POM Investment Strategies, LLC reported 234 positions worth $10.42M for the quarter ended Sep 30, 2026, up 1.1% on the prior quarter. It opened 17 new positions, added to 20, trimmed 35 and exited 10. Its largest holding is Apple Inc. at 15.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | +7,307 | +1,605.9% | $786.45K | 8.01% |
| PFIX SIMPL-INT RT HDG | +9,476 | +4,577.8% | $595.95K | 5.84% |
| MSFT Microsoft Corp | +263 | +72.5% | $134.91K | 3.08% |
| AAPL Apple Inc. | +387 | +8.8% | $128.88K | 15.3% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +936 | +42.7% | $67.99K | 2.18% |
| GOOGL Alphabet Inc. | +187 | +340.0% | $64.35K | 0.799% |
| XOM ExxonMobil Holdings Corp | +254 | – | $41.39K | 0.397% |
| SYF Synchrony Financial | +500 | – | $35.49K | 0.34% |
| BAC Bank Of America Corp | +486 | +25.7% | $26.45K | 1.24% |
| BCS Barclays Plc | +1,000 | – | $24.27K | 0.233% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -4,398 | -64.0% | $1.00M | 5.43% |
| ABBV AbbVie Inc. | -1,446 | -96.9% | $380.96K | 0.116% |
| AMZN Amazon Com Inc | -522 | -42.8% | $130.06K | 1.67% |
| ABT Abbott Laboratories | -1,086 | -98.6% | $107.30K | 0.014% |
| ANET Arista Networks, Inc. | -609 | -100.0% | $103.46K | Exited |
| LLY ELI LILLY & Co | -40 | -83.3% | $46.36K | 0.089% |
| INTC Intel Corp | -250 | -32.2% | $30.06K | 0.607% |
| MRNA Moderna, Inc. | -320 | -100.0% | $22.41K | Exited |
| ZS Zscaler, Inc. | -105 | -48.2% | $20.94K | 0.216% |
| MU Micron Technology Inc | -5 | -41.7% | $5.33K | 0.072% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +254 | $41.39K | 0.397% |
| SYF Synchrony Financial | +500 | $35.49K | 0.34% |
| BCS Barclays Plc | +1,000 | $24.27K | 0.233% |
| BIDU Baidu, Inc. | +242 | $21.02K | 0.202% |
| CL Colgate Palmolive Co | +228 | $19.45K | 0.187% |
| IREN IREN Ltd | +200 | $8.18K | 0.078% |
| OKLO Oklo Inc. | +200 | $7.40K | 0.071% |
| PODD Insulet Corp | +54 | $7.08K | 0.068% |
| OWL Blue Owl Capital Inc. | +518 | $4.71K | 0.045% |
| TALO Talos Energy Inc. | +267 | $4.36K | 0.042% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ANET Arista Networks, Inc. | -609 | $103.46K | 1% |
| MRNA Moderna, Inc. | -320 | $22.41K | 0.217% |
| TKO TKO Group Holdings, Inc. | -11 | $2.24K | 0.022% |
| WTS Watts Water Technologies Inc | -4 | $1.57K | 0.015% |
| LEN Lennar Corp | -14 | $1.27K | 0.012% |
| VRSK Verisk Analytics, Inc. | -7 | $1.26K | 0.012% |
| GGG Graco Inc | -16 | $1.21K | 0.012% |
| COR Cencora, Inc. | -4 | $1.13K | 0.011% |
| CMCSA Comcast Corp | -42 | $1.03K | <0.01% |
| ATR Aptargroup, Inc. | -5 | $626.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 4,788 | $1.59M | 15.3% | +387 | +8.8% | Added | 0% |
| 2 | CSCO Cisco Systems, Inc. | Technology | 7,762 | $835.42K | 8.01% | +7,307 | +1,605.9% | Added | 0% |
| 3 | IBM International Business Machines Corp | Technology | 3,063 | $673.70K | 6.46% | -6 | -0.2% | Reduced | 0% |
| 4 | PFIX SIMPL-INT RT HDG | Others | 9,683 | $608.96K | 5.84% | +9,476 | +4,577.8% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 2,477 | $565.61K | 5.43% | -4,398 | -64.0% | Reduced | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 1,525 | $541.09K | 5.19% | 0 | 0.0% | Unchanged | 0% |
| 7 | GLD Spdr Gold Trust | Financial Services | 983 | $374.37K | 3.59% | +8 | +0.8% | Added | 0% |
| 8 | CAT Caterpillar Inc | Industrials | 403 | $326.75K | 3.13% | 0 | 0.0% | Unchanged | 0% |
| 9 | MSFT Microsoft Corp | Technology | 626 | $321.11K | 3.08% | +263 | +72.5% | Added | 0% |
| 10 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 3,128 | $227.22K | 2.18% | +936 | +42.7% | Added | 0% |
| 11 | COST Costco Wholesale Corp | Consumer Staples | 207 | $188.49K | 1.81% | 0 | 0.0% | Unchanged | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 698 | $173.91K | 1.67% | -522 | -42.8% | Reduced | 0% |
| 13 | ORCL Oracle Corp | Technology | 1,194 | $163.94K | 1.57% | -10 | -0.8% | Reduced | 0% |
| 14 | AHR American Healthcare REIT, Inc. | Real Estate | 3,084 | $158.09K | 1.52% | 0 | 0.0% | Unchanged | 0% |
| 15 | MTB M&T Bank Corp | Financial Services | 673 | $146.45K | 1.4% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at POM Investment Strategies.
As of its Q3 2026 13F filing, POM Investment Strategies, LLC’s five largest positions were Apple Inc. (AAPL) at 15.3%, Cisco Systems, Inc. (CSCO) at 8.0%, International Business Machines Corp (IBM) at 6.5%, SIMPL-INT RT HDG (PFIX) at 5.8%, Nvidia Corp (NVDA) at 5.4% of the reported portfolio.
POM Investment Strategies, LLC reported a 13F portfolio worth $10.42M across 234 positions for Q3 2026. That is up 1.1% from the previous quarter.
Its largest purchases by value were Cisco Systems, Inc. ($786.45K), SIMPL-INT RT HDG ($595.95K), Microsoft Corp ($134.91K). It opened 17 new positions.
Its largest sales by value were Nvidia Corp ($1.00M), AbbVie Inc. ($380.96K), Amazon Com Inc ($130.06K). It exited 10 positions entirely.
From the Form 13F-HR reports POM Investment Strategies, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.