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

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HOME DEPOT, INC.

HD|437076102

Shares:815

Value:$298.7K

% of Portfolio:0.3% ($298.7K/$85.5M)

46435U168

Shares:12.5K

Value:$290.1K

% of Portfolio:0.3% ($290.1K/$85.5M)

921910733

ESGV|921910733

Shares:2.4K

Value:$233.6K

% of Portfolio:0.3% ($233.6K/$85.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:936

Value:$232.7K

% of Portfolio:0.3% ($232.7K/$85.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:415

Value:$221.0K

% of Portfolio:0.3% ($221.0K/$85.5M)

46137V233

Shares:4.3K

Value:$198.3K

% of Portfolio:0.2% ($198.3K/$85.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:206

Value:$194.8K

% of Portfolio:0.2% ($194.8K/$85.5M)

82889N657

Shares:8.6K

Value:$189.4K

% of Portfolio:0.2% ($189.4K/$85.5M)

MICROSOFT CORP

MSFT|594918104

Shares:466

Value:$174.9K

% of Portfolio:0.2% ($174.9K/$85.5M)

210322509

Shares:5.8K

Value:$143.3K

% of Portfolio:0.2% ($143.3K/$85.5M)

88636R743

Shares:7.1K

Value:$139.8K

% of Portfolio:0.2% ($139.8K/$85.5M)

921910725

VSGX|921910725

Shares:2.3K

Value:$135.3K

% of Portfolio:0.2% ($135.3K/$85.5M)

464287705

IJJ|464287705

Shares:1.1K

Value:$128.2K

% of Portfolio:0.1% ($128.2K/$85.5M)

Duke Energy CORP

DUK|26441C204

Shares:1.0K

Value:$126.5K

% of Portfolio:0.1% ($126.5K/$85.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:435

Value:$101.5K

% of Portfolio:0.1% ($101.5K/$85.5M)

316092840

Shares:2.0K

Value:$99.2K

% of Portfolio:0.1% ($99.2K/$85.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:210

Value:$98.6K

% of Portfolio:0.1% ($98.6K/$85.5M)

921910816

MGK|921910816

Shares:318

Value:$98.1K

% of Portfolio:0.1% ($98.1K/$85.5M)

FORD MOTOR CO

F|345370860

Shares:9.6K

Value:$96.3K

% of Portfolio:0.1% ($96.3K/$85.5M)

00888H638

Shares:3.4K

Value:$94.4K

% of Portfolio:0.1% ($94.4K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	815	QoQ -61.50% (-1.3K) YoY -58.52% (-1.1K)	All Managers (Combined)	$298.7K	0.3% ($298.7K/$85.5M)	QoQ -63.73% (-$524.8K) YoY -60.37% (-$455.0K)
(cusip46435U168)✕	12.5K	QoQ -9.90% (-1.4K) YoY NEW(+12.5K)	All Managers (Combined)	$290.1K	0.3% ($290.1K/$85.5M)	QoQ -9.74% (-$31.3K) YoY NEW(+$290.1K)
(ESGVcusip921910733)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$233.6K	0.3% ($233.6K/$85.5M)	QoQ NEW(+$233.6K) YoY NEW(+$233.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	936	QoQ -22.12% (-266) YoY +44.44% (+288)	All Managers (Combined)	$232.7K	0.3% ($232.7K/$85.5M)	QoQ -11.91% (-$31.5K) YoY +88.08% (+$109.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	415	QoQ +10.96% (+41) YoY +15.59% (+56)	All Managers (Combined)	$221.0K	0.3% ($221.0K/$85.5M)	QoQ +30.37% (+$51.5K) YoY +46.40% (+$70.1K)
(cusip46137V233)✕	4.3K	QoQ -98.24% (-240.8K) YoY -98.64% (-312.6K)	All Managers (Combined)	$198.3K	0.2% ($198.3K/$85.5M)	QoQ -98.38% (-$12.0M) YoY -98.51% (-$13.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	206	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$194.8K	0.2% ($194.8K/$85.5M)	QoQ +3.22% (+$6.1K) YoY +29.09% (+$43.9K)
(cusip82889N657)✕	8.6K	QoQ +73.04% (+3.6K) YoY NEW(+8.6K)	All Managers (Combined)	$189.4K	0.2% ($189.4K/$85.5M)	QoQ +79.16% (+$83.7K) YoY NEW(+$189.4K)
MICROSOFT CORP(MSFTcusip594918104)	466	QoQ -84.18% (-2.5K) YoY -83.57% (-2.4K)	All Managers (Combined)	$174.9K	0.2% ($174.9K/$85.5M)	QoQ -85.91% (-$1.1M) YoY -85.34% (-$1.0M)
(cusip210322509)✕	5.8K	QoQ -11.88% (-780) YoY NEW(+5.8K)	All Managers (Combined)	$143.3K	0.2% ($143.3K/$85.5M)	QoQ -11.54% (-$18.7K) YoY NEW(+$143.3K)
(cusip88636R743)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$139.8K	0.2% ($139.8K/$85.5M)	QoQ NEW(+$139.8K) YoY NEW(+$139.8K)
(VSGXcusip921910725)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$135.3K	0.2% ($135.3K/$85.5M)	QoQ NEW(+$135.3K) YoY NEW(+$135.3K)
(IJJcusip464287705)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$128.2K	0.1% ($128.2K/$85.5M)	QoQ NEW(+$128.2K) YoY NEW(+$128.2K)
Duke Energy CORP(DUKcusip26441C204)	1.0K	QoQ +697.69% (+907) YoY +1134.52% (+953)	All Managers (Combined)	$126.5K	0.1% ($126.5K/$85.5M)	QoQ +802.80% (+$112.5K) YoY +1464.02% (+$118.4K)
LOWES COMPANIES INC(LOWcusip548661107)	435	QoQ -9.37% (-45) YoY -9.37% (-45)	All Managers (Combined)	$101.5K	0.1% ($101.5K/$85.5M)	QoQ -14.35% (-$17.0K) YoY -17.02% (-$20.8K)
(cusip316092840)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$99.2K	0.1% ($99.2K/$85.5M)	QoQ NEW(+$99.2K) YoY NEW(+$99.2K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	210	QoQ -99.12% (-23.7K) YoY -99.28% (-29.0K)	All Managers (Combined)	$98.6K	0.1% ($98.6K/$85.5M)	QoQ -99.19% (-$12.1M) YoY -99.23% (-$12.9M)
(MGKcusip921910816)	318	QoQ -99.12% (-36.2K) YoY -99.30% (-45.3K)	All Managers (Combined)	$98.1K	0.1% ($98.1K/$85.5M)	QoQ -99.21% (-$12.4M) YoY -99.25% (-$13.0M)
FORD MOTOR CO(Fcusip345370860)	9.6K	QoQ +35.21% (+2.5K) YoY NEW(+9.6K)	All Managers (Combined)	$96.3K	0.1% ($96.3K/$85.5M)	QoQ +36.98% (+$26.0K) YoY NEW(+$96.3K)
(cusip00888H638)✕	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$94.4K	0.1% ($94.4K/$85.5M)	QoQ NEW(+$94.4K) YoY NEW(+$94.4K)