Pom Investment Strategies 13F annual report

Pom Investment Strategies is an investment fund managing more than $111 billion ran by Radon Stancil. There are currently 272 companies in Stancil’s portfolio. The largest investments include Invesco Exchange Traded Fd T and Vanguard World Fd, together worth $28.9 billion.

Limited to 30 biggest holdings

$111 billion Assets Under Management (AUM)

As of 18th July 2024, Pom Investment Strategies’s top holding is 318,001 shares of Invesco Exchange Traded Fd T currently worth over $14.5 billion and making up 13.1% of the portfolio value. In addition, the fund holds 45,864 shares of Vanguard World Fd worth $14.4 billion. The third-largest holding is First Tr Exchng Traded Fd Vi worth $12.1 billion and the next is First Tr Exchange-traded Fd worth $24.9 billion, with 531,249 shares owned.

Currently, Pom Investment Strategies's portfolio is worth at least $111 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Pom Investment Strategies

The Pom Investment Strategies office and employees reside in Raleigh, North Carolina. According to the last 13-F report filed with the SEC, Radon Stancil serves as the CCO at Pom Investment Strategies.

Recent trades

In the most recent 13F filing, Pom Investment Strategies revealed that it had opened a new position in First Tr Exchange Traded Fd and bought 236,936 shares worth $7.23 billion.

The investment fund also strengthened its position in Invesco Exchange Traded Fd T by buying 1,078 additional shares. This makes their stake in Invesco Exchange Traded Fd T total 318,001 shares worth $14.5 billion.

On the other hand, there are companies that Pom Investment Strategies is getting rid of from its portfolio. Pom Investment Strategies closed its position in Ishares Tr on 25th July 2024. It sold the previously owned 43,091 shares for $1.48 billion. Radon Stancil also disclosed a decreased stake in First Tr Exchng Traded Fd Vi by approximately 0.1%. This leaves the value of the investment at $12.1 billion and 417,566 shares.

One of the smallest hedge funds

The two most similar investment funds to Pom Investment Strategies are Alterna Wealth Management, Inc and Sherrill & Hutchins Advisory, Inc. They manage $111 billion and $111 billion respectively.


Radon Stancil investment strategy

Pom Investment Strategies’s portfolio is diversified across 13 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 3.0% of the total portfolio value. The fund focuses on investments in the United States as 43.8% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 44% of the total holdings value. On the other hand, small-cap stocks make up only 1.1% of the portfolio. The average market cap of the portfolio companies is close to $126 billion.

