730.01%76CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$22,3760.01%417CommonNONE
11135F101AVGOBROADCOM INC$22,1420.01%67CommonNONE
464287598IWDISHARES TR$21,5810.01%106CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$21,3350.01%810CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$21,2460.01%112CommonNONE
146280508SILASILA REALTY TRUST INC$20,9840.01%836CommonNONE
464287507IJHISHARES TR$20,1650.01%309CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$20,1320.01%350CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$19,9850.01%350CommonNONE
48716P108KRNYKEARNY FINL CORP MD$19,7100.01%3,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$19,5580.01%445CommonNONE
742718109PGPROCTER AND GAMBLE CO$19,5140.01%127CommonNONE
11271J107BNBROOKFIELD CORP$19,4770.01%284CommonNONE
219350105GLWCORNING INC$19,1130.01%233CommonNONE
311900104FASTFASTENAL CO$16,4770.01%336CommonNONE
053774105CARAVIS BUDGET GROUP$16,0580.01%100CommonNONE
458140100INTCINTEL CORP$15,7690.01%470CommonNONE
92204A876VPUVANGUARD WORLD FD$15,3420.01%81CommonNONE
701094104PHPARKER-HANNIFIN CORP$15,1630.01%20CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$14,1070.01%180CommonNONE
00724F101ADBEADOBE INC$13,7570.01%39CommonNONE
316092162FDCFFIDELITY COVINGTON TRUST$13,7250.01%277CommonNONE
464288687PFFISHARES TR$13,6600.01%432CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$13,4890.01%109CommonNONE
74348A467NOBLPROSHARES TR$12,4710.01%121CommonNONE
30052C107EOLSEVOLUS INC$12,2800.01%2,000CommonNONE
713448108PEPPEPSICO INC$11,9370.01%85CommonNONE
09290D101BLKBLACKROCK INC$11,6590.01%10CommonNONE
46435U135IHAKISHARES TR$11,5650.01%221CommonNONE
G54950103LINLINDE PLC$11,4000.01%24CommonNONE
316092170FBOTFIDELITY COVINGTON TRUST$11,2350.01%343CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$11,1150.01%375CommonNONE
92826C839VVISA INC$10,5830.01%31CommonNONE
57636Q104MAMASTERCARD INCORPORATED$10,2390.01%18CommonNONE
427866108HSYHERSHEY CO$10,1010.01%54CommonNONE
316092154FDFFFIDELITY COVINGTON TRUST$9,6950.01%268CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$9,4540.01%15CommonNONE
780259305SHELSHELL PLC$9,0840.00%127CommonNONE
235851102DHRDANAHER CORPORATION$8,9220.00%45CommonNONE
032797300AVXLANAVEX LIFE SCIENCES CORP$8,9000.00%1,000CommonNONE
92276F100VTRVENTAS INC$8,6090.00%123CommonNONE
81762P102NOWSERVICENOW INC$8,2830.00%9CommonNONE
50015M109KODKODIAK SCIENCES INC$8,1850.00%500CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$8,1590.00%97CommonNONE
50050N103KTBKONTOOR BRANDS INC$8,0570.00%101CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$7,8930.00%56CommonNONE
872540109TJXTJX COS INC NEW$7,8050.00%54CommonNONE
55977T208MGYRMAGYAR BANCORP INC$7,3920.00%428CommonNONE
824348106SHWSHERWIN WILLIAMS CO$7,2710.00%21CommonNONE
717081103PFEPFIZER INC$7,0070.00%275CommonNONE
58933Y105MRKMERCK & CO INC$6,1270.00%73CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5,6720.00%23CommonNONE
30231G102XOMEXXON MOBIL CORP$5,2990.00%47CommonNONE
50155Q100KDKYNDRYL HLDGS INC$5,1350.00%171CommonNONE
369604301GEGE AEROSPACE$4,8260.00%16CommonNONE
907818108UNPUNION PAC CORP$4,7270.00%20CommonNONE
882508104TXNTEXAS INSTRS INC$4,5930.00%25CommonNONE
191216100KOCOCA COLA CO$4,0460.00%61CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3,8800.00%8CommonNONE
63010H108NNENANO NUCLEAR ENERGY INC$3,8560.00%100CommonNONE
922908553VNQVANGUARD INDEX FDS$3,8400.00%42CommonNONE
