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
+15.67%
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
$517M
AUM Growth
+$39M
Cap. Flow
-$8.24M
Cap. Flow %
-1.59%
Top 10 Hldgs %
17.16%
Holding
199
New
31
Increased
36
Reduced
86
Closed
21

Top Buys

Rank Stock Value
1
VSEC icon
VSE Corp
VSEC
+$5.82M
2
CPK icon
Chesapeake Utilities
CPK
+$5.26M
3
KRMN
Karman Holdings
KRMN
+$4.99M
4
CWST icon
Casella Waste Systems
CWST
+$4.62M
5
MOD icon
Modine Manufacturing
MOD
+$4.32M

Top Sells

Rank Stock Value
1
DRS icon
Leonardo DRS
DRS
+$8.42M
2
WTFC icon
Wintrust Financial
WTFC
+$6.57M
3
INSM icon
Insmed
INSM
+$6.39M
4
COOP
Mr. Cooper
COOP
+$6.34M
5
HALO icon
Halozyme
HALO
+$6.17M

Sector Composition

Rank Sector Weight
1 Financials 20.97%
2 Technology 16.67%
3 Healthcare 15.05%
4 Industrials 14.97%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REVG
26
DELISTED
REV Group
REVG
$6.18M 1.2%
129,850
+63,375
+95% +$2.36M
FTDR icon
27
Frontdoor
FTDR
$6.38B
$6.13M 1.19%
104,051
-1,561
-1% -$78.3K
VSEC icon
28
VSE Corp
VSEC
$6.12B
$6.12M 1.19%
+46,740
New +$5.82M
CARG icon
29
CarGurus
CARG
$3.52B
$5.92M 1.15%
176,867
+36,116
+26% +$1.09M
OSIS icon
30
OSI Systems
OSIS
$3.89B
$5.9M 1.14%
26,245
-4,267
-14% -$911K
LOAR icon
31
Loar Holdings
LOAR
$6.64B
$5.85M 1.13%
67,924
+15,156
+29% +$1.31M
GTLS
32
DELISTED
Chart Industries
GTLS
$5.8M 1.12%
35,228
-550
-2% -$80.8K
GOLF icon
33
Acushnet Holdings
GOLF
$5.46B
$5.78M 1.12%
79,344
+14,461
+22% +$975K
IPAR icon
34
Interparfums
IPAR
$3.94B
$5.61M 1.09%
42,715
+6,150
+17% +$752K
MGY icon
35
Magnolia Oil & Gas
MGY
$5.94B
$5.53M 1.07%
245,833
+44,483
+22% +$985K
AVA icon
36
Avista
AVA
$3.24B
$5.52M 1.07%
145,336
+28,545
+24% +$1.13M
ITRI icon
37
Itron
ITRI
$4.54B
$5.5M 1.06%
41,794
-634
-1% -$71.7K
CRDO icon
38
Credo Technology Group
CRDO
$46.6B
$5.17M 1%
55,861
-8,254
-13% -$481K
RMBS icon
39
Rambus
RMBS
$11B
$5.07M 0.98%
79,150
+34,112
+76% +$1.83M
CPK icon
40
Chesapeake Utilities
CPK
$3.21B
$5.03M 0.97%
+41,818
New +$5.26M
RIOT icon
41
Riot Platforms
RIOT
$7.76B
$5.02M 0.97%
444,102
+345,532
+351% +$2.94M
SPSC icon
42
SPS Commerce
SPSC
$2.64B
$4.94M 0.96%
36,303
-559
-2% -$77.5K
MRUS
43
DELISTED
Merus
MRUS
$4.84M 0.94%
92,009
-16,272
-15% -$765K
CSW
44
CSW Industrials
CSW
$5.71B
$4.79M 0.93%
16,683
+3,836
+30% +$1.16M
MOD icon
45
Modine Manufacturing
MOD
$10.4B
$4.77M 0.92%
+48,400
New +$4.32M
SPXC icon
46
SPX Corp
SPXC
$10.8B
$4.73M 0.91%
+28,185
New +$4.13M
MYRG icon
47
MYR Group
MYRG
$5.25B
$4.68M 0.91%
25,778
-394
-2% -$57.9K
VRNA
48
DELISTED
Verona Pharma
VRNA
$4.66M 0.9%
49,302
-47,301
-49% -$3.5M
CWST icon
49
Casella Waste Systems
CWST
$5.69B
$4.62M 0.89%
+40,012
New +$4.62M
AROC icon
50
Archrock
AROC
$5.8B
$4.58M 0.89%
184,645
-2,820
-2% -$69.1K
1
2
3 4 5

Similar funds

CAM
Cander Asset Management New York $557M AUM
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return

Moody Aldrich Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Moody Aldrich Partners held 199 positions worth $517M, up 8.2% from $478M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Moody Aldrich Partners's Q2 2025 filing shows 31 new, 36 increased, 86 reduced and 21 closed positions. Its largest new stake was VSE Corp: 46,740 shares worth $6.12M. The largest sale was Leonardo DRS, an estimated $8.42M.

By sector, the portfolio is most concentrated in Financials at 21% of assets, down from 25% a quarter earlier, followed by Technology and Healthcare.

  • Moody Aldrich Partners's largest Q2 2025 buy was VSE Corp: 46,740 shares worth $6.12M.
  • Moody Aldrich Partners added most to Riot Platforms in Q2 2025, an estimated $2.94M increase.
  • Moody Aldrich Partners's biggest Q2 2025 reduction was Wintrust Financial, cutting an estimated $6.57M.
  • Moody Aldrich Partners fully exited Leonardo DRS in Q2 2025, selling an estimated $8.42M.
  • Moody Aldrich Partners's ten largest holdings make up 17% of its $517M portfolio in Q2 2025.
  • Moody Aldrich Partners opened 31 new positions and closed 21 in Q2 2025.
  • Moody Aldrich Partners's portfolio value rose 8.2% quarter-over-quarter to $517M.

Based on Moody Aldrich Partners's 13F filing for Q2 2025, filed 4 Aug 2025.