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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
+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
RRC icon
176
Range Resources
RRC
$8.95B
$233K 0.04%
6,615
-17
-0.3% -$633
TECH icon
177
Bio-Techne
TECH
$11.3B
$232K 0.04%
3,940
-7
-0.2% -$425
MTB icon
178
M&T Bank
MTB
$36.2B
$228K 0.04%
+1,131
New +$216K
HHH icon
179
Howard Hughes
HHH
$4.03B
$227K 0.04%
2,851
-9
-0.3% -$746
DKS icon
180
Dick's Sporting Goods
DKS
$18.7B
$224K 0.04%
1,132
-2
-0.2% -$436
AIT icon
181
Applied Industrial Technologies
AIT
$13.3B
$220K 0.04%
857
-2
-0.2% -$512
PLNT icon
182
Planet Fitness
PLNT
$3.78B
$220K 0.04%
2,026
-4
-0.2% -$412
JLL icon
183
Jones Lang LaSalle
JLL
$16.7B
$217K 0.04%
+646
New +$202K
TMUS icon
184
T-Mobile US
TMUS
$190B
$211K 0.04%
1,039
– –
DUK icon
185
Duke Energy
DUK
$97.3B
$208K 0.04%
1,772
– –
FTAI icon
186
FTAI Aviation
FTAI
$22.2B
$201K 0.04%
+1,021
New +$174K
ALKS icon
187
Alkermes
ALKS
$8.25B
– –
-55,615
Closed -$1.67M
BR icon
188
Broadridge
BR
$19B
– –
-1,166
Closed -$278K
BSX icon
189
Boston Scientific
BSX
$71.5B
– –
-2,210
Closed -$216K
CPRX
190
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-100,334
Closed -$1.98M
CRBG icon
191
Corebridge Financial
CRBG
$15B
– –
-7,428
Closed -$238K
CWAN
192
DELISTED
Clearwater Analytics
CWAN
– –
-342,713
Closed -$6.18M
DRS icon
193
Leonardo DRS
DRS
$12B
– –
-4,958
Closed -$225K
ETN icon
194
Eaton
ETN
$174B
– –
-560
Closed -$210K
HLI icon
195
Houlihan Lokey
HLI
$9.02B
– –
-1,144
Closed -$235K
INDA icon
196
iShares MSCI India ETF
INDA
$6.63B
– –
-4,152
Closed -$216K
IONQ icon
197
IonQ
IONQ
$16.6B
– –
-30,211
Closed -$1.86M
MRUS
198
DELISTED
Merus
MRUS
– –
-76,444
Closed -$7.2M
NEXT icon
199
NextDecade
NEXT
$1.78B
– –
-177,730
Closed -$1.21M
NFLX icon
200
Netflix
NFLX
$309B
– –
-2,050
Closed -$246K
5 6 7
8
9

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DIM
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NCA
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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.