StockDriftsStockDriftsTop 50 Moment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 23.39% | 173.4K | $129.8M | +4.16%(+6.92K) | $587.33(+31.70%) | 2026-06-30 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 20.87% | 544.3K | $115.8M | +4.41%(+22.98K) | $178.59(+23.64%) | 2026-06-30 | |
| XLK | Technology Select Sector SPDR Fund | 12.21% | 355.7K | $67.8M | -1.78%(-6.46K) | $114.57(+63.00%) | 2026-06-30 | |
| QQQ | Invesco QQQ ETF | 11.96% | 90.1K | $66.3M | +2.55%(+2.24K) | $504.79(+42.80%) | 2026-06-30 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 8.39% | 396.4K | $46.6M | +3.79%(+14.49K) | $92.16(+27.37%) | 2026-06-30 | |
| DVY | iShares Select Dividend ETF | 7.61% | 270.1K | $42.2M | +4.34%(+11.23K) | $134.30(+20.89%) | 2026-06-30 | |
| QUAL | iShares MSCI USA Quality Factor ETF | 1.05% | 26.6K | $5.8M | -51.99%(-28.84K) | $178.52(+26.74%) | 2026-06-30 | |
| DSI | iShares MSCI KLD 400 Social ETF | 0.93% | 36.4K | $5.2M | -1.33%(-491) | $109.48(+34.48%) | 2026-06-30 | |
| AAPL | Apple Inc | 0.88% | 16.8K | $4.9M | -11.08%(-2.09K) | $234.96(+30.52%) | 2026-06-30 | |
| ESGU | iShares MSCI USA ESG Select ETF | 0.73% | 24.6K | $4.0M | -0.93%(-232) | $128.92(+31.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.58% |
Moment Partners, LLC reports $554.91M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are SPY (23.4%), RSP (20.9%) and XLK (12.2%). The top 20 holdings account for 91.86% of reported assets. Its disclosed equity book has returned +24.42% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Moment Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Moment Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055889). View Moment Partners, LLC’s 13F filings on SEC