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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
AMTAmerican Tower Corp New
Recent Activity
Decreased -13.41%
0.02%
$16,476
71 shares@ $232.06 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -48.25%
0.02%
$16,274
326 shares@ $49.93 avg price
IVWIshares Tr
Recent Activity
Decreased -93.27%
0.02%
$14,841
155 shares@ $95.75 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -41.46%
0.02%
$14,032
24 shares@ $584.67 avg price
DHRDanaher Corporation
Recent Activity
Decreased -14.81%
0.01%
$12,789
46 shares@ $278.03 avg price
PEPPepsico Inc
Recent Activity
Decreased -58.56%
0.01%
$12,754
75 shares@ $170.06 avg price
IVEIshares Tr
Recent Activity
Decreased -32.25%
0.01%
$12,422
63 shares@ $197.18 avg price
IVVIshares Tr
Recent Activity
Decreased -85.81%
0.01%
$12,113
21 shares@ $576.81 avg price
MAMastercard Incorporated
Recent Activity
Decreased -50%
0.01%
$8,888
18 shares@ $493.78 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -50%
0.01%
$8,843
18 shares@ $491.28 avg price