Moment Partners, LLC
Net buyer this quarter
$555M
77
+$654K
39.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $130M | 23.39% | Not reported | +4.2% | Q4 2024 |
 QQQ | $66.3M | 11.96% | Not reported | +2.6% | Q4 2024 |
 AAPL | $4.86M | 0.88% | 0.00% | -11.1% | Q4 2024 |
 GOOGL | $2.78M | 0.50% | 0.00% | -5.5% | Q4 2024 |
 MSFT | $2.44M | 0.44% | 0.00% | +0.4% | Q4 2024 |
 JPM | $2.44M | 0.44% | 0.00% | +1.0% | Q4 2024 |
 JNJ | $2.39M | 0.43% | 0.00% | +0.3% | Q4 2024 |
 MS | $2.33M | 0.42% | 0.00% | Not reported | Q4 2024 |
 CAT | $1.92M | 0.35% | 0.00% | Not reported | Q4 2024 |
 CSCO | $1.9M | 0.34% | 0.00% | +3.5% | Q4 2024 |
 FVD | $1.74M | 0.31% | Not reported | -62.8% | Q4 2024 |
 LLY | $1.7M | 0.31% | 0.00% | +1.9% | Q4 2024 |
| GOOG | $1.64M | 0.30% | Not reported | -7.2% | Q4 2024 |
 AXP | $1.35M | 0.24% | 0.00% | Not reported | Q4 2024 |
 ABBV | $1.3M | 0.23% | 0.00% | +1.5% | Q4 2024 |
 CVX | $1.24M | 0.22% | 0.00% | -2.4% | Q4 2024 |
| MDY | $1.22M | 0.22% | Not reported | Not reported | Q4 2024 |
 SUSA | $1.18M | 0.21% | Not reported | -1.8% | Q4 2024 |
 NVDA | $975K | 0.18% | 0.00% | -7.8% | Q4 2024 |
 WMT | $958K | 0.17% | 0.00% | +3.3% | Q4 2024 |
 META | $956K | 0.17% | Not reported | Not reported | Q4 2024 |
 AMZN | $928K | 0.17% | 0.00% | -5.8% | Q4 2024 |
 GS | $860K | 0.15% | 0.00% | Not reported | Q4 2024 |
 V | $823K | 0.15% | 0.00% | +1.1% | Q4 2024 |
 ADI | $785K | 0.14% | 0.00% | +1.8% | Q4 2024 |
 PSX | $732K | 0.13% | 0.00% | +1.9% | Q4 2024 |
 ADP | $731K | 0.13% | 0.00% | +4.2% | Q4 2024 |
 GD | $718K | 0.13% | 0.00% | +1.7% | Q4 2024 |
 AMAT | $703K | 0.13% | 0.00% | -0.2% | Q4 2024 |
 BRK.B | $689K | 0.12% | Not reported | Not reported | Q4 2024 |
 ITW | $687K | 0.12% | 0.00% | +3.7% | Q4 2024 |
 LHX | $664K | 0.12% | 0.00% | +1.8% | Q4 2024 |
 AFL | $647K | 0.12% | 0.00% | +3.4% | Q4 2024 |
 PAYX | $643K | 0.12% | 0.00% | +4.1% | Q4 2024 |
 PEP | $628K | 0.11% | 0.00% | -0.3% | Q4 2024 |
 MCK | $605K | 0.11% | 0.00% | Not reported | Q4 2024 |
 LOW | $581K | 0.10% | 0.00% | +4.6% | Q4 2024 |
 XOM | $556K | 0.10% | 0.00% | -2.4% | Q4 2024 |
 DRIV | $528K | 0.10% | 0.04% | -0.4% | Q4 2024 |
 KMB | $527K | 0.10% | 0.00% | Not reported | Q4 2024 |
 AMD | $482K | 0.09% | 0.00% | New | Q2 2026 |
 PG | $481K | 0.09% | 0.00% | -0.2% | Q4 2024 |
 GE | $474K | 0.09% | 0.00% | Not reported | Q4 2024 |
 NFLX | $464K | 0.08% | 0.00% | Not reported | Q4 2024 |
 NSC | $459K | 0.08% | 0.00% | +4.1% | Q4 2024 |
 EMR | $458K | 0.08% | 0.00% | +4.8% | Q4 2024 |
 LIN | $439K | 0.08% | 0.00% | +3.2% | Q4 2024 |
 PH | $433K | 0.08% | 0.00% | +6.3% | Q4 2024 |
 VRT | $429K | 0.08% | 0.00% | +5.7% | Q3 2025 |
