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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
LOAR icon
51
Loar Holdings
LOAR
$6.64B
$4.52M 0.86%
56,444
-11,480
-17% -$863K
MYRG icon
52
MYR Group
MYRG
$5.25B
$4.46M 0.85%
21,433
-4,345
-17% -$811K
ACT icon
53
Enact Holdings
ACT
$6.73B
$4.44M 0.84%
115,819
+54,915
+90% +$2.04M
ATMU icon
54
Atmus Filtration Technologies
ATMU
$4.18B
$4.4M 0.84%
97,635
-19,834
-17% -$832K
ITRI icon
55
Itron
ITRI
$4.54B
$4.33M 0.82%
34,724
-7,070
-17% -$899K
MZTI
56
The Marzetti Company
MZTI
$3.11B
$4.27M 0.81%
24,740
-17,926
-42% -$3.22M
NKTR icon
57
Nektar Therapeutics
NKTR
$2.58B
$4.19M 0.8%
73,716
+28,304
+62% +$937K
BOOT icon
58
Boot Barn
BOOT
$4.95B
$4.19M 0.79%
25,267
-4,848
-16% -$836K
WD icon
59
Walker & Dunlop
WD
$1.53B
$4.1M 0.78%
48,990
+11,355
+30% +$915K
AROC icon
60
Archrock
AROC
$5.8B
$4.07M 0.77%
154,858
-29,787
-16% -$718K
KNF icon
61
Knife River
KNF
$3.79B
$4.01M 0.76%
52,176
-29,501
-36% -$2.41M
SEI
62
Solaris Energy Infrastructure
SEI
$3.82B
$3.94M 0.75%
98,650
+16,933
+21% +$530K
BE icon
63
Bloom Energy
BE
$64.6B
$3.93M 0.75%
+46,522
New +$2.16M
CATY icon
64
Cathay General Bancorp
CATY
$4.24B
$3.93M 0.74%
81,799
+40,214
+97% +$1.93M
TRNO icon
65
Terreno Realty
TRNO
$7.49B
$3.86M 0.73%
67,992
-13,137
-16% -$745K
SRRK icon
66
Scholar Rock
SRRK
$6.44B
$3.79M 0.72%
101,742
+35,481
+54% +$1.24M
MRX
67
Marex Group Limited Ordinary Shares
MRX
$4.37B
$3.78M 0.72%
112,300
-61,666
-35% -$2.23M
AGX icon
68
Argan
AGX
$8.37B
$3.77M 0.72%
+13,969
New +$3.2M
TOL icon
69
Toll Brothers
TOL
$14.5B
$3.76M 0.71%
27,234
+13,175
+94% +$1.72M
BBIO icon
70
BridgeBio Pharma
BBIO
$16.5B
$3.72M 0.71%
71,580
-23,855
-25% -$1.16M
INOD icon
71
Innodata
INOD
$2.04B
$3.72M 0.71%
+48,240
New +$2.44M
FOR icon
72
Forestar Group
FOR
$1.51B
$3.7M 0.7%
139,057
+15,108
+12% +$387K
EPAC icon
73
Enerpac Tool Group
EPAC
$1.93B
$3.68M 0.7%
89,804
-18,347
-17% -$740K
VIRT icon
74
Virtu Financial
VIRT
$4.93B
$3.68M 0.7%
103,621
-95,005
-48% -$3.9M
SM icon
75
SM Energy
SM
$6.87B
$3.67M 0.7%
147,144
-29,901
-17% -$806K
1 2
3
4 5

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TCM
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CFP
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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.