The complete list of Pom Investment Strategies trades based on 13F SEC filings

These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Invesco Exchange Traded Fd T
0.34%
318,001
$14,548,550,000 13.13%
Vanguard World Fd
0.27%
45,864
$14,397,492,000 12.99%
First Tr Exchng Traded Fd Vi
3.11%
417,566
$12,076,009,000 10.90%
First Tr Exchange-traded Fd
18.08%
531,249
$24,875,700,000 22.45%
First Tr Exchange Traded Fd
Opened
236,936
$7,228,918,000 6.52%
Invesco Exchange Traded Fd T
Opened
129,669
$6,324,175,000 5.71%
Ishares Tr
Opened
108,002
$6,414,522,000 5.79%
First Tr Nas100 Eq Weighted
4.42%
40,338
$4,973,264,000 4.49%
Ishares Tr
40.74%
150,805
$4,539,186,000 4.10%
Apple Inc
6.31%
9,829
$2,070,184,000 1.87%
Microsoft Corporation
9.90%
3,119
$1,394,128,000 1.26%
Pimco Etf Tr
142.43%
10,536
$1,065,190,000 0.96%
Ishares Tr
Closed
43,091
$1,484,849,000
Home Depot, Inc.
5.70%
2,077
$715,099,000 0.65%
Aim Etf Products Trust
Opened
12,859
$427,077,000 0.39%
Jpmorgan Chase Co.
7.09%
2,024
$409,374,000 0.37%
Air Prods Chems Inc
No change
1,539
$397,139,000 0.36%
Johnson Johnson
3.04%
2,644
$386,447,000 0.35%
NVIDIA Corp
1,480.46%
2,750
$339,741,000 0.31%
Aim Etf Products Trust
Closed
9,777
$295,852,000
Spdr Gold Tr
No change
1,240
$266,612,000 0.24%
Proshares Tr
Closed
29,040
$254,390,000
Proshares Tr
Opened
5,807
$235,184,000 0.21%
Amazon.com Inc.
73.76%
1,119
$216,247,000 0.20%
GSK Plc
7.52%
5,560
$214,060,000 0.19%
Pimco Etf Tr
Opened
2,098
$211,164,000 0.19%
Eli Lilly Co
54.67%
232
$210,048,000 0.19%
First Tr Exchng Traded Fd Vi
Opened
6,102
$208,139,000 0.19%
Costco Whsl Corp New
16.02%
239
$203,148,000 0.18%
Spdr Dow Jones Indl Average
96.82%
509
$199,085,000 0.18%
Boeing Co.
7.00%
1,070
$194,751,000 0.18%
Intel Corp.
0.41%
5,659
$175,250,000 0.16%
Wolfspeed Inc
No change
7,615
$173,317,000 0.16%
Ishares Inc
4.86%
5,092
$196,471,000 0.18%
MercadoLibre Inc
No change
100
$164,340,000 0.15%
RTX Corp
13.19%
1,613
$161,929,000 0.15%
Berkshire Hathaway Inc.
No change
359
$146,041,000 0.13%
Alphabet Inc
70.73%
1,400
$255,772,000 0.23%
Eaton Corp Plc
No change
446
$139,843,000 0.13%
Walmart Inc
26.44%
1,664
$112,643,000 0.10%
International Business Machs
0.77%
643
$111,207,000 0.10%
Invesco Exch Trd Slf Idx Fd
28.31%
5,186
$106,054,000 0.10%
Lowes Cos Inc
No change
480
$105,821,000 0.10%
Netflix Inc.
56.00%
156
$105,281,000 0.10%
Kellanova Co
No change
1,800
$103,824,000 0.09%
Coca-Cola Co
No change
1,600
$101,840,000 0.09%
Carrier Global Corporation
3.79%
1,479
$93,295,000 0.08%
Shopify Inc
No change
1,380
$91,149,000 0.08%
Delta Air Lines, Inc.
Opened
1,831
$86,863,000 0.08%
Qualcomm, Inc.
0.26%
381
$75,896,000 0.07%
Otis Worldwide Corporation
6.88%
761
$73,254,000 0.07%
Chevron Corp.
129.35%
461
