Titelia

Holdings of POM Investment Strategies, LLC

385 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 68.3 % of the equity sleeve

Sector breakdown

  • Funds 14.1 %
  • Technology 4.0 %
  • Financials 2.7 %
  • Consumer discretionary 1.4 %
  • Health care 1.2 %
  • Utilities 1.1 %
  • Industrials 1.1 %
  • Communication 1.0 %
  • Consumer staples 0.7 %
  • Energy 0.5 %
  • Materials 0.1 %
  • Unattributed 72.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.2 %
  • TW 0.0 %
  • DK 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US38075.5M $99.75 %
2GB2138.1K $0.18 %
3TW135.5K $0.05 %
4DK116.7K $0.02 %
5FR11.6K $0.00 %

Positions

RankCompanySharesValueWeight
201Prudential Financial, Inc. 848.2K $
202APA Corp 1877.9K $
203T Rowe Price Group Inc 887.9K $
204Sonoco Products Co 1467.9K $
205Legalzoom.com Inc 1,3777.8K $
206iShares Trust 357.7K $
207iShares Global Energy ETF 1337.6K $
208iShares Trust 1497.6K $
209Salesforce Inc 407.5K $
210ABRDN PRECIOUS METALS BASKET ETF TRUST 347.4K $
211Kyndryl Holdings Inc 5547.3K $
212Ishares Gold Trust Micro 1547.2K $
213CVS Health Corp 987K $
214Nucor Corp 416.9K $
215iShares MBS ETF 706.6K $
216Eaton Vance Tax-Managed Global Diversified Equity Income Fund 7506.5K $
217Sandisk Corp/DE 106.4K $
218Boeing Co/The 316.2K $
219Universal Health Realty Income Trust 1516.1K $
220iShares Convertible Bond ETF 596K $
221Expedia Group Inc 266K $
222Goldman Sachs Group Inc/The 75.9K $
223Thermo Fisher Scientific Inc 125.9K $
224Evergy Inc 725.9K $
225Entergy Corp 525.8K $
226iShares Trust 2515.8K $
227Ishares Inc 735.7K $
228Kimberly-Clark Corp 595.7K $
229Assurant Inc 265.7K $
230RTX Corp 295.6K $
231VanEck Morningstar Wide Moat ETF 565.4K $
232Citizens Financial Group Inc 905.4K $
233Flaherty & Crumrine Total Return Fund Inc 3195.3K $
234Nuveen Preferred & Income Opportunities Fund 6995.3K $
235Host Hotels & Resorts Inc 2735.2K $
236Callaway Golf Co 3765.2K $
237Johnson & Johnson 215.2K $
238Dominion Energy Inc 825.1K $
239Gilead Sciences Inc 365K $
240Invesco National AMT-Free Municipal Bond ETF 2165K $
241Baxter International Inc 2934.9K $
242Omnicom Group Inc 654.9K $
243AES Corp/The 3444.8K $
244Visa Inc 164.8K $
245Pimco Dynamic Income Fd 2794.8K $
246Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 794.7K $
247Bank of New York Mellon Corp/The 404.7K $
248United Parcel Service Inc 484.7K $
249Fifth Third Bancorp 994.6K $
250US Gold Corp 3004.6K $
251Franklin Resources Inc 1904.5K $
252Vertex Pharmaceuticals Inc 104.5K $
253Xcel Energy Inc 564.4K $
254Principal Financial Group Inc 494.4K $
255WisdomTree International SmallCap Dividend Fund 534.3K $
256Regency Centers Corp 574.3K $
257Simon Property Group Inc 234.3K $
258Nuveen Multi Asset Income Fund 3454.3K $
259Lockheed Martin Corp 74.2K $
260Booking Holdings Inc 14.2K $
261Marsh & McLennan Cos Inc 244.2K $
262QUALCOMM Inc 324.1K $
263Stanley Black & Decker Inc 584.1K $
264Cintas Corp 244.1K $
265Huntington Bancshares Inc/OH 2564K $
266Edison International 544K $
267Vanguard Real Estate ETF 433.8K $
268HCA Healthcare Inc 83.8K $
269Ishares Gold Trust 423.7K $
270MGM Resorts International 1003.7K $
271Eastman Chemical Co 473.6K $
272Rocket Lab Corp 553.5K $
273Netflix Inc 363.5K $
274VanEck Fallen Angel High Yield 1193.4K $
275Target Corp 283.4K $
276Bloom Energy Corp 253.4K $
277Schwab Short-Term U.S. Treasury ETF 1393.4K $
278Ishares Inc 623.4K $
279FS Specialty Lending Fund 2683.4K $
280American Express Co 113.3K $
281Global X Funds 503.2K $
282Extra Space Storage Inc 243.1K $
283Essex Property Trust Inc 133.1K $
284ISHARES TRUST 853.1K $
285ABRDN SILVER ETF TRUST 433.1K $
286Weyerhaeuser Co 1263.1K $
287Anavex Life Sciences Corp 1,0003.1K $
288Global X MSCI Argent 323K $
289PepsiCo Inc 193K $
290Hubbell Inc 63K $
291State Street SPDR S&P Dividend ETF 202.9K $
292Schwab Strategic Trust 1002.9K $
293Equity Residential 482.8K $
294Lumentum Holdings Inc 42.8K $
295Palantir Technologies Inc 192.8K $
296Comfort Systems USA Inc 22.8K $
297HEICO Corp 102.7K $
298International Paper Co 762.7K $
299VanEck Agribusiness ETF 322.7K $
300Columbia Sportswear Co 482.6K $