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Moody Aldrich Partners Portfolio holdings
AUM
$557M
Turnover
36.32%
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
(+8.2%)
Cap. Flow
-$8.24M
Cap. Flow
% of AUM
-1.59%
Top 10 Holdings %
Top 10 Hldgs %
17.16%
Holding
199
New
31
Increased
36
Reduced
86
Closed
21
Avg Time Held
1.4
years
Top 10 Avg Time Held
0.3
years
Top 20 Avg Time Held
0.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VSE Corp
VSEC
|
+$5.82M |
| 2 |
Chesapeake Utilities
CPK
|
+$5.26M |
| 3 |
Karman Holdings
KRMN
|
+$4.99M |
| 4 |
Casella Waste Systems
CWST
|
+$4.62M |
| 5 |
Modine Manufacturing
MOD
|
+$4.32M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Leonardo DRS
DRS
|
+$8.42M |
| 2 |
Wintrust Financial
WTFC
|
+$6.57M |
| 3 |
Insmed
INSM
|
+$6.39M |
| 4 |
Mr. Cooper
COOP
|
+$6.34M |
| 5 |
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 | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Pathward Financial
CASH
$1.5B
| $10.6M | 2.06% |
134,307
-2,048
| -2% | -$157K |
2023 Q3
7 quarters
|
|
2
Protagonist Therapeutics
PTGX
$8.84B
| $9.43M | 1.82% |
170,570
+7,087
| +4% | +$340K |
2023 Q2
8 quarters
|
|
3
Sportradar
SRAD
$3.59B
| $9.1M | 1.76% |
324,168
+69,202
| +27% | +$1.64M |
2024 Q4
2 quarters
|
|
4
Independent Bank
INDB
$3.65B
| $9.02M | 1.75% |
143,467
-2,199
| -2% | -$134K |
2016 Q1
37 quarters
|
|
5
DELISTED
Clearwater Analytics
CWAN
| $9.01M | 1.74% |
410,952
+32,532
| +9% | +$748K |
2024 Q3
3 quarters
|
|
6
Virtu Financial
VIRT
$5.07B
| $8.9M | 1.72% |
198,626
-2,309
| -1% | -$93.1K |
2021 Q1
17 quarters
|
|
7
DELISTED
Cadence Bank
CADE
| $8.9M | 1.72% |
278,160
-4,273
| -2% | -$128K |
2024 Q2
4 quarters
|
|
8
Palomar
PLMR
$3.62B
| $8.21M | 1.59% |
53,211
-17,280
| -25% | -$2.68M |
2024 Q3
3 quarters
|
|
9
Skyward Specialty Insurance
SKWD
$2.67B
| $7.84M | 1.52% |
135,635
-46,949
| -26% | -$2.71M |
2023 Q3
7 quarters
|
|
10
Columbia Banking Systems
COLB
$8.1B
| $7.65M | 1.48% |
327,037
-5,017
| -2% | -$116K |
2017 Q4
30 quarters
|
|
11
HealthEquity
HQY
$7.65B
| $7.46M | 1.44% |
71,215
+3,335
| +5% | +$316K |
2024 Q2
4 quarters
|
|
12
Core Scientific
CORZ
$4.65B
| $7.45M | 1.44% |
436,357
+70,895
| +19% | +$709K |
2024 Q4
2 quarters
|
|
13
The Marzetti Company
MZTI
$2.82B
| $7.37M | 1.43% |
42,666
+14,290
| +50% | +$2.47M |
2023 Q3
7 quarters
|
|
14
Advanced Energy
AEIS
$10.1B
| $7.07M | 1.37% |
53,355
-5,315
| -9% | -$585K |
2023 Q3
7 quarters
|
|
15
Element Solutions
ESI
$8.66B
| $7.06M | 1.37% |
311,745
+44,888
| +17% | +$941K |
2022 Q3
11 quarters
|
|
16
Piper Sandler
PIPR
$4.56B
| $7.02M | 1.36% |
100,984
+8,380
| +9% | +$522K |
2024 Q2
4 quarters
|
|
17
Southwest Gas
SWX
$6.24B
| $6.99M | 1.35% |
93,928
-34,245
| -27% | -$2.47M |
2022 Q3
11 quarters
|
|
18
Varonis Systems
VRNS
$5.44B
| $6.91M | 1.34% |
136,072
-2,065
| -1% | -$93.9K |
2020 Q3
19 quarters
|
|
|
MRX
19
Marex Group Limited Ordinary Shares
MRX
$5.2B
| $6.87M | 1.33% |
173,966
+50,668
| +41% | +$2.11M |
2024 Q4
2 quarters
|
|
20
SL Green Realty
SLG
$3.34B
| $6.8M | 1.32% |
109,789
-1,693
| -2% | -$96.9K |
2023 Q3
7 quarters
|
|
21
Knife River
KNF
$2.84B
| $6.67M | 1.29% |
81,677
-1,236
| -1% | -$113K |
2023 Q2
8 quarters
|
|
22
Portland General Electric
POR
$5.16B
| $6.62M | 1.28% |
162,814
-2,513
| -2% | -$105K |
2022 Q2
12 quarters
|
|
23
Axsome Therapeutics
AXSM
$8.47B
| $6.41M | 1.24% |
61,410
-929
| -1% | -$98.4K |
2022 Q2
12 quarters
|
|
|
24
Wintrust Financial
WTFC
$9.68B
| $6.34M | 1.23% |
51,163
-57,303
| -53% | -$6.57M |
2020 Q2
20 quarters
|
|
|
25
Karman Holdings
KRMN
$4.49B
| $6.25M | 1.21% |
+123,989
| New | +$4.99M |
2025 Q2
0 quarters
|
|
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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.