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 4 of 11

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NOVO NORDISK A S

NVO|670100205

Shares:494

Value:$34.3K

% of Portfolio:0.0% ($34.3K/$85.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:220

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$85.5M)

Alphabet Inc.

GOOG|02079K107

Shares:216

Value:$33.7K

% of Portfolio:0.0% ($33.7K/$85.5M)

Walmart Inc.

WMT|931142103

Shares:379

Value:$33.3K

% of Portfolio:0.0% ($33.3K/$85.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:165

Value:$33.0K

% of Portfolio:0.0% ($33.0K/$85.5M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:336

Value:$32.9K

% of Portfolio:0.0% ($32.9K/$85.5M)

TEEKAY CORP LTD

TK|G8726T105

Shares:4.6K

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$85.5M)

Marathon Petroleum Corp

MPC|56585A102

Shares:196

Value:$28.6K

% of Portfolio:0.0% ($28.6K/$85.5M)

HIGHWOODS PROPERTIES, INC.

HIW|431284108

Shares:936

Value:$27.7K

% of Portfolio:0.0% ($27.7K/$85.5M)

Scorpio Tankers Inc.

STNG|Y7542C130

Shares:734

Value:$27.6K

% of Portfolio:0.0% ($27.6K/$85.5M)

025072604

AVEM|025072604

Shares:426

Value:$25.6K

% of Portfolio:0.0% ($25.6K/$85.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:59

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$85.5M)

AMAZON COM INC

AMZN|023135106

Shares:129

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$85.5M)

Evolus, Inc.

EOLS|30052C107

Shares:2.0K

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$85.5M)

Sila Realty Trust, Inc.

SILA|146280508

Shares:836

Value:$22.3K

% of Portfolio:0.0% ($22.3K/$85.5M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:100

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$85.5M)

464287606

IJK|464287606

Shares:244

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$85.5M)

464287598

IWD|464287598

Shares:106

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$85.5M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:71

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$85.5M)

Kearny Financial Corp.

KRNY|48716P108

Shares:3.0K

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVO NORDISK A S(NVOcusip670100205)	494	QoQ 0.00% (-0) YoY +8.81% (-40)	All Managers (Combined)	$34.3K	0.0% ($34.3K/$85.5M)	QoQ -19.27% (-$8.2K) YoY -41.15% (-$24.0K)
Alphabet Inc.(GOOGLcusip02079K305)	220	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$85.5M)	QoQ -18.30% (-$7.6K) YoY +2.45% (+$816)
Alphabet Inc.(GOOGcusip02079K107)	216	QoQ -64.93% (-400) YoY -64.00% (-384)	All Managers (Combined)	$33.7K	0.0% ($33.7K/$85.5M)	QoQ -71.23% (-$83.6K) YoY -63.05% (-$57.6K)
Walmart Inc.(WMTcusip931142103)	379	QoQ -74.14% (-1.1K) YoY -71.20% (-937)	All Managers (Combined)	$33.3K	0.0% ($33.3K/$85.5M)	QoQ -74.87% (-$99.2K) YoY -57.99% (-$45.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	165	QoQ +1078.57% (+151) YoY +16400.00% (+164)	All Managers (Combined)	$33.0K	0.0% ($33.0K/$85.5M)	QoQ +1314.34% (+$30.7K) YoY +18664.20% (+$32.8K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	336	QoQ 0.00% (-0) YoY NEW(+336)	All Managers (Combined)	$32.9K	0.0% ($32.9K/$85.5M)	QoQ -12.61% (-$4.8K) YoY NEW(+$32.9K)
TEEKAY CORP LTD(TKcusipG8726T105)	4.6K	QoQ 0.00% (-0) YoY NEW(+4.6K)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$85.5M)	QoQ -5.19% (-$1.7K) YoY NEW(+$30.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	196	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$28.6K	0.0% ($28.6K/$85.5M)	QoQ +4.43% (+$1.2K) YoY -27.69% (-$10.9K)
HIGHWOODS PROPERTIES, INC.(HIWcusip431284108)	936	QoQ NEW(+936) YoY NEW(+936)	All Managers (Combined)	$27.7K	0.0% ($27.7K/$85.5M)	QoQ NEW(+$27.7K) YoY NEW(+$27.7K)
Scorpio Tankers Inc.(STNGcusipY7542C130)	734	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$27.6K	0.0% ($27.6K/$85.5M)	QoQ -24.36% (-$8.9K) YoY -47.47% (-$24.9K)
(AVEMcusip025072604)	426	QoQ NEW(+426) YoY NEW(+426)	All Managers (Combined)	$25.6K	0.0% ($25.6K/$85.5M)	QoQ NEW(+$25.6K) YoY NEW(+$25.6K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	59	QoQ NEW(+59) YoY -99.63% (-16.0K)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$85.5M)	QoQ NEW(+$24.8K) YoY -99.61% (-$6.4M)
AMAZON COM INC(AMZNcusip023135106)	129	QoQ -85.45% (-758) YoY -79.96% (-515)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$85.5M)	QoQ -87.38% (-$170.1K) YoY -78.87% (-$91.6K)
Evolus, Inc.(EOLScusip30052C107)	2.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$24.1K	0.0% ($24.1K/$85.5M)	QoQ +8.96% (+$2.0K) YoY -14.07% (-$3.9K)
Sila Realty Trust, Inc.(SILAcusip146280508)	836	QoQ 0.00% (+0) YoY NEW(+836)	All Managers (Combined)	$22.3K	0.0% ($22.3K/$85.5M)	QoQ +9.82% (+$2.0K) YoY NEW(+$22.3K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	100	QoQ -55.15% (-123) YoY -69.04% (-223)	All Managers (Combined)	$20.5K	0.0% ($20.5K/$85.5M)	QoQ -60.06% (-$30.9K) YoY -54.24% (-$24.4K)
(IJKcusip464287606)	244	QoQ +78.10% (+107) YoY +78.10% (+107)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$85.5M)	QoQ +63.35% (+$7.9K) YoY +62.77% (+$7.8K)
(IWDcusip464287598)	106	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$19.9K	0.0% ($19.9K/$85.5M)	QoQ +1.63% (+$321) YoY +5.05% (+$959)
GENERAL DYNAMICS CORP(GDcusip369550108)	71	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$85.5M)	QoQ +3.44% (+$645) YoY -3.50% (-$704)
Kearny Financial Corp.(KRNYcusip48716P108)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$85.5M)	QoQ -11.58% (-$2.5K) YoY -2.79% (-$540)