464288885EFGISHARES TR$3,6440.00%32CommonNONE
636274409NGGNATIONAL GRID PLC$3,6340.00%50CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$3,5570.00%42CommonNONE
92189F437ANGLVANECK ETF TRUST$3,4490.00%116CommonNONE
78464A664SPTLSPDR SERIES TRUST$3,2610.00%121CommonNONE
09260D107BXBLACKSTONE INC$3,2460.00%19CommonNONE
78464A672SPTISPDR SERIES TRUST$3,1500.00%109CommonNONE
143658300CCL1EURCARNIVAL CORP$2,8910.00%100CommonNONE
30151E558BCUSEXCHANGE LISTED FDS TR$2,6900.00%82CommonNONE
443510607HUBBHUBBELL INC$2,5820.00%6CommonNONE
00287Y109ABBVABBVIE INC$2,5470.00%11CommonNONE
78463V107GLDSPDR GOLD TR$2,4880.00%7CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2,4630.00%100CommonNONE
30151E541BCILEXCHANGE LISTED FDS TR$2,4590.00%85CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2,3890.00%3CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2,2530.00%23CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$2,1960.00%22CommonNONE
74347B581SPXEPROSHARES TR$2,1820.00%30CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2,1770.00%40CommonNONE
79466L302CRMSALESFORCE INC$2,1330.00%9CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$2,0150.00%10CommonNONE
025816109AXPAMERICAN EXPRESS CO$1,9930.00%6CommonNONE
003264108SIVRABRDN SILVER ETF TRUST$1,9130.00%43CommonNONE
918204108VFCV F CORP$1,8330.00%127CommonNONE
94106L109WMWASTE MGMT INC DEL$1,7670.00%8CommonNONE
097023105BABOEING CO$1,7270.00%8CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,7250.00%16CommonNONE
68389X105ORCLORACLE CORP$1,6960.00%6CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$1,6070.00%7CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1,5620.00%16CommonNONE
532457108LLYELI LILLY & CO$1,5260.00%2CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$1,5120.00%9CommonNONE
15117K103CLLSCELLECTIS S A$1,4110.00%495CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,3760.00%5CommonNONE
345370860FFORD MTR CO$1,2300.00%103CommonNONE
464287341IXCISHARES TR$1,2110.00%29CommonNONE
64110L106NFLXNETFLIX INC$1,1990.00%1CommonNONE
00768Y453MSOSADVISORSHARES TR$1,1980.00%250CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$1,1600.00%17CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1,1190.00%4CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1,1140.00%43CommonNONE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$1,0880.00%11CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1,0060.00%15CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$9290.00%15CommonNONE
244199105DEDEERE & CO$9150.00%2CommonNONE
37954Y293MLPXGLOBAL X FDS$6270.00%10CommonNONE
125523100CITHE CIGNA GROUP$5770.00%2CommonNONE
163072101CAKECHEESECAKE FACTORY INC$5460.00%10CommonNONE
37733W204GSKGSK PLC$5180.00%12CommonNONE
674599105OXYOCCIDENTAL PETE CORP$4750.00%10CommonNONE
921910816MGKVANGUARD WORLD FD$3970.00%1CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3650.00%2CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$2930.00%15CommonNONE
654902204NOKNOKIA CORP$2890.00%60CommonNONE
78468R663BILSPDR SERIES TRUST$1840.00%2CommonNONE
405552100HLNHALEON PLC$1350.00%15CommonNONE
739650109PROPPRAIRIE OPER CO$1210.00%61CommonNONE
92556V106VTRSVIATRIS INC$890.00%9CommonNONE
68622V106OGNORGANON & CO$750.00%7CommonNONE
47103U100JSMLJANUS DETROIT STR TR$490.00%1CommonNONE
76135L119REVBWREVELATION BIOSCIENCES INC$110.00%1,005CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.