Moment Partners, LLC

CIK 0002055889 • 6 13F filings • May 13, 2025 – Jul 29, 2026

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Filer information

Filed by: Moment Partners, LLC, Chief Compliance Officer
Address: 535 MISSION STREET, SUITE 2310, SAN FRANCISCO, CA, 94105
Phone: 813-543-9862
AUM: $486.0M

AUM over time

$554.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $486.0M103 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	Common Stock	$569K	0.1%	4,542 SH	New
Abbvie Inc	Common Stock	$1.2M	0.3%	5,351 SH	New
Accenture PLC Ireland	Common Stock	$323K	0.1%	1,203 SH	New
Aflac Inc	Common Stock	$590K	0.1%	5,354 SH	New
Air Products & Chemicals	Common Stock	$245K	0.1%	993 SH	New
Alphabet Inc Voting	Common Stock	$2.5M	0.5%	7,986 SH	New
Alphabet Inc Non Voting	Common Stock	$1.4M	0.3%	4,496 SH	New
Amazon Com Inc	Common Stock	$974K	0.2%	4,220 SH	New
American Express Company	Common Stock	$1.5M	0.3%	4,000 SH	New
Analog Devices Inc	Common Stock	$529K	0.1%	1,952 SH	New
Apple Inc	Common Stock	$4.7M	1.0%	17,342 SH	New
Applied Materials Inc	Common Stock	$253K	0.1%	983 SH	New
Automatic Data	Common Stock	$808K	0.2%	3,120 SH	New
Bank Of America Corp	Common Stock	$210K	0.0%	3,826 SH	New
Berkshire Hathaway Inc	Common Stock	$692K	0.1%	1,376 SH	New
Bristol Myers Squibb	Common Stock	$250K	0.1%	4,633 SH	New
Broadcom Inc	Common Stock	$281K	0.1%	812 SH	New
Brown And Brown Inc Com	Common Stock	$299K	0.1%	3,752 SH	New
Caterpillar Inc	Common Stock	$1.0M	0.2%	1,806 SH	New
Cencora Inc	Common Stock	$297K	0.1%	879 SH	New
Chevron Corporation	Common Stock	$1.2M	0.2%	7,688 SH	New
Chubb LTD	Common Stock	$331K	0.1%	1,058 SH	New
Cintas Corp	Common Stock	$279K	0.1%	1,484 SH	New
Cisco Systems Inc	Common Stock	$1.3M	0.3%	17,080 SH	New
CMS Energy Corp	Common Stock	$297K	0.1%	4,241 SH	New
Colgate-Palmolive Co	Common Stock	$336K	0.1%	4,257 SH	New
Constellation Energy	Common Stock	$327K	0.1%	925 SH	New
Dollar Tree Stores Inc	Common Stock	$221K	0.0%	1,800 SH	New
Echostar Holding	Common Stock	$636K	0.1%	5,850 SH	New
Eli Lilly & Co	Common Stock	$1.5M	0.3%	1,369 SH	New
Emerson Electric Co	Common Stock	$407K	0.1%	3,066 SH	New
Exxon Mobil Corp	Common Stock	$502K	0.1%	4,169 SH	New
Financial Select Sector SPDR Fund	ETF	$787K	0.2%	14,378 SH	New
First Trust Capital Strength ETF	ETF	$1.1M	0.2%	11,404 SH	New
First Trust Dow Jones Internet Index Fund	ETF	$236K	0.0%	878 SH	New
First Trust Rising Dividend Achievers ETF	ETF	$1.2M	0.3%	17,591 SH	New
First Trust Value Line Dividend Index Fund	ETF	$5.1M	1.0%	110,498 SH	New
GE Aerospace New	Common Stock	$391K	0.1%	1,268 SH	New
GE Vernova LLC	Common Stock	$207K	0.0%	316 SH	New
Genl Dynamics Corp	Common Stock	$673K	0.1%	1,998 SH	New
Gilead Sciences Inc	Common Stock	$212K	0.0%	1,726 SH	New
Global X Autonomous & Electric Vehicles ETF	ETF	$409K	0.1%	13,743 SH	New
Goldman Sachs Group Inc	Common Stock	$747K	0.2%	850 SH	New
Health Care Select Sector SPDR Fund	ETF	$300K	0.1%	1,940 SH	New
Home Depot Inc	Common Stock	$355K	0.1%	1,033 SH	New
Illinois Tool Works Inc	Common Stock	$721K	0.1%	2,909 SH	New
Invesco QQQ ETF	ETF	$54.1M	11.1%	87,997 SH	New
Invesco S&P 500 Equal Weight ETF	ETF	$99.5M	20.5%	519,455 SH	New
iShares Core S&P 500 ETF	ETF	$843K	0.2%	1,231 SH	New
iShares Core S&P Small-Cap ETF	ETF	$256K	0.1%	2,133 SH	New
iShares Core S&P U.S. Growth ETF	ETF	$1.4M	0.3%	8,130 SH	New
iShares MSCI KLD 400 Social ETF	ETF	$4.8M	1.0%	37,063 SH	New
iShares MSCI USA ESG Select ETF	ETF	$4.8M	1.0%	32,751 SH	New
