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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
COCO icon
76
Vita Coco
COCO
$3.6B
$3.54M 0.64%
73,873
-9,858
-12% -$538K
ARCB icon
77
ArcBest
ARCB
$3.08B
$3.51M 0.63%
35,707
+1,119
+3% +$106K
SVRA icon
78
Savara
SVRA
$1.19B
$3.35M 0.6%
+614,279
New +$3.42M
FN icon
79
Fabrinet
FN
$20.1B
$3.35M 0.6%
6,424
+15
+0.2% +$7.62K
ASO icon
80
Academy Sports + Outdoors
ASO
$2.98B
$3.29M 0.59%
+58,349
New +$3.32M
MZTI
81
The Marzetti Company
MZTI
$3.11B
$3.23M 0.58%
23,342
-308
-1% -$49K
RMBS icon
82
Rambus
RMBS
$11B
$3.21M 0.58%
37,335
+903
+2% +$90.1K
FOR icon
83
Forestar Group
FOR
$1.51B
$3.21M 0.58%
131,272
-1,359
-1% -$36.4K
KYMR icon
84
Kymera Therapeutics
KYMR
$8.94B
$3.18M 0.57%
38,195
-340
-0.9% -$26.9K
LEU icon
85
Centrus Energy
LEU
$3.82B
$3.12M 0.56%
17,981
+8,662
+93% +$2.09M
LOAR icon
86
Loar Holdings
LOAR
$6.64B
$3.05M 0.55%
53,297
-533
-1% -$35.9K
IBP icon
87
Installed Building Products
IBP
$6.49B
$3.04M 0.55%
11,468
-92
-0.8% -$27.6K
IPAR icon
88
Interparfums
IPAR
$3.94B
$3.03M 0.55%
33,401
+1,436
+4% +$136K
SRRK icon
89
Scholar Rock
SRRK
$6.44B
$2.96M 0.53%
60,201
-25,092
-29% -$1.12M
LGND icon
90
Ligand Pharmaceuticals
LGND
$6.36B
$2.93M 0.53%
14,675
-4,906
-25% -$971K
KTOS icon
91
Kratos Defense & Security Solutions
KTOS
$11.4B
$2.92M 0.53%
41,475
-40,855
-50% -$3.92M
SRAD icon
92
Sportradar
SRAD
$3.85B
$2.83M 0.51%
168,939
-675
-0.4% -$12.6K
ROAD icon
93
Construction Partners
ROAD
$6.77B
$2.81M 0.51%
25,300
-262
-1% -$31.4K
ERO icon
94
Ero Copper
ERO
$3.58B
$2.64M 0.48%
+98,951
New +$2.98M
CARG icon
95
CarGurus
CARG
$3.47B
$2.62M 0.47%
76,986
-90,315
-54% -$2.96M
HQY icon
96
HealthEquity
HQY
$8.75B
$2.55M 0.46%
30,504
-17,474
-36% -$1.43M
NOVT icon
97
Novanta
NOVT
$6.29B
$2.51M 0.45%
21,213
+716
+3% +$93.9K
APGE icon
98
Apogee Therapeutics
APGE
$10.2B
$2.45M 0.44%
29,080
+11,916
+69% +$865K
CYTK icon
99
Cytokinetics
CYTK
$10.4B
$2.44M 0.44%
36,945
-41,673
-53% -$2.65M
KRMN
100
Karman Holdings
KRMN
$7.72B
$2.42M 0.44%
30,191
-66,452
-69% -$6.41M
2 3
4
5 6

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CFP
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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.