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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
+36.82%
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
$557M
AUM Growth
+$2.08M
(+0.37%)
Cap. Flow
-$113M
Cap. Flow
% of AUM
-20.29%
Top 10 Holdings %
Top 10 Hldgs %
16.02%
Holding
223
New
33
Increased
18
Reduced
106
Closed
48
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Skyworks Solutions
SWKS
|
+$6.72M |
| 2 |
Cipher Digital
CIFR
|
+$6.24M |
| 3 |
EnerSys
ENS
|
+$5.22M |
| 4 |
AMBQ
Ambiq Micro
AMBQ
|
+$4.82M |
| 5 |
LXP Industrial Trust
LXP
|
+$4.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MaxLinear
MXL
|
+$12.6M |
| 2 |
Sanmina
SANM
|
+$10M |
| 3 |
Bloom Energy
BE
|
+$8.78M |
| 4 |
HUT
Hut 8
HUT
|
+$7.04M |
| 5 |
Axsome Therapeutics
AXSM
|
+$7.01M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 26.16% |
| 2 | Healthcare | 18.57% |
| 3 | Industrials | 14.42% |
| 4 | Technology | 12.29% |
| 5 | Consumer Discretionary | 9.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Apple
AAPL
$4.67T
| – | – |
-2,026
| Closed | -$514K |
|
177
AbbVie
ABBV
$453B
| – | – |
-1,946
| Closed | -$423K |
|
178
Asbury Automotive
ABG
$3.9B
| – | – |
-11,227
| Closed | -$2.19M |
|
179
Advanced Energy
AEIS
$11.3B
| – | – |
-12,174
| Closed | -$3.93M |
|
180
Applied Materials
AMAT
$361B
| – | – |
-916
| Closed | -$313K |
|
181
Ametek
AME
$54.5B
| – | – |
-1,739
| Closed | -$424K |
|
182
Amazon
AMZN
$2.79T
| – | – |
-2,000
| Closed | -$417K |
|
183
Arista Networks
ANET
$244B
| – | – |
-2,930
| Closed | -$360K |
|
|
APGE
184
DELISTED
Apogee Therapeutics
APGE
| – | – |
-29,080
| Closed | -$2.45M |
|
185
BJs Wholesale Club
BJ
$11.8B
| – | – |
-2,166
| Closed | -$213K |
|
186
CACI
CACI
$13.8B
| – | – |
-431
| Closed | -$234K |
|
187
Conagra Brands
CAG
$7.43B
| – | – |
-237,036
| Closed | -$3.73M |
|
188
Caterpillar
CAT
$374B
| – | – |
-607
| Closed | -$430K |
|
189
CrowdStrike
CRWD
$218B
| – | – |
-3,076
| Closed | -$300K |
|
190
Duke Energy
DUK
$93.7B
| – | – |
-1,772
| Closed | -$232K |
|
|
EFXT
191
Enerflex
EFXT
$2.72B
| – | – |
-23,600
| Closed | -$492K |
|
192
Enbridge
ENB
$109B
| – | – |
-6,824
| Closed | -$369K |
|
193
Alphabet (Google) Class A
GOOGL
$4.14T
| – | – |
-1,057
| Closed | -$304K |
|
194
Goldman Sachs
GS
$302B
| – | – |
-645
| Closed | -$546K |
|
195
IBM
IBM
$221B
| – | – |
-1,724
| Closed | -$418K |
|
196
Johnson Controls International
JCI
$87.8B
| – | – |
-2,350
| Closed | -$308K |
|
197
Jack Henry & Associates
JKHY
$11.6B
| – | – |
-1,392
| Closed | -$220K |
|
198
Johnson & Johnson
JNJ
$663B
| – | – |
-882
| Closed | -$216K |
|
199
JPMorgan Chase
JPM
$953B
| – | – |
-2,324
| Closed | -$684K |
|
200
Eli Lilly
LLY
$1.02T
| – | – |
-852
| Closed | -$784K |
|
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Moody Aldrich Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Moody Aldrich Partners held 223 positions worth $557M, up 0.37% from $555M the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Moody Aldrich Partners withdrew a net $113M in Q2 2026, closing 48 positions and reducing 106 holdings. Its most notable exit was Semtech, an estimated $4.95M position sold in full.
By sector, the portfolio is most concentrated in Financials at 26% of assets, up from 24% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, Moody Aldrich Partners opened a new position in Skyworks Solutions worth $6.7M.
- Moody Aldrich Partners's largest Q2 2026 buy was Skyworks Solutions: 98,792 shares worth $6.7M.
- Moody Aldrich Partners added most to Ligand Pharmaceuticals in Q2 2026, an estimated $3.18M increase.
- Moody Aldrich Partners's biggest Q2 2026 reduction was MaxLinear, cutting an estimated $12.6M.
- Moody Aldrich Partners fully exited Semtech in Q2 2026, selling an estimated $4.95M.
- Moody Aldrich Partners's ten largest holdings make up 16% of its $557M portfolio in Q2 2026.
- Moody Aldrich Partners opened 33 new positions and closed 48 in Q2 2026.
- Moody Aldrich Partners's portfolio value rose 0.37% quarter-over-quarter to $557M.
Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.