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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
(+3.5%)
Cap. Flow
-$8.71M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
15.54%
Holding
214
New
28
Increased
48
Reduced
97
Closed
24
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Old National Bancorp
ONB
|
+$9.78M |
| 2 |
First Interstate BancSystem
FIBK
|
+$6.09M |
| 3 |
Terex
TEX
|
+$4.97M |
| 4 |
Travelers Companies
TRV
|
+$4.62M |
| 5 |
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 |
Praxis Precision Medicines
PRAX
|
+$6.2M |
| 4 |
Arrow Electronics
ARW
|
+$5.31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Jones Lang LaSalle
JLL
$16.7B
| – | – |
-646
| Closed | -$217K |
|
202
Kura Oncology
KURA
$850M
| – | – |
-179,728
| Closed | -$1.87M |
|
203
Limbach Holdings
LMB
$581M
| – | – |
-17,041
| Closed | -$1.33M |
|
204
nCino
NCNO
$2.1B
| – | – |
-83,969
| Closed | -$2.15M |
|
205
Natera
NTRA
$46.4B
| – | – |
-1,174
| Closed | -$269K |
|
206
Planet Fitness
PLNT
$3.78B
| – | – |
-2,026
| Closed | -$220K |
|
|
REVG
207
DELISTED
REV Group
REVG
| – | – |
-82,804
| Closed | -$5.04M |
|
208
Range Resources
RRC
$8.95B
| – | – |
-6,615
| Closed | -$233K |
|
209
Molson Coors Class B
TAP
$8.09B
| – | – |
-68,052
| Closed | -$3.18M |
|
210
Bio-Techne
TECH
$11.3B
| – | – |
-3,940
| Closed | -$232K |
|
211
T-Mobile US
TMUS
$190B
| – | – |
-1,039
| Closed | -$211K |
|
212
Varonis Systems
VRNS
$5B
| – | – |
-65,950
| Closed | -$2.16M |
|
|
VTYX
213
DELISTED
Ventyx Biosciences
VTYX
| – | – |
-262,938
| Closed | -$2.37M |
|
214
Walker & Dunlop
WD
$1.53B
| – | – |
-48,750
| Closed | -$2.93M |
|
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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.