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 9 of 11

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ALLSTATE CORP

ALL|020002101

Shares:9

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$85.5M)

NASDAQ, INC.

NDAQ|631103108

Shares:24

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$85.5M)

74347B581

Shares:30

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$85.5M)

389637109

Shares:27

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$85.5M)

Elevance Health, Inc.

ELV|036752103

Shares:4

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$85.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:8

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$85.5M)

CATERPILLAR INC

CAT|149123101

Shares:5

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$85.5M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:19

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$85.5M)

921937835

BND|921937835

Shares:22

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$85.5M)

464287663

IUSV|464287663

Shares:17

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$85.5M)

XCEL ENERGY INC

XEL|98389B100

Shares:21

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$85.5M)

CLOROX CO /DE/

CLX|189054109

Shares:10

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$85.5M)

CROWN CASTLE INC.

CCI|22822V101

Shares:13

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$85.5M)

BHP Group Ltd

BHP|088606108

Shares:26

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$85.5M)

337345102

Shares:7

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$85.5M)

33734X176

Shares:9

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$85.5M)

33739H101

Shares:43

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$85.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:16

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$85.5M)

33733E401

Shares:11

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$85.5M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:9

Value:$987

% of Portfolio:0.0% ($987/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALLSTATE CORP(ALLcusip020002101)	9	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$85.5M)	QoQ +7.43% (+$129) YoY +19.71% (+$307)
NASDAQ, INC.(NDAQcusip631103108)	24	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$85.5M)	QoQ -1.83% (-$34) YoY +20.27% (+$307)
(cusip74347B581)✕	30	QoQ 0.00% (-0) YoY NEW(+30)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$85.5M)	QoQ -5.00% (-$95) YoY NEW(+$1.8K)
(cusip389637109)✕	27	QoQ 0.00% (-0) YoY NEW(+27)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$85.5M)	QoQ -11.95% (-$239) YoY NEW(+$1.8K)
Elevance Health, Inc.(ELVcusip036752103)	4	QoQ -76.47% (-13) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$85.5M)	QoQ -72.25% (-$4.5K) YoY -16.10% (-$334)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	8	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$85.5M)	QoQ -6.25% (-$113) YoY +3.16% (+$52)
CATERPILLAR INC(CATcusip149123101)	5	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$85.5M)	QoQ -9.09% (-$165) YoY -9.98% (-$183)
IRON MOUNTAIN INC(IRMcusip46284V101)	19	QoQ 0.00% (-0) YoY NEW(+19)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$85.5M)	QoQ -17.57% (-$351) YoY NEW(+$1.6K)
(BNDcusip921937835)	22	QoQ NEW(+22) YoY NEW(+22)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$85.5M)	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
(IUSVcusip464287663)	17	QoQ NEW(+17) YoY NEW(+17)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$85.5M)	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
XCEL ENERGY INC(XELcusip98389B100)	21	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$85.5M)	QoQ +4.86% (+$69) YoY +31.70% (+$358)
CLOROX CO /DE/(CLXcusip189054109)	10	QoQ -83.60% (-51) YoY 0.00% (-0)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$85.5M)	QoQ -85.13% (-$8.4K) YoY -3.78% (-$58)
CROWN CASTLE INC.(CCIcusip22822V101)	13	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$85.5M)	QoQ +14.83% (+$175) YoY -1.52% (-$21)
BHP Group Ltd(BHPcusip088606108)	26	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$85.5M)	QoQ -0.62% (-$8) YoY -15.86% (-$238)
(cusip337345102)✕	7	QoQ 0.00% (-0) YoY NEW(+7)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$85.5M)	QoQ -7.81% (-$103) YoY NEW(+$1.2K)
(cusip33734X176)✕	9	QoQ 0.00% (-0) YoY NEW(+9)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$85.5M)	QoQ -10.99% (-$147) YoY NEW(+$1.2K)
(cusip33739H101)✕	43	QoQ 0.00% (+0) YoY NEW(+43)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$85.5M)	QoQ +6.60% (+$68) YoY NEW(+$1.1K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	16	QoQ -71.42% (-40) YoY -71.42% (-40)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$85.5M)	QoQ -78.15% (-$3.7K) YoY -72.16% (-$2.7K)
(cusip33733E401)✕	11	QoQ 0.00% (+0) YoY NEW(+11)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$85.5M)	QoQ +0.78% (+$8) YoY NEW(+$1.0K)
EMERSON ELECTRIC CO(EMRcusip291011104)	9	QoQ -88.31% (-68) YoY 0.00% (-0)	All Managers (Combined)	$987	0.0% ($987/$85.5M)	QoQ -89.65% (-$8.6K) YoY -3.33% (-$34)