iShares MSCI USA Min. Vol. Factor ETF	ETF	$460K	0.1%	4,888 SH	New
iShares MSCI USA Quality Factor ETF	ETF	$12.0M	2.5%	60,390 SH	New
iShares Russell 1000 Growth ETF	ETF	$568K	0.1%	1,200 SH	New
iShares Russell 2000 ETF	ETF	$486K	0.1%	1,976 SH	New
iShares S&P Mid-Cap 400 Growth ETF	ETF	$36.9M	7.6%	380,677 SH	New
iShares Select Dividend ETF	ETF	$36.3M	7.5%	257,281 SH	New
iShares U.S. Healthcare ETF	ETF	$480K	0.1%	7,375 SH	New
iShares U.S. Technology ETF	ETF	$667K	0.1%	3,339 SH	New
Johnson & Johnson	Common Stock	$1.9M	0.4%	9,383 SH	New
JPMorgan Chase & Co	Common Stock	$2.4M	0.5%	7,499 SH	New
Kimberly-Clark Corp	Common Stock	$485K	0.1%	4,750 SH	New
L3harris Technologies	Common Stock	$662K	0.1%	2,255 SH	New
Linde PLC New	Common Stock	$353K	0.1%	828 SH	New
Lowes Companies Inc	Common Stock	$610K	0.1%	2,530 SH	New
Materials Select Sector SPDR Fund	ETF	$1.1M	0.2%	25,329 SH	New
Mcdonald S Corp	Common Stock	$380K	0.1%	1,242 SH	New
Mckesson Corporation	Common Stock	$657K	0.1%	800 SH	New
Medtronic PLC	Common Stock	$345K	0.1%	3,567 SH	New
Merck & Co Inc New	Common Stock	$286K	0.1%	2,691 SH	New
Meta Platforms Inc	Common Stock	$1.1M	0.2%	1,698 SH	New
Microsoft Corp	Common Stock	$3.2M	0.7%	6,647 SH	New
Morgan Stanley & Co	Common Stock	$2.0M	0.4%	11,160 SH	New
Netflix.Com Inc	Common Stock	$609K	0.1%	6,500 SH	New
Nextera Energy Inc	Common Stock	$203K	0.0%	2,534 SH	New
Norfolk Southern Corp	Common Stock	$407K	0.1%	1,409 SH	New
Nvidia Corp	Common Stock	$992K	0.2%	5,321 SH	New
Parker-Hannifin Corp	Common Stock	$369K	0.1%	420 SH	New
Paychex Inc	Common Stock	$706K	0.1%	6,296 SH	New
Pepsico Incorporated	Common Stock	$674K	0.1%	4,650 SH	New
Phillips 66	Common Stock	$550K	0.1%	4,261 SH	New
Procter & Gamble Co	Common Stock	$471K	0.1%	3,288 SH	New
RTX Corp	Common Stock	$205K	0.0%	1,119 SH	New
Salesforce Inc	Common Stock	$485K	0.1%	1,827 SH	New
SPDR Dow Jones Industrial Average ETF Trust	ETF	$242K	0.0%	502 SH	New
SPDR S&P 400 Mid-Cap Growth ETF	ETF	$305K	0.1%	3,300 SH	New
SPDR S&P 500 ETF Trust	ETF	$113.2M	23.3%	165,463 SH	New
SPDR S&P Homebuilders ETF	ETF	$246K	0.1%	2,386 SH	New
SPDR S&P Mid-Cap 400 ETF	ETF	$1.0M	0.2%	1,728 SH	New
Technology Select Sector SPDR Fund	ETF	$52.3M	10.8%	363,087 SH	New
Tesla	Common Stock	$314K	0.1%	698 SH	New
Tractor Supply Company	Common Stock	$286K	0.1%	5,720 SH	New
VanEck Gold Miners ETF	ETF	$215K	0.0%	2,503 SH	New
VanEck Semiconductor ETF	ETF	$220K	0.0%	610 SH	New
Vanguard Growth ETF	ETF	$463K	0.1%	950 SH	New
Vanguard Information Technology ETF	ETF	$1.5M	0.3%	1,957 SH	New
Vanguard Mid-Cap ETF	ETF	$339K	0.1%	1,169 SH	New
Vertiv Holdings LLC	Common Stock	$235K	0.0%	1,449 SH	New
Visa Inc Class A	Common Stock	$833K	0.2%	2,375 SH	New
WalMart Inc	Common Stock	$918K	0.2%	8,221 SH	New
Wec Energy Group Inc	Common Stock	$312K	0.1%	2,959 SH	New

Sold (vs prior filing)

ABBOTT LABS — $693K
ABBVIE INC — $1.3M
ACCENTURE PLC IRELAND — $377K
AFLAC INC — $677K
AIR PRODS & CHEMS INC — $334K
ALLETE INC — $263K
ALPHABET INC — $2.0M
ALPHABET INC — $1.1M
AMAZON COM INC — $869K
AMERICAN EXPRESS CO — $1.3M
ANALOG DEVICES INC — $549K
APPLE INC — $4.8M
APPLIED MATLS INC — $288K
AUTOMATIC DATA PROCESSING IN — $1.0M
BERKSHIRE HATHAWAY INC DEL — $717K
BLACKSTONE INC — $268K
BRISTOL-MYERS SQUIBB CO — $209K
BROADCOM INC — $246K
BROWN & BROWN INC — $434K
CATERPILLAR INC — $867K
… and 99 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001765380-26-000093	$486.0M	View
Nov 6, 2025	Q3 2025	13F-HR	0002055889-25-000005	$565.4M	View
Jul 29, 2026	Q2 2026