$72,039,000 0.07%
Wsfs Finl Corp
No change
1,506
$70,782,000 0.06%
Adobe Inc
129.09%
126
$69,998,000 0.06%
Select Sector Spdr Tr
4.70%
1,961
$92,123,000 0.08%
Proshares Tr
No change
1,534
$118,956,000 0.11%
Novo-nordisk A S
No change
454
$64,804,000 0.06%
Truist Finl Corp
1.36%
1,635
$63,538,000 0.06%
Haleon Plc
0.12%
7,592
$62,710,000 0.06%
Scorpio Tankers Inc
No change
734
$59,667,000 0.05%
Att Inc
No change
2,848
$54,425,000 0.05%
MGM Resorts International
7.73%
1,185
$52,661,000 0.05%
Essex Ppty Tr Inc
1.08%
188
$51,208,000 0.05%
Broadcom Inc
Opened
31
$49,771,000 0.04%
Vanguard Tax-managed Fds
No change
982
$48,530,000 0.04%
Advanced Micro Devices Inc.
770.59%
296
$48,014,000 0.04%
Diamondback Energy Inc
0.93%
218
$43,660,000 0.04%
Exxon Mobil Corp.
918.92%
377
$43,400,000 0.04%
Taiwan Semiconductor Mfg Ltd
853.85%
248
$43,105,000 0.04%
American Express Co.
Opened
183
$42,374,000 0.04%
Philip Morris International Inc
1.46%
417
$42,229,000 0.04%
VanEck ETF Trust
318.42%
159
$41,451,000 0.04%
Teekay Corp
No change
4,621
$41,450,000 0.04%
Salesforce Inc
144.26%
149
$38,308,000 0.03%
Meta Platforms Inc
Opened
75
$37,817,000 0.03%
Caterpillar Inc.
2,160.00%
113
$37,640,000 0.03%
Asml Holding N V
Opened
35
$35,796,000 0.03%
T Rowe Price Etf Inc
2.65%
1,468
$52,857,000 0.05%
Abbvie Inc
0.48%
208
$35,680,000 0.03%
Altria Group Inc.
1.17%
776
$35,358,000 0.03%
Dr Reddys Labs Ltd
No change
455
$34,666,000 0.03%
Procter And Gamble Co
Opened
207
$34,138,000 0.03%
Marathon Pete Corp
No change
196
$34,002,000 0.03%
Wisdomtree Tr
No change
340
$33,932,000 0.03%
Global Pmts Inc
Opened
336
$32,491,000 0.03%
Verizon Communications Inc
10.55%
746
$30,780,000 0.03%
Freeport-McMoRan Inc
Opened
630
$30,618,000 0.03%
Toyota Motor Corporation
292.11%
149
$30,541,000 0.03%
Oracle Corp.
Opened
215
$30,358,000 0.03%
Alps Etf Tr
Opened
1,189
$30,272,000 0.03%
Pepsico Inc
141.33%
181
$29,852,000 0.03%
Bank America Corp
838.96%
723
$28,754,000 0.03%
Western Digital Corp.
No change
377
$28,565,000 0.03%
Visa Inc
970.00%
107
$28,084,000 0.03%
Marvell Technology Inc
No change
400
$27,960,000 0.03%
Booking Holdings Inc
Opened
7
$27,731,000 0.03%
Tesla Inc
No change
136
$26,912,000 0.02%
Cisco Sys Inc
No change
562
$26,701,000 0.02%
Goldman Sachs Group, Inc.
Opened
58
$26,235,000 0.02%
Sap SE
892.31%
129
$26,021,000 0.02%
Morgan Stanley
1,147.62%
262
$25,464,000 0.02%
Vanguard Intl Equity Index F
101.48%
544
$32,503,000 0.03%
Citigroup Inc
Opened
394
$25,003,000 0.02%
Sanofi
Opened
508
$24,648,000 0.02%
Canadian Nat Res Ltd
Opened
646
$22,998,000 0.02%
Shell Plc
Opened
305
$22,015,000 0.02%
Evolus Inc
No change
2,000
$21,700,000 0.02%
Thermo Fisher Scientific Inc.
290.00%
39
$21,567,000 0.02%
Lam Research Corp.
Opened
20
$21,297,000 0.02%
