Moment Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $533 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $101B, Invesco S&P 500 Equal Weight E with a value of $92.8B, Invesco Qqq Trust, Series 1 with a value of $48.6B, Technology Sector Spdr with a value of $46.8B, and Ishares S&P Midcap 400 Growth with a value of $34.1B.

Examining the 13F form we can see an increase of $28.2B in the current position value, from $505B to 533B.

Moment Partners, LLC is based out at San Francisco, CA

Below you can find more details about Moment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $533 Billion
ETFs: $485 Billion
Technology: $12.2 Billion
Financial Services: $8.32 Billion
Industrials: $6.73 Billion
Healthcare: $6.68 Billion
Communication Services: $3.73 Billion
Consumer Defensive: $3.37 Billion
Consumer Cyclical: $2.84 Billion
Other: $3.22 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $533 Billion
  • Prior Value $505 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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