We are live on
!
Find out more
MAP
Moody Aldrich Partners Portfolio holdings
AUM
$557M
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
+2,951.39%
AUM
$557M
AUM Growth
+$2.08M
(+0.37%)
Cap. Flow
-$113M
Cap. Flow
% of AUM
-20.29%
Top 10 Holdings %
Top 10 Hldgs %
16.02%
Holding
223
New
33
Increased
18
Reduced
106
Closed
48
Top Buys
| 1 |
Skyworks Solutions
SWKS
|
+$6.72M |
| 2 |
Cipher Digital
CIFR
|
+$6.24M |
| 3 |
EnerSys
ENS
|
+$5.22M |
| 4 |
AMBQ
Ambiq Micro
AMBQ
|
+$4.82M |
| 5 |
LXP Industrial Trust
LXP
|
+$4.15M |
Top Sells
| 1 |
MaxLinear
MXL
|
+$12.6M |
| 2 |
Sanmina
SANM
|
+$10M |
| 3 |
Bloom Energy
BE
|
+$8.78M |
| 4 |
HUT
Hut 8
HUT
|
+$7.04M |
| 5 |
Axsome Therapeutics
AXSM
|
+$7.01M |
Sector Composition
| 1 | Financials | 26.16% |
| 2 | Healthcare | 18.57% |
| 3 | Industrials | 14.42% |
| 4 | Technology | 12.29% |
| 5 | Consumer Discretionary | 9.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Element Solutions
ESI
$9.11B
| $10.6M | 1.9% |
221,423
-57,010
| -20% | -$2.37M |
|
|
ORKA
2
Oruka Therapeutics
ORKA
$5.59B
| $9.65M | 1.73% |
101,411
-33,650
| -25% | -$2.24M |
|
3
Independent Bank
INDB
$4.08B
| $9.56M | 1.72% |
114,219
-29,789
| -21% | -$2.36M |
|
4
Wintrust Financial
WTFC
$11.1B
| $9.23M | 1.66% |
57,414
-7,742
| -12% | -$1.16M |
|
5
Ligand Pharmaceuticals
LGND
$6.08B
| $8.9M | 1.6% |
28,160
+13,485
| +92% | +$3.18M |
|
6
Old National Bancorp
ONB
$10.3B
| $8.55M | 1.54% |
330,227
-88,804
| -21% | -$2.13M |
|
7
Columbia Banking Systems
COLB
$9.62B
| $8.37M | 1.5% |
261,163
-66,187
| -20% | -$1.97M |
|
8
Riot Platforms
RIOT
$6.91B
| $8.22M | 1.48% |
300,390
-166,534
| -36% | -$3.75M |
|
9
Pathward Financial
CASH
$1.89B
| $8.09M | 1.45% |
92,961
-12,375
| -12% | -$1.07M |
|
10
Core Scientific
CORZ
$6.66B
| $8.01M | 1.44% |
312,858
-21,515
| -6% | -$507K |
|
11
Protagonist Therapeutics
PTGX
$9.06B
| $7.31M | 1.31% |
59,601
+5,708
| +11% | +$596K |
|
12
Dianthus Therapeutics
DNTH
$5.77B
| $7.27M | 1.31% |
74,552
-7,577
| -9% | -$662K |
|
|
13
Cipher Digital
CIFR
$7.18B
| $7.24M | 1.3% |
+295,672
| New | +$6.24M |
|
|
AMBQ
14
Ambiq Micro
AMBQ
$1.75B
| $7.19M | 1.29% |
+81,393
| New | +$4.82M |
|
|
HUT
15
Hut 8
HUT
$10.3B
| $6.92M | 1.24% |
59,916
-72,668
| -55% | -$7.04M |
|
|
16
Skyworks Solutions
SWKS
$8.93B
| $6.7M | 1.2% |
+98,792
| New | +$6.72M |
|
|
MRX
17
Marex Group Limited Ordinary Shares
MRX
$4.33B
| $6.69M | 1.2% |
109,733
-30,060
| -22% | -$1.65M |
|
18
VSE Corp
VSEC
$5.6B
| $6.59M | 1.18% |
28,825
-7,894
| -21% | -$1.52M |
|
19
First Interstate BancSystem
FIBK
$3.81B
| $6.57M | 1.18% |
170,347
| – | – |
|
20
MYR Group
MYRG
$6.1B
| $6.5M | 1.17% |
12,990
-7,246
| -36% | -$2.98M |
|
21
Cathay General Bancorp
CATY
$4.2B
| $6.47M | 1.16% |
104,425
+22,626
| +28% | +$1.28M |
|
22
Terreno Realty
TRNO
$7.94B
| $6.4M | 1.15% |
98,796
+22,932
| +30% | +$1.5M |
|
23
Praxis Precision Medicines
PRAX
$8.77B
| $6.38M | 1.15% |
19,066
-2,622
| -12% | -$830K |
|
24
United Bankshares
UBSI
$6.56B
| $6.35M | 1.14% |
138,493
+29,875
| +28% | +$1.31M |
|
25
SPX Corp
SPXC
$10.6B
| $6.27M | 1.13% |
25,557
-6,601
| -21% | -$1.44M |
|
Similar funds
MSA
TAWM
CAM
QL
TCM
SHIM
HWM
CCA
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.