Unitedhealth Group Inc
583.33%
41
$20,880,000 0.02%
Merck Co Inc
421.88%
167
$20,675,000 0.02%
General Dynamics Corp.
No change
71
$20,600,000 0.02%
ING Groep N.V.
Opened
1,177
$20,174,000 0.02%
Royal Caribbean Group
61.92%
123
$19,610,000 0.02%
Union Pac Corp
962.50%
85
$19,232,000 0.02%
Blackrock Inc.
Opened
24
$18,896,000 0.02%
TotalEnergies SE
Opened
282
$18,804,000 0.02%
Kearny Finl Corp Md
No change
3,000
$18,450,000 0.02%
Newmont Corp
0.69%
438
$18,326,000 0.02%
Trane Technologies plc
440.00%
54
$17,762,000 0.02%
Sila Realty Trust Inc
Opened
836
$17,698,000 0.02%
Stryker Corp.
537.50%
51
$17,353,000 0.02%
Schwab Strategic Tr
No change
395
$27,077,000 0.02%
Banco Bilbao Vizcaya Argenta
Opened
1,638
$16,429,000 0.01%
Etf Ser Solutions
0.93%
545
$16,403,000 0.01%
Intuitive Surgical Inc
Opened
36
$16,015,000 0.01%
American Tower Corp.
17.14%
82
$15,998,000 0.01%
Mastercard Incorporated
Opened
36
$15,882,000 0.01%
Bhp Group Ltd
965.38%
277
$15,814,000 0.01%
J P Morgan Exchange Traded F
Opened
283
$15,168,000 0.01%
Johnson Ctls Intl Plc
Opened
228
$15,155,000 0.01%
Schwab Charles Corp
Opened
203
$14,959,000 0.01%
Banco Santander S.A.
Opened
3,193
$14,784,000 0.01%
American Centy Etf Tr
Opened
285
$17,879,000 0.02%
Intuit Inc
Opened
22
$14,459,000 0.01%
Nexstar Media Group Inc
1.19%
85
$14,157,000 0.01%
Devon Energy Corp.
0.70%
289
$13,682,000 0.01%
Danaher Corp.
440.00%
54
$13,492,000 0.01%
ServiceNow Inc
Opened
17
$13,373,000 0.01%
Abbott Labs
573.68%
128
$13,300,000 0.01%
Ishares Silver Tr
No change
500
$13,285,000 0.01%
Angel Oak Funds Trust
Opened
248
$12,621,000 0.01%
Rio Tinto plc
Opened
189
$12,461,000 0.01%
Spdr Ser Tr
Opened
217
$15,924,000 0.01%
Marriott Intl Inc New
No change
50
$12,089,000 0.01%
Invesco Exch Traded Fd Tr Ii
Opened
140
$11,906,000 0.01%
Astrazeneca plc
459.26%
151
$11,776,000 0.01%
Kinder Morgan Inc
1.62%
565
$11,220,000 0.01%
Nike, Inc.
Opened
147
$11,079,000 0.01%
Disney Walt Co
2,120.00%
111
$11,021,000 0.01%
Hilton Worldwide Holdings Inc
No change
50
$10,910,000 0.01%
Illinois Tool Wks Inc
246.15%
45
$10,663,000 0.01%
Avis Budget Group Inc
No change
100
$10,452,000 0.01%
Cummins Inc.
Opened
35
$9,693,000 0.01%
CSX Corp.
Opened
288
$9,634,000 0.01%
Citizens Finl Group Inc
1.17%
260
$9,371,000 0.01%
Anheuser-Busch InBev SA/NV
Opened
161
$9,362,000 0.01%
Starbucks Corp.
Opened
118
$9,186,000 0.01%
Accenture Plc Ireland
No change
30
$9,102,000 0.01%
Conocophillips
Opened
78
$8,922,000 0.01%
BP plc
Opened
238
$8,592,000 0.01%
Ford Mtr Co Del
Opened
684
$8,577,000 0.01%
Duke Energy Corp.
No change
84
$8,466,000 0.01%
Vanguard Scottsdale Fds
Opened
217
$12,539,000 0.01%
T Rowe Price Etf Inc
Opened
239
$8,219,000 0.01%
Vanguard Scottsdale Fds
No change
100
$8,197,000 0.01%
