We are live on ! Find out more
MAP

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
AVBP icon
101
ArriVent BioPharma
AVBP
$1.44B
$1.56M 0.3%
+71,575
New +$1.49M
KYMR icon
102
Kymera Therapeutics
KYMR
$8.94B
$1.52M 0.29%
+34,797
New +$1.2M
NOMD icon
103
Nomad Foods
NOMD
$1.68B
$1.46M 0.28%
+85,935
New +$1.58M
TAP icon
104
Molson Coors Class B
TAP
$8.1B
$1.38M 0.27%
28,756
– –
DNTH icon
105
Dianthus Therapeutics
DNTH
$6.09B
$1.36M 0.26%
73,266
-1,106
-1% -$20.7K
ANAB icon
106
AnaptysBio
ANAB
$1.68B
$1.33M 0.26%
60,094
-23,130
-28% -$484K
EWTX icon
107
Edgewise Therapeutics
EWTX
$4.68B
$1.31M 0.25%
99,848
-82,247
-45% -$1.19M
IONQ icon
108
IonQ
IONQ
$16.6B
$1.25M 0.24%
29,069
-490
-2% -$16.4K
VRDN icon
109
Viridian Therapeutics
VRDN
$2.67B
$1.25M 0.24%
89,164
+31,323
+54% +$425K
NKTR icon
110
Nektar Therapeutics
NKTR
$2.58B
$1.17M 0.23%
+45,412
New +$510K
PM icon
111
Philip Morris
PM
$295B
$1.04M 0.2%
5,721
+12
+0.2% +$2.06K
APGE icon
112
Apogee Therapeutics
APGE
$10.2B
$939K 0.18%
+21,632
New +$823K
NVDA icon
113
NVIDIA
NVDA
$5.42T
$844K 0.16%
5,339
– –
JPM icon
114
JPMorgan Chase
JPM
$950B
$752K 0.15%
2,593
– –
AUR icon
115
Aurora
AUR
$13.8B
$737K 0.14%
140,716
-2,138
-1% -$13.4K
MSFT icon
116
Microsoft
MSFT
$3.71T
$663K 0.13%
1,333
– –
JOYY
117
JOYY Inc
JOYY
$3.75B
$656K 0.13%
12,886
-1,054
-8% -$46.7K
AMZN icon
118
Amazon
AMZN
$2.96T
$639K 0.12%
2,913
– –
ALT icon
119
Altimmune
ALT
$599M
$610K 0.12%
+157,614
New +$853K
WMT icon
120
Walmart Inc
WMT
$890B
$597K 0.12%
6,106
– –
EWBC icon
121
East-West Bancorp
EWBC
$18B
$569K 0.11%
5,635
-92
-2% -$8.15K
FINV
122
FinVolution Group
FINV
$1.15B
$553K 0.11%
58,336
-16,591
-22% -$142K
INSM icon
123
Insmed
INSM
$28.6B
$545K 0.11%
5,419
-83,601
-94% -$6.39M
GS icon
124
Goldman Sachs
GS
$303B
$531K 0.1%
750
– –
HEI.A icon
125
HEICO Corp Class A
HEI.A
$37.2B
$501K 0.1%
1,937
-33
-2% -$7.22K
3 4
5
6 7

Similar funds

CAM
Cander Asset Management New York $557M AUM
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return

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.