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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
+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
BOOT icon
51
Boot Barn
BOOT
$4.95B
$4.58M 0.89%
30,115
-8,401
-22% -$1.11M
TRNO icon
52
Terreno Realty
TRNO
$7.49B
$4.55M 0.88%
81,129
+15,639
+24% +$895K
BCPC
53
Balchem Corp
BCPC
$5.72B
$4.44M 0.86%
27,882
-425
-2% -$68.9K
SMTC icon
54
Semtech
SMTC
$13B
$4.4M 0.85%
97,429
-1,475
-1% -$52.5K
EPAC icon
55
Enerpac Tool Group
EPAC
$1.93B
$4.39M 0.85%
108,151
-1,642
-1% -$69.2K
SM icon
56
SM Energy
SM
$6.92B
$4.37M 0.85%
177,045
+41,987
+31% +$1.02M
FN icon
57
Fabrinet
FN
$20.1B
$4.33M 0.84%
14,684
+1,560
+12% +$348K
ATMU icon
58
Atmus Filtration Technologies
ATMU
$4.18B
$4.28M 0.83%
117,469
-1,812
-2% -$64.6K
KTOS icon
59
Kratos Defense & Security Solutions
KTOS
$11.4B
$4.28M 0.83%
+92,040
New +$3.33M
SMPL icon
60
Simply Good Foods
SMPL
$982M
$4.26M 0.83%
134,911
-2,079
-2% -$72.3K
BBIO icon
61
BridgeBio Pharma
BBIO
$16.5B
$4.12M 0.8%
95,435
-1,480
-2% -$53.8K
COOP
62
DELISTED
Mr. Cooper
COOP
$4.06M 0.79%
27,227
-49,471
-65% -$6.34M
CRNX icon
63
Crinetics Pharmaceuticals
CRNX
$8.92B
$3.96M 0.77%
137,796
-2,109
-2% -$65.1K
COCO icon
64
Vita Coco
COCO
$3.6B
$3.59M 0.7%
99,523
-1,544
-2% -$51.6K
AIN icon
65
Albany International
AIN
$1.78B
$3.51M 0.68%
49,979
+12,042
+32% +$798K
SLNO
66
DELISTED
Soleno Therapeutics
SLNO
$3.48M 0.67%
41,517
+11,707
+39% +$876K
IBP icon
67
Installed Building Products
IBP
$6.57B
$3.47M 0.67%
19,219
+6,199
+48% +$1.03M
ABG icon
68
Asbury Automotive
ABG
$3.85B
$3.44M 0.67%
14,416
+4,025
+39% +$920K
ROAD icon
69
Construction Partners
ROAD
$6.77B
$3.43M 0.66%
32,262
-10,298
-24% -$962K
ARW icon
70
Arrow Electronics
ARW
$10.4B
$3.22M 0.62%
25,264
+6,673
+36% +$766K
WHD icon
71
Cactus
WHD
$5.44B
$3.18M 0.61%
72,636
-1,122
-2% -$46.8K
LMB icon
72
Limbach Holdings
LMB
$581M
$3.13M 0.61%
22,327
-14,680
-40% -$1.67M
NCNO icon
73
nCino
NCNO
$2.1B
$3.08M 0.6%
109,975
-1,677
-2% -$41.9K
ARCB icon
74
ArcBest
ARCB
$3.08B
$3.02M 0.58%
39,236
-603
-2% -$39.3K
GENI icon
75
Genius Sports
GENI
$2.11B
$3.02M 0.58%
+290,492
New +$2.9M
1 2
3
4 5

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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.