POM Investment Strategies, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, POM Investment Strategies, LLC opened 27 positions, added to 45, reduced 53, sold out of 60 and left 102 unchanged. The largest increase in value was NVDA (+$951,049); the largest decrease was JPM (-$1,168,786).
- PAYM: Country of operation —; Class S&P AUTOCALLABLE; Shares 2026-03-31 25,264; Shares 2026-06-30 0.
- ORI: Country of operation United States; Class COM; Shares 2026-03-31 1,091; Shares 2026-06-30 0.
- PPL: Country of operation United States; Class COM; Shares 2026-03-31 1,000; Shares 2026-06-30 0.
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 220; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1906322): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
PAYM
ELEVATION SERIES TRUST | | S&P AUTOCALLABLE | 25,264 | 0 | -25,264 | $554,551 | $0 | -$554,551 |
|---|
ORI
OLD REP INTL CORP | United States | COM | 1,091 | 0 | -1,091 | $43,515 | $0 | -$43,515 |
|---|
PPL
PPL CORP | United States | COM | 1,000 | 0 | -1,000 | $38,200 | $0 | -$38,200 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 220 | 0 | -220 | $37,352 | $0 | -$37,352 |
|---|
GM
GENERAL MTRS CO | United States | COM | 397 | 0 | -397 | $29,577 | $0 | -$29,577 |
|---|
KOD
KODIAK SCIENCES INC | United States | COM | 500 | 0 | -500 | $19,060 | $0 | -$19,060 |
|---|
NXT
NEXTPOWER INC | United States | CLASS A COM | 153 | 0 | -153 | $18,444 | $0 | -$18,444 |
|---|
SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 146 | 0 | -146 | $17,319 | $0 | -$17,319 |
|---|
NVST
ENVISTA HOLDINGS CORPORATION | United States | COM | 626 | 0 | -626 | $15,882 | $0 | -$15,882 |
|---|
BLBD
BLUE BIRD CORP | United States | COM | 254 | 0 | -254 | $14,425 | $0 | -$14,425 |
|---|
IBKR
INTERACTIVE BROKERS GROUP IN | United States | COM CL A | 208 | 0 | -208 | $13,951 | $0 | -$13,951 |
|---|
CHWY
CHEWY INC | United States | CL A | 481 | 0 | -481 | $12,987 | $0 | -$12,987 |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 64 | 0 | -64 | $12,687 | $0 | -$12,687 |
|---|
TTWO
TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 63 | 0 | -63 | $12,443 | $0 | -$12,443 |
|---|
ALL
ALLSTATE CORP | United States | COM | 60 | 0 | -60 | $12,440 | $0 | -$12,440 |
|---|
DXCM
DEXCOM INC | United States | COM | 196 | 0 | -196 | $12,309 | $0 | -$12,309 |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 500 | 0 | -500 | $11,245 | $0 | -$11,245 |
|---|
FSLR
FIRST SOLAR INC | United States | COM | 52 | 0 | -52 | $10,258 | $0 | -$10,258 |
|---|
PAAS
PAN AMERN SILVER CORP | | COM | 167 | 0 | -167 | $9,123 | $0 | -$9,123 |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 23 | 0 | -23 | $9,010 | $0 | -$9,010 |
|---|
FLS
FLOWSERVE CORP | United States | COM | 121 | 0 | -121 | $8,895 | $0 | -$8,895 |
|---|
ROAD
CONSTRUCTION PARTNERS INC | United States | COM CL A | 79 | 0 | -79 | $8,778 | $0 | -$8,778 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 30 | 0 | -30 | $8,336 | $0 | -$8,336 |
|---|
ARLP
ALLIANCE RESOURCE PARTNERS L | United States | UT LTD PART | 300 | 0 | -300 | $8,295 | $0 | -$8,295 |
|---|
SON
SONOCO PRODS CO | United States | COM | 146 | 0 | -146 | $7,897 | $0 | -$7,897 |
