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 | |
|---|---|---|---|---|---|---|
26
Portland General Electric
POR
$6.07B
| $6.13M | 1.1% |
118,329
-30,492
| -20% | -$1.55M |
|
|
SEI
27
Solaris Energy Infrastructure
SEI
$3.69B
| $5.88M | 1.06% |
73,102
-20,027
| -22% | -$1.43M |
|
28
Southwest Gas
SWX
$6.66B
| $5.88M | 1.06% |
66,299
-17,703
| -21% | -$1.58M |
|
|
29
MaxLinear
MXL
$6.43B
| $5.85M | 1.05% |
45,661
-178,040
| -80% | -$12.6M |
|
30
Acushnet Holdings
GOLF
$6.72B
| $5.79M | 1.04% |
48,813
-13,366
| -21% | -$1.28M |
|
31
Terex
TEX
$7.47B
| $5.74M | 1.03% |
79,270
-983
| -1% | -$61.5K |
|
32
Bankunited
BKU
$3.55B
| $5.7M | 1.02% |
117,734
-12,598
| -10% | -$593K |
|
33
Archrock
AROC
$6.51B
| $5.69M | 1.02% |
139,883
-6,490
| -4% | -$239K |
|
34
Viavi Solutions
VIAV
$9.41B
| $5.69M | 1.02% |
119,137
+57,555
| +93% | +$2.76M |
|
|
35
EnerSys
ENS
$7.17B
| $5.62M | 1.01% |
+24,017
| New | +$5.22M |
|
36
Crinetics Pharmaceuticals
CRNX
$8.88B
| $5.47M | 0.98% |
146,077
-37,361
| -20% | -$1.39M |
|
37
Avista
AVA
$3.45B
| $5.44M | 0.98% |
132,898
-36,313
| -21% | -$1.49M |
|
38
Signet Jewelers
SIG
$3.56B
| $5.34M | 0.96% |
62,004
| – | – |
|
39
Loar Holdings
LOAR
$6.55B
| $5.32M | 0.96% |
65,974
+12,677
| +24% | +$808K |
|
40
Enact Holdings
ACT
$6.49B
| $5.29M | 0.95% |
115,819
| – | – |
|
41
Chesapeake Utilities
CPK
$3.2B
| $5.21M | 0.94% |
42,577
-11,665
| -22% | -$1.46M |
|
42
Piper Sandler
PIPR
$5.16B
| $5.21M | 0.94% |
72,085
-19,730
| -21% | -$1.6M |
|
43
Travelers Companies
TRV
$78.5B
| $5.2M | 0.93% |
15,761
| – | – |
|
44
Viatris
VTRS
$20.1B
| $5.18M | 0.93% |
326,336
-123,956
| -28% | -$1.92M |
|
45
Affiliated Managers Group
AMG
$9.77B
| $5.11M | 0.92% |
15,111
| – | – |
|
46
PNC Financial Services
PNC
$101B
| $5.01M | 0.9% |
20,351
| – | – |
|
47
Frontdoor
FTDR
$5.32B
| $4.98M | 0.89% |
64,125
-17,507
| -21% | -$1.12M |
|
48
Scorpio Tankers
STNG
$3.81B
| $4.97M | 0.89% |
71,761
-4,276
| -6% | -$334K |
|
49
AllianceBernstein
AB
$3.54B
| $4.84M | 0.87% |
137,341
| – | – |
|
50
Graham Corp
GHM
$1.26B
| $4.72M | 0.85% |
+38,132
| New | +$3.78M |
|
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.