Portfolio (Quarterly)
Guide ↗
POM Investment Strategies, LLC
· CIK 0001906322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | CRM | SALESFORCE INC | Technology | 37.0 | $6K | 0.01% | NEW | — | $156.89 | +68.5% |
| 182 | AMAT | APPLIED MATLS INC | Technology | 8.0 | $6K | 0.01% | NEW | — | $723.00 | -39.7% |
| 183 | BA | BOEING CO | Industrials | 26.0 | $6K | 0.01% | NEW | — | $216.46 | -2.7% |
| 184 | D | DOMINION ENERGY INC | Utilities | 82.0 | $6K | 0.01% | NEW | — | $68.29 | -2.2% |
| 185 | FITB | FIFTH THIRD BANCORP | Financial Services | 99.0 | $6K | 0.01% | NEW | — | $56.37 | -2.5% |
| 186 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 33.0 | $6K | 0.01% | NEW | — | $167.45 | +12.5% |
| 187 | RTX | RTX CORPORATION | Industrials | 29.0 | $6K | 0.01% | NEW | — | $189.72 | +6.5% |
| 188 | SWK | STANLEY BLACK & DECKER INC | Industrials | 58.0 | $5K | 0.01% | NEW | — | $94.12 | +2.5% |
| 189 | ENB | ENBRIDGE INC | Energy | 98.0 | $5K | 0.01% | NEW | — | $54.21 | -6.8% |
| 190 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 49.0 | $5K | 0.01% | NEW | — | $107.78 | +10.0% |
| 191 | SIXO | AIM ETF PRODUCTS TRUST | — | 145.0 | $5K | 0.01% | NEW | — | $35.87 | +1.7% |
| 192 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 23.0 | $5K | 0.01% | NEW | — | $223.65 | -5.4% |
| 193 | AXP | AMERICAN EXPRESS CO | Financial Services | 15.0 | $5K | 0.01% | NEW | — | $339.27 | -2.8% |
| 194 | KD | KYNDRYL HLDGS INC | Technology | 447.0 | $5K | 0.01% | NEW | — | $11.31 | +17.9% |
| 195 | AES | AES CORP | Utilities | 344.0 | $5K | 0.01% | NEW | — | $14.66 | +0.8% |
| 196 | HAS | HASBRO INC | Consumer Cyclical | 60.0 | $5K | 0.01% | NEW | — | $82.58 | +12.6% |
| 197 | DASH | DOORDASH INC | Communication Services | 26.0 | $5K | 0.01% | NEW | — | $184.54 | +20.3% |
| 198 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 100.0 | $5K | 0.01% | NEW | — | $47.81 | -14.0% |
| 199 | OMC | OMNICOM GROUP INC | Communication Services | 65.0 | $5K | 0.01% | NEW | — | $72.83 | +16.3% |
| 200 | GILD | GILEAD SCIENCES INC | Healthcare | 36.0 | $5K | 0.01% | NEW | — | $126.33 | +19.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.1%
Financial Services
13.7%
Consumer Cyclical
11.9%
Healthcare
8.0%
Industrials
6.1%
Utilities
5.9%
Consumer Defensive
4.7%
Communication Services
2.1%
Real Estate
2.0%
Energy
1.9%