Moment Partners, LLC

Moment Partners, LLC reported 101 holdings worth US$555M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Moment Partners, LLC reported 101 holdings worth US$555M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 29, 2026 (Form 13F).

Holdings
101
Value as reported
US$555M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc16,802US$4.86M0.88%
Alphabet Inc (google) Class C12,363US$4.42M0.80%
Microsoft Corp.6,538US$2.44M0.44%
Jp Morgan Chase & Co.7,442US$2.44M0.44%
Johnson & Johnson9,407US$2.39M0.43%
Morgan Stanley11,160US$2.33M0.42%
Caterpillar, Inc.1,806US$1.92M0.35%
Cisco Systems, Inc.16,144US$1.9M0.34%
Eli Lilly And Company1,419US$1.7M0.31%
American Express Company4,000US$1.35M0.24%
Abbvie Inc.5,171US$1.3M0.23%
Chevron Corporation7,492US$1.24M0.22%
Nvidia Corporation4,874US$975K0.18%
Walmart Inc.8,459US$958K0.17%
Meta Platforms, Inc.1,698US$956K0.17%
Amazon.com, Inc.3,893US$928K0.17%
Goldman Sachs Group, Inc. (the)850US$860K0.15%
Visa Inc.2,399US$823K0.15%
Analog Devices, Inc.1,976US$785K0.14%
Phillips 664,327US$732K0.13%
Automatic Data Processing, Inc.3,240US$731K0.13%
General Dynamics Corporation2,027US$718K0.13%
Applied Materials, Inc.973US$703K0.13%
Berkshire Hathaway Inc.1,376US$689K0.12%
Illinois Tool Works Inc.2,526US$687K0.12%
L3harris Technologies, Inc.2,286US$664K0.12%
Aflac Incorporated5,515US$647K0.12%
Paychex, Inc.6,544US$643K0.12%
Pepsico, Inc.4,636US$628K0.11%
Mckesson Corporation800US$605K0.11%
Lowe's Companies, Inc.2,634US$581K0.10%
Exxon Mobil Corporation4,069US$556K0.10%
Kimberly-clark Corporation4,750US$527K0.10%
Advanced Micro Devices Inc829US$482K0.09%
Procter & Gamble Company (the)3,280US$481K0.09%
Ge Aerospace1,268US$474K0.09%
Netflix, Inc.6,500US$464K0.08%
Norfolk Southern Corporation1,458US$459K0.08%
Emerson Electric Company3,196US$458K0.08%
Parker-hannifin Corporation442US$433K0.08%
Vertiv Holdings, Llc1,281US$429K0.08%
Abbott Laboratories4,676US$424K0.08%
Merck & Company, Inc.3,191US$413K0.07%
Colgate-palmolive Company4,378US$401K0.07%
Wec Energy Group, Inc.3,207US$374K0.07%
Lam Research Corporation849US$368K0.07%
Cms Energy Corporation4,579US$350K0.06%
Mcdonald's Corporation1,241US$336K0.06%
Home Depot, Inc. (the)944US$333K0.06%
Air Products And Chemicals, Inc.1,056US$310K0.06%
Broadcom Inc.812US$307K0.06%
Salesforce, Inc.1,845US$290K0.05%
Echostar Corporation2,810US$285K0.05%
Keysight Technologies Inc.813US$285K0.05%
Marathon Petroleum Corporation1,060US$271K0.05%
Cintas Corporation1,553US$264K0.05%
Brown & Brown, Inc.3,913US$251K0.05%
Cencora, Inc.867US$245K0.04%
Tesla, Inc.578US$243K0.04%
Bristol-myers Squibb Company4,000US$230K0.04%
Nextera Energy, Inc.2,537US$223K0.04%
Gilead Sciences, Inc.1,726US$218K0.04%
Constellation Energy Corporation851US$211K0.04%
Blackstone Inc.1,710US$201K0.04%
Bank Of America Corporation3,518US$200K0.04%
Deutsche Telekom Ag0US$00.00%
Ge Vernova Inc.0US$00.00%
Novartis Ag0US$00.00%
Tractor Supply Company0US$00.00%

Source

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