 ABT | $424K | 0.08% | 0.00% | +3.3% | Q4 2024 |
| Q1 2026 | |||||
| SPY | $109M | 19.37% | Not reported | +0.6% | Q4 2024 |
| QQQ | $50.7M | 9.05% | Not reported | -0.2% | Q4 2024 |
| AAPL | $4.8M | 0.86% | 0.00% | +9.0% | Q4 2024 |
| FVD | $4.56M | 0.81% | Not reported | -12.2% | Q4 2024 |
| FTGC | $2.43M | 0.43% | Not reported | Not reported | Q4 2024 |
| MSFT | $2.41M | 0.43% | 0.00% | -2.0% | Q4 2024 |
| GOOGL | $2.37M | 0.42% | 0.00% | +3.1% | Q4 2024 |
| JNJ | $2.29M | 0.41% | 0.00% | 0.0% | Q4 2024 |
| JPM | $2.17M | 0.39% | 0.00% | -1.8% | Q4 2024 |
| MS | $1.84M | 0.33% | 0.00% | Not reported | Q4 2024 |
| CVX | $1.59M | 0.28% | 0.00% | -0.1% | Q4 2024 |
| GOOG | $1.43M | 0.26% | Not reported | +11.1% | Q4 2024 |
| LLY | $1.28M | 0.23% | 0.00% | +1.7% | Q4 2024 |
| CAT | $1.28M | 0.23% | 0.00% | Not reported | Q4 2024 |
| CSCO | $1.21M | 0.22% | 0.00% | -8.7% | Q4 2024 |
| AXP | $1.21M | 0.22% | 0.00% | Not reported | Q4 2024 |
| ABBV | $1.11M | 0.20% | 0.00% | -4.8% | Q4 2024 |
| MDY | $1.07M | 0.19% | Not reported | Not reported | Q4 2024 |
| SUSA | $1.03M | 0.18% | Not reported | -0.5% | Q4 2024 |
| WMT | $1.02M | 0.18% | 0.00% | -0.4% | Q4 2024 |
| META | $971K | 0.17% | Not reported | Not reported | Q4 2024 |
| NVDA | $922K | 0.16% | 0.00% | -0.7% | Q4 2024 |
| AMZN | $861K | 0.15% | 0.00% | -2.1% | Q4 2024 |
| LHX | $775K | 0.14% | 0.00% | -0.4% | Q4 2024 |
| PSX | $774K | 0.14% | 0.00% | -0.3% | Q4 2024 |
| IAU | $725K | 0.13% | 0.00% | Not reported | Q1 2025 |
| PEP | $722K | 0.13% | 0.00% | 0.0% | Q4 2024 |
| GS | $719K | 0.13% | 0.00% | Not reported | Q4 2024 |
| V | $718K | 0.13% | 0.00% | 0.0% | Q4 2024 |
| XOM | $707K | 0.13% | 0.00% | Not reported | Q4 2024 |
| MCK | $693K | 0.12% | 0.00% | Not reported | Q4 2024 |
| GD | $684K | 0.12% | 0.00% | -0.3% | Q4 2024 |
| BRK.B | $659K | 0.12% | Not reported | Not reported | Q4 2024 |
| ITW | $638K | 0.11% | 0.00% | -16.3% | Q4 2024 |
| ADP | $637K | 0.11% | 0.00% | -0.3% | Q4 2024 |
| NFLX | $625K | 0.11% | 0.00% | Not reported | Q4 2024 |
| ADI | $618K | 0.11% | 0.00% | -0.5% | Q4 2024 |
| LOW | $595K | 0.11% | 0.00% | -0.5% | Q4 2024 |
| AFL | $585K | 0.10% | 0.00% | -0.4% | Q4 2024 |
| PAYX | $579K | 0.10% | 0.00% | -0.2% | Q4 2024 |
| PG | $474K | 0.08% | 0.00% | -0.1% | Q4 2024 |
| ABT | $465K | 0.08% | 0.00% | -0.4% | Q4 2024 |
| KMB | $464K | 0.08% | 0.00% | Not reported | Q4 2024 |
 ECHO | $453K | 0.08% | 0.01% | -33.9% | Q4 2024 |
| DRIV | $419K | 0.07% | 0.04% | Not reported | Q4 2024 |
| LIN | $407K | 0.07% | 0.00% | -1.0% | Q4 2024 |
| NSC | $402K | 0.07% | 0.00% | -0.6% | Q4 2024 |
| EMR | $400K | 0.07% | 0.00% | -0.5% | Q4 2024 |
 MRK | $387K | 0.07% | 0.00% | +18.6% | Q4 2024 |
