Institutional
Moment Partners, LLC
CIK 0002055889
$554.9M
Reported AUM
101
Positions
Q2 2026
Period
2026-07-29
Filed
Editorial summary
Summary for Moment Partners, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | $744.64 | 0.40% | 20.62% | 75.74% | $129.8M | 23.39% | — | HELD |
| 2 | RSP | Invesco S&P 500 Equal Weight ETF | $215.09 | -0.13% | 19.76% | 48.72% | $115.8M | 20.87% | — | HELD |
| 3 | XLK | Technology Select Sector SPDR Fund | $176.78 | 0.60% | 37.13% | 129.18% | $67.8M | 12.21% | — | HELD |
| 4 | QQQ | Invesco QQQ ETF | $683.55 | 3.30% | 24.01% | 85.38% | $66.3M | 11.96% | — | HELD |
| 5 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $111.85 | -0.10% | 22.08% | 40.44% | $46.6M | 8.39% | — | HELD |
| 6 | DVY | iShares Select Dividend ETF | $160.82 | -0.69% | 25.29% | 63.04% | $42.2M | 7.61% | — | HELD |
| 7 | QUAL | iShares MSCI USA Quality Factor ETF | $218.63 | -0.13% | 21.21% | 64.41% | $5.8M | 1.05% | — | HELD |
| 8 | DSI | iShares MSCI KLD 400 Social ETF | $140.94 | 0.94% | 18.92% | 68.19% | $5.2M | 0.93% | — | HELD |
| 9 | AAPL | Apple Inc | $333.43 | -1.41% | 65.41% | 124.96% | $4.9M | 0.88% | — | HELD |
| 10 | ESGU | iShares MSCI USA ESG Select ETF | $162.67 | 0.10% | 20.82% | 67.16% | $4.0M | 0.73% | — | HELD |
| 11 | GOOGL | Alphabet Inc Voting | $333.66 | -0.91% | 76.18% | 131.67% | $2.8M | 0.50% | — | HELD |
| 12 | MSFT | Microsoft Corp | $451.10 | 15.51% | -13.24% | 55.41% | $2.4M | 0.44% | — | HELD |
| 13 | JPM | JPMorgan Chase & Co | $353.60 | 0.79% | 23.57% | 148.58% | $2.4M | 0.44% | — | HELD |
| 14 | JNJ | Johnson & Johnson | $255.82 | -3.66% | 56.99% | 69.37% | $2.4M | 0.43% | — | HELD |
| 15 | MS | Morgan Stanley & Co | $210.29 | 0.11% | 53.60% | 134.58% | $2.3M | 0.42% | — | HELD |
| 16 | CAT | Caterpillar Inc | $829.09 | 2.47% | 90.45% | 318.17% | $1.9M | 0.35% | — | HELD |
| 17 | CSCO | Cisco Systems Inc | $116.91 | 2.95% | 71.43% | 119.60% | $1.9M | 0.34% | — | HELD |
| 18 | FVD | First Trust Value Line Dividend Index Fund | $49.87 | -0.72% | 14.88% | 36.04% | $1.7M | 0.31% | — | HELD |
| 19 | LLY | Eli Lilly & Co | $1145.00 | -0.86% | 50.85% | 361.96% | $1.7M | 0.31% | — | HELD |
| 20 | GOOG | Alphabet Inc Non Voting | $333.68 | -0.62% | 76.17% | 131.42% | $1.6M | 0.30% | — | HELD |
| 21 | VGT | Vanguard Information Technology ETF | $114.36 | 0.69% | 35.33% | 120.11% | $1.5M | 0.27% | — | HELD |
| 22 | AXP | American Express Company | $338.55 | 0.31% | 15.92% | 116.12% | $1.4M | 0.24% | — | HELD |
| 23 | RDVY | First Trust Rising Dividend Achievers ETF | $81.39 | 0.73% | 30.27% | 77.39% | $1.3M | 0.24% | — | HELD |
| 24 | ABBV | Abbvie Inc | $254.63 | -1.08% | 36.96% | 157.96% | $1.3M | 0.23% | — | HELD |
| 25 | CVX | Chevron Corporation | $194.10 | 0.93% | 32.36% | 140.77% | $1.2M | 0.22% | — | HELD |
| 26 | MDY | SPDR S&P Mid-Cap 400 ETF | $689.40 | 0.32% | 22.11% | 44.96% | $1.2M | 0.22% | — | HELD |
| 27 | SUSA | iShares MSCI USA ESG Select ETF | $152.38 | -0.31% | 21.25% | 59.58% | $1.2M | 0.21% | — | HELD |
| 28 | IUSG | iShares Core S&P U.S. Growth ETF | $184.33 | 1.09% | 21.43% | 76.19% | $1.0M | 0.18% | — | HELD |
| 29 | NVDA | Nvidia Corp | $195.04 | 2.65% | 12.42% | 774.16% | $975K | 0.18% | — | HELD |
