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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
FTAI icon
176
FTAI Aviation
FTAI
$22.2B
$245K 0.04%
999
-22
-2% -$5.83K
PAGS icon
177
PagSeguro Digital
PAGS
$2.55B
$245K 0.04%
+24,421
New +$255K
WMS icon
178
Advanced Drainage Systems
WMS
$10.9B
$245K 0.04%
+1,784
New +$276K
TKO icon
179
TKO Group
TKO
$13.6B
$242K 0.04%
+1,201
New +$246K
CACI icon
180
CACI
CACI
$14.2B
$234K 0.04%
431
-10
-2% -$6.02K
DUK icon
181
Duke Energy
DUK
$97.3B
$232K 0.04%
1,772
– –
MTB icon
182
M&T Bank
MTB
$36.2B
$231K 0.04%
1,118
-13
-1% -$2.8K
SF
183
Stifel
SF
$12.6B
$229K 0.04%
3,094
-71
-2% -$5.64K
JKHY icon
184
Jack Henry & Associates
JKHY
$11.1B
$220K 0.04%
1,392
-30
-2% -$5.14K
DKS icon
185
Dick's Sporting Goods
DKS
$18.7B
$219K 0.04%
1,106
-26
-2% -$5.28K
JNJ icon
186
Johnson & Johnson
JNJ
$625B
$216K 0.04%
+882
New +$205K
DRS icon
187
Leonardo DRS
DRS
$12B
$215K 0.04%
+4,837
New +$204K
BJ icon
188
BJs Wholesale Club
BJ
$12.3B
$213K 0.04%
2,166
-1,017
-32% -$98.1K
NOC icon
189
Northrop Grumman
NOC
$81.2B
$205K 0.04%
+301
New +$208K
P
190
Everpure Inc
P
$29.9B
$203K 0.04%
3,438
-76
-2% -$5.15K
APPF icon
191
AppFolio
APPF
$7.04B
– –
-1,085
Closed -$252K
ARW icon
192
Arrow Electronics
ARW
$10.4B
– –
-48,170
Closed -$5.31M
BX icon
193
Blackstone
BX
$110B
– –
-1,912
Closed -$295K
CADE
194
DELISTED
Cadence Bank
CADE
– –
-277,915
Closed -$11.9M
CELH icon
195
Celsius Holdings
CELH
$7.03B
– –
-5,139
Closed -$235K
GENI icon
196
Genius Sports
GENI
$2.11B
– –
-222,234
Closed -$2.45M
HHH icon
197
Howard Hughes
HHH
$4.03B
– –
-2,851
Closed -$227K
HOOD icon
198
Robinhood
HOOD
$83.9B
– –
-2,467
Closed -$279K
ITRI icon
199
Itron
ITRI
$4.54B
– –
-31,961
Closed -$2.97M
IWM icon
200
iShares Russell 2000 ETF
IWM
$83B
– –
-10,533
Closed -$2.59M
5 6 7
8
9

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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.