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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
Cap. Flow
-$113M
Cap. Flow %
-20.29%
Top 10 Hldgs %
16.02%
Holding
223
New
33
Increased
18
Reduced
106
Closed
48

Top Buys

Rank Stock Value
1
SWKS icon
Skyworks Solutions
SWKS
+$6.72M
2
CIFR icon
Cipher Digital
CIFR
+$6.24M
3
ENS icon
EnerSys
ENS
+$5.22M
4
AMBQ
Ambiq Micro
AMBQ
+$4.82M
5
LXP icon
LXP Industrial Trust
LXP
+$4.15M

Top Sells

Rank Stock Value
1
MXL icon
MaxLinear
MXL
+$12.6M
2
SANM icon
Sanmina
SANM
+$10M
3
BE icon
Bloom Energy
BE
+$8.78M
4
HUT
Hut 8
HUT
+$7.04M
5
AXSM icon
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 9.25%

No holdings matched the selected filter criteria.

5 6 7 8 9

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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.