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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
ACT icon
51
Enact Holdings
ACT
$6.73B
$4.73M 0.85%
115,819
– –
TRNO icon
52
Terreno Realty
TRNO
$7.49B
$4.66M 0.84%
75,864
-780
-1% -$48.9K
TRV icon
53
Travelers Companies
TRV
$80.2B
$4.6M 0.83%
+15,761
New +$4.62M
SLAB icon
54
Silicon Laboratories
SLAB
$7.23B
$4.54M 0.82%
21,824
+2,303
+12% +$422K
UBSI icon
55
United Bankshares
UBSI
$6.62B
$4.5M 0.81%
+108,618
New +$4.52M
FTDR icon
56
Frontdoor
FTDR
$6.26B
$4.32M 0.78%
81,632
-850
-1% -$50.7K
MTG icon
57
MGIC Investment
MTG
$6.25B
$4.3M 0.78%
163,841
– –
INVX
58
Innovex International
INVX
$1.97B
$4.26M 0.77%
+174,730
New +$4.39M
PNC icon
59
PNC Financial Services
PNC
$101B
$4.23M 0.76%
+20,351
New +$4.43M
AMG icon
60
Affiliated Managers Group
AMG
$9.76B
$4.18M 0.75%
15,111
– –
APAM icon
61
Artisan Partners
APAM
$3.02B
$4.11M 0.74%
113,059
– –
CATY icon
62
Cathay General Bancorp
CATY
$4.24B
$4.08M 0.74%
81,799
– –
KNF icon
63
Knife River
KNF
$3.79B
$4.03M 0.73%
49,344
-555
-1% -$44.7K
EPAC icon
64
Enerpac Tool Group
EPAC
$1.93B
$4M 0.72%
109,812
+26,502
+32% +$1.05M
AEIS icon
65
Advanced Energy
AEIS
$13B
$3.93M 0.71%
12,174
-3,444
-22% -$998K
PVH icon
66
PVH
PVH
$4.04B
$3.91M 0.71%
56,076
– –
MXL icon
67
MaxLinear
MXL
$6.8B
$3.89M 0.7%
223,701
+87,800
+65% +$1.58M
OZK icon
68
Bank OZK
OZK
$5.61B
$3.85M 0.69%
83,900
– –
CAG icon
69
Conagra Brands
CAG
$7.23B
$3.73M 0.67%
237,036
– –
ANF icon
70
Abercrombie & Fitch
ANF
$5B
$3.72M 0.67%
40,661
+19,680
+94% +$1.91M
BCPC
71
Balchem Corp
BCPC
$5.72B
$3.7M 0.67%
21,822
-259
-1% -$44K
NAMS icon
72
NewAmsterdam Pharma
NAMS
$3.34B
$3.68M 0.66%
114,975
-28,574
-20% -$931K
OVV icon
73
Ovintiv
OVV
$16.4B
$3.64M 0.66%
61,237
-79,186
-56% -$3.82M
SLG icon
74
SL Green Realty
SLG
$3.99B
$3.61M 0.65%
97,666
+1,509
+2% +$62.8K
EWTX icon
75
Edgewise Therapeutics
EWTX
$4.73B
$3.6M 0.65%
114,141
+71,007
+165% +$2.05M
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.