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
$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
CLH icon
151
Clean Harbors
CLH
$16.3B
$309K 0.06%
1,319
-4
-0.3% -$914
FINV
152
FinVolution Group
FINV
$1.15B
$305K 0.06%
58,336
– –
CIEN icon
153
Ciena
CIEN
$58.4B
$301K 0.06%
1,287
-644
-33% -$125K
BX icon
154
Blackstone
BX
$110B
$295K 0.06%
1,912
– –
BJ icon
155
BJs Wholesale Club
BJ
$12.3B
$287K 0.05%
3,183
-7
-0.2% -$643
JCI icon
156
Johnson Controls International
JCI
$92.2B
$283K 0.05%
2,367
– –
MDU icon
157
MDU Resources
MDU
$4.32B
$281K 0.05%
14,399
-37
-0.3% -$728
HWM icon
158
Howmet Aerospace
HWM
$112B
$281K 0.05%
1,370
-3
-0.2% -$597
HOOD icon
159
Robinhood
HOOD
$83.9B
$279K 0.05%
2,467
-9
-0.4% -$1.17K
AME icon
160
Ametek
AME
$58.2B
$276K 0.05%
1,344
– –
GOOGL icon
161
Alphabet (Google) Class A
GOOGL
$4.33T
$274K 0.05%
874
– –
MCK icon
162
McKesson
MCK
$101B
$273K 0.05%
333
-20
-6% -$16.3K
ASND icon
163
Ascendis Pharma A/S
ASND
$16.8B
$272K 0.05%
1,276
-4
-0.3% -$826
SN icon
164
SharkNinja
SN
$26.1B
$270K 0.05%
2,417
-6
-0.2% -$591
NTRA icon
165
Natera
NTRA
$46.4B
$269K 0.05%
+1,174
New +$245K
FIX icon
166
Comfort Systems
FIX
$59.6B
$265K 0.05%
284
– –
SF
167
Stifel
SF
$12.6B
$264K 0.05%
3,165
-9
-0.3% -$719
MTZ icon
168
MasTec
MTZ
$21.9B
$263K 0.05%
1,212
-3
-0.2% -$630
JKHY icon
169
Jack Henry & Associates
JKHY
$11.1B
$259K 0.05%
1,422
-3
-0.2% -$500
APPF icon
170
AppFolio
APPF
$7.04B
$252K 0.05%
1,085
-621
-36% -$148K
ANET icon
171
Arista Networks
ANET
$238B
$252K 0.05%
1,924
– –
CAT icon
172
Caterpillar
CAT
$387B
$249K 0.05%
435
– –
P
173
Everpure Inc
P
$29.9B
$235K 0.04%
3,514
-9
-0.3% -$752
CELH icon
174
Celsius Holdings
CELH
$7.03B
$235K 0.04%
5,139
+1,299
+34% +$65.4K
CACI icon
175
CACI
CACI
$14.2B
$235K 0.04%
441
-1
-0.2% -$565
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 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.