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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 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APD Air Products & Chemicals Basic Materials 1,056.0 $310K 0.06% NEW $293.10 +4.1%
82 AVGO Broadcom Inc Technology 812.0 $307K 0.06% NEW $377.80 -2.5%
83 CRM Salesforce Inc Technology 1,845.0 $290K 0.05% NEW $157.10 +33.1%
84 MDT Medtronic PLC Healthcare 3,640.0 $287K 0.05% NEW $78.95 +18.2%
85 SATS Echostar Holding Technology 2,810.0 $285K 0.05% NEW $101.50 -14.3%
86 KEYS Keysight Techs Inc Technology 813.0 $285K 0.05% NEW $350.07 -9.7%
87 MPC Marathon Petroleum Corp Energy 1,060.0 $271K 0.05% NEW $255.67 +41.1%
88 CTAS Cintas Corp Industrials 1,553.0 $264K 0.05% NEW $170.12 +19.8%
89 FTCS First Trust Capital Strength ETF 2,757.0 $259K 0.05% NEW $93.92 +8.1%
90 BRO Brown And Brown Inc Com Financial Services 3,913.0 $251K 0.04% NEW $64.15 +13.7%
91 DIA SPDR Dow Jones Industrial Average ETF Trust Financial Services 475.0 $248K 0.04% NEW $522.39 +1.9%
92 Cencora Inc 867.0 $245K 0.04% NEW $282.98
93 TSLA Tesla Consumer Cyclical 578.0 $243K 0.04% NEW $420.60 -13.7%
94 XLV Health Care Select Sector SPDR Fund 1,528.0 $242K 0.04% NEW $158.66 +10.1%
95 BMY Bristol Myers Squibb Healthcare 4,000.0 $230K 0.04% NEW $57.62 +16.3%
96 NEE Nextera Energy Inc Utilities 2,537.0 $223K 0.04% NEW $87.76 -4.7%
97 GILD Gilead Sciences Inc Healthcare 1,726.0 $218K 0.04% NEW $126.33 +15.7%
98 CEG Constellation Energy Utilities 851.0 $211K 0.04% NEW $248.44 +9.8%
99 BX Blackstone Group Inc Financial Services 1,710.0 $201K 0.04% NEW $117.67 +21.8%
100 BAC Bank Of America Corp Financial Services 3,518.0 $200K 0.04% NEW $56.98 +8.3%
Page 5 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%