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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
SLAB icon
101
Silicon Laboratories
SLAB
$7.23B
$1.88M 0.36%
14,366
-2,908
-17% -$396K
ANF icon
102
Abercrombie & Fitch
ANF
$5B
$1.88M 0.36%
+21,970
New +$2.05M
IONQ icon
103
IonQ
IONQ
$16.6B
$1.86M 0.35%
30,211
+1,142
+4% +$53.7K
LMB icon
104
Limbach Holdings
LMB
$581M
$1.8M 0.34%
18,575
-3,752
-17% -$452K
DNTH icon
105
Dianthus Therapeutics
DNTH
$6.09B
$1.7M 0.32%
43,291
-29,975
-41% -$766K
ALKS icon
106
Alkermes
ALKS
$8.25B
$1.67M 0.32%
55,615
-11,304
-17% -$319K
KYMR icon
107
Kymera Therapeutics
KYMR
$8.94B
$1.64M 0.31%
28,910
-5,887
-17% -$266K
VRDN icon
108
Viridian Therapeutics
VRDN
$2.67B
$1.6M 0.3%
74,113
-15,051
-17% -$271K
ANAB icon
109
AnaptysBio
ANAB
$1.68B
$1.53M 0.29%
49,882
-10,212
-17% -$234K
EWTX icon
110
Edgewise Therapeutics
EWTX
$4.73B
$1.35M 0.26%
82,941
-16,907
-17% -$240K
NEXT icon
111
NextDecade
NEXT
$1.78B
$1.21M 0.23%
+177,730
New +$1.72M
AVBP icon
112
ArriVent BioPharma
AVBP
$1.44B
$1.1M 0.21%
59,454
-12,121
-17% -$238K
PM icon
113
Philip Morris
PM
$295B
$928K 0.18%
5,721
– –
NVDA icon
114
NVIDIA
NVDA
$5.42T
$805K 0.15%
4,317
-1,022
-19% -$178K
INSM icon
115
Insmed
INSM
$28.6B
$799K 0.15%
5,551
+132
+2% +$16.2K
JPM icon
116
JPMorgan Chase
JPM
$950B
$720K 0.14%
2,283
-310
-12% -$92.2K
APGE icon
117
Apogee Therapeutics
APGE
$10.2B
$716K 0.14%
18,012
-3,620
-17% -$138K
JOYY
118
JOYY Inc
JOYY
$3.75B
$700K 0.13%
11,949
-937
-7% -$51.5K
LLY icon
119
Eli Lilly
LLY
$1.06T
$692K 0.13%
907
+514
+131% +$382K
MSFT icon
120
Microsoft
MSFT
$3.71T
$691K 0.13%
1,333
– –
NEM icon
121
Newmont
NEM
$119B
$680K 0.13%
8,061
+1,724
+27% +$120K
ARGX icon
122
argenx
ARGX
$54.1B
$638K 0.12%
865
-4
-0.5% -$2.64K
AMZN icon
123
Amazon
AMZN
$2.96T
$636K 0.12%
2,895
-18
-0.6% -$4.07K
WMT icon
124
Walmart Inc
WMT
$890B
$629K 0.12%
6,106
– –
EWBC icon
125
East-West Bancorp
EWBC
$18B
$597K 0.11%
5,612
-23
-0.4% -$2.42K
3 4
5
6 7

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TCM
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CFP
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DIM
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NCA
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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.