Moment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "CAT",
  "LOW",
  "BRO",
  null,
  null,
  null,
  "GD",
  "HD",
  null,
  null,
  "MCD",
  null,
  "ITW",
  "EMR",
  "META",
  null,
  "LHX",
  "LIN",
  "MDT",
  "MSFT",
  "MS",
  "SATS",
  null,
  "GE",
  "PAYX",
  null,
  null,
  null,
  "IWF",
  "PEP",
  "IJK",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  null,
  null,
  null,
  null,
  "TGT",
  "VO",
  "TSCO",
  "XLB",
  null,
  null,
  "AFL",
  "WEC",
  "FDS",
  "AMZN",
  "CMS",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "V",
  "WMT",
  "IUSG",
  "DVY",
  "CHKP",
  "NSC",
  "PSX",
  "CRM",
  null,
  "DIA",
  null,
  "MCK",
  "ESGU",
  null,
  null,
  "KMB",
  "ADP",
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CL",
  "RSP",
  "ADI",
  "USMV",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PH",
  null,
  "XLK",
  "ITOT",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 113
Total Value: 504685631
Accession Number: 0002055889-25-000002
Form Type: 13F-HR
CIK: moment-partners
Manager Name: Moment-Partners

Data Enrichment

76% identified

86 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $504.7M total value

113 positions • $504.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

Shares:7.7K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$504.7M)

33734X143

Shares:15.9K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$504.7M)

JOHNSON & JOHNSON

Shares:9.6K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$504.7M)

81369Y100

Shares:18.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$504.7M)

33734X127

Shares:82.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$504.7M)

CHEVRON CORP

Shares:7.9K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$504.7M)

AbbVie Inc.

Shares:5.7K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$504.7M)

ELI LILLY & Co

Shares:1.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$504.7M)

MORGAN STANLEY

Shares:9.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$504.7M)

AMERICAN EXPRESS CO

Shares:4.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$504.7M)

AUTOMATIC DATA PROCESSING INC

Shares:3.5K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$504.7M)

CISCO SYSTEMS, INC.

Shares:17.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$504.7M)

464287671

Shares:8.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$504.7M)

33738R506

Shares:18.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$504.7M)

PAYCHEX INC

Shares:6.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$504.7M)

464287200

Shares:1.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$504.7M)

Meta Platforms, Inc.

Shares:1.7K

Value:$954.5K

% of Portfolio:0.2% ($954.5K/$504.7M)

464288802

Shares:8.0K

Value:$924.4K

% of Portfolio:0.2% ($924.4K/$504.7M)

92204A702

Shares:1.7K

Value:$924.2K

% of Portfolio:0.2% ($924.2K/$504.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.4K

Value:$833.8K

% of Portfolio:0.2% ($833.8K/$504.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.7K	QoQ -0.62% (-49) YoY-	All Managers (Combined)	$1.9M	0.4% ($1.9M/$504.7M)	QoQ +1.68% (-$31.6K) YoY-
(cusip33734X143)✕	15.9K	QoQ -1.03% (-166) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$504.7M)	QoQ -1.53% (-$25.7K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	9.6K	QoQ +0.05% (+5) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$504.7M)	QoQ +14.73% (+$203.9K) YoY-
(XLBcusip81369Y100)	18.0K	QoQ -1.01% (-185) YoY-	All Managers (Combined)	$1.5M	0.3% ($1.5M/$504.7M)	QoQ +1.14% (-$17.6K) YoY-
(cusip33734X127)✕	82.5K	QoQ -1.10% (-921) YoY-	All Managers (Combined)	$1.4M	0.3% ($1.4M/$504.7M)	QoQ -0.01% (-$195) YoY-
CHEVRON CORP(CVXcusip166764100)	7.9K	QoQ -1.93% (-156) YoY-	All Managers (Combined)	$1.3M	0.3% ($1.3M/$504.7M)	QoQ +13.26% (-$155.1K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	5.7K	QoQ -1.67% (-97) YoY-	All Managers (Combined)	$1.2M	0.2% ($1.2M/$504.7M)	QoQ +15.92% (-$163.6K) YoY-
ELI LILLY & Co(LLYcusip532457108)	1.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$504.7M)	QoQ +6.98% (+$74.2K) YoY-
MORGAN STANLEY(MScusip617446448)	9.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$504.7M)	QoQ -7.19% (-$84.8K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$504.7M)	QoQ -9.34% (-$111.1K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.5K	QoQ -1.05% (-37) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$504.7M)	QoQ +3.27% (-$33.7K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	17.2K	QoQ -0.16% (-29) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$504.7M)	QoQ +4.06% (-$41.5K) YoY-
(IUSGcusip464287671)	8.4K	QoQ -1.10% (-93) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$504.7M)	QoQ -9.80% (-$115.5K) YoY-
(cusip33738R506)✕	18.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$504.7M)	QoQ -1.01% (-$10.9K) YoY-
PAYCHEX INC(PAYXcusip704326107)	6.8K	QoQ -0.29% (-20) YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$504.7M)	QoQ +9.70% (-$92.1K) YoY-
(IVVcusip464287200)	1.8K	QoQ +24.76% (+363) YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$504.7M)	QoQ +19.08% (+$164.7K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.7K	QoQ -0.06% (-1) YoY-	All Managers (Combined)	$954.5K	0.2% ($954.5K/$504.7M)	QoQ -1.62% (-$15.7K) YoY-
(cusip464288802)✕	8.0K	QoQ -3.84% (-322) YoY-	All Managers (Combined)	$924.4K	0.2% ($924.4K/$504.7M)	QoQ -9.16% (-$93.2K) YoY-
(VGTcusip92204A702)	1.7K	QoQ -0.17% (-3) YoY-	All Managers (Combined)	$924.2K	0.2% ($924.2K/$504.7M)	QoQ -12.92% (-$137.2K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	5.4K	QoQ -0.93% (-51) YoY-	All Managers (Combined)	$833.8K	0.2% ($833.8K/$504.7M)	QoQ -19.07% (-$196.5K) YoY-