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POM Investment Strategies, LLC

Q2 2025 · 13F-HR

POM Investment Strategies, LLCholdings as filed

Filed 2025-08-08 · accession 0002050308-25-000004

$139.9M
Reported value
141
Positions
2025-06-30
Period end
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The Brief · POM Investment Strategies, LLC · Q2 2025

AI · grounded in 13F

POM Investment Strategies, LLC established a new position in SPYM valued at $18.05M. The fund also initiated new stakes in XLG for $10.48M and QQQ for $10.30M. Additional new positions include EEM at $10.19M, MTUM at $10.16M, and IEV at $9.92M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$18.0M12.9%248,298CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$10.5M7.49%201,204CommonNONE
46090E103QQQINVESCO QQQ TR$10.3M7.36%18,664CommonNONE
464287234EEMISHARES TR$10.2M7.28%211,185CommonNONE
46432F396MTUMISHARES TR$10.2M7.26%42,282CommonNONE
464287861IEVISHARES TR$9.9M7.09%156,855CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$8.7M6.23%474,221CommonNONE
78464A508SPYVSPDR SERIES TRUST$8.6M6.16%164,662CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$8.0M5.74%300,265CommonNONE
78464A409SPYGSPDR SERIES TRUST$8.0M5.68%83,405CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$6.5M4.66%275,685CommonNONE
46432F842IEFAISHARES TR$5.2M3.72%62,283CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$5.2M3.71%213,960CommonNONE
78464A847SPMDSPDR SERIES TRUST$4.0M2.87%73,878CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$2.8M1.99%40,520CommonNONE
464287705IJJISHARES TR$2.8M1.97%22,275CommonNONE
464287606IJKISHARES TR$2.3M1.61%24,760CommonNONE
11135F101AVGOBROADCOM INC$1.5M1.05%5,345CommonNONE
037833100AAPLAPPLE INC$1.3M0.91%6,226CommonNONE
78468R853SPSMSPDR SERIES TRUST$1.1M0.77%25,195CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.0M0.75%11,492CommonNONE
478160104JNJJOHNSON & JOHNSON$389,2070.28%2,548CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$275,9140.20%936CommonNONE
67066G104NVDANVIDIA CORPORATION$267,9510.19%1,696CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$202,5660.14%417CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$197,9880.14%200CommonNONE
88636R743XMAGTIDAL TR II$150,5060.11%7,096CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$118,6890.08%968CommonNONE
921910816MGKVANGUARD WORLD FD$116,3140.08%318CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$105,1040.08%1,239CommonNONE
548661107LOWLOWES COS INC$96,5130.07%435CommonNONE
594918104MSFTMICROSOFT CORP$95,5030.07%192CommonNONE
46222L108IONQIONQ INC$91,9990.07%2,141CommonNONE
247361702DALDELTA AIR LINES INC DEL$90,0490.06%1,831CommonNONE
440407104HBNCHORIZON BANCORP INC$87,5890.06%5,695CommonNONE
929328102WSFSWSFS FINL CORP$82,8300.06%1,506CommonNONE
437076102HDHOME DEPOT INC$80,2940.06%219CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$75,9780.05%2,068CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$67,1370.05%1,187CommonNONE
26922A420QTUMETF SER SOLUTIONS$59,0370.04%643CommonNONE
37960A529SHLDGLOBAL X FDS$56,2130.04%933CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$55,9840.04%982CommonNONE
464287614IWFISHARES TR$48,4020.03%114CommonNONE
060505104BACBANK AMERICA CORP$47,6040.03%1,006CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$40,4950.03%1,156CommonNONE
02079K107GOOGALPHABET INC$38,6780.03%218CommonNONE
97717W406AIVLWISDOMTREE TR$38,4410.03%340CommonNONE
G8726T105TKTEEKAY CORPORATION LTD$38,1230.03%4,621CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$37,8290.03%1,100CommonNONE
98980G102ZSZSCALER INC$35,4750.03%113CommonNONE
02079K305GOOGLALPHABET INC$35,2460.03%200CommonNONE
670100205NVONOVO-NORDISK A S$34,0960.02%494CommonNONE
56585A102MPCMARATHON PETE CORP$32,5580.02%196CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$31,3140.02%100CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$30,0490.02%59CommonNONE
Y7542C130STNGSCORPIO TANKERS INC$28,7210.02%734CommonNONE
17275R102CSCOCISCO SYS INC$28,1640.02%406CommonNONE
37940X102GPNGLOBAL PMTS INC$26,8930.02%336CommonNONE
931142103WMTWALMART INC$25,0370.02%256CommonNONE
023135106AMZNAMAZON COM INC$23,9140.02%109CommonNONE
30303M102METAMETA PLATFORMS INC$22,8810.02%31CommonNONE
35243J101FBRTFRANKLIN BSP RLTY TR INC$20,9950.02%1,964CommonNONE
369550108GDGENERAL DYNAMICS CORP$20,7080.01%71CommonNONE
464287598IWDISHARES TR$20,5880.01%106CommonNONE
