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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
ANET icon
151
Arista Networks
ANET
$238B
$360K 0.06%
2,930
+1,006
+52% +$135K
BWXT icon
152
BWX Technologies
BWXT
$15.6B
$355K 0.06%
1,738
-431
-20% -$87.5K
MOMO
153
Hello Group
MOMO
$866M
$347K 0.06%
+60,299
New +$390K
NFLX icon
154
Netflix
NFLX
$309B
$320K 0.06%
+3,331
New +$294K
AMAT icon
155
Applied Materials
AMAT
$428B
$313K 0.06%
916
-813
-47% -$273K
HWM icon
156
Howmet Aerospace
HWM
$112B
$309K 0.06%
1,339
-31
-2% -$7.22K
JCI icon
157
Johnson Controls International
JCI
$92.2B
$308K 0.06%
2,350
-17
-0.7% -$2.2K
PAX icon
158
Patria Investments
PAX
$1.86B
$305K 0.06%
+24,194
New +$340K
GOOGL icon
159
Alphabet (Google) Class A
GOOGL
$4.33T
$304K 0.05%
1,057
+183
+21% +$57.5K
CLH icon
160
Clean Harbors
CLH
$16.3B
$303K 0.05%
1,057
-262
-20% -$71.5K
AIT icon
161
Applied Industrial Technologies
AIT
$13.3B
$301K 0.05%
1,136
+279
+33% +$75.9K
CPT icon
162
Camden Property Trust
CPT
$11.3B
$300K 0.05%
3,075
-68
-2% -$7.21K
CRWD icon
163
CrowdStrike
CRWD
$218B
$300K 0.05%
3,076
-24
-0.8% -$2.54K
RBC icon
164
RBC Bearings
RBC
$18B
$294K 0.05%
+542
New +$288K
MCK icon
165
McKesson
MCK
$101B
$294K 0.05%
340
+7
+2% +$6.25K
COHR icon
166
Coherent
COHR
$74.2B
$293K 0.05%
+1,228
New +$281K
MDU icon
167
MDU Resources
MDU
$4.32B
$292K 0.05%
14,084
-315
-2% -$6.45K
EVR icon
168
Evercore
EVR
$11.8B
$288K 0.05%
965
-22
-2% -$7.2K
ASND icon
169
Ascendis Pharma A/S
ASND
$16.8B
$286K 0.05%
1,249
-27
-2% -$6.05K
FINV
170
FinVolution Group
FINV
$1.15B
$279K 0.05%
58,336
– –
SPOT icon
171
Spotify
SPOT
$100B
$279K 0.05%
+575
New +$289K
MKSI icon
172
MKS Inc
MKSI
$20.6B
$269K 0.05%
+1,169
New +$264K
LECO icon
173
Lincoln Electric
LECO
$15.4B
$265K 0.05%
+1,062
New +$284K
ABVX
174
Abivax
ABVX
$11.4B
$251K 0.05%
2,258
-821
-27% -$97.2K
SN icon
175
SharkNinja
SN
$26.1B
$250K 0.05%
2,363
-54
-2% -$6.32K
5 6
7
8 9

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NCA
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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.