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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 2 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGT Vanguard Information Technology ETF 12,440.0 $1.5M 0.27% NEW $119.52 -0.9%
22 AXP American Express Company Financial Services 4,000.0 $1.4M 0.24% NEW $338.25 -0.7%
23 RDVY First Trust Rising Dividend Achievers ETF 16,337.0 $1.3M 0.24% NEW $81.06 +1.1%
24 ABBV Abbvie Inc Healthcare 5,171.0 $1.3M 0.23% NEW $251.64 +5.3%
25 CVX Chevron Corporation Energy 7,492.0 $1.2M 0.22% NEW $165.76 +23.8%
26 MDY SPDR S&P Mid-Cap 400 ETF Financial Services 1,728.0 $1.2M 0.22% NEW $704.92 -0.8%
27 SUSA iShares MSCI USA ESG Select ETF 7,622.0 $1.2M 0.21% NEW $154.30 +2.4%
28 IUSG iShares Core S&P U.S. Growth ETF 5,373.0 $1.0M 0.18% NEW $188.09 +0.9%
29 NVDA Nvidia Corp Technology 4,874.0 $975K 0.18% NEW $200.10 +7.3%
30 WMT WalMart Inc Consumer Defensive 8,459.0 $958K 0.17% NEW $113.26 -8.4%
31 META Meta Platforms Inc Communication Services 1,698.0 $956K 0.17% NEW $563.30 -2.4%
32 AMZN Amazon Com Inc Consumer Cyclical 3,893.0 $928K 0.17% NEW $238.34 +8.5%
33 IVV iShares Core S&P 500 ETF 1,215.0 $910K 0.16% NEW $748.89 +2.7%
34 GS Goldman Sachs Group Inc Financial Services 850.0 $860K 0.15% NEW $1011.37 +2.8%
35 IYW iShares U.S. Technology ETF 3,339.0 $842K 0.15% NEW $252.23 -2.0%
36 V Visa Inc Class A Financial Services 2,399.0 $823K 0.15% NEW $343.03 +8.2%
37 ADI Analog Devices Inc Technology 1,976.0 $785K 0.14% NEW $397.12 -6.1%
38 PSX Phillips 66 Energy 4,327.0 $732K 0.13% NEW $169.06 +43.7%
39 ADP Automatic Data Industrials 3,240.0 $731K 0.13% NEW $225.67 +24.4%
40 GD Genl Dynamics Corp Industrials 2,027.0 $718K 0.13% NEW $354.23 +8.5%
Page 2 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%