Moment Partners, LLC
CIK 0002055889 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
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
Top Holdings
SPY
SPDR S&P 500 ETF Trust
23.4%
RSP
Invesco S&P 500 Equal Weight ETF
20.9%
XLK
Technology Select Sector SPDR Fund
12.2%
QQQ
Invesco QQQ ETF
12.0%
IJK
iShares S&P Mid-Cap 400 Growth ETF
8.4%
DVY
iShares Select Dividend ETF
7.6%
QUAL
iShares MSCI USA Quality Factor ETF
1.1%
DSI
iShares MSCI KLD 400 Social ETF
0.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.