316092352FBCGFIDELITY COVINGTON TRUST$20,1160.01%417CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$19,7960.01%810CommonNONE
146280508SILASILA REALTY TRUST INC$19,7880.01%836CommonNONE
48716P108KRNYKEARNY FINL CORP MD$19,3800.01%3,000CommonNONE
30052C107EOLSEVOLUS INC$18,4200.01%2,000CommonNONE
11271J107BNBROOKFIELD CORP$17,5650.01%284CommonNONE
053774105CARAVIS BUDGET GROUP$16,9050.01%100CommonNONE
92204A876VPUVANGUARD WORLD FD$14,2970.01%81CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$13,7560.01%182CommonNONE
88160R101TSLATESLA INC$13,3420.01%42CommonNONE
316092162FDCFFIDELITY COVINGTON TRUST$12,3100.01%277CommonNONE
46435U135IHAKISHARES TR$11,7590.01%221CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$10,5190.01%375CommonNONE
316092170FBOTFIDELITY COVINGTON TRUST$10,2830.01%343CommonNONE
316092154FDFFFIDELITY COVINGTON TRUST$10,2430.01%268CommonNONE
57636Q104MAMASTERCARD INCORPORATED$10,1150.01%18CommonNONE
713448108PEPPEPSICO INC$9,9030.01%75CommonNONE
69374H881COWZPACER FDS TR$9,6430.01%175CommonNONE
81762P102NOWSERVICENOW INC$9,2530.01%9CommonNONE
92826C839VVISA INC$8,5210.01%24CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$8,2340.01%15CommonNONE
00724F101ADBEADOBE INC$7,3510.01%19CommonNONE
824348106SHWSHERWIN WILLIAMS CO$7,2110.01%21CommonNONE
50155Q100KDKYNDRYL HLDGS INC$7,1750.01%171CommonNONE
55977T208MGYRMAGYAR BANCORP INC$7,1350.01%428CommonNONE
235851102DHRDANAHER CORPORATION$7,1110.01%36CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6,9580.00%24CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$6,8740.00%23CommonNONE
872540109TJXTJX COS INC NEW$6,6680.00%54CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$6,4930.00%245CommonNONE
464287465EFAISHARES TR$6,2570.00%70CommonNONE
47103U100JSMLJANUS DETROIT STR TR$5,7600.00%85CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5,6150.00%18CommonNONE
907818108UNPUNION PAC CORP$4,6020.00%20CommonNONE
369604301GEGE AEROSPACE$4,1240.00%16CommonNONE
30231G102XOMEXXON MOBIL CORP$3,9890.00%37CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$3,6420.00%200CommonNONE
464288885EFGISHARES TR$3,5840.00%32CommonNONE
63010H108NNENANO NUCLEAR ENERGY INC$3,4490.00%100CommonNONE
143658300CCL1EURCARNIVAL CORP$2,8120.00%100CommonNONE
922908363VOOVANGUARD INDEX FDS$2,2800.00%4CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2,1090.00%40CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$2,0680.00%22CommonNONE
74347B581SPXEPROSHARES TR$2,0120.00%30CommonNONE
46284V101IRMIRON MTN INC DEL$1,9820.00%19CommonNONE
922908744VTVVANGUARD INDEX FDS$1,9440.00%11CommonNONE
50015M109KODKODIAK SCIENCES INC$1,8650.00%500CommonNONE
58933Y105MRKMERCK & CO INC$1,8210.00%23CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1,6200.00%22CommonNONE
464287663IUSVISHARES TR$1,6090.00%17CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$1,4900.00%7CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$1,4160.00%9CommonNONE
345370860FFORD MTR CO$1,1010.00%102CommonNONE
68389X105ORCLORACLE CORP$1,0970.00%5CommonNONE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$1,0870.00%11CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$1,0780.00%17CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1,0770.00%4CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1,0610.00%43CommonNONE
244199105DEDEERE & CO$1,0170.00%2CommonNONE
649439304NYCAMERICAN STRATEGIC INVEST CO$9990.00%76CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$9370.00%16CommonNONE
15117K103CLLSCELLECTIS S A$7550.00%495CommonNONE
09260D107BXBLACKSTONE INC$7480.00%5CommonNONE
163072101CAKECHEESECAKE FACTORY INC$6270.00%10CommonNONE
674599105OXYOCCIDENTAL PETE CORP$4200.00%10CommonNONE
464287689IWVISHARES TR$3430.00%1CommonNONE
739650109PROPPRAIRIE OPER CO$1830.00%61CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1360.00%1CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$1120.00%1CommonNONE
48208F105SAFETY SHOT INC$820.00%250CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$410.00%1CommonNONE
33733A201EDOWFIRST TR EXCHANGE-TRADED FD$370.00%1CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$280.00%1CommonNONE
68622V106OGNORGANON & CO$190.00%2CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$150.00%1CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$130.00%0CommonSOLE
76135L119REVBWREVELATION BIOSCIENCES INC$120.00%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.