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Moment Partners - Q2 2026 13F Filings

MO

Moment Partners, LLC

CIK: 0002055889
Address: California San Francisco 535 Mission Street Suite 2310
$554.91 M
Portfolio Value
101
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPY Spdr S&P 500 Etf Trust
+$5.18 M
2. RSP Invesco S&P 500 Equal Weight Etf
+$4.89 M
3. DVY Ishares Select Dividend Etf
+$1.76 M
4. IJK Ishares S&P Mid-Cap 400 Growth Etf
+$1.7 M
5. QQQ Invesco Qqq Trust Series I
+$1.65 M

Top Sells

Q2 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. QUAL Ishares Msci Usa Quality Factor Etf
−$6.33 M

Asset Allocation

Stocks/ETFs
-1.00%
$554.91 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Moment Partners Q2 2026 Filing Summary

Moment Partners, LLC filed its 13F report for Q2 2026 on July 29, 2026. The portfolio totaled 554.91 M reflecting a -1.00% change from the prior quarter, spanning 101 assets. The top 10 holdings comprised 88.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 17 complete exits.

Report Type

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Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Moment Partners’s Q2 2026 Filing

Moment Partners submitted their Form 13F-HR for the Q2 2026 period on 07/29/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Moment Partners reported a managed portfolio value of 554.91 M, consisting of 101 individual positions.

This page displays the raw filing documents. To see which stocks Moment Partners bought or sold during Q2 2026, please visit Moment Partners's Portfolio Analysis page.