Moment Partners, LLC

CIK

2055889

Location

SAN FRANCISCO, CA

Portfolio Value

Small $210,096,938

Diversification

Highly concentrated

Filing Date

Global Rank

#4,059 / 8,603 ▲ 43 · as of Mar 2026

Top Industry

Drug Manufacturers - General 11.8%

3Y Alpha vs SPY

+1.6%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.3%

SPY

+24.0%

Annualised alpha

+1.5%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

73 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

51.5%

−0.1 pts

Top 5

80.2%

−0.9 pts

Top 10

84.6%

−0.8 pts

HHI

3,254

Highly concentrated−40

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.6%	$160,988,443	5
Technology	6.0%	$12,557,477	12
Financial Services	4.0%	$8,480,801	9
Healthcare	3.6%	$7,533,076	11
Industrials	2.7%	$5,735,405	11
Communication Services	2.2%	$4,636,486	5
Consumer Defensive	1.4%	$3,034,267	5
Consumer Cyclical	1.3%	$2,651,888	6
Energy	1.2%	$2,621,126	3
Utilities	0.6%	$1,165,023	4
Basic Materials	0.3%	$692,946	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,553	18,895	$4,795,362
SPY	Spdr S&P 500 ETF Trust	+999	166,462	$108,256,897
MRK	Merck & Co., Inc.	+500	3,191	$383,845
GOOGL	Alphabet Inc.	+245	8,231	$2,366,906
LLY	ELI LILLY & Co	+23	1,392	$1,280,319
CRM	Salesforce, Inc.	+18	1,845	$344,406
AVGO	Broadcom Inc.	+12	824	$255,036
CEG	Constellation Energy Corp	+9	934	$260,819
NEE	Nextera Energy Inc	+1	2,535	$235,450
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ECHO	EchoStar CORP	−1,980	3,870	$453,060
CSCO	Cisco Systems, Inc.	−1,484	15,596	$1,210,093
ITW	Illinois Tool Works Inc	−473	2,436	$634,066
ABBV	AbbVie Inc.	−255	5,096	$1,108,329
VRT	Vertiv Holdings Co	−237	1,212	$303,702
QQQ	Invesco Qqq Trust, Series 1	−142	87,855	$50,708,148
MSFT	Microsoft Corp	−134	6,513	$2,410,917
JPM	Jpmorgan Chase & Co	−132	7,367	$2,167,076
TSLA	Tesla, Inc.	−120	578	$214,871
AMZN	Amazon Com Inc	−87	4,133	$860,779
ACN	Accenture plc	−51	1,152	$228,430
NVDA	Nvidia Corp	−37	5,284	$921,529
WMT	Walmart Inc.	−30	8,191	$1,017,977
TSCO	Tractor Supply Co /De/	−24	5,696	$258,028
BRO	Brown & Brown, Inc.	−20	3,732	$243,363
CMS	Cms Energy Corp	−20	4,221	$327,465
AFL	Aflac Inc	−19	5,335	$585,302
MDT	Medtronic plc	−18	3,549	$307,520
ABT	Abbott Laboratories	−17	4,525	$464,581
EMR	Emerson Electric Co	−16	3,050	$399,611
PSX	Phillips 66	−14	4,247	$773,718
CL	Colgate Palmolive Co	−14	4,243	$361,630
LOW	Lowes Companies Inc	−12	2,518	$594,953
PAYX	Paychex Inc	−11	6,285	$578,974
CTAS	Cintas Corp	−11	1,473	$249,143
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	8,225	$725,116
MPC	Marathon Petroleum Corp	1,060	$258,830
KEYS	Keysight Technologies, Inc.	813	$229,566
DTEGY	Deutsche Telekom AG	5,935	$220,069
NVS	Novartis AG	1,365	$208,503
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DLTR	Dollar Tree, Inc.	1,800	$221,418
BAC	Bank Of America Corp /De/	3,826	$210,430
RTX	RTX Corp	1,119	$205,224
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 positions · $210,096,938 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	166,462	+999	$108,256,897	−4.1%	51.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	87,855	-142	$50,708,148	−6.2%	24.14%
AAPL	Apple Inc. Technology	Added	18,895	+1,553	$4,795,362	+1.7%	2.28%
MSFT	Microsoft Corp Technology	Reduced	6,513	-134	$2,410,917	−25.0%	1.15%
GOOGL	Alphabet Inc. Communication Services	Added	8,231	+245	$2,366,906	−5.3%	1.13%
