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Moment Partners - Q1 2026 13F Filings

MO

Moment Partners, LLC

CIK: 0002055889
Address: California San Francisco 535 Mission Street Suite 2310
$560.53 M
Portfolio Value
113
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SHY Ishares 1-3 Year Treasury Bond Etf
+$23.78 M
2. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$21.91 M
3. JMBS Janus Henderson Mortgage-Backed Securities Etf
+$20.63 M
4. SPIB State Street Spdr Portfolio Intermediate Term Corporate Bond Etf
+$10.7 M
5. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$2.96 M

Top Sells

Q1 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$943,888.59
2. FVD First Trust Value Line Dividend Index Fund
−$635,420.99
3. XHB Spdr S&P Homebuilders Etf
−$245,663
4. SATS Echostar Corporation
−$231,798.65
5. DLTR Dollar Tree
−$221,418

Asset Allocation

Stocks/ETFs
+15.34%
$560.53 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Moment Partners Q1 2026 Filing Summary

Moment Partners, LLC filed its 13F report for Q1 2026 on May 04, 2026. The portfolio totaled 560.53 M reflecting a +15.34% change from the prior quarter, spanning 113 assets. The top 10 holdings comprised 82.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 6 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Moment Partners’s Q1 2026 Filing

Moment Partners submitted their Form 13F-HR for the Q1 2026 period on 05/04/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Moment Partners reported a managed portfolio value of 560.53 M, consisting of 113 individual positions.

This page displays the raw filing documents. To see which stocks Moment Partners bought or sold during Q1 2026, please visit Moment Partners's Portfolio Analysis page.