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MAP
Moody Aldrich Partners Portfolio holdings
AUM
$557M
1-Year Est. Return
122.79%
This Fund
S&P 500
This Quarter
Est. Return
+36.82%
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
$557M
AUM Growth
+$2.08M
(+0.37%)
Cap. Flow
-$113M
Cap. Flow
% of AUM
-20.29%
Top 10 Holdings %
Top 10 Hldgs %
16.02%
Holding
223
New
33
Increased
18
Reduced
106
Closed
48
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Skyworks Solutions
SWKS
|
+$6.72M |
| 2 |
Cipher Digital
CIFR
|
+$6.24M |
| 3 |
EnerSys
ENS
|
+$5.22M |
| 4 |
AMBQ
Ambiq Micro
AMBQ
|
+$4.82M |
| 5 |
LXP Industrial Trust
LXP
|
+$4.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MaxLinear
MXL
|
+$12.6M |
| 2 |
Sanmina
SANM
|
+$10M |
| 3 |
Bloom Energy
BE
|
+$8.78M |
| 4 |
HUT
Hut 8
HUT
|
+$7.04M |
| 5 |
Axsome Therapeutics
AXSM
|
+$7.01M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 26.16% |
| 2 | Healthcare | 18.57% |
| 3 | Industrials | 14.42% |
| 4 | Technology | 12.29% |
| 5 | Consumer Discretionary | 9.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Teledyne Technologies
TDY
$29.4B
| $572K | 0.1% |
858
-2
| -0.2% | -$1.26K |
|
127
Ciena
CIEN
$53B
| $548K | 0.1% |
1,117
+177
| +19% | +$90.3K |
|
128
Coherent
COHR
$54.3B
| $548K | 0.1% |
1,388
+160
| +13% | +$56.6K |
|
129
Comfort Systems
FIX
$58.9B
| $545K | 0.1% |
275
-2
| -0.7% | -$3.63K |
|
130
TORM
TRMD
$2.91B
| $497K | 0.09% |
19,255
-8,014
| -29% | -$243K |
|
131
argenx
ARGX
$53.8B
| $496K | 0.09% |
535
-145
| -21% | -$120K |
|
132
MasTec
MTZ
$26B
| $492K | 0.09% |
1,182
-4
| -0.3% | -$1.53K |
|
133
HEICO Corp Class A
HEI.A
$34.9B
| $484K | 0.09% |
1,877
-6
| -0.3% | -$1.37K |
|
134
Idacorp
IDA
$8.24B
| $435K | 0.08% |
2,877
-8
| -0.3% | -$1.15K |
|
|
PDS
135
Precision Drilling
PDS
$1.08B
| $422K | 0.08% |
5,500
-4,600
| -46% | -$420K |
|
|
136
Axsome Therapeutics
AXSM
$11.8B
| $406K | 0.07% |
1,660
-32,313
| -95% | -$7.01M |
|
137
Applied Industrial Technologies
AIT
$12.4B
| $383K | 0.07% |
1,133
-3
| -0.3% | -$920 |
|
138
Revolution Medicines
RVMD
$39.6B
| $366K | 0.07% |
+1,952
| New | +$285K |
|
139
Howmet Aerospace
HWM
$109B
| $359K | 0.06% |
1,335
-4
| -0.3% | -$1.03K |
|
140
Camden Property Trust
CPT
$11.2B
| $351K | 0.06% |
3,068
-7
| -0.2% | -$746 |
|
|
MOMO
141
Hello Group
MOMO
$886M
| $350K | 0.06% |
60,299
| – | – |
|
142
RBC Bearings
RBC
$18.2B
| $348K | 0.06% |
540
-2
| -0.4% | -$1.19K |
|
143
BWX Technologies
BWXT
$15.7B
| $337K | 0.06% |
1,733
-5
| -0.3% | -$1.04K |
|
144
Ascendis Pharma A/S
ASND
$17.1B
| $332K | 0.06% |
1,246
-3
| -0.2% | -$701 |
|
145
Evercore
EVR
$13.2B
| $328K | 0.06% |
962
-3
| -0.3% | -$1.03K |
|
146
Insmed
INSM
$23.5B
| $324K | 0.06% |
3,035
-9
| -0.3% | -$1.09K |
|
147
Credo Technology Group
CRDO
$37.8B
| $320K | 0.06% |
1,176
-24,273
| -95% | -$4.8M |
|
148
Clean Harbors
CLH
$16.4B
| $315K | 0.06% |
1,054
-3
| -0.3% | -$886 |
|
|
149
Bloom Energy
BE
$61.1B
| $308K | 0.06% |
1,017
-34,268
| -97% | -$8.78M |
|
150
Onto Innovation
ONTO
$13.9B
| $301K | 0.05% |
+795
| New | +$225K |
|
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Moody Aldrich Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Moody Aldrich Partners held 223 positions worth $557M, up 0.37% from $555M the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Moody Aldrich Partners withdrew a net $113M in Q2 2026, closing 48 positions and reducing 106 holdings. Its most notable exit was Semtech, an estimated $4.95M position sold in full.
By sector, the portfolio is most concentrated in Financials at 26% of assets, up from 24% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, Moody Aldrich Partners opened a new position in Skyworks Solutions worth $6.7M.
- Moody Aldrich Partners's largest Q2 2026 buy was Skyworks Solutions: 98,792 shares worth $6.7M.
- Moody Aldrich Partners added most to Ligand Pharmaceuticals in Q2 2026, an estimated $3.18M increase.
- Moody Aldrich Partners's biggest Q2 2026 reduction was MaxLinear, cutting an estimated $12.6M.
- Moody Aldrich Partners fully exited Semtech in Q2 2026, selling an estimated $4.95M.
- Moody Aldrich Partners's ten largest holdings make up 16% of its $557M portfolio in Q2 2026.
- Moody Aldrich Partners opened 33 new positions and closed 48 in Q2 2026.
- Moody Aldrich Partners's portfolio value rose 0.37% quarter-over-quarter to $557M.
Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.