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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
+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
CRWD icon
126
CrowdStrike
CRWD
$218B
$489K 0.09%
3,844
– –
ARGX icon
127
argenx
ARGX
$54.1B
$479K 0.09%
+869
New +$504K
ABBV icon
128
AbbVie
ABBV
$435B
$479K 0.09%
2,580
-523
-17% -$97.2K
TDY icon
129
Teledyne Technologies
TDY
$32B
$454K 0.09%
886
+171
+24% +$82.5K
CLH icon
130
Clean Harbors
CLH
$16.3B
$454K 0.09%
1,963
-32
-2% -$7K
BX icon
131
Blackstone
BX
$110B
$453K 0.09%
3,031
-557
-16% -$76.5K
LMT icon
132
Lockheed Martin
LMT
$136B
$396K 0.08%
855
– –
APPF icon
133
AppFolio
APPF
$7.04B
$394K 0.08%
1,712
-27
-2% -$5.88K
KNSL icon
134
Kinsale Capital Group
KNSL
$8.51B
$386K 0.07%
798
+243
+44% +$113K
AAPL icon
135
Apple
AAPL
$4.57T
$377K 0.07%
1,837
– –
IBM icon
136
IBM
IBM
$224B
$376K 0.07%
1,276
– –
NEM icon
137
Newmont
NEM
$119B
$369K 0.07%
+6,337
New +$338K
ETN icon
138
Eaton
ETN
$174B
$353K 0.07%
989
– –
BJ icon
139
BJs Wholesale Club
BJ
$12.3B
$345K 0.07%
3,203
+713
+29% +$81.2K
CRS icon
140
Carpenter Technology
CRS
$28.4B
$345K 0.07%
+1,249
New +$272K
IDA icon
141
Idacorp
IDA
$8.2B
$333K 0.06%
2,886
-47
-2% -$5.45K
BWXT icon
142
BWX Technologies
BWXT
$15.6B
$314K 0.06%
2,182
-34
-2% -$3.97K
LLY icon
143
Eli Lilly
LLY
$1.06T
$306K 0.06%
393
-115
-23% -$89.4K
TJX icon
144
TJX Companies
TJX
$178B
$305K 0.06%
2,467
– –
ANET icon
145
Arista Networks
ANET
$238B
$299K 0.06%
2,920
– –
AMT icon
146
American Tower
AMT
$80.4B
$297K 0.06%
1,343
– –
PNC icon
147
PNC Financial Services
PNC
$101B
$293K 0.06%
1,572
– –
BR icon
148
Broadridge
BR
$19B
$285K 0.06%
1,171
-25
-2% -$5.94K
SFM icon
149
Sprouts Farmers Market
SFM
$8.01B
$274K 0.05%
1,663
-35,436
-96% -$5.79M
NFLX icon
150
Netflix
NFLX
$309B
$272K 0.05%
+2,030
New +$230K
4 5
6
7 8

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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.