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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 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMH VanEck Semiconductor ETF 305.0 $200K 0.04% NEW $655.89 -14.6%
Page 6 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%