 MCD | $384K | 0.07% | 0.00% | -0.6% | Q4 2024 |
| Q4 2025 | |||||
| SPY | $113M | 23.28% | Not reported | +2.3% | Q4 2024 |
| QQQ | $54.1M | 11.12% | Not reported | +1.4% | Q4 2024 |
| FVD | $5.09M | 1.05% | Not reported | -21.2% | Q4 2024 |
| AAPL | $4.71M | 0.97% | 0.00% | -8.1% | Q4 2024 |
| MSFT | $3.21M | 0.66% | 0.00% | -13.4% | Q4 2024 |
| GOOGL | $2.5M | 0.51% | 0.00% | -3.5% | Q4 2024 |
| JPM | $2.42M | 0.50% | 0.00% | -5.3% | Q4 2024 |
| MS | $1.98M | 0.41% | 0.00% | Not reported | Q4 2024 |
| JNJ | $1.94M | 0.40% | 0.00% | -3.8% | Q4 2024 |
| AXP | $1.48M | 0.30% | 0.00% | Not reported | Q4 2024 |
| LLY | $1.47M | 0.30% | 0.00% | +0.3% | Q4 2024 |
| GOOG | $1.41M | 0.29% | Not reported | -1.3% | Q4 2024 |
| CSCO | $1.32M | 0.27% | 0.00% | -3.8% | Q4 2024 |
| ABBV | $1.22M | 0.25% | 0.00% | -7.8% | Q4 2024 |
| CVX | $1.17M | 0.24% | 0.00% | -3.7% | Q4 2024 |
| META | $1.12M | 0.23% | Not reported | -0.3% | Q4 2024 |
| SUSA | $1.09M | 0.22% | Not reported | -0.8% | Q4 2024 |
| MDY | $1.05M | 0.22% | Not reported | Not reported | Q4 2024 |
| CAT | $1.03M | 0.21% | 0.00% | -0.6% | Q4 2024 |
| NVDA | $992K | 0.20% | 0.00% | -31.6% | Q4 2024 |
| AMZN | $974K | 0.20% | 0.00% | +6.6% | Q4 2024 |
| WMT | $918K | 0.19% | 0.00% | -12.4% | Q4 2024 |
| V | $833K | 0.17% | 0.00% | -7.3% | Q4 2024 |
| ADP | $808K | 0.17% | 0.00% | -11.7% | Q4 2024 |
| GS | $747K | 0.15% | 0.00% | -0.2% | Q4 2024 |
| ITW | $721K | 0.15% | 0.00% | -8.9% | Q4 2024 |
| PAYX | $706K | 0.15% | 0.00% | -8.9% | Q4 2024 |
| BRK.B | $692K | 0.14% | Not reported | -3.5% | Q4 2024 |
| PEP | $674K | 0.14% | 0.00% | -7.8% | Q4 2024 |
| GD | $673K | 0.14% | 0.00% | -7.1% | Q4 2024 |
| LHX | $662K | 0.14% | 0.00% | -9.8% | Q4 2024 |
| MCK | $657K | 0.14% | 0.00% | Not reported | Q4 2024 |
| ECHO | $636K | 0.13% | 0.01% | Not reported | Q4 2024 |
| LOW | $610K | 0.13% | 0.00% | -11.5% | Q4 2024 |
| NFLX | $609K | 0.13% | 0.00% | Not reported | Q4 2024 |
| AFL | $590K | 0.12% | 0.00% | -11.6% | Q4 2024 |
| ABT | $569K | 0.12% | 0.00% | -12.2% | Q4 2024 |
| PSX | $550K | 0.11% | 0.00% | -14.9% | Q4 2024 |
| ADI | $529K | 0.11% | 0.00% | -12.6% | Q4 2024 |
| XOM | $502K | 0.10% | 0.00% | Not reported | Q4 2024 |
| KMB | $485K | 0.10% | 0.00% | Not reported | Q4 2024 |
 CRM | $485K | 0.10% | 0.00% | Not reported | Q4 2024 |
| PG | $471K | 0.10% | 0.00% | -2.9% | Q4 2024 |
| DRIV | $409K | 0.08% | 0.04% | -0.7% | Q4 2024 |
| EMR | $407K | 0.08% | 0.00% | -14.7% | Q4 2024 |
| NSC | $407K | 0.08% | 0.00% | -12.8% | Q4 2024 |
| GE | $391K | 0.08% | 0.00% | Not reported | Q4 2024 |
| MCD | $380K | 0.08% | 0.00% | -9.9% | Q4 2024 |
| PH | $369K | 0.08% | 0.00% | -11.6% | Q4 2024 |
