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Portfolio (Quarterly) Guide ↗

Moment Partners, LLC

· CIK 0002055889
13F Portfolio $555M AUM 101 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 101 New
Page 1 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF Trust Financial Services 173,384.0 $129.8M 23.39% NEW $748.67 +2.3%
2 RSP Invesco S&P 500 Equal Weight ETF 544,293.0 $115.8M 20.87% NEW $212.77 +4.2%
3 XLK Technology Select Sector SPDR Fund 355,723.0 $67.8M 12.21% NEW $190.52 -3.8%
4 QQQ Invesco QQQ ETF Financial Services 90,095.0 $66.3M 11.96% NEW $736.40 -3.1%
5 IJK iShares S&P Mid-Cap 400 Growth ETF 396,412.0 $46.6M 8.39% NEW $117.50 -1.7%
6 DVY iShares Select Dividend ETF 270,057.0 $42.2M 7.61% NEW $156.30 +5.0%
7 QUAL iShares MSCI USA Quality Factor ETF 26,633.0 $5.8M 1.05% NEW $219.43 +1.7%
8 DSI iShares MSCI KLD 400 Social ETF 36,426.0 $5.2M 0.94% NEW $142.39 +3.0%
9 AAPL Apple Inc Technology 16,802.0 $4.9M 0.88% NEW $289.36 +6.9%
10 ESGU iShares MSCI USA ESG Select ETF 24,625.0 $4.0M 0.73% NEW $163.67 +2.5%
11 GOOGL Alphabet Inc Voting Communication Services 7,779.0 $2.8M 0.50% NEW $357.37 -3.5%
12 MSFT Microsoft Corp Technology 6,538.0 $2.4M 0.44% NEW $373.03 +29.5%
13 JPM JPMorgan Chase & Co Financial Services 7,442.0 $2.4M 0.44% NEW $327.34 +7.4%
14 JNJ Johnson & Johnson Healthcare 9,407.0 $2.4M 0.43% NEW $253.97 +6.4%
15 MS Morgan Stanley & Co Financial Services 11,160.0 $2.3M 0.42% NEW $209.04 +2.5%
16 CAT Caterpillar Inc Industrials 1,806.0 $1.9M 0.35% NEW $1064.90 -22.3%
17 CSCO Cisco Systems Inc Technology 16,144.0 $1.9M 0.34% NEW $117.46 -5.5%
18 FVD First Trust Value Line Dividend Index Fund 36,068.0 $1.7M 0.31% NEW $48.18 +5.2%
19 LLY Eli Lilly & Co Healthcare 1,419.0 $1.7M 0.31% NEW $1199.44 +4.6%
20 GOOG Alphabet Inc Non Voting 4,636.0 $1.6M 0.29% NEW $353.33
Page 1 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 82.7%
Technology 5.5%
Industrials 3.1%
Healthcare 3.0%
Communication Services 1.7%
Consumer Defensive 1.2%
Energy 1.1%
Consumer Cyclical 1.0%
Utilities 0.5%
Basic Materials 0.3%