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Moody Aldrich Partners Portfolio holdings
AUM
$557M
Turnover
36.32%
1-Year Est. Return
122.79%
This Fund
S&P 500
This Quarter Est. Return
+36.82%
1 Year Est. Return
+122.79%
3 Year Est. Return
+335.86%
5 Year Est. Return
+437.05%
10 Year Est. Return
+2,951.4%
AUM
$557M
AUM Growth
+$2.08M
(+0.37%)
Cap. Flow
-$113M
Cap. Flow % of AUM
Cap. Flow %
-20.29%
Top 10 Holdings %
Top 10 Hldgs %
16.02%
Holding
223
New
33
Increased
18
Reduced
106
Closed
48
Avg Time Held
1.4
years
Top 10 Avg Time Held
0.5
years
Top 20 Avg Time Held
0.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Skyworks Solutions
SWKS
|
+$6.72M |
| 2 |
Cipher Digital
CIFR
|
+$6.24M |
| 3 |
EnerSys
ENS
|
+$5.22M |
| 4 |
Ambiq Micro
AMBQ
|
+$4.82M |
| 5 |
LXP Industrial Trust
LXP
|
+$4.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MaxLinear
MXL
|
+$12.6M |
| 2 |
Sanmina
SANM
|
+$10M |
| 3 |
Bloom Energy
BE
|
+$8.78M |
| 4 |
Hut 8
HUT
|
+$7.04M |
| 5 |
Axsome Therapeutics
AXSM
|
+$7.01M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 26.16% |
| 2 | Healthcare | 18.57% |
| 3 | Industrials | 14.42% |
| 4 | Technology | 12.29% |
| 5 | Consumer Discretionary | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Element Solutions
ESI
$8.07B
| $10.6M | 1.9% |
221,423
-57,010
| -20% | -$2.37M |
2022 Q3
15 quarters
|
|
2
Oruka Therapeutics
ORKA
$5.37B
| $9.7M | 1.73% |
101,411
-33,650
| -25% | -$2.24M |
2025 Q4
2 quarters
|
|
3
Independent Bank
INDB
$3.95B
| $9.6M | 1.72% |
114,219
-29,789
| -21% | -$2.36M |
2016 Q1
41 quarters
|
|
4
Wintrust Financial
WTFC
$10.1B
| $9.23M | 1.66% |
57,414
-7,742
| -12% | -$1.16M |
2020 Q2
24 quarters
|
|
5
Ligand Pharmaceuticals
LGND
$6.14B
| $8.9M | 1.6% |
28,160
+13,485
| +92% | +$3.18M |
2025 Q3
3 quarters
|
|
6
Old National Bancorp
ONB
$9.5B
| $8.55M | 1.54% |
330,227
-88,804
| -21% | -$2.13M |
2026 Q1
1 quarter
|
|
7
Columbia Banking Systems
COLB
$8.46B
| $8.37M | 1.5% |
261,163
-66,187
| -20% | -$1.97M |
2017 Q4
34 quarters
|
|
8
Riot Platforms
RIOT
$4.84B
| $8.22M | 1.48% |
300,390
-166,534
| -36% | -$3.75M |
2025 Q1
5 quarters
|
|
9
Pathward Financial
CASH
$1.59B
| $8.09M | 1.45% |
92,961
-12,375
| -12% | -$1.07M |
2023 Q3
11 quarters
|
|
10
Core Scientific
CORZ
$4.24B
| $8.01M | 1.44% |
312,858
-21,515
| -6% | -$507K |
2024 Q4
6 quarters
|
|
11
Protagonist Therapeutics
PTGX
$9.03B
| $7.31M | 1.31% |
59,601
+5,708
| +11% | +$596K |
2023 Q2
12 quarters
|
|
12
Dianthus Therapeutics
DNTH
$4.39B
| $7.27M | 1.31% |
74,552
-7,577
| -9% | -$662K |
2025 Q1
5 quarters
|
|
|
13
Cipher Digital
CIFR
$3.45B
| $7.24M | 1.3% |
+295,672
| New | +$6.24M |
2026 Q2
0 quarters
|
|
|
14
Ambiq Micro
AMBQ
$1.2B
| $7.19M | 1.29% |
+81,393
| New | +$4.82M |
2026 Q2
0 quarters
|
|
|
15
Hut 8
HUT
$7.88B
| $6.92M | 1.24% |
59,916
-72,668
| -55% | -$7.04M |
2025 Q4
2 quarters
|
|
|
16
Skyworks Solutions
SWKS
$19.4B
| $6.7M | 1.2% |
+98,792
| New | +$6.72M |
2026 Q2
0 quarters
|
|
|
MRX
17
Marex Group Limited Ordinary Shares
MRX
$4.93B
| $6.69M | 1.2% |
109,733
-30,060
| -22% | -$1.65M |
2024 Q4
6 quarters
|
|
18
VSE Corp
VSEC
$4.16B
| $6.59M | 1.18% |
28,825
-7,894
| -21% | -$1.52M |
2025 Q2
4 quarters
|
|
19
First Interstate BancSystem
FIBK
$3.51B
| $6.57M | 1.18% |
170,347
| – | – |
2026 Q1
1 quarter
|
|
20
MYR Group
MYRG
$3.97B
| $6.5M | 1.17% |
12,990
-7,246
| -36% | -$2.98M |
2024 Q4
6 quarters
|
|
21
Cathay General Bancorp
CATY
$4.29B
| $6.47M | 1.16% |
104,425
+22,626
| +28% | +$1.28M |
2025 Q1
5 quarters
|
|
22
Terreno Realty
TRNO
$7.15B
| $6.4M | 1.15% |
98,796
+22,932
| +30% | +$1.5M |
2016 Q3
39 quarters
|
|
23
Praxis Precision Medicines
PRAX
$7.23B
| $6.38M | 1.15% |
19,066
-2,622
| -12% | -$830K |
2025 Q4
2 quarters
|
|
24
United Bankshares
UBSI
$6.6B
| $6.35M | 1.14% |
138,493
+29,875
| +28% | +$1.31M |
2026 Q1
1 quarter
|
|
25
SPX Corp
SPXC
$8.01B
| $6.27M | 1.13% |
25,557
-6,601
| -21% | -$1.44M |
2025 Q2
4 quarters
|
|
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Moody Aldrich Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Moody Aldrich Partners held 223 positions worth $557M, up 0.37% from $555M the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Moody Aldrich Partners withdrew a net $113M in Q2 2026, closing 48 positions and reducing 106 holdings. Its most notable exit was Semtech, an estimated $4.95M position sold in full.
By sector, the portfolio is most concentrated in Financials at 26% of assets, up from 24% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, Moody Aldrich Partners opened a new position in Skyworks Solutions worth $6.7M.
- Moody Aldrich Partners's largest Q2 2026 buy was Skyworks Solutions: 98,792 shares worth $6.7M.
- Moody Aldrich Partners added most to Ligand Pharmaceuticals in Q2 2026, an estimated $3.18M increase.
- Moody Aldrich Partners's biggest Q2 2026 reduction was MaxLinear, cutting an estimated $12.6M.
- Moody Aldrich Partners fully exited Semtech in Q2 2026, selling an estimated $4.95M.
- Moody Aldrich Partners's ten largest holdings make up 16% of its $557M portfolio in Q2 2026.
- Moody Aldrich Partners opened 33 new positions and closed 48 in Q2 2026.
- Moody Aldrich Partners's portfolio value rose 0.37% quarter-over-quarter to $557M.
Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.