We are live on ! Find out more
MAP

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
$527M
AUM Growth
+$10.6M
Cap. Flow
-$47M
Cap. Flow %
-8.92%
Top 10 Hldgs %
16.39%
Holding
209
New
31
Increased
39
Reduced
109
Closed
21

Top Buys

Rank Stock Value
1
MTG icon
MGIC Investment
MTG
+$4.47M
2
LGND icon
Ligand Pharmaceuticals
LGND
+$3.85M
3
CDE icon
Coeur Mining
CDE
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

Rank Stock Value
1
PLMR icon
Palomar
PLMR
+$8.21M
2
SKWD icon
Skyward Specialty Insurance
SKWD
+$7.84M
3
GTLS
Chart Industries
GTLS
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

Rank Sector Weight
1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIEN icon
151
Ciena
CIEN
$58.4B
$281K 0.05%
+1,931
New +$197K
ANET icon
152
Arista Networks
ANET
$238B
$280K 0.05%
1,924
-996
-34% -$128K
BR icon
153
Broadridge
BR
$19B
$278K 0.05%
1,166
-5
-0.4% -$1.25K
MCK icon
154
McKesson
MCK
$101B
$273K 0.05%
353
+52
+17% +$36.6K
HWM icon
155
Howmet Aerospace
HWM
$112B
$269K 0.05%
1,373
-5
-0.4% -$911
JCI icon
156
Johnson Controls International
JCI
$92.2B
$260K 0.05%
+2,367
New +$253K
NTNX icon
157
Nutanix
NTNX
$16.9B
$260K 0.05%
3,492
-14
-0.4% -$1.03K
MTZ icon
158
MasTec
MTZ
$21.9B
$259K 0.05%
1,215
-5
-0.4% -$916
MDU icon
159
MDU Resources
MDU
$4.32B
$257K 0.05%
14,436
-58
-0.4% -$968
EFXT
160
Enerflex
EFXT
$2.44B
$255K 0.05%
+23,600
New +$219K
ASND icon
161
Ascendis Pharma A/S
ASND
$16.8B
$254K 0.05%
1,280
-5
-0.4% -$933
AME icon
162
Ametek
AME
$58.2B
$253K 0.05%
+1,344
New +$247K
DKS icon
163
Dick's Sporting Goods
DKS
$18.7B
$252K 0.05%
+1,134
New +$247K
SN icon
164
SharkNinja
SN
$26.1B
$250K 0.05%
2,423
-9
-0.4% -$1.03K
RRC icon
165
Range Resources
RRC
$8.95B
$250K 0.05%
6,632
-26
-0.4% -$929
TMUS icon
166
T-Mobile US
TMUS
$190B
$249K 0.05%
1,039
– –
NFLX icon
167
Netflix
NFLX
$309B
$246K 0.05%
2,050
+20
+1% +$2.44K
SF
168
Stifel
SF
$12.6B
$240K 0.05%
3,174
-12
-0.4% -$898
CRBG icon
169
Corebridge Financial
CRBG
$15B
$238K 0.05%
+7,428
New +$254K
HHH icon
170
Howard Hughes
HHH
$4.03B
$235K 0.04%
+2,860
New +$212K
HLI icon
171
Houlihan Lokey
HLI
$9.02B
$235K 0.04%
+1,144
New +$224K
FIX icon
172
Comfort Systems
FIX
$59.6B
$234K 0.04%
+284
New +$192K
DRS icon
173
Leonardo DRS
DRS
$12B
$225K 0.04%
+4,958
New +$216K
AIT icon
174
Applied Industrial Technologies
AIT
$13.3B
$224K 0.04%
859
-4
-0.5% -$1.05K
CELH icon
175
Celsius Holdings
CELH
$7.03B
$221K 0.04%
+3,840
New +$201K
5 6
7
8 9

Similar funds

CAM
Cander Asset Management New York $557M AUM
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return

Moody Aldrich Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Moody Aldrich Partners held 209 positions worth $527M, up 2% from $517M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Moody Aldrich Partners withdrew a net $47M in Q3 2025, closing 21 positions and reducing 109 holdings. Its most notable exit was Palomar, an estimated $8.21M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, down from 21% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Moody Aldrich Partners opened a new position in MGIC Investment worth $4.65M.

  • Moody Aldrich Partners's largest Q3 2025 buy was MGIC Investment: 163,841 shares worth $4.65M.
  • Moody Aldrich Partners added most to Ovintiv in Q3 2025, an estimated $3.46M increase.
  • Moody Aldrich Partners's biggest Q3 2025 reduction was Sportradar, cutting an estimated $4.34M.
  • Moody Aldrich Partners fully exited Palomar in Q3 2025, selling an estimated $8.21M.
  • Moody Aldrich Partners's ten largest holdings make up 16% of its $527M portfolio in Q3 2025.
  • Moody Aldrich Partners opened 31 new positions and closed 21 in Q3 2025.
  • Moody Aldrich Partners's portfolio value rose 2% quarter-over-quarter to $527M.

Based on Moody Aldrich Partners's 13F filing for Q3 2025, filed 21 Oct 2025.