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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808524201

SCHX|808524201

Shares:810

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$85.5M)

Meta Platforms, Inc.

META|30303M102

Shares:31

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$85.5M)

REALTY INCOME CORP

O|756109104

Shares:298

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$85.5M)

Accenture plc

ACN|G1151C101

Shares:53

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$85.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:64

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$85.5M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:284

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$85.5M)

31609A503

Shares:464

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$85.5M)

92204A876

Shares:81

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$85.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:24

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$85.5M)

VISA INC.

V|92826C839

Shares:34

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$85.5M)

GE Vernova Inc.

GEV|36828A101

Shares:37

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$85.5M)

PEPSICO INC

PEP|713448108

Shares:75

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$85.5M)

Tesla, Inc.

TSLA|88160R101

Shares:42

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$85.5M)

921910691

VCEB|921910691

Shares:172

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$85.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:86

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$85.5M)

025072877

Shares:119

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$85.5M)

78468R853

Shares:249

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$85.5M)

Mastercard Inc

MA|57636Q104

Shares:18

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$85.5M)

808524508

Shares:375

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$85.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:46

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	810	QoQ 0.00% (-0) YoY +200.00% (+540)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$85.5M)	QoQ -4.74% (-$891) YoY +6.73% (+$1.1K)
Meta Platforms, Inc.(METAcusip30303M102)	31	QoQ -27.90% (-12) YoY NEW(+31)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$85.5M)	QoQ -29.03% (-$7.3K) YoY NEW(+$17.9K)
REALTY INCOME CORP(Ocusip756109104)	298	QoQ +308.21% (+225) YoY +325.71% (+228)	All Managers (Combined)	$17.3K	0.0% ($17.3K/$85.5M)	QoQ +343.02% (+$13.4K) YoY +355.88% (+$13.5K)
Accenture plc(ACNcusipG1151C101)	53	QoQ -39.08% (-34) YoY +76.66% (+23)	All Managers (Combined)	$16.5K	0.0% ($16.5K/$85.5M)	QoQ -45.96% (-$14.1K) YoY +59.04% (+$6.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	64	QoQ -96.72% (-1.9K) YoY -96.61% (-1.8K)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$85.5M)	QoQ -96.64% (-$452.5K) YoY -95.85% (-$362.9K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	284	QoQ 0.00% (-0) YoY NEW(+284)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$85.5M)	QoQ -8.77% (-$1.4K) YoY NEW(+$14.9K)
(cusip31609A503)✕	464	QoQ NEW(+464) YoY NEW(+464)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$85.5M)	QoQ NEW(+$14.5K) YoY NEW(+$14.5K)
(cusip92204A876)✕	81	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$85.5M)	QoQ +4.52% (+$599) YoY +19.80% (+$2.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	24	QoQ -40.00% (-16) YoY +300.00% (+18)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$85.5M)	QoQ -37.87% (-$7.7K) YoY +323.51% (+$9.6K)
VISA INC.(Vcusip92826C839)	34	QoQ -65.30% (-64) YoY +240.00% (+24)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$85.5M)	QoQ -61.52% (-$19.1K) YoY +326.94% (+$9.1K)
GE Vernova Inc.(GEVcusip36828A101)	37	QoQ NEW(+37) YoY NEW(+37)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$85.5M)	QoQ NEW(+$11.3K) YoY NEW(+$11.3K)
PEPSICO INC(PEPcusip713448108)	75	QoQ -41.86% (-54) YoY 0.00% (-0)	All Managers (Combined)	$11.2K	0.0% ($11.2K/$85.5M)	QoQ -42.66% (-$8.4K) YoY -14.32% (-$1.9K)
Tesla, Inc.(TSLAcusip88160R101)	42	QoQ -69.11% (-94) YoY -69.11% (-94)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$85.5M)	QoQ -80.18% (-$44.0K) YoY -54.46% (-$13.0K)
(VCEBcusip921910691)	172	QoQ NEW(+172) YoY NEW(+172)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$85.5M)	QoQ NEW(+$10.8K) YoY NEW(+$10.8K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	86	QoQ 0.00% (+0) YoY +168.75% (+54)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$85.5M)	QoQ +0.81% (+$85) YoY +222.80% (+$7.2K)
(cusip025072877)✕	119	QoQ NEW(+119) YoY NEW(+119)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$85.5M)	QoQ NEW(+$10.4K) YoY NEW(+$10.4K)
(cusip78468R853)✕	249	QoQ NEW(+249) YoY NEW(+249)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$85.5M)	QoQ NEW(+$10.1K) YoY NEW(+$10.1K)
Mastercard Inc(MAcusip57636Q104)	18	QoQ 0.00% (+0) YoY NEW(+18)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$85.5M)	QoQ +4.09% (+$388) YoY NEW(+$9.9K)
(cusip808524508)✕	375	QoQ 0.00% (-0) YoY +200.00% (-250)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$85.5M)	QoQ -5.44% (-$566) YoY -3.47% (-$354)
DANAHER CORP /DE/(DHRcusip235851102)	46	QoQ 0.00% (-0) YoY +360.00% (+36)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$85.5M)	QoQ -10.69% (-$1.1K) YoY +277.65% (+$6.9K)