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POM Investment Strategies, LLC — 13F Holdings & Portfolio

CIK 1906322 · latest 13F-HR filed 2026-07-31

Backtest portfolio

POM Investment Strategies, LLC manages $88.3M in 13F-reported U.S. long-equity assets across 350 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MAYW (14.08%), JANW (9.52%), JUNW (9.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 49 new positions and exited 132; 155 existing positions rose in reported value and 99 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$88.3M

Long-equity book

Holdings
350

Distinct positions

Period
2026-06-30

Filed 2026-07-31

Q/Q Activity
+49 / −132 / ↑155 / ↓99

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
MAYW14.1% · +11816%JANW9.5% · +4%JUNW9.1% · newFEBW8.2% · newGMAY8.2% · newDECW7.5% · +4%ONEZ6.7% · +359%BILZ5.2% · +154%SIXD2.2% · newQBER2.2% · +11%VTI2.0% · newNVDA1.6% · +182%FBCG1.5% · +108%AAPL1.4% · -32%SPYM1.1% · +2%IHAK1.0% · +103%IBM1.0% · +59%PAYM1.0% · +33%FDCF0.9% · +113%FBOT0.8% · +112%TSLA0.7% · -17%FDFF0.7% · +120%SPYG0.5% · -1%CAT0.5% · 0%SPYV0.5% · -2%ABBV0.4% · +1454%GLD0.4% · +148%AVEM0.4% · +39%IEFA0.3% · +4%AMZN0.3% · +224%MTUM0.3% · -10%QQQ0.3% · -16%EEM0.3% · -10%EFG0.3% · +118%XLG0.3% · -9%IEV0.2% · -21%COST0.2% · -4%ORCL0.2% · +1015%AHR0.2% · 0%MTB0.2% · 0%VOO0.2% · -27%SPMD0.2% · +5%IONQ0.2% · +15%MSFT0.2% · -14%IJK0.1% · +0%GE0.1% · -69%IJJ0.1% · +5%FBTC0.1% · +125%INTC0.1% · +2403%BAC0.1% · -72%DUK0.1% · -66%QTUM0.1% · -5%NVBW0.1% · 0%BUCK0.1% · -57%ANET0.1% · newC0.1% · -40%SO0.1% · 0%ABT0.1% · +7240%LOW0.1% · 0%WMT0.1% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 72.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 25, 2026.

Assets Under Management
$283.3M
Discretionary
$283.3M
Employees
18
Accounts
877
Address
4101 LAKE BOONE TRAIL
SUITE 111
RALEIGH, NC 27607
Phone
(919) 787-8866
Website
Name Title / Status Ownership Type
STANCIL, RADON, NEWTON ControlMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
since Sep 2021
75% or moreIndividual
TARIQ, MURSALEEN, MOHAMMAD ControlMANAGING MEMBER
since Jan 2025
10–25%Individual
DUNN, MORGANMANAGING MEMBER
since Aug 2025
Less than 5%Individual
Ownership & leadership changes · 2 filings with changes since Oct 12, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 29, 2025 filing
  • AddedDUNN, MORGAN · MANAGING MEMBER · Less than 5%
Feb 19, 2025 filing
  • AddedTARIQ, MURSALEEN, MOHAMMAD · MANAGING MEMBER · 10–25% · control person
Oct 12, 2021 filing (earliest on record)
  • ListedSTANCIL, RADON, NEWTON · MANAGING MEMBER & CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

