Moment Partners, LLC

Name: Moment Partners, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002055889 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗

Moment Partners, LLC reported 101 positions worth $554.9M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SPY (23.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$554.9M

2026 Q2

Positions

101

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

88.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 101 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPY	SPDR S&P 500 ETF Trust	SH	$129.8M	23.39%	173,384	—	—
▸ 2	RSP	Invesco S&P 500 Equal Weight ETF	SH	$115.8M	20.87%	544,293	—	—
▸ 3	XLK	Technology Select Sector SPDR Fund	SH	$67.8M	12.21%	355,723	—	—
▸ 4	QQQ	Invesco QQQ ETF	SH	$66.3M	11.96%	90,095	—	—
▸ 5	IJK	iShares S&P Mid-Cap 400 Growth ETF	SH	$46.6M	8.39%	396,412	—	—
▸ 6	DVY	iShares Select Dividend ETF	SH	$42.2M	7.61%	270,057	—	—
▸ 7	QUAL	iShares MSCI USA Quality Factor ETF	SH	$5.8M	1.05%	26,633	—	—
▸ 8	DSI	iShares MSCI KLD 400 Social ETF	SH	$5.2M	0.93%	36,426	—	—
▸ 9	AAPL	Apple Inc	SH	$4.9M	0.88%	16,802	—	—
▸ 10	ESGU	iShares MSCI USA ESG Select ETF	SH	$4.0M	0.73%	24,625	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Moment Partners, LLC hold as of Q2 2026?

Moment Partners, LLC reported 101 positions worth $554.9M in its Q2 2026 13F filing. Largest positions: SPY (23.4%), RSP (20.9%), XLK (12.2%), QQQ (12.0%) and IJK (8.4%).

What did Moment Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Moment Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.