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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
$536M
AUM Growth
+$8.65M
Cap. Flow
-$10M
Cap. Flow %
-1.87%
Top 10 Hldgs %
17.42%
Holding
209
New
21
Increased
22
Reduced
110
Closed
23

Top Buys

Rank Stock Value
1
PRAX icon
Praxis Precision Medicines
PRAX
+$7.77M
2
BKU icon
Bankunited
BKU
+$5.4M
3
NAMS icon
NewAmsterdam Pharma
NAMS
+$5.22M
4
HUT
Hut 8
HUT
+$4.78M
5
OZK icon
Bank OZK
OZK
+$3.92M

Top Sells

Rank Stock Value
1
MRUS
Merus
MRUS
+$7.2M
2
CWAN
Clearwater Analytics
CWAN
+$6.18M
3
PTGX icon
Protagonist Therapeutics
PTGX
+$5.11M
4
CORZ icon
Core Scientific
CORZ
+$4.49M
5
AEIS icon
Advanced Energy
AEIS
+$3.93M

Sector Composition

Rank Sector Weight
1 Healthcare 22.21%
2 Financials 21.41%
3 Industrials 13.75%
4 Technology 11.04%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TOL icon
76
Toll Brothers
TOL
$14.5B
$3.21M 0.6%
23,717
-3,517
-13% -$477K
EPAC icon
77
Enerpac Tool Group
EPAC
$1.93B
$3.19M 0.59%
83,310
-6,494
-7% -$257K
TAP icon
78
Molson Coors Class B
TAP
$8.09B
$3.18M 0.59%
68,052
– –
IBP icon
79
Installed Building Products
IBP
$6.49B
$3M 0.56%
11,560
-540
-4% -$140K
KYMR icon
80
Kymera Therapeutics
KYMR
$8.94B
$3M 0.56%
38,535
+9,625
+33% +$650K
VRDN icon
81
Viridian Therapeutics
VRDN
$2.67B
$2.99M 0.56%
96,187
+22,074
+30% +$605K
ITRI icon
82
Itron
ITRI
$4.54B
$2.97M 0.55%
31,961
-2,763
-8% -$301K
BE icon
83
Bloom Energy
BE
$64.6B
$2.93M 0.55%
33,748
-12,774
-27% -$1.34M
WD icon
84
Walker & Dunlop
WD
$1.53B
$2.93M 0.55%
48,750
-240
-0.5% -$17K
FN icon
85
Fabrinet
FN
$20.1B
$2.92M 0.54%
6,409
-298
-4% -$130K
ROAD icon
86
Construction Partners
ROAD
$6.77B
$2.77M 0.52%
25,562
-1,224
-5% -$138K
IPAR icon
87
Interparfums
IPAR
$3.94B
$2.71M 0.51%
31,965
-3,489
-10% -$307K
SANM icon
88
Sanmina
SANM
$10.9B
$2.7M 0.5%
+18,015
New +$2.66M
ANF icon
89
Abercrombie & Fitch
ANF
$5B
$2.64M 0.49%
20,981
-989
-5% -$86.5K
IWM icon
90
iShares Russell 2000 ETF
IWM
$83B
$2.59M 0.48%
+10,533
New +$2.59M
ABG icon
91
Asbury Automotive
ABG
$3.85B
$2.58M 0.48%
11,081
-854
-7% -$202K
ARCB icon
92
ArcBest
ARCB
$3.08B
$2.57M 0.48%
34,588
-3,115
-8% -$222K
SLAB icon
93
Silicon Laboratories
SLAB
$7.23B
$2.55M 0.48%
19,521
+5,155
+36% +$678K
SM icon
94
SM Energy
SM
$6.87B
$2.48M 0.46%
132,709
-14,435
-10% -$292K
GENI icon
95
Genius Sports
GENI
$2.11B
$2.45M 0.46%
222,234
-17,871
-7% -$195K
NOVT icon
96
Novanta
NOVT
$6.29B
$2.44M 0.46%
20,497
-1,969
-9% -$224K
AVTX icon
97
Avalo Therapeutics
AVTX
$983M
$2.42M 0.45%
+133,231
New +$2.25M
VTYX
98
DELISTED
Ventyx Biosciences
VTYX
$2.37M 0.44%
+262,938
New +$1.97M
MXL icon
99
MaxLinear
MXL
$6.8B
$2.37M 0.44%
135,901
-6,598
-5% -$107K
NKTR icon
100
Nektar Therapeutics
NKTR
$2.58B
$2.37M 0.44%
56,023
-17,693
-24% -$990K
2 3
4
5 6

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Moody Aldrich Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Moody Aldrich Partners held 209 positions worth $536M, up 1.6% from $527M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Moody Aldrich Partners's Q4 2025 filing shows 21 new, 22 increased, 110 reduced and 23 closed positions. Its largest new stake was Praxis Precision Medicines: 41,731 shares worth $12.3M. The largest sale was Merus, an estimated $7.2M.

By sector, the portfolio is most concentrated in Healthcare at 22% of assets, up from 16% a quarter earlier, followed by Financials and Industrials.

  • Moody Aldrich Partners's largest Q4 2025 buy was Praxis Precision Medicines: 41,731 shares worth $12.3M.
  • Moody Aldrich Partners added most to BridgeBio Pharma in Q4 2025, an estimated $3.91M increase.
  • Moody Aldrich Partners's biggest Q4 2025 reduction was Protagonist Therapeutics, cutting an estimated $5.11M.
  • Moody Aldrich Partners fully exited Merus in Q4 2025, selling an estimated $7.2M.
  • Moody Aldrich Partners's ten largest holdings make up 17% of its $536M portfolio in Q4 2025.
  • Moody Aldrich Partners opened 21 new positions and closed 23 in Q4 2025.
  • Moody Aldrich Partners's portfolio value rose 1.6% quarter-over-quarter to $536M.

Based on Moody Aldrich Partners's 13F filing for Q4 2025, filed 30 Jan 2026.