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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
AMG icon
76
Affiliated Managers Group
AMG
$9.76B
$3.6M 0.68%
15,111
+7,189
+91% +$1.58M
IPAR icon
77
Interparfums
IPAR
$3.94B
$3.49M 0.66%
35,454
-7,261
-17% -$855K
BCPC
78
Balchem Corp
BCPC
$5.72B
$3.48M 0.66%
23,167
-4,715
-17% -$743K
SLNO
79
DELISTED
Soleno Therapeutics
SLNO
$3.47M 0.66%
51,274
+9,757
+24% +$723K
ROAD icon
80
Construction Partners
ROAD
$6.77B
$3.4M 0.65%
26,786
-5,476
-17% -$625K
NOMD icon
81
Nomad Foods
NOMD
$1.68B
$3.26M 0.62%
247,558
+161,623
+188% +$2.53M
SPSC icon
82
SPS Commerce
SPSC
$2.64B
$3.17M 0.6%
30,418
-5,885
-16% -$700K
CWST icon
83
Casella Waste Systems
CWST
$5.69B
$3.15M 0.6%
33,239
-6,773
-17% -$682K
OKLO
84
Oklo
OKLO
$8.42B
$3.13M 0.59%
+28,045
New +$2.2M
TAP icon
85
Molson Coors Class B
TAP
$8.09B
$3.08M 0.58%
68,052
+39,296
+137% +$1.94M
LEU icon
86
Centrus Energy
LEU
$3.82B
$3.02M 0.57%
+9,753
New +$2.16M
IBP icon
87
Installed Building Products
IBP
$6.49B
$2.98M 0.57%
12,100
-7,119
-37% -$1.69M
GENI icon
88
Genius Sports
GENI
$2.11B
$2.97M 0.56%
240,105
-50,387
-17% -$603K
ABG icon
89
Asbury Automotive
ABG
$3.85B
$2.92M 0.55%
11,935
-2,481
-17% -$603K
SMPL icon
90
Simply Good Foods
SMPL
$982M
$2.81M 0.53%
113,114
-21,797
-16% -$644K
MTH icon
91
Meritage Homes
MTH
$4.86B
$2.66M 0.5%
36,710
+5,383
+17% +$400K
ARCB icon
92
ArcBest
ARCB
$3.08B
$2.63M 0.5%
37,703
-1,533
-4% -$115K
WVE icon
93
Wave Life Sciences
WVE
$1.2B
$2.57M 0.49%
350,548
-71,304
-17% -$577K
NCNO icon
94
nCino
NCNO
$2.1B
$2.48M 0.47%
91,385
-18,590
-17% -$543K
FN icon
95
Fabrinet
FN
$20.1B
$2.45M 0.46%
6,707
-7,977
-54% -$2.63M
UUUU icon
96
Energy Fuels
UUUU
$3.53B
$2.37M 0.45%
+154,336
New +$1.64M
MXL icon
97
MaxLinear
MXL
$6.8B
$2.29M 0.43%
+142,499
New +$2.24M
NOVT icon
98
Novanta
NOVT
$6.29B
$2.25M 0.43%
22,466
+1,938
+9% +$231K
CPRX
99
DELISTED
Catalyst Pharmaceutical
CPRX
$1.98M 0.37%
100,334
-20,369
-17% -$419K
CSW
100
CSW Industrials
CSW
$5.71B
$1.97M 0.37%
8,113
-8,570
-51% -$2.3M
2 3
4
5 6

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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.