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

Page 4 of 6

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Alphabet Inc.

GOOG|02079K107

Shares:3.5K

Value:$539.9K

% of Portfolio:0.1% ($539.9K/$504.7M)

MCKESSON CORP

MCK|58155Q103

Shares:800

Value:$538.4K

% of Portfolio:0.1% ($538.4K/$504.7M)

VISA INC.

V|92826C839

Shares:1.5K

Value:$533.8K

% of Portfolio:0.1% ($533.8K/$504.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.3K

Value:$513.4K

% of Portfolio:0.1% ($513.4K/$504.7M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:2.4K

Value:$509.3K

% of Portfolio:0.1% ($509.3K/$504.7M)

464287721

Shares:3.3K

Value:$468.9K

% of Portfolio:0.1% ($468.9K/$504.7M)

Accenture plc

ACN|G1151C101

Shares:1.5K

Value:$462.4K

% of Portfolio:0.1% ($462.4K/$504.7M)

464287762

Shares:7.4K

Value:$449.1K

% of Portfolio:0.1% ($449.1K/$504.7M)

LINDE PLC

LIN|G54950103

Shares:959

Value:$446.5K

% of Portfolio:0.1% ($446.5K/$504.7M)

ANALOG DEVICES INC

ADI|032654105

Shares:2.2K

Value:$443.7K

% of Portfolio:0.1% ($443.7K/$504.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:812

Value:$443.6K

% of Portfolio:0.1% ($443.6K/$504.7M)

464287614

IWF|464287614

Shares:1.2K

Value:$433.2K

% of Portfolio:0.1% ($433.2K/$504.7M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.6K

Value:$431.1K

% of Portfolio:0.1% ($431.1K/$504.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:811

Value:$424.8K

% of Portfolio:0.1% ($424.8K/$504.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:791

Value:$421.3K

% of Portfolio:0.1% ($421.3K/$504.7M)

MCDONALDS CORP

MCD|580135101

Shares:1.3K

Value:$420.8K

% of Portfolio:0.1% ($420.8K/$504.7M)

922908736

VUG|922908736

Shares:1.1K

Value:$408.3K

% of Portfolio:0.1% ($408.3K/$504.7M)

Salesforce, Inc.

CRM|79466L302

Shares:1.5K

Value:$391.8K

% of Portfolio:0.1% ($391.8K/$504.7M)

HOME DEPOT, INC.

HD|437076102

Shares:1.1K

Value:$386.6K

% of Portfolio:0.1% ($386.6K/$504.7M)

CINTAS CORP

CTAS|172908105

Shares:1.9K

Value:$382.1K

% of Portfolio:0.1% ($382.1K/$504.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	3.5K	QoQ -0.05% (-2) YoY-	All Managers (Combined)	$539.9K	0.1% ($539.9K/$504.7M)	QoQ -18.01% (-$118.6K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	800	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$538.4K	0.1% ($538.4K/$504.7M)	QoQ +18.08% (+$82.5K) YoY-
VISA INC.(Vcusip92826C839)	1.5K	QoQ -1.93% (-30) YoY-	All Managers (Combined)	$533.8K	0.1% ($533.8K/$504.7M)	QoQ +8.74% (-$42.9K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	4.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$513.4K	0.1% ($513.4K/$504.7M)	QoQ +10.56% (+$49.0K) YoY-
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.4K	QoQ -0.32% (-8) YoY-	All Managers (Combined)	$509.3K	0.1% ($509.3K/$504.7M)	QoQ -0.78% (-$4.0K) YoY-
(cusip464287721)✕	3.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$468.9K	0.1% ($468.9K/$504.7M)	QoQ -11.96% (-$63.7K) YoY-
Accenture plc(ACNcusipG1151C101)	1.5K	QoQ -0.67% (-10) YoY-	All Managers (Combined)	$462.4K	0.1% ($462.4K/$504.7M)	QoQ -11.89% (-$62.4K) YoY-
(cusip464287762)✕	7.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$449.1K	0.1% ($449.1K/$504.7M)	QoQ +4.49% (+$19.3K) YoY-
LINDE PLC(LINcusipG54950103)	959	QoQ -1.33% (-13) YoY-	All Managers (Combined)	$446.5K	0.1% ($446.5K/$504.7M)	QoQ +9.73% (-$39.6K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	2.2K	QoQ -1.03% (-23) YoY-	All Managers (Combined)	$443.7K	0.1% ($443.7K/$504.7M)	QoQ -6.06% (-$28.6K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	812	QoQ -0.36% (-3) YoY-	All Managers (Combined)	$443.6K	0.1% ($443.6K/$504.7M)	QoQ -4.94% (-$23.1K) YoY-
(IWFcusip464287614)	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$433.2K	0.1% ($433.2K/$504.7M)	QoQ -10.08% (-$48.6K) YoY-
COLGATE PALMOLIVE CO(CLcusip194162103)	4.6K	QoQ -0.56% (-26) YoY-	All Managers (Combined)	$431.1K	0.1% ($431.1K/$504.7M)	QoQ +2.48% (-$10.5K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	811	QoQ -2.99% (-25) YoY-	All Managers (Combined)	$424.8K	0.1% ($424.8K/$504.7M)	QoQ +0.44% (-$1.9K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	791	QoQ -0.50% (-4) YoY-	All Managers (Combined)	$421.3K	0.1% ($421.3K/$504.7M)	QoQ +16.90% (-$60.9K) YoY-
MCDONALDS CORP(MCDcusip580135101)	1.3K	QoQ -1.39% (-19) YoY-	All Managers (Combined)	$420.8K	0.1% ($420.8K/$504.7M)	QoQ +6.25% (-$24.8K) YoY-
(VUGcusip922908736)	1.1K	QoQ +15.89% (+151) YoY-	All Managers (Combined)	$408.3K	0.1% ($408.3K/$504.7M)	QoQ +4.70% (+$18.4K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$391.8K	0.1% ($391.8K/$504.7M)	QoQ -19.73% (-$96.3K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$386.6K	0.1% ($386.6K/$504.7M)	QoQ -5.78% (-$23.7K) YoY-
CINTAS CORP(CTAScusip172908105)	1.9K	QoQ -1.58% (-30) YoY-	All Managers (Combined)	$382.1K	0.1% ($382.1K/$504.7M)	QoQ +10.70% (-$37.0K) YoY-