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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
CRDO icon
101
Credo Technology Group
CRDO
$46.6B
$2.39M 0.43%
25,449
-114
-0.4% -$13.9K
AVTX icon
102
Avalo Therapeutics
AVTX
$983M
$2.38M 0.43%
159,324
+26,093
+20% +$408K
CWST icon
103
Casella Waste Systems
CWST
$5.69B
$2.29M 0.41%
28,805
-25,253
-47% -$2.42M
ABG icon
104
Asbury Automotive
ABG
$3.85B
$2.19M 0.4%
11,227
+146
+1% +$32.4K
ANAB icon
105
AnaptysBio
ANAB
$1.68B
$2.19M 0.39%
39,455
-8,146
-17% -$438K
MTH icon
106
Meritage Homes
MTH
$4.86B
$2.14M 0.39%
34,650
-336
-1% -$23.7K
WERN icon
107
Werner Enterprises
WERN
$2.25B
$2.12M 0.38%
+72,140
New +$2.34M
VIAV icon
108
Viavi Solutions
VIAV
$9.66B
$2.05M 0.37%
+61,582
New +$1.63M
MDGL icon
109
Madrigal Pharmaceuticals
MDGL
$11.8B
$2M 0.36%
3,829
-47
-1% -$22.5K
WVE icon
110
Wave Life Sciences
WVE
$1.2B
$1.98M 0.36%
272,533
-1,892
-0.7% -$24.6K
VRDN icon
111
Viridian Therapeutics
VRDN
$2.67B
$1.86M 0.34%
95,235
-952
-1% -$28.3K
INOD icon
112
Innodata
INOD
$2.04B
$1.75M 0.32%
45,343
+617
+1% +$30.8K
UHS icon
113
Universal Health Services
UHS
$10.5B
$1.74M 0.31%
9,723
– –
BOOT icon
114
Boot Barn
BOOT
$4.95B
$1.68M 0.3%
11,453
-148
-1% -$26.8K
SLNO
115
DELISTED
Soleno Therapeutics
SLNO
$1.62M 0.29%
48,261
+1,955
+4% +$76.6K
TOL icon
116
Toll Brothers
TOL
$14.5B
$1.32M 0.24%
9,658
-14,059
-59% -$2.06M
AVBP icon
117
ArriVent BioPharma
AVBP
$1.44B
$1.29M 0.23%
56,088
-571
-1% -$12.9K
PDS
118
Precision Drilling
PDS
$974M
$991K 0.18%
10,100
– –
WMT icon
119
Walmart Inc
WMT
$890B
$818K 0.15%
6,582
+476
+8% +$58.4K
LLY icon
120
Eli Lilly
LLY
$1.06T
$784K 0.14%
852
-28
-3% -$28.4K
HAFN icon
121
Hafnia
HAFN
$3.75B
$781K 0.14%
102,062
– –
TRMD icon
122
TORM
TRMD
$3.02B
$772K 0.14%
27,269
– –
TJX icon
123
TJX Companies
TJX
$178B
$695K 0.13%
4,350
+1,883
+76% +$293K
JPM icon
124
JPMorgan Chase
JPM
$950B
$684K 0.12%
2,324
+51
+2% +$15.5K
NEM icon
125
Newmont
NEM
$119B
$664K 0.12%
6,134
-1,927
-24% -$222K
3 4
5
6 7

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CFP
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DIM
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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.