StockDrifts LogoStockDrifts

Moment Partners, LLC

Portfolio Manager
Moment Partners, LLC
Performance
-2.51% (2026 Q1)
AUM (13F)
$560.53M
# of Holdings
113
Performance Rank
Allocation (Top 20)
89.77%

Moment Partners, LLC Holdings Map

Top 50 Moment Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF Trust
19.37%166.5K$108.6M
+0.60%(+999)
2025-Q1: 150.6K shares2025-Q2: 162.9K shares2025-Q3: 161.7K shares2025-Q4: 165.5K shares2026-Q1: 166.5K shares
$583.08(+27.31%)
2026-03-31
RSP
Invesco S&P 500 Equal Weight ETF
17.85%521.3K$100.1M
+0.36%(+1.86K)
2025-Q1: 524.1K shares2025-Q2: 510.4K shares2025-Q3: 504.6K shares2025-Q4: 519.5K shares2026-Q1: 521.3K shares
$177.63(+14.24%)
2026-03-31
QQQ
Invesco QQQ ETF
9.05%87.9K$50.7M
-0.16%(-142)
2025-Q1: 91.0K shares2025-Q2: 88.2K shares2025-Q3: 86.8K shares2025-Q4: 88.0K shares2026-Q1: 87.9K shares
$501.15(+42.61%)
2026-03-31
XLK
Technology Select Sector SPDR Fund
8.59%362.2K$48.1M
-0.25%(-903)
2025-Q1: 189.0K shares2025-Q2: 184.8K shares2025-Q3: 183.0K shares2025-Q4: 363.1K shares2026-Q1: 362.2K shares
$114.57(+54.36%)
2026-03-31
DVY
iShares Select Dividend ETF
6.99%258.8K$39.2M
+0.60%(+1.55K)
2025-Q1: 260.4K shares2025-Q2: 252.9K shares2025-Q3: 250.4K shares2025-Q4: 257.3K shares2026-Q1: 258.8K shares
$133.48(+13.90%)
2026-03-31
IJK
iShares S&P Mid-Cap 400 Growth ETF
6.86%381.9K$38.4M
+0.33%(+1.25K)
2025-Q1: 385.2K shares2025-Q2: 375.0K shares2025-Q3: 370.3K shares2025-Q4: 380.7K shares2026-Q1: 381.9K shares
$91.59(+22.28%)
2026-03-31
SHY
iShares 1-3 Year Treasury Bond ETF
4.24%288.0K$23.8Mnew2025-Q1: 287.9K shares2025-Q2: 283.2K shares2025-Q3: 283.1K shares2025-Q4: 0 shares2026-Q1: 288.0K shares
$82.56(-0.44%)
2026-03-31
MINT
PIMCO Enhanced Short Maturity Active ETF
3.91%217.8K$21.9Mnew2025-Q1: 203.8K shares2025-Q2: 204.8K shares2025-Q3: 204.4K shares2025-Q4: 0 shares2026-Q1: 217.8K shares
$100.51(+0.02%)
2026-03-31
JMBS
Janus Henderson Mortgage-Backed Securities ETF
3.68%454.7K$20.6Mnew2025-Q1: 428.2K shares2025-Q2: 426.9K shares2025-Q3: 424.1K shares2025-Q4: 0 shares2026-Q1: 454.7K shares
$45.39(-0.57%)
2026-03-31
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
1.91%318.9K$10.7Mnew2025-Q1: 272.4K shares2025-Q2: 272.1K shares2025-Q3: 276.0K shares2025-Q4: 0 shares2026-Q1: 318.9K shares
$33.67(-0.70%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Moment Partners, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all