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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
+10.58%
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
$555M
AUM Growth
+$18.7M
Cap. Flow
-$8.71M
Cap. Flow %
-1.57%
Top 10 Hldgs %
15.54%
Holding
214
New
28
Increased
48
Reduced
97
Closed
24

Top Buys

Rank Stock Value
1
ONB icon
Old National Bancorp
ONB
+$9.78M
2
FIBK icon
First Interstate BancSystem
FIBK
+$6.09M
3
TEX icon
Terex
TEX
+$4.97M
4
TRV icon
Travelers Companies
TRV
+$4.62M
5
UBSI icon
United Bankshares
UBSI
+$4.52M

Top Sells

Rank Stock Value
1
CADE
Cadence Bank
CADE
+$11.9M
2
KRMN
Karman Holdings
KRMN
+$6.41M
3
PRAX icon
Praxis Precision Medicines
PRAX
+$6.2M
4
ARW icon
Arrow Electronics
ARW
+$5.31M
5
MOD icon
Modine Manufacturing
MOD
+$5.17M

Sector Composition

Rank Sector Weight
1 Financials 23.66%
2 Healthcare 19.67%
3 Industrials 13.06%
4 Technology 10.49%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOLF icon
26
Acushnet Holdings
GOLF
$5.46B
$5.81M 1.05%
62,179
-648
-1% -$61.6K
RIOT icon
27
Riot Platforms
RIOT
$7.76B
$5.77M 1.04%
466,924
+147,442
+46% +$2.26M
AXSM icon
28
Axsome Therapeutics
AXSM
$10.9B
$5.74M 1.04%
33,973
-6,300
-16% -$1.09M
MYRG icon
29
MYR Group
MYRG
$5.25B
$5.71M 1.03%
20,236
-206
-1% -$53.5K
FIBK icon
30
First Interstate BancSystem
FIBK
$3.58B
$5.69M 1.03%
+170,347
New +$6.09M
PTGX icon
31
Protagonist Therapeutics
PTGX
$9.44B
$5.68M 1.02%
53,893
-26,730
-33% -$2.37M
STNG icon
32
Scorpio Tankers
STNG
$3.81B
$5.68M 1.02%
76,037
-35,450
-32% -$2.38M
BBIO icon
33
BridgeBio Pharma
BBIO
$16.5B
$5.64M 1.02%
75,948
-55,236
-42% -$4M
CHRD icon
34
Chord Energy
CHRD
$7.39B
$5.52M 1%
+38,807
New +$4.23M
SM icon
35
SM Energy
SM
$6.92B
$5.5M 0.99%
176,512
+43,803
+33% +$999K
CDE icon
36
Coeur Mining
CDE
$17.9B
$5.46M 0.98%
290,920
-3,096
-1% -$67.4K
CSW
37
CSW Industrials
CSW
$5.71B
$5.42M 0.98%
20,806
+3,266
+19% +$949K
NXT icon
38
Nextpower Inc
NXT
$15.7B
$5.27M 0.95%
43,700
+663
+2% +$73.5K
SEI
39
Solaris Energy Infrastructure
SEI
$3.55B
$5.26M 0.95%
93,129
-966
-1% -$52.3K
SIG icon
40
Signet Jewelers
SIG
$3.76B
$5.25M 0.95%
62,004
+21,004
+51% +$1.91M
ATMU icon
41
Atmus Filtration Technologies
ATMU
$4.18B
$5.23M 0.94%
92,132
-987
-1% -$58.3K
AGX icon
42
Argan
AGX
$8.37B
$5.19M 0.94%
9,535
-2,102
-18% -$857K
AB icon
43
AllianceBernstein
AB
$3.47B
$5.14M 0.93%
137,341
– –
AROC icon
44
Archrock
AROC
$5.8B
$5.09M 0.92%
146,373
+2,135
+1% +$68.2K
CORZ icon
45
Core Scientific
CORZ
$6.75B
$5M 0.9%
334,373
+192,309
+135% +$3.28M
MOD icon
46
Modine Manufacturing
MOD
$10.4B
$4.99M 0.9%
23,029
-27,472
-54% -$5.17M
SMTC icon
47
Semtech
SMTC
$13B
$4.95M 0.89%
64,326
+5,340
+9% +$439K
OSIS icon
48
OSI Systems
OSIS
$3.89B
$4.84M 0.87%
18,233
-520
-3% -$144K
BE icon
49
Bloom Energy
BE
$64.6B
$4.78M 0.86%
35,285
+1,537
+5% +$226K
TEX icon
50
Terex
TEX
$7.74B
$4.74M 0.86%
+80,253
New +$4.97M
1
2
3 4 5

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Moody Aldrich Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Moody Aldrich Partners held 214 positions worth $555M, up 3.5% from $536M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Moody Aldrich Partners's Q1 2026 filing shows 28 new, 48 increased, 97 reduced and 24 closed positions. Its largest new stake was Old National Bancorp: 419,031 shares worth $9.26M. The largest sale was Cadence Bank, an estimated $11.9M.

By sector, the portfolio is most concentrated in Financials at 24% of assets, up from 21% a quarter earlier, followed by Healthcare and Industrials.

  • Moody Aldrich Partners's largest Q1 2026 buy was Old National Bancorp: 419,031 shares worth $9.26M.
  • Moody Aldrich Partners added most to Sanmina in Q1 2026, an estimated $4.26M increase.
  • Moody Aldrich Partners's biggest Q1 2026 reduction was Karman Holdings, cutting an estimated $6.41M.
  • Moody Aldrich Partners fully exited Cadence Bank in Q1 2026, selling an estimated $11.9M.
  • Moody Aldrich Partners's ten largest holdings make up 16% of its $555M portfolio in Q1 2026.
  • Moody Aldrich Partners opened 28 new positions and closed 24 in Q1 2026.
  • Moody Aldrich Partners's portfolio value rose 3.5% quarter-over-quarter to $555M.

Based on Moody Aldrich Partners's 13F filing for Q1 2026, filed 20 Apr 2026.