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 10 of 11

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33734X101

Shares:17

Value:$984

% of Portfolio:0.0% ($984/$85.5M)

MOODYS CORP /DE/

MCO|615369105

Shares:2

Value:$931

% of Portfolio:0.0% ($931/$85.5M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:12

Value:$896

% of Portfolio:0.0% ($896/$85.5M)

33733E302

Shares:4

Value:$889

% of Portfolio:0.0% ($889/$85.5M)

33738R605

Shares:16

Value:$867

% of Portfolio:0.0% ($867/$85.5M)

DIAGEO PLC

DEO|25243Q205

Shares:8

Value:$838

% of Portfolio:0.0% ($838/$85.5M)

COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP

SBS|20441A102

Shares:42

Value:$750

% of Portfolio:0.0% ($750/$85.5M)

ORACLE CORP

ORCL|68389X105

Shares:5

Value:$699

% of Portfolio:0.0% ($699/$85.5M)

ALCON INC

ALC|H01301128

Shares:7

Value:$665

% of Portfolio:0.0% ($665/$85.5M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:10

Value:$660

% of Portfolio:0.0% ($660/$85.5M)

72201R205

Shares:12

Value:$648

% of Portfolio:0.0% ($648/$85.5M)

78464A649

Shares:25

Value:$639

% of Portfolio:0.0% ($639/$85.5M)

Cellectis S.A.

CLLS|15117K103

Shares:495

Value:$614

% of Portfolio:0.0% ($614/$85.5M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:2

Value:$595

% of Portfolio:0.0% ($595/$85.5M)

DOLLAR GENERAL CORP

DG|256677105

Shares:6

Value:$528

% of Portfolio:0.0% ($528/$85.5M)

NetApp, Inc.

NTAP|64110D104

Shares:6

Value:$527

% of Portfolio:0.0% ($527/$85.5M)

CHEESECAKE FACTORY INC

CAKE|163072101

Shares:10

Value:$487

% of Portfolio:0.0% ($487/$85.5M)

INTEL CORP

INTC|458140100

Shares:21

Value:$477

% of Portfolio:0.0% ($477/$85.5M)

N97284108

Shares:19

Value:$401

% of Portfolio:0.0% ($401/$85.5M)

922908736

VUG|922908736

Shares:1

Value:$371

% of Portfolio:0.0% ($371/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X101)✕	17	QoQ 0.00% (-0) YoY NEW(+17)	All Managers (Combined)	$984	0.0% ($984/$85.5M)	QoQ -10.46% (-$115) YoY NEW(+$984)
MOODYS CORP /DE/(MCOcusip615369105)	2	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$931	0.0% ($931/$85.5M)	QoQ -1.68% (-$16) YoY +18.44% (+$145)
Fidelity National Information Services, Inc.(FIScusip31620M106)	12	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$896	0.0% ($896/$85.5M)	QoQ -7.53% (-$73) YoY +0.67% (+$6)
(cusip33733E302)✕	4	QoQ -99.96% (-12.3K) YoY -99.96% (-12.5K)	All Managers (Combined)	$889	0.0% ($889/$85.5M)	QoQ -99.97% (-$3.0M) YoY -99.96% (-$2.6M)
(cusip33738R605)✕	16	QoQ -99.98% (-91.3K) YoY -99.98% (-95.5K)	All Managers (Combined)	$867	0.0% ($867/$85.5M)	QoQ -99.98% (-$5.4M) YoY -99.98% (-$5.5M)
DIAGEO PLC(DEOcusip25243Q205)	8	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$838	0.0% ($838/$85.5M)	QoQ -17.60% (-$179) YoY -29.57% (-$352)
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP(SBScusip20441A102)	42	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$750	0.0% ($750/$85.5M)	QoQ +24.58% (+$148) YoY +6.08% (+$43)
ORACLE CORP(ORCLcusip68389X105)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$699	0.0% ($699/$85.5M)	QoQ -16.08% (-$134) YoY NEW(+$699)
ALCON INC(ALCcusipH01301128)	7	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$665	0.0% ($665/$85.5M)	QoQ +11.95% (+$71) YoY +14.06% (+$82)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$660	0.0% ($660/$85.5M)	QoQ -12.00% (-$90) YoY -57.19% (-$882)
(cusip72201R205)✕	12	QoQ NEW(+12) YoY NEW(+12)	All Managers (Combined)	$648	0.0% ($648/$85.5M)	QoQ NEW(+$648) YoY NEW(+$648)
(cusip78464A649)✕	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$639	0.0% ($639/$85.5M)	QoQ NEW(+$639) YoY NEW(+$639)
Cellectis S.A.(CLLScusip15117K103)	495	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$614	0.0% ($614/$85.5M)	QoQ -31.08% (-$277) YoY -53.20% (-$698)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$595	0.0% ($595/$85.5M)	QoQ +7.98% (+$44) YoY +26.32% (+$124)
DOLLAR GENERAL CORP(DGcusip256677105)	6	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$528	0.0% ($528/$85.5M)	QoQ +16.04% (+$73) YoY -43.58% (-$408)
NetApp, Inc.(NTAPcusip64110D104)	6	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$527	0.0% ($527/$85.5M)	QoQ -24.28% (-$169) YoY -16.34% (-$103)
CHEESECAKE FACTORY INC(CAKEcusip163072101)	10	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$487	0.0% ($487/$85.5M)	QoQ +2.74% (+$13) YoY +34.53% (+$125)
INTEL CORP(INTCcusip458140100)	21	QoQ -99.63% (-5.7K) YoY -99.62% (-5.6K)	All Managers (Combined)	$477	0.0% ($477/$85.5M)	QoQ -99.58% (-$113.7K) YoY -99.80% (-$248.5K)
(cusipN97284108)✕	19	QoQ 0.00% (-0) YoY NEW(+19)	All Managers (Combined)	$401	0.0% ($401/$85.5M)	QoQ -23.76% (-$125) YoY NEW(+$401)
(VUGcusip922908736)	1	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$371	0.0% ($371/$85.5M)	QoQ -9.51% (-$39) YoY +7.84% (+$27)