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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 | |
|---|---|---|---|---|---|---|
51
MGIC Investment
MTG
$6.23B
| $4.62M | 0.83% |
163,841
| – | – |
|
52
Plexus
PLXS
$6.71B
| $4.57M | 0.82% |
+15,205
| New | +$3.97M |
|
|
CSW
53
CSW Industrials
CSW
$4.56B
| $4.54M | 0.82% |
16,305
-4,501
| -22% | -$1.25M |
|
54
Argan
AGX
$7.73B
| $4.51M | 0.81% |
5,653
-3,882
| -41% | -$2.58M |
|
55
Nektar Therapeutics
NKTR
$2.31B
| $4.48M | 0.8% |
64,135
-25,392
| -28% | -$1.86M |
|
56
Herc Holdings
HRI
$4.99B
| $4.45M | 0.8% |
+31,030
| New | +$4M |
|
|
57
LXP Industrial Trust
LXP
$3.45B
| $4.35M | 0.78% |
+80,655
| New | +$4.15M |
|
58
Capricor Therapeutics
CAPR
$1.13B
| $4.28M | 0.77% |
177,754
-48,274
| -21% | -$1.46M |
|
59
Magnolia Oil & Gas
MGY
$5.04B
| $4.27M | 0.77% |
167,040
-25,587
| -13% | -$731K |
|
60
Edgewise Therapeutics
EWTX
$4.28B
| $4.26M | 0.77% |
104,952
-9,189
| -8% | -$317K |
|
61
Credicorp
BAP
$31B
| $4.21M | 0.76% |
+10,810
| New | +$3.7M |
|
62
Werner Enterprises
WERN
$2.76B
| $4.18M | 0.75% |
95,875
+23,735
| +33% | +$894K |
|
63
SM Energy
SM
$7.51B
| $4.17M | 0.75% |
159,611
-16,901
| -10% | -$508K |
|
64
PVH
PVH
$3.6B
| $4.16M | 0.75% |
56,076
| – | – |
|
|
INVX
65
Innovex International
INVX
$1.8B
| $4.09M | 0.74% |
165,006
-9,724
| -6% | -$264K |
|
66
ArcBest
ARCB
$3.56B
| $4.09M | 0.73% |
28,490
-7,217
| -20% | -$939K |
|
67
SL Green Realty
SLG
$3.67B
| $4.03M | 0.72% |
77,770
-19,896
| -20% | -$888K |
|
68
Abercrombie & Fitch
ANF
$4.23B
| $3.99M | 0.72% |
44,287
+3,626
| +9% | +$308K |
|
69
Artisan Partners
APAM
$2.73B
| $3.9M | 0.7% |
113,059
| – | – |
|
70
Vita Coco
COCO
$4.18B
| $3.83M | 0.69% |
57,865
-16,008
| -22% | -$1.08M |
|
71
Spyre Therapeutics
SYRE
$8.7B
| $3.77M | 0.68% |
+42,458
| New | +$3.1M |
|
72
Forestar Group
FOR
$1.53B
| $3.71M | 0.67% |
117,361
-13,911
| -11% | -$382K |
|
73
Atmus Filtration Technologies
ATMU
$4.19B
| $3.69M | 0.66% |
72,398
-19,734
| -21% | -$1.07M |
|
74
Bank OZK
OZK
$5.68B
| $3.63M | 0.65% |
69,648
-14,252
| -17% | -$694K |
|
75
CEVA Inc
CEVA
$1.06B
| $3.59M | 0.65% |
+76,186
| New | +$2.69M |
|
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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.