Moment Partners, LLC
Top Portfolio Positions
74 positions ·
$210,804,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
166,462 | $108,256,897 | 51.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
87,855 | $50,708,148 | 24.05% | |
| AAPL |
Apple Inc.
Technology
|
18,895 | $4,795,362 | 2.27% | |
| MSFT |
Microsoft Corp
Technology
|
6,513 | $2,410,917 | 1.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,231 | $2,366,906 | 1.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
9,380 | $2,292,847 | 1.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,367 | $2,167,076 | 1.03% | |
| MS |
Morgan Stanley
Financial Services
|
11,160 | $1,836,601 | 0.87% | |
| CVX |
Chevron Corp
Energy
|
7,678 | $1,588,578 | 0.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,392 | $1,280,319 | 0.61% |
Portfolio Trend
6 quarters · across all stocks
Holdings in DTEGY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,069 | 5,935 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||