JNJ	Johnson & Johnson Healthcare	Reduced	9,380	-3	$2,292,847	+18.1%	1.09%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,367	-132	$2,167,076	−10.3%	1.03%
MS	Morgan Stanley Financial Services	Held	11,160	0	$1,836,601	−7.3%	0.87%
CVX	Chevron Corp Energy	Reduced	7,678	-10	$1,588,578	+35.6%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	1,392	+23	$1,280,319	−13.0%	0.61%
CAT	Caterpillar Inc Industrials	Held	1,806	0	$1,279,478	+23.7%	0.61%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,596	-1,484	$1,210,093	−8.0%	0.58%
AXP	American Express Co Financial Services	Held	4,000	0	$1,209,920	−18.2%	0.58%
ABBV	AbbVie Inc. Healthcare	Reduced	5,096	-255	$1,108,329	−9.4%	0.53%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,728	0	$1,065,761	+2.2%	0.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,191	-30	$1,017,977	+11.1%	0.48%
META	Meta Platforms, Inc. Communication Services	Held	1,698	0	$971,476	−13.3%	0.46%
NVDA	Nvidia Corp Technology	Reduced	5,284	-37	$921,529	−7.1%	0.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,133	-87	$860,779	−11.6%	0.41%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,246	-9	$775,206	+17.1%	0.37%
PSX	Phillips 66 Energy	Reduced	4,247	-14	$773,718	+40.7%	0.37%
IAU	Ishares Gold Trust	NEW	8,225	NEW	$725,116	NEW	0.35%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,649	-1	$721,943	+8.2%	0.34%
GS	Goldman Sachs Group Inc Financial Services	Held	850	0	$719,091	−3.8%	0.34%
V	Visa Inc. Financial Services	Reduced	2,374	-1	$717,517	−13.9%	0.34%
MCK	Mckesson Corp Healthcare	Held	800	0	$692,288	+5.5%	0.33%
GD	General Dynamics Corp Industrials	Reduced	1,993	-5	$684,037	+1.7%	0.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,376	0	$659,379	−4.7%	0.31%
ITW	Illinois Tool Works Inc Industrials	Reduced	2,436	-473	$634,066	−11.5%	0.30%
ADP	Automatic Data Processing Inc Technology	Reduced	3,111	-9	$632,092	−21.2%	0.30%
NFLX	Netflix Inc Communication Services	Held	6,500	0	$624,975	+2.5%	0.30%
ADI	Analog Devices Inc Technology	Reduced	1,942	-10	$617,827	+16.7%	0.29%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,518	-12	$594,953	−2.5%	0.28%
AFL	Aflac Inc Financial Services	Reduced	5,335	-19	$585,302	−0.9%	0.28%
PAYX	Paychex Inc Technology	Reduced	6,285	-11	$578,974	−18.0%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,285	-3	$474,485	+0.7%	0.23%
ABT	Abbott Laboratories Healthcare	Reduced	4,525	-17	$464,581	−18.4%	0.22%
KMB	Kimberly Clark Corp Consumer Defensive	Held	4,750	0	$458,232	−4.4%	0.22%
ECHO	EchoStar CORP Communication Services	Reduced	3,870	-1,980	$453,060	−28.8%	0.22%
LIN	Linde PLC Basic Materials	Reduced	820	-8	$406,523	+15.1%	0.19%
NSC	Norfolk Southern Corp Industrials	Reduced	1,401	-8	$402,087	−1.2%	0.19%
EMR	Emerson Electric Co Industrials	Reduced	3,050	-16	$399,611	−1.8%	0.19%
MRK	Merck & Co., Inc. Healthcare	Added	3,191	+500	$383,845	+35.5%	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,234	-8	$383,514	+1.0%	0.18%
PH	Parker-Hannifin Corp Industrials	Reduced	416	-4	$372,419	+0.9%	0.18%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	4,243	-14	$361,630	+7.5%	0.17%
GE	General Electric Co Industrials	Held	1,268	0	$359,820	−7.9%	0.17%
CRM	Salesforce, Inc. Technology	Added	1,845	+18	$344,406	−28.8%	0.16%
CB	Chubb Ltd Financial Services	Reduced	1,051	-7	$342,552	+3.7%	0.16%
WEC	Wec Energy Group, Inc. Utilities	Reduced	2,948	-11	$341,289	+9.4%	0.16%