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CIK: 0002055889
Total reported value
$554.9M
$554.9M
104 檔
64.1%
As reported in its official Q4 2025 Form 13F filing, Moment Partners, LLC's tracked investment portfolio stood at $554.9M with 104 total positions.
In Q4 2025, Moment Partners, LLC adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 24 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.28% | +4.02% | +2.34% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 20.47% | +3.02% | +2.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.12% | +2.91% | +1.41% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 10.76% | +3.62% | +98.36% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 7.59% | +1.53% | +2.79% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-Other | 7.47% | +0.62% | +2.74% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.47% | -0.85% | -23.40% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 1.05% | -0.50% | -21.21% | |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.98% | +0.13% | -0.80% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.02% | -8.13% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.76% | +0.10% | +7.73% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | +0.01% | -13.44% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.08% | -3.50% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | +0.05% | -5.29% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.09% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.02% | -3.75% | |
| 17 | AXP | American Express Co | Stock-Financials | 0.30% | +0.02% | — | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.06% | +14.91% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.08% | +0.29% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.04% | -1.32% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.28% | -0.04% | +1.14% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.12% | -3.82% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.03% | -7.84% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-Other | 0.25% | +0.03% | -0.12% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.06% | -3.67% | |
| 26 | XLB | Ss Materials Select Sector | ETF-Other | 0.24% | -0.14% | +51.38% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | — | -0.29% | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.22% | +0.03% | -0.79% | |
| 29 | FTCS | First Trust Capital Strength | ETF-Other | 0.22% | -0.12% | -25.10% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.22% | +0.03% | — | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.12% | -0.55% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.02% | -31.61% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.02% | +6.57% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.01% | -12.41% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.02% | -31.31% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | -7.34% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.17% | +0.02% | -11.66% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.16% | +0.01% | +7.25% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.15% | +0.02% | -0.23% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.15% | +0.01% | -8.89% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.15% | +0.02% | -8.90% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | -3.51% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.14% | -0.02% | -7.76% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.14% | +0.01% | -7.11% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.14% | +0.04% | — | |
| 46 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.14% | -0.02% | -9.84% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.14% | -0.01% | — | |
| 48 | ECHO | Echostar Corp-a | Stock-Comm Services | 0.13% | -0.03% | — | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.13% | -0.01% | -11.48% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | -0.03% | +900.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.2% | +2.34% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +3.5% | +2.94% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.9% | +1.41% | Add |
| 4 | XLK | Ss Technology Select Sector | +1.6% | +98.36% | Add |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | +1.3% | +2.79% | Add |
| 6 | DVY | Ishares Select Dividend ETF | +1.2% | +2.74% | Add |
| 7 | ESGU | Ishares Esg Aware Msci USA | +0.2% | +7.73% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.50% | Trim |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | +0.2% | -0.80% | Trim |
| 10 | LLY | Eli Lilly & Co | +0.1% | +0.29% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -8.13% | Trim |
| 12 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.32% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +14.91% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -3.75% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | -0.55% | Trim |
| 17 | AXP | American Express Co | +0.1% | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -3.82% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -5.29% | Trim |
| 20 | AMZN | Amazon.com Inc | +0.1% | +6.57% | Add |
| 21 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +1.14% | Add |
| 22 | RDVY | First Trust Rising Dividend | 0% | -0.12% | Trim |
| 23 | MDY | State Street Spdr S&p Midcap | 0% | — | Unchanged |
| 24 | GS | Goldman Sachs Group Inc | 0% | -0.23% | Trim |
| 25 | XLF | Ss Financial Select Sector | 0% | +7.25% | Add |
| 26 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 27 | SUSA | Ishares Esg Optimized Msci U | 0% | -0.79% | Trim |
| 28 | XLV | Ss Health Care Select Sector | 0% | +26.96% | Add |
| 29 | CVX | Chevron CORP | 0% | -3.67% | Trim |
| 30 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 31 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 32 | WMT | Walmart Inc | 0% | -12.41% | Trim |
| 33 | IYH | Ishares U.s. Healthcare ETF | 0% | — | Unchanged |
| 34 | V | Visa Inc-class A Shares | 0% | -7.34% | Trim |
| 35 | AVGO | Broadcom Inc | 0% | +8.99% | Add |
| 36 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 37 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 38 | PH | Parker Hannifin CORP | 0% | -11.58% | Trim |
| 39 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 41 | META | Meta Platforms Inc-class A | 0% | -0.29% | Trim |
| 42 | ABBV | Abbvie Inc | 0% | -7.84% | Trim |
| 43 | GD | General Dynamics CORP | 0% | -7.11% | Trim |
| 44 | PG | Procter & Gamble Co/the | 0% | -2.87% | Trim |
| 45 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 46 | MCD | Mcdonald's CORP | 0% | -9.87% | Trim |
| 47 | PEP | Pepsico Inc | 0% | -7.76% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.51% | Trim |
| 49 | ADI | Analog Devices Inc | 0% | -12.58% | Trim |
| 50 | DRIV | Global X Autonomous&elec-etf | 0% | -0.71% | Trim |
According to official SEC Form 13F filings, Moment Partners, LLC reported a total U.S. public equity portfolio value of $554.9M across 104 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, QQQ) accounted for 64.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
ECHO
市值: $635.9K
Top Position Liquidated / Trimmed
SHY
前期市值: $23.5M
During Q4 2025, Moment Partners, LLC's top holdings by market value included SPY (23.3%)、RSP (20.5%)、QQQ (11.1%). The largest single position, SPY, represented 23.3% of total portfolio value.
In Q4 2025, Moment Partners, LLC made 108 total portfolio adjustments, initiating 9 new buys, adding to 17 positions, trimming 58 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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