 HD | $355K | 0.07% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| SPY | $108M | 19.05% | Not reported | -0.8% | Q4 2024 |
| QQQ | $52.1M | 9.21% | Not reported | -1.6% | Q4 2024 |
| FVD | $6.49M | 1.15% | Not reported | +0.7% | Q4 2024 |
| AAPL | $4.81M | 0.85% | 0.00% | +5.9% | Q4 2024 |
| MSFT | $3.98M | 0.70% | 0.00% | +4.0% | Q4 2024 |
| FTGC | $3.11M | 0.55% | Not reported | -4.3% | Q4 2024 |
| JPM | $2.5M | 0.44% | 0.00% | +1.7% | Q4 2024 |
| GOOGL | $2.01M | 0.36% | 0.00% | +40.4% | Q4 2024 |
| JNJ | $1.81M | 0.32% | 0.00% | +1.0% | Q4 2024 |
| MS | $1.77M | 0.31% | 0.00% | +19.1% | Q4 2024 |
| NVDA | $1.45M | 0.26% | 0.00% | +14.7% | Q4 2024 |
| ABBV | $1.34M | 0.24% | 0.00% | -0.4% | Q4 2024 |
| AXP | $1.33M | 0.23% | 0.00% | -0.1% | Q4 2024 |
| META | $1.25M | 0.22% | Not reported | +3.7% | Q4 2024 |
| CVX | $1.24M | 0.22% | 0.00% | +0.2% | Q4 2024 |
| CSCO | $1.21M | 0.21% | 0.00% | +1.2% | Q4 2024 |
| GOOG | $1.11M | 0.20% | Not reported | +31.8% | Q4 2024 |
| SUSA | $1.07M | 0.19% | Not reported | -1.1% | Q4 2024 |
| LLY | $1.04M | 0.18% | 0.00% | -0.9% | Q4 2024 |
| ADP | $1.04M | 0.18% | 0.00% | +1.4% | Q4 2024 |
| MDY | $1.03M | 0.18% | Not reported | +48.0% | Q4 2024 |
| WMT | $967K | 0.17% | 0.00% | -0.9% | Q4 2024 |
| PAYX | $876K | 0.15% | 0.00% | +1.4% | Q4 2024 |
| V | $875K | 0.15% | 0.00% | +67.9% | Q4 2024 |
| AMZN | $869K | 0.15% | 0.00% | +0.2% | Q4 2024 |
| CAT | $867K | 0.15% | 0.00% | +3.2% | Q4 2024 |
| ITW | $833K | 0.15% | 0.00% | -0.2% | Q4 2024 |
| NFLX | $779K | 0.14% | 0.00% | Not reported | Q4 2024 |
| LHX | $764K | 0.14% | 0.00% | +1.6% | Q4 2024 |
| GD | $734K | 0.13% | 0.00% | +1.4% | Q4 2024 |
| LOW | $718K | 0.13% | 0.00% | -0.2% | Q4 2024 |
| BRK.B | $717K | 0.13% | Not reported | +80.3% | Q4 2024 |
| PEP | $708K | 0.13% | 0.00% | -0.1% | Q4 2024 |
| ABT | $693K | 0.12% | 0.00% | +1.7% | Q4 2024 |
| PSX | $681K | 0.12% | 0.00% | +1.0% | Q4 2024 |
| GS | $678K | 0.12% | 0.00% | +5.7% | Q4 2024 |
| AFL | $677K | 0.12% | 0.00% | +2.1% | Q4 2024 |
| MCK | $618K | 0.11% | 0.00% | Not reported | Q4 2024 |
| KMB | $591K | 0.10% | 0.00% | Not reported | Q4 2024 |
| IAU | $561K | 0.10% | 0.00% | +86.8% | Q1 2025 |
| ADI | $549K | 0.10% | 0.00% | -0.9% | Q4 2024 |
| PG | $520K | 0.09% | 0.00% | +2.8% | Q4 2024 |
| NSC | $485K | 0.09% | 0.00% | +1.4% | Q4 2024 |
| EMR | $472K | 0.08% | 0.00% | -0.6% | Q4 2024 |
| XOM | $470K | 0.08% | 0.00% | -0.2% | Q4 2024 |
| LIN | $464K | 0.08% | 0.00% | +1.6% | Q4 2024 |
 BRO | $434K | 0.08% | 0.00% | +3.0% | Q4 2024 |
| CRM | $433K | 0.08% | 0.00% | +27.7% | Q4 2024 |
| MCD | $419K | 0.07% | 0.00% | +0.4% | Q4 2024 |
| HD | $419K | 0.07% | 0.00% | -0.2% | Q4 2024 |