|---|
LZ
LEGALZOOM COM INC | United States | COM | 1,377 | 0 | -1,377 | $7,808 | $0 | -$7,808 |
|---|
IAUM
ISHARES GOLD TR | United States | SHARES REPRESENT | 154 | 0 | -154 | $7,192 | $0 | -$7,192 |
|---|
APTV
APTIV PLC | | COM SHS | 102 | 0 | -102 | $7,083 | $0 | -$7,083 |
|---|
NUE
NUCOR CORP | United States | COM | 41 | 0 | -41 | $6,933 | $0 | -$6,933 |
|---|
UHT
UNIVERSAL HEALTH RLTY INCOME | United States | SH BEN INT | 151 | 0 | -151 | $6,111 | $0 | -$6,111 |
|---|
EXPE
EXPEDIA GROUP INC | United States | COM NEW | 26 | 0 | -26 | $6,003 | $0 | -$6,003 |
|---|
AIZ
ASSURANT INC | United States | COM | 26 | 0 | -26 | $5,663 | $0 | -$5,663 |
|---|
JAZZ
JAZZ PHARMACEUTICALS PLC | | SHS USD | 29 | 0 | -29 | $5,482 | $0 | -$5,482 |
|---|
UPS
UNITED PARCEL SVCS INC | United States | CL B | 48 | 0 | -48 | $4,722 | $0 | -$4,722 |
|---|
USAU
U S GOLD CORP | United States | COM NEW | 300 | 0 | -300 | $4,557 | $0 | -$4,557 |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 10 | 0 | -10 | $4,465 | $0 | -$4,465 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 7 | 0 | -7 | $4,231 | $0 | -$4,231 |
|---|
QCOM
QUALCOMM INC | United States | COM | 32 | 0 | -32 | $4,121 | $0 | -$4,121 |
|---|
CTAS
CINTAS CORP | United States | COM | 24 | 0 | -24 | $4,059 | $0 | -$4,059 |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 8 | 0 | -8 | $3,786 | $0 | -$3,786 |
|---|
CNH
CNH INDL N V | | SHS | 344 | 0 | -344 | $3,784 | $0 | -$3,784 |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 42 | 0 | -42 | $3,703 | $0 | -$3,703 |
|---|
EMN
EASTMAN CHEM CO | United States | COM | 47 | 0 | -47 | $3,587 | $0 | -$3,587 |
|---|
BE
BLOOM ENERGY CORP | United States | COM CL A | 25 | 0 | -25 | $3,387 | $0 | -$3,387 |
|---|
WY
WEYERHAEUSER CO | United States | COM NEW | 126 | 0 | -126 | $3,078 | $0 | -$3,078 |
|---|
MP
MP MATERIALS CORP | United States | COM CL A | 50 | 0 | -50 | $2,413 | $0 | -$2,413 |
|---|
ECHO
ECHOSTAR CORP | United States | CL A | 20 | 0 | -20 | $2,341 | $0 | -$2,341 |
|---|
BWXT
BWX TECHNOLOGIES INC | United States | COM | 10 | 0 | -10 | $2,045 | $0 | -$2,045 |
|---|
O
REALTY INCOME CORP | United States | COM | 32 | 0 | -32 | $1,958 | $0 | -$1,958 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 19 | 0 | -19 | $1,646 | $0 | -$1,646 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 10 | 0 | -10 | $1,603 | $0 | -$1,603 |
|---|
BGS
B & G FOODS INC | United States | COM | 300 | 0 | -300 | $1,443 | $0 | -$1,443 |
|---|
NTSK
NETSKOPE INC | United States | CL A | 170 | 0 | -170 | $1,443 | $0 | -$1,443 |
|---|
DOCS
DOXIMITY INC | United States | CL A | 59 | 0 | -59 | $1,375 | $0 | -$1,375 |
|---|
UUUU
ENERGY FUELS INC | | COM NEW | 71 | 0 | -71 | $1,296 | $0 | -$1,296 |
|---|
CRML
CRITICAL METALS CORP | | PUBCO ORD SHS | 100 | 0 | -100 | $794 | $0 | -$794 |
|---|
PLUG
PLUG PWR INC | United States | COM NEW | 100 | 0 | -100 | $226 | $0 | -$226 |
|---|
VTR
VENTAS INC | United States | COM | 1 | 0 | -1 | $82 | $0 | -$82 |
|---|
ARI
APOLLO COML REAL ESTATE FIN | United States | COM | 1 | 0 | -1 | $11 | $0 | -$11 |
|---|
MPT
MEDICAL PROPERTIES TRUST INC | United States | COM | 1 | 0 | -1 | $5 | $0 | -$5 |
|---|