POM Investment Strategies, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AIM ETF PRODUCTS TRUST MAYW 00888H752 $12.4M 14.08% 357,484 SH
2 AIM ETF PRODUCTS TRUST JANW 00888H802 $8.4M 9.52% 217,199 SH
3 AIM ETF PRODUCTS TRUST JUNW 00888H737 $8.0M 9.07% 232,763 SH
4 AIM ETF PRODUCTS TRUST FEBW 00888H786 $7.2M 8.18% 203,177 SH
5 FIRST TR EXCHNG TRADED FD VI GMAY 33740F441 $7.2M 8.17% 167,477 SH
6 AIM ETF PRODUCTS TRUST DECW 00888H794 $6.6M 7.49% 185,426 SH
7 ELEVATION SERIES TRUST ONEZ 210322608 $5.9M 6.74% 215,521 SH
8 PIMCO ETF TR BILZ 72201R577 $4.6M 5.20% 45,501 SH
9 AIM ETF PRODUCTS TRUST SIXD 00888H646 $2.0M 2.22% 63,582 SH
10 ELEVATION SERIES TRUST QBER 210322509 $1.9M 2.20% 81,735 SH
11 VANGUARD INDEX FDS VTI 922908769 $1.8M 1.98% 4,730 SH
12 NVIDIA CORPORATION NVDA 67066G104 $1.4M 1.56% 6,875 SH
13 FIDELITY COVINGTON TRUST FBCG 316092352 $1.3M 1.46% 20,716 SH
14 APPLE INC AAPL 037833100 $1.3M 1.44% 4,401 SH
15 SPDR SERIES TRUST SPYM 78464A854 $1.0M 1.14% 11,432 SH
16 ISHARES TR IHAK 46435U135 $909.8K 1.03% 14,986 SH
17 INTERNATIONAL BUSINESS MACHS IBM 459200101 $863.1K 0.98% 3,069 SH
18 ELEVATION SERIES TRUST PAYM 210322574 $841.7K 0.95% 33,507 SH
19 FIDELITY COVINGTON TRUST FDCF 316092162 $764.8K 0.87% 15,309 SH
20 FIDELITY COVINGTON TRUST FBOT 316092170 $676.4K 0.77% 17,081 SH
21 TESLA INC TSLA 88160R101 $641.4K 0.73% 1,525 SH
22 FIDELITY COVINGTON TRUST FDFF 316092154 $636.6K 0.72% 19,240 SH
23 SPDR SERIES TRUST SPYG 78464A409 $464.1K 0.53% 3,901 SH
24 CATERPILLAR INC CAT 149123101 $429.2K 0.49% 403 SH
25 SPDR SERIES TRUST SPYV 78464A508 $408.9K 0.46% 6,726 SH
26 ABBVIE INC ABBV 00287Y109 $375.5K 0.43% 1,492 SH
27 SPDR GOLD TR GLD 78463V107 $359.2K 0.41% 975 SH
28 AMERICAN CENTY ETF TR AVEM 025072604 $336.7K 0.38% 3,489 SH
29 ISHARES TR IEFA 46432F842 $291.4K 0.33% 3,017 SH
30 AMAZON COM INC AMZN 023135106 $290.8K 0.33% 1,220 SH
31 ISHARES TR MTUM 46432F396 $283.5K 0.32% 827 SH
32 INVESCO QQQ TR QQQ 46090E103 $269.5K 0.31% 366 SH
33 ISHARES TR EEM 464287234 $266.5K 0.30% 3,896 SH
34 ISHARES TR EFG 464288885 $235.5K 0.27% 1,893 SH
35 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $228.4K 0.26% 3,730 SH
36 ISHARES TR IEV 464287861 $199.3K 0.23% 2,736 SH
37 COSTCO WHOLESALE CORPORATION COST 22160K105 $193.7K 0.22% 207 SH
38 ORACLE CORP ORCL 68389X105 $176.4K 0.20% 1,204 SH
39 AMERICAN HEALTHCARE REIT INC AHR 398182303 $160.8K 0.18% 3,084 SH
40 M & T BK CORP MTB 55261F104 $160.2K 0.18% 673 SH
41 VANGUARD INDEX FDS VOO 922908363 $158.7K 0.18% 231 SH
42 SPDR SERIES TRUST SPMD 78464A847 $155.9K 0.18% 2,308 SH
43 IONQ INC IONQ 46222L108 $152.4K 0.17% 2,861 SH
44 MICROSOFT CORP MSFT 594918104 $135.4K 0.15% 363 SH
45 ISHARES TR IJK 464287606 $116.8K 0.13% 994 SH
46 GE AEROSPACE GE 369604301 $113.7K 0.13% 304 SH
47 ISHARES TR IJJ 464287705 $113.2K 0.13% 766 SH
48 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $111.9K 0.13% 2,192 SH
49 INTEL CORP INTC 458140100 $108.4K 0.12% 776 SH
50 BANK OF AMER CORP BAC 060505104 $107.9K 0.12% 1,893 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $88.3M 350 0001906322-26-000003
2026-03-31 2026-05-11 $80.5M 433 0001906322-26-000002
2025-12-31 2026-02-17 $194.5M 349 0001906322-26-000001
2025-09-30 2025-11-12 $184.0M 203 0001906322-25-000004
Filer Information
Address
4101 LAKE BOONE TRAIL, SUITE 111
RALEIGH, NC 27607
Phone
(919) 787-8866
Filing Manager
POM Investment Strategies, LLC
RALEIGH, NC
Signatory
Radon Stancil
CCO