Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Moment Partners, LLC (CIK 2055889) reported $560.5M across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($108.6M, 19.37%), RSP ($100.1M, 17.85%), QQQ ($50.7M, 9.05%), XLK ($48.1M, 8.59%), DVY ($39.2M, 6.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | $108.6M | 19.37% | 166,462 | Added |
| 2 | RSP | Invesco S&P 500 Equal Weight ETF | $100.1M | 17.85% | 521,313 | Added |
| 3 | QQQ | Invesco QQQ ETF | $50.7M | 9.05% | 87,855 | Trimmed |
| 4 | XLK | Technology Select Sector SPDR Fund | $48.1M | 8.59% | 362,184 | Trimmed |
| 5 | DVY | iShares Select Dividend ETF | $39.2M | 6.99% | 258,828 | Added |
| 6 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $38.4M | 6.86% | 381,923 | Added |
| 7 | SHY | iShares 1-3 Year Treasury Bond ETF | $23.8M | 4.24% | 288,044 | New |
| 8 | MINT | PIMCO Enhanced Short Maturity Active ETF | $21.9M | 3.91% | 217,830 | New |
| 9 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | $20.6M | 3.68% | 454,702 | New |
| 10 | SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | $10.7M | 1.91% | 318,949 | New |
| 11 | QUAL | iShares MSCI USA Quality Factor ETF | $10.6M | 1.90% | 55,469 | Trimmed |
| 12 | AAPL | Apple Inc | $4.8M | 0.86% | 18,895 | Added |
| 13 | FVD | First Trust Value Line Dividend Index Fund | $4.6M | 0.81% | 96,987 | Trimmed |
| 14 | DSI | iShares MSCI KLD 400 Social ETF | $4.5M | 0.80% | 36,917 | Trimmed |
| 15 | ESGU | iShares MSCI USA ESG Select ETF | $3.5M | 0.63% | 24,857 | Trimmed |
| 16 | BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $3.0M | 0.53% | 32,306 | New |
| 17 | FTSM | First Trust Enhanced Short Maturity ETF | $2.9M | 0.51% | 47,809 | New |
| 18 | MSFT | Microsoft Corp | $2.4M | 0.43% | 6,513 | Trimmed |
| 19 | FTGC | First Trust Global Tactical Commodity Strategy Fund | $2.4M | 0.43% | 84,602 | New |
| 20 | GOOGL | Alphabet Inc Voting | $2.4M | 0.42% | 8,231 | Added |
| 21 | JNJ | Johnson & Johnson | $2.3M | 0.41% | 9,380 | Trimmed |
| 22 | JPM | JPMorgan Chase & Co | $2.2M | 0.39% | 7,367 | Trimmed |
| 23 | MS | Morgan Stanley & Co | $1.8M | 0.33% | 11,160 | Hold |
| 24 | CVX | Chevron Corporation | $1.6M | 0.28% | 7,678 | Trimmed |
| 25 | GOOG | Alphabet Inc Non Voting | $1.4M | 0.26% | 4,996 | Added |
Source: SEC Form 13F filings · as of 2026-03-31