| 30 | WMT | WalMart Inc | $111.10 | -2.73% | 13.75% | 139.00% | $958K | 0.17% | — | HELD |
| 31 | META | Meta Platforms Inc | $539.03 | -7.95% | — | — | $956K | 0.17% | — | HELD |
| 32 | AMZN | Amazon Com Inc | $235.50 | 3.90% | — | — | $928K | 0.17% | — | HELD |
| 33 | IVV | iShares Core S&P 500 ETF | $748.86 | 0.49% | — | — | $910K | 0.16% | — | HELD |
| 34 | GS | Goldman Sachs Group Inc | $1038.99 | 1.38% | — | — | $860K | 0.15% | — | HELD |
| 35 | IYW | iShares U.S. Technology ETF | $236.60 | -0.15% | — | — | $842K | 0.15% | — | HELD |
| 36 | V | Visa Inc Class A | $363.91 | -0.64% | — | — | $823K | 0.15% | — | HELD |
| 37 | ADI | Analog Devices Inc | $373.86 | 1.96% | — | — | $785K | 0.14% | — | HELD |
| 38 | PSX | Phillips 66 | $211.47 | 0.41% | — | — | $732K | 0.13% | — | HELD |
| 39 | ADP | Automatic Data | $261.00 | -1.09% | — | — | $731K | 0.13% | — | HELD |
| 40 | GD | Genl Dynamics Corp | $379.50 | -0.71% | — | — | $718K | 0.13% | — | HELD |
| 41 | XLF | Financial Select Sector SPDR Fund | $56.95 | -0.09% | — | — | $716K | 0.13% | — | HELD |
| 42 | AMAT | Applied Materials Inc | $534.91 | 6.60% | — | — | $703K | 0.13% | — | HELD |
| 43 | BRK/B | Berkshire Hathaway Inc | — | — | — | — | $689K | 0.12% | — | HELD |
| 44 | ITW | Illinois Tool Works Inc | $282.52 | -0.42% | — | — | $687K | 0.12% | — | HELD |
| 45 | LHX | L3harris Technologies | $272.83 | 0.34% | — | — | $664K | 0.12% | — | HELD |
| 46 | AFL | Aflac Inc | $127.03 | -0.26% | — | — | $647K | 0.12% | — | HELD |
| 47 | PAYX | Paychex Inc | $115.93 | -0.35% | — | — | $643K | 0.12% | — | HELD |
| 48 | PEP | Pepsico Incorporated | $138.64 | -1.11% | — | — | $628K | 0.11% | — | HELD |
| 49 | MCK | Mckesson Corporation | $856.54 | -1.04% | — | — | $605K | 0.11% | — | HELD |
| 50 | LOW | Lowes Companies Inc | $207.04 | -1.45% | — | — | $581K | 0.10% | — | HELD |
| 51 | IWM | iShares Russell 2000 ETF | $293.48 | 0.30% | — | — | $576K | 0.10% | — | HELD |
| 52 | IWF | iShares Russell 1000 Growth ETF | $118.47 | 0.89% | — | — | $564K | 0.10% | — | HELD |
| 53 | XOM | Exxon Mobil Corp | $156.97 | 0.14% | — | — | $556K | 0.10% | — | HELD |
| 54 | DRIV | Global X Autonomous & Electric Vehicles ETF | $33.27 | -0.43% | — | — | $528K | 0.10% | — | HELD |
| 55 | KMB | Kimberly-Clark Corp | $109.42 | -0.70% | — | — | $527K | 0.10% | — | HELD |
| 56 | IYH | iShares U.S. Healthcare ETF | $67.81 | -1.47% | — | — | $494K | 0.09% | — | HELD |
| 57 | VUG | Vanguard Growth ETF | $84.77 | 0.59% | — | — | $491K | 0.09% | — | HELD |
| 58 | AMD | Advanced Micro | $507.14 | 4.48% | — | — | $482K | 0.09% | — | HELD |
| 59 | PG | Procter & Gamble Co | $141.90 | -1.43% | — | — | $481K | 0.09% | — | HELD |
| 60 | GE | GE Aerospace New | $359.24 | 1.18% | — | — | $474K | 0.09% | — | HELD |
| 61 | NFLX | Netflix.Com Inc | $73.17 | -0.62% | — | — | $464K | 0.08% | — | HELD |
| 62 | NSC | Norfolk Southern Corp | $332.74 | -0.36% | — | — | $459K | 0.08% | — | HELD |
| 63 | EMR | Emerson Electric Co | $149.19 | 0.37% | — | — | $458K | 0.08% | — | HELD |
| 64 | LIN | Linde PLC New | $470.97 | -7.41% | — | — | $439K | 0.08% | — | HELD |
| 65 | PH | Parker-Hannifin Corp | $966.82 | 0.42% | — | — | $433K | 0.08% | — | HELD |
| 66 | VRT | Vertiv Holdings LLC | $241.93 | 6.34% | — | — | $429K | 0.08% | — | HELD |
