Fund index
MOAT
3 articles on this site analyse MOAT — 1 of them head-on.
Measured concentration
as of 2026-06-30MOAT reports 56 positions, but the weights make it behave like about 50.1 equally weighted ones. Computed by this site from the fund's SEC Form N-PORT filing — see what this measure does not tell you and the full table.
The same filing says what kind of price those positions carry: 100% of MOAT is held at a quoted market price, across 2 issuer countries . Comparisons across every fund are in the valuation table, and what a low share does and does not mean is worth reading before drawing a conclusion from it.
Every filing since 2019
28Between 2019-09-30 and 2026-06-30, MOAT went from behaving like 46.8 equally weighted positions to 50.1 — 7% more, while its top ten went from 25.91% to 25.31% of net assets. Read across the funds on the concentration-over-time table.
| Period | Holdings | Effective | Top 10 | Largest |
|---|---|---|---|---|
| 2026-06-30 | 56 | 50.1 | 25.31% | 2.96% |
| 2026-03-31 | 58 | 50.5 | 26.78% | 2.9% |
| 2025-12-31 | 55 | 48.7 | 26.42% | 2.8% |
| 2025-09-30 | 53 | 48.3 | 26.63% | 3.02% |
| 2025-06-30 | 54 | 48.9 | 26.55% | 2.84% |
| 2025-03-31 | 52 | 47.6 | 26.66% | 2.85% |
| 2024-12-31 | 51 | 47 | 26.5% | 2.84% |
| 2024-09-30 | 55 | 48.6 | 26.32% | 2.82% |
| 2024-06-30 | 55 | 50.2 | 26% | 2.79% |
| 2024-03-31 | 54 | 48.9 | 26.29% | 2.73% |
| 2023-12-31 | 49 | 45 | 26.88% | 2.79% |
| 2023-09-30 | 50 | 46.4 | 25.91% | 2.7% |
| 2023-06-30 | 53 | 48.2 | 25.99% | 2.75% |
| 2023-03-31 | 49 | 44.8 | 27.64% | 3.37% |
| 2022-12-31 | 49 | 45.5 | 26.71% | 3% |
| 2022-09-30 | 49 | 44 | 28.03% | 3.54% |
| 2022-06-30 | 51 | 45.9 | 27.14% | 3.14% |
| 2022-03-31 | 52 | 47.7 | 26.11% | 2.79% |
| 2021-12-31 | 46 | 43.6 | 26.47% | 2.76% |
| 2021-09-30 | 50 | 45.9 | 26.33% | 2.86% |
| 2021-06-30 | 48 | 44.8 | 26.27% | 2.8% |
| 2021-03-31 | 49 | 45.3 | 26.68% | 2.82% |
| 2020-12-31 | 50 | 45.8 | 27.18% | 3.03% |
| 2020-09-30 | 48 | 44.6 | 26.69% | 2.87% |
| 2020-06-30 | 49 | 45.5 | 27.31% | 3.17% |
| 2020-03-31 | 49 | 43.6 | 28.94% | 3.12% |
| 2019-12-31 | 48 | 44.7 | 26.11% | 2.71% |
| 2019-09-30 | 53 | 46.8 | 25.91% | 2.71% |
One row per filed reporting period, newest first, read from EDGAR. Quarterly because that is the public filing cadence. Rows marked * are published but held out of the comparison above; the methodology page says when and why.
Most often compared against
1Measures applied to it
2All articles
3-
Factor Crowding and Alpha Decay: What Happens to a Premium After Everyone Reads the Paper
Documented return predictors decay after they are published — roughly 58% lower post-publication than in the original sample, per McLean & Pontiff (2016) —...
-
Momentum Crashes: The Rare, Violent Drawdowns Hiding Inside MTUM
MTUM has compounded at 16.3% over ten years, but its risk is negatively skewed: the danger sits in rare, sharp reversals rather than in day-to-day...
-
MOAT vs QUAL: Wide-Moat Selection vs the Quality Factor — Two Roads to 'Quality'
MOAT and QUAL both sell "quality," but they reach it by opposite routes: MOAT is a concentrated, valuation-sensitive selection of wide-moat businesses; QUAL...
Mentions are detected across the full text of every article, so an appearance may be a passing comparison rather than the subject. Nothing here is a recommendation to buy or sell — see the disclaimer.