Paccar Inc.
Opened
77
$7,926,000 0.01%
Corning, Inc.
No change
200
$7,770,000 0.01%
Schwab Strategic Tr
Opened
221
$7,742,000 0.01%
Las Vegas Sands Corp
Opened
172
$7,611,000 0.01%
Wk Kellogg Co
No change
450
$7,407,000 0.01%
Ark Etf Tr
No change
164
$7,212,000 0.01%
Edwards Lifesciences Corp
Opened
75
$6,928,000 0.01%
Walgreens Boots Alliance Inc
1.60%
572
$6,921,000 0.01%
Exact Sciences Corp.
Closed
100
$6,906,000
Southwest Airls Co
No change
240
$6,866,000 0.01%
Stellar Bancorp Inc
1.02%
296
$6,792,000 0.01%
Revance Therapeutics Inc
No change
2,583
$6,638,000 0.01%
Select Sector Spdr Tr
Opened
103
$11,591,000 0.01%
Franklin Templeton Etf Tr
Opened
314
$6,330,000 0.01%
Crown Castle Inc
392.31%
64
$6,253,000 0.01%
Sony Group Corp
Opened
72
$6,116,000 0.01%
CVS Health Corp
No change
94
$5,552,000 0.01%
Iridium Communications Inc
0.99%
204
$5,435,000 0.00%
Warner Bros.Discovery Inc
No change
688
$5,119,000 0.00%
Flex Lng Ltd
Closed
200
$5,086,000
Marathon Oil Corporation
No change
173
$4,960,000 0.00%
Cintas Corporation
No change
7
$4,902,000 0.00%
Magyar Bancorp Inc.
No change
428
$4,811,000 0.00%
Medtronic Plc
84.85%
61
$4,801,000 0.00%
Progressive Corp.
No change
23
$4,777,000 0.00%
Unilever plc
Opened
86
$4,729,000 0.00%
Rivian Automotive, Inc.
No change
342
$4,590,000 0.00%
Dover Corp.
Opened
25
$4,511,000 0.00%
Boston Scientific Corp.
Opened
58
$4,467,000 0.00%
Aon plc.
No change
15
$4,404,000 0.00%
First Tr Exch Trd Alphdx Fd
86.17%
104
$4,241,000 0.00%
Miniso Group Hldg Ltd
No change
220
$4,195,000 0.00%
Enbridge Inc
No change
113
$4,022,000 0.00%
Novartis AG
No change
36
$3,833,000 0.00%
Realty Income Corp.
1.43%
71
$3,757,000 0.00%
Vertex Pharmaceuticals, Inc.
No change
8
$3,750,000 0.00%
Tjx Cos Inc New
No change
32
$3,523,000 0.00%
Oatly Group AB
No change
3,600
$3,384,000 0.00%
PayPal Holdings Inc
No change
56
$3,250,000 0.00%
BCE Inc
No change
100
$3,237,000 0.00%
Kyndryl Hldgs Inc
No change
118
$3,105,000 0.00%
Caseys Gen Stores Inc
No change
8
$3,052,000 0.00%
Construction Partners Inc
No change
55
$3,037,000 0.00%
CDW Corp
No change
13
$2,910,000 0.00%
Icici Bank Limited
No change
100
$2,881,000 0.00%
LXP Industrial Trust
1.61%
315
$2,870,000 0.00%
Canadian Natl Ry Co
No change
24
$2,835,000 0.00%
Roper Technologies Inc
No change
5
$2,818,000 0.00%
Zoetis Inc
No change
16
$2,774,000 0.00%
Innovative Indl Pptys Inc
No change
25
$2,731,000 0.00%
Warby Parker Inc.
Closed
200
$2,722,000
Comcast Corp New
No change
68
$2,663,000 0.00%
Ansys Inc.
No change
8
$2,572,000 0.00%
Pnc Finl Svcs Group Inc
No change
16
$2,488,000 0.00%
Evergy Inc
No change
46
$2,450,000 0.00%
Alcon Ag
285.71%
27
$2,405,000 0.00%
Northern Dynasty Minerals Lt
No change
7,714
$2,395,000 0.00%
Ecolab, Inc.
