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 6 of 11

Sort by:

Broadcom Inc.

AVGO|11135F101

Shares:55

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$85.5M)

ADOBE INC.

ADBE|00724F101

Shares:24

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$85.5M)

IonQ, Inc.

IONQ|46222L108

Shares:402

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$85.5M)

92203J407

BNDX|92203J407

Shares:157

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$85.5M)

Eaton Corp plc

ETN|G29183103

Shares:28

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$85.5M)

AVIS BUDGET GROUP, INC.

CAR|053774105

Shares:100

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$85.5M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:21

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$85.5M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:15

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$85.5M)

ServiceNow, Inc.

NOW|81762P102

Shares:9

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$85.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:28

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$85.5M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:23

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$85.5M)

Aon plc

AON|G0403H108

Shares:15

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$85.5M)

Magyar Bancorp, Inc.

MGYR|55977T208

Shares:428

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$85.5M)

CINTAS CORP

CTAS|172908105

Shares:28

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$85.5M)

464287465

EFA|464287465

Shares:70

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$85.5M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:171

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$85.5M)

47103U100

Shares:85

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$85.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:10

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$85.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:37

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$85.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:26

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	55	QoQ +3.77% (-2) YoY NEW(+55)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$85.5M)	QoQ -24.98% (-$3.1K) YoY NEW(+$9.2K)
ADOBE INC.(ADBEcusip00724F101)	24	QoQ -70.00% (-56) YoY -56.36% (-31)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$85.5M)	QoQ -74.12% (-$26.4K) YoY -66.83% (-$18.5K)
IonQ, Inc.(IONQcusip46222L108)	402	QoQ NEW(+402) YoY NEW(+402)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$85.5M)	QoQ NEW(+$8.9K) YoY NEW(+$8.9K)
(BNDXcusip92203J407)	157	QoQ NEW(+157) YoY NEW(+157)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$85.5M)	QoQ NEW(+$7.7K) YoY NEW(+$7.7K)
Eaton Corp plc(ETNcusipG29183103)	28	QoQ -90.41% (-264) YoY -93.72% (-418)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$85.5M)	QoQ -92.14% (-$89.3K) YoY -94.54% (-$131.8K)
AVIS BUDGET GROUP, INC.(CARcusip053774105)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$85.5M)	QoQ -5.84% (-$471) YoY -38.02% (-$4.7K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	21	QoQ 0.00% (+0) YoY NEW(+21)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$85.5M)	QoQ +2.71% (+$194) YoY NEW(+$7.3K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	15	QoQ 0.00% (-0) YoY NEW(+15)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$85.5M)	QoQ -7.43% (-$576) YoY NEW(+$7.2K)
ServiceNow, Inc.(NOWcusip81762P102)	9	QoQ 0.00% (-0) YoY NEW(+9)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$85.5M)	QoQ -24.90% (-$2.4K) YoY NEW(+$7.2K)
UNION PACIFIC CORP(UNPcusip907818108)	28	QoQ -54.83% (-34) YoY +250.00% (+20)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$85.5M)	QoQ -53.21% (-$7.5K) YoY +236.29% (+$4.6K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	23	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$85.5M)	QoQ +18.10% (+$998) YoY +36.82% (+$1.8K)
Aon plc(AONcusipG0403H108)	15	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$85.5M)	QoQ +11.11% (+$599) YoY +19.57% (+$980)
Magyar Bancorp, Inc.(MGYRcusip55977T208)	428	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$85.5M)	QoQ -4.80% (-$300) YoY +25.00% (+$1.2K)
CINTAS CORP(CTAScusip172908105)	28	QoQ 0.00% (+0) YoY +300.00% (+21)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$85.5M)	QoQ +12.49% (+$639) YoY +19.67% (+$946)
(EFAcusip464287465)	70	QoQ -89.04% (-569) YoY -68.60% (-153)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$85.5M)	QoQ -88.15% (-$42.6K) YoY -67.87% (-$12.1K)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	171	QoQ -22.97% (-51) YoY +44.91% (+53)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$85.5M)	QoQ -30.10% (-$2.3K) YoY +109.07% (+$2.8K)
(cusip47103U100)✕	85	QoQ NEW(+85) YoY NEW(+85)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$85.5M)	QoQ NEW(+$5.2K) YoY NEW(+$5.2K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$85.5M)	QoQ -4.34% (-$226) YoY -14.38% (-$836)
EXXON MOBIL CORP(XOMcusip30231G102)	37	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$85.5M)	QoQ +10.55% (+$420) YoY +2.30% (+$99)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	26	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$85.5M)	QoQ -15.94% (-$819) YoY +22.02% (+$779)