test

Radon Stancil

@Pom Investment Strategies, Llc

Latest period2024 - Q3ReportedManaged Assets$128.032MTotal holdings313
Assets growth rate2.42%Assets growth rate (2-Q avg)2.39%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Pom Investment Strategies, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 313 positions.

Assets under management

The assets under management (AUM) of Pom Investment Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 128.032M in assets, with a quarterly growth rate of 2.42% and a 2-quarter average growth rate of 2.39%. The portfolio is managed by Radon Stancil, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RTXRtx Corporation
Recent Activity
Decreased -11.65%
0.14%
$172,653
1,425 shares@ $121.16 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -19.82%
0.13%
$164,785
186 shares@ $885.95 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -21.44%
0.13%
$163,784
879 shares@ $186.33 avg price
BABoeing Co
Recent Activity
Decreased -6.54%
0.12%
$152,040
1,000 shares@ $152.04 avg price
CARRCarrier Global Corporation
Recent Activity
Decreased -3.65%
0.09%
$114,698
1,425 shares@ $80.49 avg price
WMTWalmart Inc
Recent Activity
Decreased -20.43%
0.09%
$106,887
1,324 shares@ $80.74 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -6.43%
0.06%
$74,005
712 shares@ $103.94 avg price
NFLXNetflix Inc
Recent Activity
Decreased -35.89%
0.06%
$70,927
100 shares@ $709.27 avg price
HLNHaleon Plc
Recent Activity
Decreased -11.8%
0.06%
$70,844
6,696 shares@ $10.59 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -33.14%
0.04%
$46,754
1,093 shares@ $42.78 avg price