Pom-Investment-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  "VSGX",
  null,
  null,
  "KRNY",
  null,
  "ACN",
  "ABT",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "SCHH",
  "CLLS",
  "GOLF",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "AVEM",
  "GMAB",
  "SBS",
  null,
  null,
  "CCI",
  "DUK",
  "D",
  "EBAY",
  "WTRG",
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  "HON",
  "HD",
  "IBN",
  null,
  "AZN",
  "UNP",
  null,
  "QCOM",
  null,
  "ITW",
  "EMR",
  null,
  "META",
  "PROP",
  null,
  "STNG",
  "TK",
  "IONQ",
  null,
  null,
  null,
  null,
  "SHOT",
  "MPC",
  "MGYR",
  "SILA",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "NDAQ",
  "FIS",
  "GE",
  "NVS",
  "ANSS",
  "DG",
  "IWD",
  "ORCL",
  "VGIT",
  null,
  null,
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "INTC",
  "OGN",
  "PFE",
  "PG",
  "MRK",
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "ROP",
  "O",
  "SHEL",
  "SAP",
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "TXN",
  "TMO",
  "TJX",
  "RCL",
  "ALC",
  "AWI",
  null,
  "IWV",
  null,
  null,
  null,
  "TSM",
  "GPN",
  "BN.TO",
  "AHR",
  "VRTX",
  "MGC",
  "TT",
  "VRSK",
  "AON",
  "AMD",
  "EL",
  "FI",
  "F",
  "DEO",
  "EOLS",
  "HBNC",
  "NVO",
  "AMZN",
  null,
  null,
  "KD",
  "ESGV",
  "VUG",
  "VEA",
  "MGK",
  "BNDX",
  "BND",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "V",
  "WMT",
  "WDS",
  null,
  "WSFS",
  "XEL",
  null,
  null,
  null,
  "HIW",
  "MGM",
  null,
  "SFL",
  "DIA",
  "IUSV",
  "GEV",
  "SPYV",
  null,
  "NTAP",
  "CAR",
  "BAC",
  "BRK-B",
  "BHP",
  "CNI",
  "CNNE",
  "CCL",
  "CDW",
  "CASY",
  "CAKE",
  "CHTR",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "CMCSA",
  "ROAD",
  "COST",
  "DHR",
  "DAL",
  "IJJ",
  "EFA",
  "MCO",
  "QQQ",
  null,
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "MLM",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 213
Total Value: 85548020
Accession Number: 0001906322-25-000002
Form Type: 13F-HR
CIK: pom-investment-strategies
Manager Name: Pom-Investment-Strategies

Data Enrichment

78% identified

167 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

213 positions • $85.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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78464A854

SPLG|78464A854

Shares:224.6K

Value:$14.8M

% of Portfolio:17.3% ($14.8M/$85.5M)

82889N699

Shares:286.2K

Value:$8.5M

% of Portfolio:9.9% ($8.5M/$85.5M)

33733A201

Shares:196.7K

Value:$7.1M

% of Portfolio:8.3% ($7.1M/$85.5M)

33738R506

Shares:119.6K

Value:$7.0M

% of Portfolio:8.2% ($7.0M/$85.5M)

33733E823

Shares:228.3K

Value:$6.8M

% of Portfolio:7.9% ($6.8M/$85.5M)

82889N640

Shares:272.4K

Value:$6.7M

% of Portfolio:7.9% ($6.7M/$85.5M)

82889N863

Shares:346.8K

Value:$6.3M

% of Portfolio:7.4% ($6.3M/$85.5M)

337344105

Shares:37.5K

Value:$4.5M

% of Portfolio:5.3% ($4.5M/$85.5M)

82889N632

Shares:187.0K

Value:$4.1M

% of Portfolio:4.8% ($4.1M/$85.5M)

46432F842

IEFA|46432F842

Shares:46.3K

Value:$3.5M

% of Portfolio:4.1% ($3.5M/$85.5M)

78464A409

SPYG|78464A409

Shares:28.0K

Value:$2.3M

% of Portfolio:2.6% ($2.3M/$85.5M)

82889N376

Shares:35.4K

Value:$1.9M

% of Portfolio:2.2% ($1.9M/$85.5M)

Apple Inc.

AAPL|037833100

Shares:6.7K

Value:$1.5M

% of Portfolio:1.7% ($1.5M/$85.5M)

72201R577

Shares:10.9K

Value:$1.1M

% of Portfolio:1.3% ($1.1M/$85.5M)

46434VBD1

Shares:38.4K

Value:$966.1K

% of Portfolio:1.1% ($966.1K/$85.5M)

46438G588

Shares:38.4K

Value:$961.3K

% of Portfolio:1.1% ($961.3K/$85.5M)

NVIDIA CORP

NVDA|67066G104

Shares:5.7K

Value:$615.7K

% of Portfolio:0.7% ($615.7K/$85.5M)

00888H794

Shares:19.0K

Value:$568.9K

% of Portfolio:0.7% ($568.9K/$85.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.6K

Value:$425.5K

% of Portfolio:0.5% ($425.5K/$85.5M)

