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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Walmart Inc.

WMT|931142103

Shares:9.3K

Value:$819.0K

% of Portfolio:0.2% ($819.0K/$504.7M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.1K

Value:$775.8K

% of Portfolio:0.2% ($775.8K/$504.7M)

PEPSICO INC

PEP|713448108

Shares:5.0K

Value:$749.3K

% of Portfolio:0.1% ($749.3K/$504.7M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:5.0K

Value:$711.1K

% of Portfolio:0.1% ($711.1K/$504.7M)

NETFLIX INC

NFLX|64110L106

Shares:720

Value:$671.4K

% of Portfolio:0.1% ($671.4K/$504.7M)

81369Y605

Shares:13.5K

Value:$670.5K

% of Portfolio:0.1% ($670.5K/$504.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.0K

Value:$657.1K

% of Portfolio:0.1% ($657.1K/$504.7M)

AFLAC INC

AFL|001055102

Shares:5.9K

Value:$652.0K

% of Portfolio:0.1% ($652.0K/$504.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.8K

Value:$648.6K

% of Portfolio:0.1% ($648.6K/$504.7M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.2K

Value:$623.1K

% of Portfolio:0.1% ($623.1K/$504.7M)

464287150

ITOT|464287150

Shares:4.9K

Value:$597.1K

% of Portfolio:0.1% ($597.1K/$504.7M)

Phillips 66

PSX|718546104

Shares:4.8K

Value:$594.2K

% of Portfolio:0.1% ($594.2K/$504.7M)

922908629

VO|922908629

Shares:2.3K

Value:$590.9K

% of Portfolio:0.1% ($590.9K/$504.7M)

CATERPILLAR INC

CAT|149123101

Shares:1.8K

Value:$580.4K

% of Portfolio:0.1% ($580.4K/$504.7M)

AMAZON COM INC

AMZN|023135106

Shares:3.0K

Value:$579.0K

% of Portfolio:0.1% ($579.0K/$504.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.1K

Value:$574.3K

% of Portfolio:0.1% ($574.3K/$504.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.3K

Value:$562.4K

% of Portfolio:0.1% ($562.4K/$504.7M)

NVIDIA CORP

NVDA|67066G104

Shares:5.1K

Value:$551.1K

% of Portfolio:0.1% ($551.1K/$504.7M)

BROWN & BROWN, INC.

BRO|115236101

Shares:4.4K

Value:$550.3K

% of Portfolio:0.1% ($550.3K/$504.7M)

46429B697

USMV|46429B697

Shares:5.9K

Value:$548.4K

% of Portfolio:0.1% ($548.4K/$504.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	9.3K	QoQ -0.76% (-72) YoY-	All Managers (Combined)	$819.0K	0.2% ($819.0K/$504.7M)	QoQ -3.57% (-$30.4K) YoY-
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.1K	QoQ -0.38% (-12) YoY-	All Managers (Combined)	$775.8K	0.2% ($775.8K/$504.7M)	QoQ -2.56% (-$20.4K) YoY-
PEPSICO INC(PEPcusip713448108)	5.0K	QoQ -0.39% (-20) YoY-	All Managers (Combined)	$749.3K	0.1% ($749.3K/$504.7M)	QoQ -1.78% (-$13.6K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	5.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$711.1K	0.1% ($711.1K/$504.7M)	QoQ +8.53% (+$55.9K) YoY-
NETFLIX INC(NFLXcusip64110L106)	720	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$671.4K	0.1% ($671.4K/$504.7M)	QoQ +4.62% (+$29.7K) YoY-
(cusip81369Y605)✕	13.5K	QoQ -0.19% (-26) YoY-	All Managers (Combined)	$670.5K	0.1% ($670.5K/$504.7M)	QoQ +2.86% (-$18.7K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	5.0K	QoQ -0.48% (-24) YoY-	All Managers (Combined)	$657.1K	0.1% ($657.1K/$504.7M)	QoQ +16.70% (-$94.1K) YoY-
AFLAC INC(AFLcusip001055102)	5.9K	QoQ -0.69% (-41) YoY-	All Managers (Combined)	$652.0K	0.1% ($652.0K/$504.7M)	QoQ +6.74% (-$41.2K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	2.8K	QoQ -1.34% (-38) YoY-	All Managers (Combined)	$648.6K	0.1% ($648.6K/$504.7M)	QoQ -6.77% (-$47.1K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.2K	QoQ +4.00% (-45) YoY-	All Managers (Combined)	$623.1K	0.1% ($623.1K/$504.7M)	QoQ -2.58% (-$16.5K) YoY-
(ITOTcusip464287150)	4.9K	QoQ NEW(+4.9K) YoY-	All Managers (Combined)	$597.1K	0.1% ($597.1K/$504.7M)	QoQ NEW(+$597.1K) YoY-
Phillips 66(PSXcusip718546104)	4.8K	QoQ -0.59% (-29) YoY-	All Managers (Combined)	$594.2K	0.1% ($594.2K/$504.7M)	QoQ +7.73% (-$42.7K) YoY-
(VOcusip922908629)	2.3K	QoQ +98.17% (+1.1K) YoY-	All Managers (Combined)	$590.9K	0.1% ($590.9K/$504.7M)	QoQ +94.04% (+$286.4K) YoY-
CATERPILLAR INC(CATcusip149123101)	1.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$580.4K	0.1% ($580.4K/$504.7M)	QoQ -9.08% (-$58.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	3.0K	QoQ -1.23% (-38) YoY-	All Managers (Combined)	$579.0K	0.1% ($579.0K/$504.7M)	QoQ -14.34% (-$97.0K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	2.1K	QoQ -0.33% (-7) YoY-	All Managers (Combined)	$574.3K	0.1% ($574.3K/$504.7M)	QoQ +3.10% (-$17.3K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	3.3K	QoQ -0.93% (-31) YoY-	All Managers (Combined)	$562.4K	0.1% ($562.4K/$504.7M)	QoQ +0.70% (-$3.9K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	5.1K	QoQ -2.86% (-150) YoY-	All Managers (Combined)	$551.1K	0.1% ($551.1K/$504.7M)	QoQ -21.60% (-$151.9K) YoY-
BROWN & BROWN, INC.(BROcusip115236101)	4.4K	QoQ -1.27% (-57) YoY-	All Managers (Combined)	$550.3K	0.1% ($550.3K/$504.7M)	QoQ +20.38% (-$93.2K) YoY-
(USMVcusip46429B697)	5.9K	QoQ -3.66% (-223) YoY-	All Managers (Combined)	$548.4K	0.1% ($548.4K/$504.7M)	QoQ +1.61% (-$8.7K) YoY-