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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
$536M
AUM Growth
+$8.65M
Cap. Flow
-$10M
Cap. Flow %
-1.87%
Top 10 Hldgs %
17.42%
Holding
209
New
21
Increased
22
Reduced
110
Closed
23

Top Buys

Rank Stock Value
1
PRAX icon
Praxis Precision Medicines
PRAX
+$7.77M
2
BKU icon
Bankunited
BKU
+$5.4M
3
NAMS icon
NewAmsterdam Pharma
NAMS
+$5.22M
4
HUT
Hut 8
HUT
+$4.78M
5
OZK icon
Bank OZK
OZK
+$3.92M

Top Sells

Rank Stock Value
1
MRUS
Merus
MRUS
+$7.2M
2
CWAN
Clearwater Analytics
CWAN
+$6.18M
3
PTGX icon
Protagonist Therapeutics
PTGX
+$5.11M
4
CORZ icon
Core Scientific
CORZ
+$4.49M
5
AEIS icon
Advanced Energy
AEIS
+$3.93M

Sector Composition

Rank Sector Weight
1 Healthcare 22.21%
2 Financials 21.41%
3 Industrials 13.75%
4 Technology 11.04%
5 Consumer Discretionary 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDS
126
Precision Drilling
PDS
$974M
$726K 0.14%
10,100
– –
WMT icon
127
Walmart Inc
WMT
$890B
$680K 0.13%
6,106
– –
AMZN icon
128
Amazon
AMZN
$2.96T
$664K 0.12%
2,875
-20
-0.7% -$4.58K
MSFT icon
129
Microsoft
MSFT
$3.71T
$645K 0.12%
1,333
– –
EWBC icon
130
East-West Bancorp
EWBC
$18B
$629K 0.12%
5,597
-15
-0.3% -$1.59K
GS icon
131
Goldman Sachs
GS
$303B
$573K 0.11%
652
+9
+1% +$7.34K
AAPL icon
132
Apple
AAPL
$4.57T
$555K 0.1%
2,040
– –
HAFN icon
133
Hafnia
HAFN
$3.75B
$550K 0.1%
+102,062
New +$609K
TRMD icon
134
TORM
TRMD
$3.02B
$544K 0.1%
27,269
– –
IBM icon
135
IBM
IBM
$224B
$513K 0.1%
1,734
+1
+0.1% +$299
HEI.A icon
136
HEICO Corp Class A
HEI.A
$37.2B
$486K 0.09%
1,924
-5
-0.3% -$1.24K
PLD icon
137
Prologis
PLD
$133B
$467K 0.09%
3,657
+431
+13% +$53.7K
TDY icon
138
Teledyne Technologies
TDY
$32B
$449K 0.08%
879
-3
-0.3% -$1.58K
AMAT icon
139
Applied Materials
AMAT
$428B
$444K 0.08%
1,729
– –
ABBV icon
140
AbbVie
ABBV
$435B
$439K 0.08%
1,920
-34
-2% -$7.75K
ABVX
141
Abivax
ABVX
$11.4B
$415K 0.08%
3,079
+641
+26% +$69.9K
CRS icon
142
Carpenter Technology
CRS
$28.4B
$391K 0.07%
1,241
-3
-0.2% -$902
TJX icon
143
TJX Companies
TJX
$178B
$379K 0.07%
2,467
– –
BWXT icon
144
BWX Technologies
BWXT
$15.6B
$375K 0.07%
2,169
-6
-0.3% -$1.13K
IDA icon
145
Idacorp
IDA
$8.2B
$373K 0.07%
2,949
-7
-0.2% -$911
EFXT
146
Enerflex
EFXT
$2.44B
$364K 0.07%
23,600
– –
CRWD icon
147
CrowdStrike
CRWD
$218B
$363K 0.07%
3,100
– –
CPT icon
148
Camden Property Trust
CPT
$11.3B
$346K 0.06%
3,143
+1,198
+62% +$125K
EVR icon
149
Evercore
EVR
$11.8B
$336K 0.06%
987
-2
-0.2% -$643
ENB icon
150
Enbridge
ENB
$112B
$329K 0.06%
6,873
+1
+0% +$48
4 5
6
7 8

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Moody Aldrich Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Moody Aldrich Partners held 209 positions worth $536M, up 1.6% from $527M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Moody Aldrich Partners's Q4 2025 filing shows 21 new, 22 increased, 110 reduced and 23 closed positions. Its largest new stake was Praxis Precision Medicines: 41,731 shares worth $12.3M. The largest sale was Merus, an estimated $7.2M.

By sector, the portfolio is most concentrated in Healthcare at 22% of assets, up from 16% a quarter earlier, followed by Financials and Industrials.

  • Moody Aldrich Partners's largest Q4 2025 buy was Praxis Precision Medicines: 41,731 shares worth $12.3M.
  • Moody Aldrich Partners added most to BridgeBio Pharma in Q4 2025, an estimated $3.91M increase.
  • Moody Aldrich Partners's biggest Q4 2025 reduction was Protagonist Therapeutics, cutting an estimated $5.11M.
  • Moody Aldrich Partners fully exited Merus in Q4 2025, selling an estimated $7.2M.
  • Moody Aldrich Partners's ten largest holdings make up 17% of its $536M portfolio in Q4 2025.
  • Moody Aldrich Partners opened 21 new positions and closed 23 in Q4 2025.
  • Moody Aldrich Partners's portfolio value rose 1.6% quarter-over-quarter to $536M.

Based on Moody Aldrich Partners's 13F filing for Q4 2025, filed 30 Jan 2026.