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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
PLD icon
151
Prologis
PLD
$133B
$271K 0.05%
2,581
– –
RRC icon
152
Range Resources
RRC
$8.95B
$271K 0.05%
6,658
-115
-2% -$4.33K
NTNX icon
153
Nutanix
NTNX
$16.9B
$268K 0.05%
3,506
-59
-2% -$4.25K
EVR icon
154
Evercore
EVR
$11.8B
$268K 0.05%
992
-21
-2% -$4.62K
QCOM icon
155
Qualcomm
QCOM
$176B
$266K 0.05%
1,671
– –
GOOGL icon
156
Alphabet (Google) Class A
GOOGL
$4.33T
$264K 0.05%
1,499
-1,072
-42% -$175K
JKHY icon
157
Jack Henry & Associates
JKHY
$11.1B
$258K 0.05%
1,431
-26
-2% -$4.62K
HWM icon
158
Howmet Aerospace
HWM
$113B
$256K 0.05%
+1,378
New +$212K
ABT icon
159
Abbott
ABT
$187B
$253K 0.05%
1,863
-807
-30% -$106K
TMUS icon
160
T-Mobile US
TMUS
$190B
$248K 0.05%
1,039
-12
-1% -$2.93K
MDU icon
161
MDU Resources
MDU
$4.3B
$242K 0.05%
+14,494
New +$244K
SN icon
162
SharkNinja
SN
$26.1B
$241K 0.05%
2,432
-41
-2% -$3.54K
BSX icon
163
Boston Scientific
BSX
$71.5B
$237K 0.05%
2,210
-694
-24% -$70.2K
HOOD icon
164
Robinhood
HOOD
$83.9B
$233K 0.05%
+2,485
New +$147K
INDA icon
165
iShares MSCI India ETF
INDA
$6.63B
$231K 0.04%
4,152
– –
PDS
166
Precision Drilling
PDS
$974M
$227K 0.04%
4,800
– –
PLNT icon
167
Planet Fitness
PLNT
$3.96B
$222K 0.04%
+2,038
New +$204K
ASND icon
168
Ascendis Pharma A/S
ASND
$16.8B
$222K 0.04%
+1,285
New +$209K
MCK icon
169
McKesson
MCK
$101B
$221K 0.04%
301
-154
-34% -$109K
SF
170
Stifel
SF
$12.6B
$220K 0.04%
3,186
-48
-1% -$2.95K
CPT icon
171
Camden Property Trust
CPT
$11.1B
$220K 0.04%
1,953
-33
-2% -$3.81K
JEF icon
172
Jefferies Financial Group
JEF
$13.1B
$219K 0.04%
4,008
-66
-2% -$3.27K
CACI icon
173
CACI
CACI
$14.2B
$211K 0.04%
+443
New +$196K
EXE
174
Expand Energy Corp
EXE
$21.5B
$208K 0.04%
1,781
-28
-2% -$3.12K
MTZ icon
175
MasTec
MTZ
$21.9B
$208K 0.04%
+1,220
New +$176K
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.