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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
PRAX icon
1
Praxis Precision Medicines
PRAX
$8.97B
$12.3M 2.3%
+41,731
New +$7.77M
CADE
2
DELISTED
Cadence Bank
CADE
$11.9M 2.22%
277,915
-13,478
-5% -$534K
INDB icon
3
Independent Bank
INDB
$4.04B
$10.6M 1.99%
145,577
-6,800
-4% -$483K
BBIO icon
4
BridgeBio Pharma
BBIO
$16.6B
$10M 1.87%
131,184
+59,604
+83% +$3.91M
COLB icon
5
Columbia Banking Systems
COLB
$8.78B
$9.25M 1.73%
330,792
+59,073
+22% +$1.6M
WTFC icon
6
Wintrust Financial
WTFC
$10.8B
$9.2M 1.72%
65,833
+22,641
+52% +$3.01M
PIPR icon
7
Piper Sandler
PIPR
$5.14B
$7.88M 1.47%
92,760
-4,504
-5% -$380K
CASH icon
8
Pathward Financial
CASH
$1.81B
$7.56M 1.41%
106,445
-5,128
-5% -$368K
AXSM icon
9
Axsome Therapeutics
AXSM
$12.3B
$7.36M 1.37%
40,273
-11,203
-22% -$1.56M
POR icon
10
Portland General Electric
POR
$5.94B
$7.22M 1.35%
150,403
+14,004
+10% +$661K
VTRS icon
11
Viatris
VTRS
$20.4B
$7.2M 1.34%
578,576
– –
KRMN
12
Karman Holdings
KRMN
$6.64B
$7.07M 1.32%
96,643
+12,581
+15% +$911K
PTGX icon
13
Protagonist Therapeutics
PTGX
$8.79B
$7.04M 1.31%
80,623
-62,437
-44% -$5.11M
ESI icon
14
Element Solutions
ESI
$9.01B
$7.03M 1.31%
281,472
-12,981
-4% -$337K
MOD icon
15
Modine Manufacturing
MOD
$12.1B
$6.74M 1.26%
50,501
-2,299
-4% -$342K
AVA icon
16
Avista
AVA
$3.44B
$6.59M 1.23%
170,888
+50,133
+42% +$1.96M
SPXC icon
17
SPX Corp
SPXC
$10.9B
$6.5M 1.21%
32,490
-985
-3% -$201K
CARG icon
18
CarGurus
CARG
$3.17B
$6.42M 1.2%
167,301
-8,152
-5% -$294K
VSEC icon
19
VSE Corp
VSEC
$5.57B
$6.4M 1.2%
37,066
-1,801
-5% -$308K
KTOS icon
20
Kratos Defense & Security Solutions
KTOS
$9.23B
$6.25M 1.17%
82,330
-21,250
-21% -$1.74M
CAPR icon
21
Capricor Therapeutics
CAPR
$434M
$6.02M 1.12%
+208,755
New +$2.73M
SWX icon
22
Southwest Gas
SWX
$6.67B
$5.99M 1.12%
74,867
-3,528
-5% -$283K
BKU icon
23
Bankunited
BKU
$3.38B
$5.81M 1.08%
+130,332
New +$5.4M
CPK icon
24
Chesapeake Utilities
CPK
$3.26B
$5.71M 1.06%
45,737
+10,997
+32% +$1.45M
STNG icon
25
Scorpio Tankers
STNG
$3.89B
$5.67M 1.06%
111,487
-9,375
-8% -$535K
1
2 3 4 5

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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.