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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
+21.35%
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
$527M
AUM Growth
+$10.6M
Cap. Flow
-$47M
Cap. Flow %
-8.92%
Top 10 Hldgs %
16.39%
Holding
209
New
31
Increased
39
Reduced
109
Closed
21

Top Buys

Rank Stock Value
1
MTG icon
MGIC Investment
MTG
+$4.47M
2
LGND icon
Ligand Pharmaceuticals
LGND
+$3.85M
3
CDE icon
Coeur Mining
CDE
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

Rank Stock Value
1
PLMR icon
Palomar
PLMR
+$8.21M
2
SKWD icon
Skyward Specialty Insurance
SKWD
+$7.84M
3
GTLS
Chart Industries
GTLS
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

Rank Sector Weight
1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTDR icon
26
Frontdoor
FTDR
$6.38B
$5.82M 1.1%
86,475
-17,576
-17% -$1.07M
SMTC icon
27
Semtech
SMTC
$13B
$5.78M 1.1%
80,949
-16,480
-17% -$895K
CDE icon
28
Coeur Mining
CDE
$17.9B
$5.77M 1.09%
+307,451
New +$3.76M
VTRS icon
29
Viatris
VTRS
$19.1B
$5.73M 1.09%
578,576
+278,168
+93% +$2.71M
WTFC icon
30
Wintrust Financial
WTFC
$10.7B
$5.72M 1.09%
43,192
-7,971
-16% -$1.05M
OVV icon
31
Ovintiv
OVV
$16.4B
$5.67M 1.08%
140,423
+84,730
+152% +$3.46M
HQY icon
32
HealthEquity
HQY
$8.75B
$5.66M 1.07%
59,685
-11,530
-16% -$1.09M
SLG icon
33
SL Green Realty
SLG
$3.99B
$5.5M 1.04%
91,880
-17,909
-16% -$1.06M
AB icon
34
AllianceBernstein
AB
$3.47B
$5.25M 1%
137,341
+78,047
+132% +$3.12M
GOLF icon
35
Acushnet Holdings
GOLF
$5.46B
$5.17M 0.98%
65,898
-13,446
-17% -$1.04M
RMBS icon
36
Rambus
RMBS
$11B
$4.98M 0.94%
47,803
-31,347
-40% -$2.42M
REVG
37
DELISTED
REV Group
REVG
$4.92M 0.93%
86,804
-43,046
-33% -$2.29M
APAM icon
38
Artisan Partners
APAM
$3.02B
$4.91M 0.93%
113,059
+53,432
+90% +$2.46M
MGY icon
39
Magnolia Oil & Gas
MGY
$5.94B
$4.88M 0.93%
204,279
-41,554
-17% -$991K
CRNX icon
40
Crinetics Pharmaceuticals
CRNX
$8.92B
$4.81M 0.91%
115,543
-22,253
-16% -$712K
SRAD icon
41
Sportradar
SRAD
$3.85B
$4.78M 0.91%
177,698
-146,470
-45% -$4.34M
CAG icon
42
Conagra Brands
CAG
$7.23B
$4.71M 0.89%
256,974
+176,930
+221% +$3.39M
CRDO icon
43
Credo Technology Group
CRDO
$46.6B
$4.7M 0.89%
32,283
-23,578
-42% -$2.89M
PVH icon
44
PVH
PVH
$4.04B
$4.7M 0.89%
56,076
+27,076
+93% +$2.13M
CPK icon
45
Chesapeake Utilities
CPK
$3.21B
$4.68M 0.89%
34,740
-7,078
-17% -$879K
MTG icon
46
MGIC Investment
MTG
$6.25B
$4.65M 0.88%
+163,841
New +$4.47M
COCO icon
47
Vita Coco
COCO
$3.6B
$4.63M 0.88%
109,100
+9,577
+10% +$355K
LGND icon
48
Ligand Pharmaceuticals
LGND
$5.88B
$4.59M 0.87%
+25,884
New +$3.85M
AVA icon
49
Avista
AVA
$3.24B
$4.57M 0.87%
120,755
-24,581
-17% -$914K
CYTK icon
50
Cytokinetics
CYTK
$10.4B
$4.53M 0.86%
+82,460
New +$3.4M
1
2
3 4 5

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QL
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TCM
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CFP
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TC
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DIM
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Moody Aldrich Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Moody Aldrich Partners held 209 positions worth $527M, up 2% from $517M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Moody Aldrich Partners withdrew a net $47M in Q3 2025, closing 21 positions and reducing 109 holdings. Its most notable exit was Palomar, an estimated $8.21M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, down from 21% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Moody Aldrich Partners opened a new position in MGIC Investment worth $4.65M.

  • Moody Aldrich Partners's largest Q3 2025 buy was MGIC Investment: 163,841 shares worth $4.65M.
  • Moody Aldrich Partners added most to Ovintiv in Q3 2025, an estimated $3.46M increase.
  • Moody Aldrich Partners's biggest Q3 2025 reduction was Sportradar, cutting an estimated $4.34M.
  • Moody Aldrich Partners fully exited Palomar in Q3 2025, selling an estimated $8.21M.
  • Moody Aldrich Partners's ten largest holdings make up 16% of its $527M portfolio in Q3 2025.
  • Moody Aldrich Partners opened 31 new positions and closed 21 in Q3 2025.
  • Moody Aldrich Partners's portfolio value rose 2% quarter-over-quarter to $527M.

Based on Moody Aldrich Partners's 13F filing for Q3 2025, filed 21 Oct 2025.