No change
10
$2,380,000 0.00%
Armstrong World Inds Inc New
No change
21
$2,378,000 0.00%
Cannae Holdings Inc
No change
130
$2,358,000 0.00%
Texas Instrs Inc
No change
12
$2,334,000 0.00%
Elevance Health Inc
No change
4
$2,167,000 0.00%
Acushnet Hldgs Corp
No change
34
$2,158,000 0.00%
Norwegian Cruise Line Hldg L
Closed
100
$2,093,000
PubMatic, Inc.
No change
100
$2,031,000 0.00%
Fiserv, Inc.
No change
13
$1,938,000 0.00%
Prudential Finl Inc
No change
16
$1,875,000 0.00%
Upstart Holdings, Inc.
No change
73
$1,722,000 0.00%
NovoCure Ltd
No change
100
$1,713,000 0.00%
Honeywell International Inc
No change
8
$1,708,000 0.00%
EBay Inc.
No change
30
$1,612,000 0.00%
Chargepoint Holdings Inc.
No change
1,042
$1,573,000 0.00%
CME Group Inc
No change
8
$1,573,000 0.00%
Butterfly Network Inc
No change
1,800
$1,513,000 0.00%
Nasdaq Inc
No change
24
$1,446,000 0.00%
Allstate Corp (The)
No change
9
$1,437,000 0.00%
Veralto Corp
400.00%
15
$1,432,000 0.00%
Lumen Technologies, Inc.
No change
1,292
$1,421,000 0.00%
DigitalOcean Holdings, Inc.
No change
40
$1,390,000 0.00%
Clorox Co.
No change
10
$1,365,000 0.00%
Woodside Energy Group Ltd
688.89%
71
$1,336,000 0.00%
American Airls Group Inc
No change
100
$1,133,000 0.00%
Xcel Energy Inc.
No change
21
$1,122,000 0.00%
Lauder Estee Cos Inc
No change
10
$1,064,000 0.00%
Merrimack Pharmaceuticals In
Closed
69
$1,019,000
Diageo plc
No change
8
$1,009,000 0.00%
Emerson Elec Co
No change
9
$991,000 0.00%
Cellectis S A
No change
495
$926,000 0.00%
Inmode Ltd
No change
50
$912,000 0.00%
Fidelity Natl Information Sv
No change
12
$904,000 0.00%
Moodys Corp
No change
2
$842,000 0.00%
Dollar Gen Corp New
No change
6
$793,000 0.00%
Netapp Inc
No change
6
$773,000 0.00%
Fastly Inc
No change
100
$737,000 0.00%
Companhia De Saneamento Basi
No change
42
$565,000 0.00%
Verisk Analytics Inc
No change
2
$539,000 0.00%
Evgo Inc
No change
205
$502,000 0.00%
Prothena Corp Plc
No change
24
$495,000 0.00%
Blink Charging Co
No change
162
$444,000 0.00%
Cheesecake Factory Inc.
No change
10
$393,000 0.00%
Vanguard Index Fds
No change
1
$374,000 0.00%
Amc Entmt Hldgs Inc
No change
74
$369,000 0.00%
Alibaba Group Hldg Ltd
No change
5
$360,000 0.00%
Genmab A/s
No change
14
$352,000 0.00%
Veritone Inc
No change
150
$339,000 0.00%
Charter Communications Inc N
No change
1
$299,000 0.00%
Sirius XM Holdings Inc
No change
100
$283,000 0.00%
fuboTV Inc.
No change
200
$248,000 0.00%
Tilray Brands Inc
No change
100
$166,000 0.00%
GE Aerospace
No change
1
$159,000 0.00%
Digital Turbine Inc
No change
50
$83,000 0.00%
ClearPoint Neuro Inc
No change
15
$81,000 0.00%
Organon Co
No change
2
$41,000 0.00%
Revelation Biosciences Inc
No change
1
$2,000 0.00%
No transactions found
Showing first 500 out of 280 holdings