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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
LNTH icon
76
Lantheus
LNTH
$6.59B
$2.92M 0.57%
35,662
-543
-1% -$47.7K
WVE icon
77
Wave Life Sciences
WVE
$1.2B
$2.74M 0.53%
421,852
-17,975
-4% -$119K
VTRS icon
78
Viatris
VTRS
$19.1B
$2.68M 0.52%
300,408
+143,092
+91% +$1.21M
WD icon
79
Walker & Dunlop
WD
$1.53B
$2.65M 0.51%
37,635
-564
-1% -$40.7K
NOVT icon
80
Novanta
NOVT
$5.92B
$2.65M 0.51%
20,528
-316
-2% -$38.5K
APAM icon
81
Artisan Partners
APAM
$3.02B
$2.64M 0.51%
+59,627
New +$2.38M
CPRX
82
DELISTED
Catalyst Pharmaceutical
CPRX
$2.62M 0.51%
120,703
-61,868
-34% -$1.46M
MLTX icon
83
MoonLake Immunotherapeutics
MLTX
$1.55B
$2.57M 0.5%
54,416
-829
-2% -$33.8K
STNG icon
84
Scorpio Tankers
STNG
$3.81B
$2.56M 0.5%
65,502
+25,000
+62% +$975K
SLAB icon
85
Silicon Laboratories
SLAB
$7.23B
$2.55M 0.49%
+17,274
New +$2.04M
FOR icon
86
Forestar Group
FOR
$1.51B
$2.48M 0.48%
123,949
+20,282
+20% +$401K
AB icon
87
AllianceBernstein
AB
$3.47B
$2.42M 0.47%
59,294
– –
SRRK icon
88
Scholar Rock
SRRK
$6.44B
$2.35M 0.45%
66,261
+38,895
+142% +$1.22M
SEI
89
Solaris Energy Infrastructure
SEI
$3.55B
$2.31M 0.45%
81,717
-1,254
-2% -$29.5K
ACT icon
90
Enact Holdings
ACT
$6.83B
$2.26M 0.44%
60,904
– –
OVV icon
91
Ovintiv
OVV
$16.4B
$2.12M 0.41%
+55,693
New +$2.04M
MTH icon
92
Meritage Homes
MTH
$4.86B
$2.1M 0.41%
31,327
-471
-1% -$31.2K
PVH icon
93
PVH
PVH
$4.04B
$1.99M 0.39%
+29,000
New +$2.1M
ALKS icon
94
Alkermes
ALKS
$8.25B
$1.91M 0.37%
66,919
-14,315
-18% -$426K
CATY icon
95
Cathay General Bancorp
CATY
$4.24B
$1.89M 0.37%
41,585
– –
VLO icon
96
Valero Energy
VLO
$85.9B
$1.86M 0.36%
13,818
– –
REPL icon
97
Replimune Group
REPL
$1.01B
$1.81M 0.35%
194,451
-2,934
-1% -$25.6K
CAG icon
98
Conagra Brands
CAG
$7.23B
$1.64M 0.32%
+80,044
New +$1.88M
TOL icon
99
Toll Brothers
TOL
$14.5B
$1.6M 0.31%
14,059
– –
AMG icon
100
Affiliated Managers Group
AMG
$9.76B
$1.56M 0.3%
7,922
-3,026
-28% -$525K
2 3
4
5 6

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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.