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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
NVDA icon
126
NVIDIA
NVDA
$5.42T
$660K 0.12%
3,784
-533
-12% -$97.8K
JOYY
127
JOYY Inc
JOYY
$3.75B
$658K 0.12%
11,263
-686
-6% -$43.3K
PM icon
128
Philip Morris
PM
$295B
$615K 0.11%
3,722
-1,866
-33% -$324K
MSFT icon
129
Microsoft
MSFT
$3.71T
$598K 0.11%
1,614
+281
+21% +$118K
EWBC icon
130
East-West Bancorp
EWBC
$18B
$585K 0.11%
5,475
-122
-2% -$13.8K
GS icon
131
Goldman Sachs
GS
$303B
$546K 0.1%
645
-7
-1% -$6.25K
TDY icon
132
Teledyne Technologies
TDY
$32B
$520K 0.09%
860
-19
-2% -$11.9K
AAPL icon
133
Apple
AAPL
$4.57T
$514K 0.09%
2,026
-14
-0.7% -$3.64K
INSM icon
134
Insmed
INSM
$28.6B
$498K 0.09%
3,044
-1,992
-40% -$306K
ARGX icon
135
argenx
ARGX
$54.1B
$497K 0.09%
680
-183
-21% -$143K
EFXT
136
Enerflex
EFXT
$2.44B
$492K 0.09%
23,600
– –
PLD icon
137
Prologis
PLD
$133B
$484K 0.09%
3,664
+7
+0.2% +$935
CRS icon
138
Carpenter Technology
CRS
$28.4B
$478K 0.09%
1,214
-27
-2% -$9.83K
TPL icon
139
Texas Pacific Land
TPL
$23.5B
$435K 0.08%
+917
New +$394K
CAT icon
140
Caterpillar
CAT
$387B
$430K 0.08%
607
+172
+40% +$119K
AME icon
141
Ametek
AME
$58.2B
$424K 0.08%
1,739
+395
+29% +$87.8K
ABBV icon
142
AbbVie
ABBV
$435B
$423K 0.08%
1,946
+26
+1% +$5.77K
IBM icon
143
IBM
IBM
$224B
$418K 0.08%
1,724
-10
-0.6% -$2.71K
AMZN icon
144
Amazon
AMZN
$2.96T
$417K 0.08%
2,000
-875
-30% -$193K
IDA icon
145
Idacorp
IDA
$8.2B
$412K 0.07%
2,885
-64
-2% -$8.78K
HEI.A icon
146
HEICO Corp Class A
HEI.A
$37.2B
$397K 0.07%
1,883
-41
-2% -$10.1K
FIX icon
147
Comfort Systems
FIX
$59.6B
$382K 0.07%
277
-7
-2% -$8.89K
MTZ icon
148
MasTec
MTZ
$21.9B
$382K 0.07%
1,186
-26
-2% -$7.04K
ENB icon
149
Enbridge
ENB
$112B
$369K 0.07%
6,824
-49
-0.7% -$2.5K
CIEN icon
150
Ciena
CIEN
$58.4B
$365K 0.07%
940
-347
-27% -$106K
4 5
6
7 8

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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.