Moment Partners, LLC holds a concentrated book of 101 stocks worth $554.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed SS Technology Select Sector. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 23% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055889/holdings"
Use Arkolith to show Moment Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.3 points over this window.
Growth of $10,000 cloning Moment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Moment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $794.2B |
| MORGAN STANLEY | 80 / 80 | $614.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $558.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $448.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $194.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $170.6B |
| UBS Group AG | 80 / 80 | $165.9B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $153.7B |
Ranked by how many of Moment Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF Trust ETF | $129.8M | 173.4K | 23.4% | ▲+4.2% Added · +7K sh | |
| 2 | Invesco S&P 500 Equal Weight ETF ETF | $115.8M | 544.3K | 20.9% | ▲+4.4% Added · +23K sh | |
| 3 | Technology Select Sector SPDR Fund ETF | $67.8M | 355.7K | 12.2% | ▼−1.8% Reduced · −6K sh | |
| 4 | Invesco QQQ ETF ETF | $66.3M | 90.1K | 12.0% | ▲+2.5% Added · +2K sh | |
| 5 | iShares S&P Mid-Cap 400 Growth ETF ETF | $46.6M | 396.4K | 8.4% | ▲+3.8% Added · +14K sh | |
| 6 | iShares Select Dividend ETF ETF | $42.2M | 270.1K | 7.6% | ▲+4.3% Added · +11K sh | |
| 7 | iShares MSCI USA Quality Factor ETF ETF | $5.8M | 26.6K | 1.1% | ▼−52% Reduced · −29K sh | |
| 8 | iShares MSCI KLD 400 Social ETF ETF | $5.2M | 36.4K | 0.9% | ▼−1.3% Reduced · −491 sh | |
| 9 | Apple Inc Common Stock | $4.9M | 16.8K | 0.9% | ▼−11% Reduced · −2K sh | |
| 10 | iShares MSCI USA ESG Select ETF ETF | $4.0M | 24.6K | 0.7% | ▼−0.9% Reduced · −232 sh | |
| 11 | Alphabet Inc Voting Common Stock | $2.8M | 7.8K | 0.5% | ▼−5.5% Reduced · −452 sh | |
| 12 | Microsoft Corp Common Stock | $2.4M | 6.5K | 0.4% | ▲+0.4% Added · +25 sh | |
| 13 | JPMorgan Chase & Co Common Stock | $2.4M | 7.4K | 0.4% | ▲+1.0% Added · +75 sh | |
| 14 | Johnson & Johnson Common Stock | $2.4M | 9.4K | 0.4% | ▲+0.3% Added · +27 sh | |
| 15 | Morgan Stanley & Co Common Stock | $2.3M | 11.2K | 0.4% | —Held | |
| 16 | Caterpillar Inc Common Stock | $1.9M | 1.8K | 0.3% | —Held | |
| 17 | Cisco Systems Inc Common Stock | $1.9M | 16.1K | 0.3% | ▲+3.5% Added · +548 sh | |
| 18 | First Trust Value Line Dividend Index Fund ETF | $1.7M | 36.1K | 0.3% | ▼−63% Reduced · −61K sh | |
| 19 | Eli Lilly & Co Common Stock | $1.7M | 1.4K | 0.3% | ▲+1.9% Added · +27 sh | |
| 20 | Alphabet Inc Non Voting Common Stock | $1.6M | 4.6K | 0.3% | ▼−7.2% Reduced · −360 sh | |
| 21 | Vanguard Information Technology ETF ETF | $1.5M | 12.4K | 0.3% | ▲+636% Added · +11K sh | |
| 22 | American Express Company Common Stock | $1.4M | 4.0K | 0.2% | —Held | |
| 23 | First Trust Rising Dividend Achievers ETF ETF | $1.3M | 16.3K | 0.2% | ▼−7.1% Reduced · −1K sh | |
| 24 | Abbvie Inc Common Stock | $1.3M | 5.2K | 0.2% | ▲+1.5% Added · +75 sh | |
| 25 | Chevron Corporation Common Stock | $1.2M | 7.5K | 0.2% | ▼−2.4% Reduced · −186 sh | |
| 26 | SPDR S&P Mid-Cap 400 ETF ETF | $1.2M | 1.7K | 0.2% | —Held | |
| 27 | iShares MSCI USA ESG Select ETF ETF | $1.2M | 7.6K | 0.2% | ▼−1.8% Reduced · −143 sh | |
| 28 | iShares Core S&P U.S. Growth ETF ETF | $1.0M | 5.4K | 0.2% | ▼−34% Reduced · −3K sh | |
| 29 | Nvidia Corp Common Stock | $975K | 4.9K | 0.2% | ▼−7.8% Reduced · −410 sh | |
| 30 | WalMart Inc Common Stock | $958K | 8.5K | 0.2% | ▲+3.3% Added · +268 sh | |
| 31 | Meta Platforms Inc Common Stock | $956K | 1.7K | 0.2% | —Held | |
| 32 | Amazon Com Inc Common Stock | $928K | 3.9K | 0.2% | ▼−5.8% Reduced · −240 sh | |
| 33 | iShares Core S&P 500 ETF ETF | $910K | 1.2K | 0.2% | ▼−0.8% Reduced · −10 sh | |
| 34 | Goldman Sachs Group Inc Common Stock | $860K | 850 | 0.2% | —Held | |
| 35 | iShares U.S. Technology ETF ETF | $842K | 3.3K | 0.2% | —Held | |
| 36 | Visa Inc Class A Common Stock | $823K | 2.4K | 0.1% | ▲+1.1% Added · +25 sh | |
| 37 | Analog Devices Inc Common Stock | $785K | 2.0K | 0.1% | ▲+1.8% Added · +34 sh | |
| 38 | Phillips 66 Common Stock | $732K | 4.3K | 0.1% | ▲+1.9% Added · +80 sh | |
| 39 | Automatic Data Common Stock | $731K | 3.2K | 0.1% | ▲+4.1% Added · +129 sh | |
| 40 | Genl Dynamics Corp Common Stock | $718K | 2.0K | 0.1% | ▲+1.7% Added · +34 sh | |
| 41 | Financial Select Sector SPDR Fund ETF | $716K | 13.4K | 0.1% | ▼−0.4% Reduced · −52 sh | |
| 42 | Applied Materials Inc Common Stock | $703K | 973 | 0.1% | ▼−0.2% Reduced · −2 sh | |
| 43 | Berkshire Hathaway Inc Common Stock | $689K | 1.4K | 0.1% | —Held | |
| 44 | Illinois Tool Works Inc Common Stock | $687K | 2.5K | 0.1% | ▲+3.7% Added · +90 sh | |
| 45 | L3harris Technologies Common Stock | $664K | 2.3K | 0.1% | ▲+1.8% Added · +40 sh | |
| 46 | Aflac Inc Common Stock | $647K | 5.5K | 0.1% | ▲+3.4% Added · +180 sh | |
| 47 | Paychex Inc Common Stock | $643K | 6.5K | 0.1% | ▲+4.1% Added · +259 sh | |
| 48 | Pepsico Incorporated Common Stock | $628K | 4.6K | 0.1% | ▼−0.3% Reduced · −13 sh | |
| 49 | Mckesson Corporation Common Stock | $605K | 800 | 0.1% | —Held | |
| 50 | Lowes Companies Inc Common Stock | $581K | 2.6K | 0.1% | ▲+4.6% Added · +116 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 101 | $554.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 113 | $560.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 104 | $486.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 124 | $565.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 119 | $532.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 113 | $504.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 114 | $524.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.