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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
INDB icon
1
Independent Bank
INDB
$4.04B
$10.8M 1.95%
144,008
-1,569
-1% -$123K
ESI icon
2
Element Solutions
ESI
$8.88B
$9.51M 1.71%
278,433
-3,039
-1% -$95.2K
CASH icon
3
Pathward Financial
CASH
$1.89B
$9.4M 1.7%
105,336
-1,109
-1% -$96.6K
ONB icon
4
Old National Bancorp
ONB
$10.2B
$9.26M 1.67%
+419,031
New +$9.78M
WTFC icon
5
Wintrust Financial
WTFC
$11B
$9.05M 1.63%
65,156
-677
-1% -$98.1K
COLB icon
6
Columbia Banking Systems
COLB
$9.5B
$8.98M 1.62%
327,350
-3,442
-1% -$99.5K
POR icon
7
Portland General Electric
POR
$6.08B
$7.85M 1.42%
148,821
-1,582
-1% -$81.3K
SWX icon
8
Southwest Gas
SWX
$6.64B
$7.3M 1.32%
84,002
+9,135
+12% +$779K
PIPR icon
9
Piper Sandler
PIPR
$5.15B
$7.03M 1.27%
91,815
-945
-1% -$77.5K
PRAX icon
10
Praxis Precision Medicines
PRAX
$8.49B
$6.99M 1.26%
21,688
-20,043
-48% -$6.2M
DNTH icon
11
Dianthus Therapeutics
DNTH
$5.52B
$6.89M 1.24%
82,129
+40,825
+99% +$2.36M
CAPR icon
12
Capricor Therapeutics
CAPR
$1.13B
$6.87M 1.24%
226,028
+17,273
+8% +$460K
CPK icon
13
Chesapeake Utilities
CPK
$3.19B
$6.85M 1.24%
54,242
+8,505
+19% +$1.1M
AVA icon
14
Avista
AVA
$3.45B
$6.79M 1.22%
169,211
-1,677
-1% -$67.7K
VSEC icon
15
VSE Corp
VSEC
$5.46B
$6.77M 1.22%
36,719
-347
-0.9% -$70.6K
CRNX icon
16
Crinetics Pharmaceuticals
CRNX
$8.88B
$6.66M 1.2%
183,438
+73,023
+66% +$3.26M
ORKA
17
Oruka Therapeutics
ORKA
$5.53B
$6.62M 1.19%
135,061
+8,249
+7% +$287K
NKTR icon
18
Nektar Therapeutics
NKTR
$2.19B
$6.44M 1.16%
89,527
+33,504
+60% +$1.91M
SPXC icon
19
SPX Corp
SPXC
$10.7B
$6.43M 1.16%
32,158
-332
-1% -$71.3K
MRX
20
Marex Group Limited Ordinary Shares
MRX
$4.5B
$6.23M 1.12%
139,793
-1,347
-1% -$53.2K
HUT
21
Hut 8
HUT
$11.4B
$6.22M 1.12%
132,584
+24,178
+22% +$1.31M
SANM icon
22
Sanmina
SANM
$10.8B
$6.09M 1.1%
47,006
+28,991
+161% +$4.26M
VTRS icon
23
Viatris
VTRS
$19.8B
$6.08M 1.1%
450,292
-128,284
-22% -$1.8M
MGY icon
24
Magnolia Oil & Gas
MGY
$4.72B
$6.08M 1.1%
192,627
+3,279
+2% +$87.7K
BKU icon
25
Bankunited
BKU
$3.49B
$5.89M 1.06%
130,332
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1
2 3 4 5

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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.