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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
P
176
Everpure Inc
P
$29.9B
$204K 0.04%
+3,537
New +$176K
WEX icon
177
WEX
WEX
$6.31B
$201K 0.04%
1,369
-25
-2% -$3.36K
AIT icon
178
Applied Industrial Technologies
AIT
$13.3B
$201K 0.04%
863
-18,394
-96% -$4.18M
ASB icon
179
Associated Banc-Corp
ASB
$5.91B
– –
-81,775
Closed -$1.84M
ATI icon
180
ATI
ATI
$31.1B
– –
-60,853
Closed -$3.17M
BMY icon
181
Bristol-Myers Squibb
BMY
$132B
– –
-4,955
Closed -$302K
BPMC
182
DELISTED
Blueprint Medicines
BPMC
– –
-22,331
Closed -$1.98M
DECK icon
183
Deckers Outdoor
DECK
$13.3B
– –
-1,846
Closed -$206K
DRS icon
184
Leonardo DRS
DRS
$12B
– –
-255,965
Closed -$8.42M
EBAY icon
185
eBay
EBAY
$49.7B
– –
-27,740
Closed -$1.88M
FTAI icon
186
FTAI Aviation
FTAI
$22.2B
– –
-40,867
Closed -$4.54M
GNW icon
187
Genworth Financial
GNW
$3.71B
– –
-245,291
Closed -$1.74M
HALO icon
188
Halozyme
HALO
$12.2B
– –
-96,737
Closed -$6.17M
HIG icon
189
Hartford Financial Services
HIG
$39.3B
– –
-13,465
Closed -$1.67M
JHG
190
DELISTED
Janus Henderson
JHG
– –
-34,911
Closed -$1.26M
NSSC icon
191
Napco Security Technologies
NSSC
$1.48B
– –
-62,464
Closed -$1.44M
NVO
192
Novo Nordisk
NVO
$209B
– –
-2,916
Closed -$202K
PAA icon
193
Plains All American Pipeline
PAA
$16.1B
– –
-107,166
Closed -$2.14M
PCVX icon
194
Vaxcyte
PCVX
$8.64B
– –
-51,157
Closed -$1.93M
PKG icon
195
Packaging Corp of America
PKG
$22.8B
– –
-1,408
Closed -$279K
PRAX icon
196
Praxis Precision Medicines
PRAX
$10.1B
– –
-30,221
Closed -$1.14M
REGN icon
197
Regeneron Pharmaceuticals
REGN
$80.8B
– –
-327
Closed -$207K
SLM icon
198
SLM Corp
SLM
$5.15B
– –
-64,408
Closed -$1.89M
WERN icon
199
Werner Enterprises
WERN
$2.25B
– –
-57,488
Closed -$1.68M
4 5 6 7
8

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QL
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TCM
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CFP
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TC
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DIM
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NCA
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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.