72201R833

Shares:3.8K

Value:$380.8K

% of Portfolio:0.4% ($380.8K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	224.6K	QoQ NEW(+224.6K) YoY NEW(+224.6K)	All Managers (Combined)	$14.8M	17.3% ($14.8M/$85.5M)	QoQ NEW(+$14.8M) YoY NEW(+$14.8M)
(cusip82889N699)✕	286.2K	QoQ NEW(+286.2K) YoY NEW(+286.2K)	All Managers (Combined)	$8.5M	9.9% ($8.5M/$85.5M)	QoQ NEW(+$8.5M) YoY NEW(+$8.5M)
(cusip33733A201)✕	196.7K	QoQ -12.43% (-27.9K) YoY -18.24% (-43.9K)	All Managers (Combined)	$7.1M	8.3% ($7.1M/$85.5M)	QoQ -12.54% (-$1.0M) YoY -13.99% (-$1.2M)
(cusip33738R506)✕	119.6K	QoQ -12.16% (-16.6K) YoY -13.76% (-19.1K)	All Managers (Combined)	$7.0M	8.2% ($7.0M/$85.5M)	QoQ -13.05% (-$1.1M) YoY -10.12% (-$788.8K)
(cusip33733E823)✕	228.3K	QoQ -7.64% (-18.9K) YoY NEW(+228.3K)	All Managers (Combined)	$6.8M	7.9% ($6.8M/$85.5M)	QoQ -12.49% (-$970.1K) YoY NEW(+$6.8M)
(cusip82889N640)✕	272.4K	QoQ NEW(+272.4K) YoY NEW(+272.4K)	All Managers (Combined)	$6.7M	7.9% ($6.7M/$85.5M)	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
(cusip82889N863)✕	346.8K	QoQ NEW(+346.8K) YoY NEW(+346.8K)	All Managers (Combined)	$6.3M	7.4% ($6.3M/$85.5M)	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)
(cusip337344105)✕	37.5K	QoQ -10.18% (-4.3K) YoY -11.06% (-4.7K)	All Managers (Combined)	$4.5M	5.3% ($4.5M/$85.5M)	QoQ -13.08% (-$683.3K) YoY -13.19% (-$690.0K)
(cusip82889N632)✕	187.0K	QoQ NEW(+187.0K) YoY NEW(+187.0K)	All Managers (Combined)	$4.1M	4.8% ($4.1M/$85.5M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(IEFAcusip46432F842)	46.3K	QoQ NEW(+46.3K) YoY NEW(+46.3K)	All Managers (Combined)	$3.5M	4.1% ($3.5M/$85.5M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
(SPYGcusip78464A409)	28.0K	QoQ NEW(+28.0K) YoY NEW(+28.0K)	All Managers (Combined)	$2.3M	2.6% ($2.3M/$85.5M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(cusip82889N376)✕	35.4K	QoQ NEW(+35.4K) YoY NEW(+35.4K)	All Managers (Combined)	$1.9M	2.2% ($1.9M/$85.5M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Apple Inc.(AAPLcusip037833100)	6.7K	QoQ -23.86% (-2.1K) YoY -27.14% (-2.5K)	All Managers (Combined)	$1.5M	1.7% ($1.5M/$85.5M)	QoQ -32.47% (-$719.4K) YoY -5.62% (-$89.2K)
(cusip72201R577)✕	10.9K	QoQ -12.20% (-1.5K) YoY +150.34% (+6.5K)	All Managers (Combined)	$1.1M	1.3% ($1.1M/$85.5M)	QoQ -11.87% (-$148.3K) YoY +150.46% (+$661.5K)
(cusip46434VBD1)✕	38.4K	QoQ -9.39% (-4.0K) YoY NEW(+38.4K)	All Managers (Combined)	$966.1K	1.1% ($966.1K/$85.5M)	QoQ -9.02% (-$95.9K) YoY NEW(+$966.1K)
(cusip46438G588)✕	38.4K	QoQ -26.40% (-13.8K) YoY NEW(+38.4K)	All Managers (Combined)	$961.3K	1.1% ($961.3K/$85.5M)	QoQ -26.86% (-$353.2K) YoY NEW(+$961.3K)
NVIDIA CORP(NVDAcusip67066G104)	5.7K	QoQ +201.21% (+3.8K) YoY +3164.94% (+5.5K)	All Managers (Combined)	$615.7K	0.7% ($615.7K/$85.5M)	QoQ +143.09% (+$362.4K) YoY +291.61% (+$458.5K)
(cusip00888H794)✕	19.0K	QoQ -8.86% (-1.8K) YoY NEW(+19.0K)	All Managers (Combined)	$568.9K	0.7% ($568.9K/$85.5M)	QoQ -10.27% (-$65.1K) YoY NEW(+$568.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.6K	QoQ -1.42% (-37) YoY 0.00% (+0)	All Managers (Combined)	$425.5K	0.5% ($425.5K/$85.5M)	QoQ +13.04% (-$49.1K) YoY +4.83% (+$19.6K)
(cusip72201R833)✕	3.8K	QoQ -10.20% (-430) YoY NEW(+3.8K)	All Managers (Combined)	$380.8K	0.4% ($380.8K/$85.5M)	QoQ -9.95% (-$42.1K) YoY NEW(+$380.8K)