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 7 of 11

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92206C706

VGIT|92206C706

Shares:67

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$85.5M)

Construction Partners, Inc.

ROAD|21044C107

Shares:55

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$85.5M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:8

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$85.5M)

SFL Corp Ltd.

SFL|G7738W106

Shares:469

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$85.5M)

78464A805

Shares:56

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$85.5M)

92206C102

VGSH|92206C102

Shares:60

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$85.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:34

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$85.5M)

SAP SE

SAP|803054204

Shares:13

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$85.5M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:8

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$85.5M)

Trane Technologies plc

TT|G8994E103

Shares:10

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$85.5M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:13

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$85.5M)

ICICI BANK LTD

IBN|45104G104

Shares:100

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$85.5M)

STRYKER CORP

SYK|863667101

Shares:8

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$85.5M)

Medtronic plc

MDT|G5960L103

Shares:33

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$85.5M)

ARMSTRONG WORLD INDUSTRIES INC

AWI|04247X102

Shares:21

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$85.5M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:5

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$85.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:32

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$85.5M)

FISERV INC

FI|337738108

Shares:13

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$85.5M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:16

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$85.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:9

Value:$2.7K

% of Portfolio:0.0% ($2.7K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGITcusip92206C706)	67	QoQ NEW(+67) YoY NEW(+67)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$85.5M)	QoQ NEW(+$4.0K) YoY NEW(+$4.0K)
Construction Partners, Inc.(ROADcusip21044C107)	55	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$85.5M)	QoQ -18.74% (-$912) YoY +28.01% (+$865)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	8	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$85.5M)	QoQ +20.39% (+$657) YoY +15.99% (+$535)
SFL Corp Ltd.(SFLcusipG7738W106)	469	QoQ NEW(+469) YoY NEW(+469)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$85.5M)	QoQ NEW(+$3.8K) YoY NEW(+$3.8K)
(cusip78464A805)✕	56	QoQ NEW(+56) YoY NEW(+56)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$85.5M)	QoQ NEW(+$3.8K) YoY NEW(+$3.8K)
(VGSHcusip92206C102)	60	QoQ NEW(+60) YoY NEW(+60)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$85.5M)	QoQ NEW(+$3.5K) YoY NEW(+$3.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	34	QoQ -73.01% (-92) YoY 0.00% (-0)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$85.5M)	QoQ -77.04% (-$11.7K) YoY -43.08% (-$2.6K)
SAP SE(SAPcusip803054204)	13	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$85.5M)	QoQ +9.02% (+$289) YoY +37.67% (+$955)
CASEYS GENERAL STORES INC(CASYcusip147528103)	8	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$85.5M)	QoQ +9.52% (+$302) YoY +36.26% (+$924)
Trane Technologies plc(TTcusipG8994E103)	10	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$85.5M)	QoQ -8.79% (-$325) YoY +12.22% (+$367)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	13	QoQ -75.00% (-39) YoY 0.00% (-0)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$85.5M)	QoQ -75.54% (-$10.0K) YoY -7.56% (-$264)
ICICI BANK LTD(IBNcusip45104G104)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$85.5M)	QoQ +5.55% (+$166) YoY +19.34% (+$511)
STRYKER CORP(SYKcusip863667101)	8	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$85.5M)	QoQ +3.40% (+$98) YoY +4.01% (+$115)
Medtronic plc(MDTcusipG5960L103)	33	QoQ -64.51% (-60) YoY 0.00% (+0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$85.5M)	QoQ -60.08% (-$4.5K) YoY +3.09% (+$89)
ARMSTRONG WORLD INDUSTRIES INC(AWIcusip04247X102)	21	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$85.5M)	QoQ -0.33% (-$10) YoY +13.37% (+$349)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.9K	0.0% ($2.9K/$85.5M)	QoQ +13.42% (+$349) YoY +5.13% (+$144)
Merck & Co., Inc.(MRKcusip58933Y105)	32	QoQ -78.37% (-116) YoY 0.00% (-0)	All Managers (Combined)	$2.9K	0.0% ($2.9K/$85.5M)	QoQ -80.49% (-$11.9K) YoY -31.97% (-$1.4K)
FISERV INC(FIcusip337738108)	13	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.9K	0.0% ($2.9K/$85.5M)	QoQ +7.52% (+$201) YoY +38.16% (+$793)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	16	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$85.5M)	QoQ -8.87% (-$274) YoY +8.73% (+$226)
Air Products & Chemicals, Inc.(APDcusip009158106)	9	QoQ -99.42% (-1.6K) YoY -99.41% (-1.5K)	All Managers (Combined)	$2.7K	0.0% ($2.7K/$85.5M)	QoQ -99.41% (-$451.0K) YoY -99.28% (-$370.2K)