| 67 | ABT | Abbott Laboratories | $103.47 | -2.03% | — | — | $424K | 0.08% | — | HELD |
| 68 | MRK | Merck & Co Inc New | $129.05 | -0.57% | — | — | $413K | 0.07% | — | HELD |
| 69 | USMV | iShares MSCI USA Min. Vol. Factor ETF | $97.51 | -0.34% | — | — | $402K | 0.07% | — | HELD |
| 70 | CL | Colgate-Palmolive Co | $90.10 | -1.64% | — | — | $401K | 0.07% | — | HELD |
| 71 | VO | Vanguard Mid-Cap ETF | $80.92 | -0.09% | — | — | $377K | 0.07% | — | HELD |
| 72 | WEC | Wec Energy Group Inc | $109.32 | -0.66% | — | — | $374K | 0.07% | — | HELD |
| 73 | MDYG | SPDR S&P 400 Mid-Cap Growth ETF | $106.30 | -0.55% | — | — | $370K | 0.07% | — | HELD |
| 74 | CB | Chubb LTD | $349.13 | -0.29% | — | — | $368K | 0.07% | — | HELD |
| 75 | LRCX | Lam Resh Corp | $309.88 | 4.08% | — | — | $368K | 0.07% | — | HELD |
| 76 | CMS | CMS Energy Corp | $72.38 | 0.16% | — | — | $350K | 0.06% | — | HELD |
| 77 | XLB | Materials Select Sector SPDR Fund | $50.56 | -2.10% | — | — | $338K | 0.06% | — | HELD |
| 78 | MCD | Mcdonald S Corp | $266.48 | -0.73% | — | — | $336K | 0.06% | — | HELD |
| 79 | HD | Home Depot Inc | $330.00 | -1.00% | — | — | $333K | 0.06% | — | HELD |
| 80 | IJR | iShares Core S&P Small-Cap ETF | $145.95 | 0.31% | — | — | $316K | 0.06% | — | HELD |
| 81 | APD | Air Products & Chemicals | $294.27 | -1.98% | — | — | $310K | 0.06% | — | HELD |
| 82 | AVGO | Broadcom Inc | $387.84 | 4.73% | — | — | $307K | 0.06% | — | HELD |
| 83 | CRM | Salesforce Inc | $178.49 | -1.23% | — | — | $290K | 0.05% | — | HELD |
| 84 | MDT | Medtronic PLC | $84.23 | -1.73% | — | — | $287K | 0.05% | — | HELD |
| 85 | SATS | Echostar Holding | — | — | — | — | $285K | 0.05% | — | HELD |
| 86 | KEYS | Keysight Techs Inc | $323.23 | 3.37% | — | — | $285K | 0.05% | — | HELD |
| 87 | MPC | Marathon Petroleum Corp | $314.61 | 0.17% | — | — | $271K | 0.05% | — | HELD |
| 88 | CTAS | Cintas Corp | $204.26 | -1.22% | — | — | $264K | 0.05% | — | HELD |
| 89 | FTCS | First Trust Capital Strength ETF | $98.32 | -1.00% | — | — | $259K | 0.05% | — | HELD |
| 90 | BRO | Brown And Brown Inc Com | $70.49 | -0.53% | — | — | $251K | 0.05% | — | HELD |
| 91 | DIA | SPDR Dow Jones Industrial Average ETF Trust | $523.41 | 0.37% | — | — | $248K | 0.04% | — | HELD |
| 92 | COR | Cencora Inc | $310.43 | -0.58% | — | — | $245K | 0.04% | — | HELD |
| 93 | TSLA | Tesla | $308.85 | 3.53% | — | — | $243K | 0.04% | — | HELD |
| 94 | XLV | Health Care Select Sector SPDR Fund | $161.59 | -1.18% | — | — | $242K | 0.04% | — | HELD |
| 95 | BMY | Bristol Myers Squibb | $63.98 | -1.36% | — | — | $230K | 0.04% | — | HELD |
| 96 | NEE | Nextera Energy Inc | $88.05 | 0.14% | — | — | $223K | 0.04% | — | HELD |
| 97 | GILD | Gilead Sciences Inc | $129.06 | -1.69% | — | — | $218K | 0.04% | — | HELD |
| 98 | CEG | Constellation Energy | $263.79 | 0.09% | — | — | $211K | 0.04% | — | HELD |
| 99 | BX | Blackstone Group Inc | $128.16 | 0.07% | — | — | $201K | 0.04% | — | HELD |
| 100 | BAC | Bank Of America Corp | $61.85 | 0.19% | — | — | $200K | 0.04% | — | HELD |
| 101 | SMH | VanEck Semiconductor ETF | — | — | — | — | $200K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001765380-26-000233. 13F discloses long positions only — shorts, foreign equities, and options are excluded.