Moody Aldrich Partners LLC

CIK

936941

Location

MARBLEHEAD, MA

Portfolio Value

Small $556,120,105

Diversification

Diversified

Filing Date

Global Rank

#571 / 2,968 ▲ 1896

Top Industry

Biotechnology 16.4%

3Y Alpha vs SPY

-1.9%

Period ended 29 days ago

Filed Jul 15, 2026 · 14d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.1%

SPY

+67.9%

Annualised alpha

-1.9%

Max drawdown

−27.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

174 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

1.9%

−0.1 pts

Top 5

8.6%

−0.1 pts

Top 10

16.0%

+0.5 pts

HHI

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.2%	$145,601,258	29
Healthcare	18.6%	$103,349,780	34
Industrials	14.3%	$79,783,505	30
Technology	12.3%	$68,393,762	29
Consumer Cyclical	9.3%	$51,493,866	19
Energy	6.5%	$35,912,581	11
Utilities	4.2%	$23,397,258	6
Basic Materials	3.4%	$19,134,122	5
Real Estate	3.4%	$18,836,589	5
Consumer Defensive	1.6%	$8,883,437	3
Communication Services	0.2%	$1,333,947	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
VIAV	Viavi Solutions Inc.	+57,555	119,137	$5,688,791
UBSI	United Bankshares Inc/Wv	+29,875	138,493	$6,347,134
WERN	Werner Enterprises Inc	+23,735	95,875	$4,181,108
TRNO	Terreno Realty Corp	+22,932	98,796	$6,399,016
CATY	Cathay General Bancorp	+22,626	104,425	$6,473,305
LGND	Ligand Pharmaceuticals Inc	+13,485	28,160	$8,901,094
LOAR	Loar Holdings Inc.	+12,677	65,974	$5,318,164
KRMN	Karman Holdings Inc.	+11,368	41,559	$2,074,625
BOOT	Boot Barn Holdings, Inc.	+8,771	20,224	$3,322,196
ASO	Academy Sports & Outdoors, Inc.	+8,016	66,365	$3,127,782
PTGX	Protagonist Therapeutics, Inc	+5,708	59,601	$7,305,890
IBP	Installed Building Products, Inc.	+3,672	15,140	$3,479,777
ANF	Abercrombie & Fitch Co /De/	+3,626	44,287	$3,986,272
ROAD	Construction Partners, Inc.	+3,218	28,518	$3,387,082
MTH	Meritage Homes CORP	+1,449	36,099	$3,026,901
CIEN	Ciena Corp	+177	1,117	$547,955
COHR	Coherent Corp.	+160	1,388	$547,524
MKSI	Mks Inc	+139	1,308	$581,798
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDE	Coeur Mining, Inc.	−274,455	16,465	$268,708
MXL	Maxlinear, Inc	−178,040	45,661	$5,845,977
RIOT	Riot Platforms, Inc.	−166,534	300,390	$8,224,678
SVRA	Savara Inc	−131,486	482,793	$2,974,004
VTRS	Viatris Inc	−123,956	326,336	$5,182,215
ONB	Old National Bancorp /In/	−88,804	330,227	$8,552,879
HUT	Hut 8 Corp.	−72,668	59,916	$6,917,002
BBIO	BridgeBio Pharma, Inc.	−72,493	3,455	$257,328
COLB	Columbia Banking System, Inc.	−66,187	261,163	$8,370,274
ESI	Element Solutions Inc	−57,010	221,423	$10,572,948
CAPR	Capricor Therapeutics, Inc.	−48,274	177,754	$4,280,316
SANM	Sanmina Corp	−45,830	1,176	$297,622
NXT	Nextpower Inc.	−41,263	2,437	$290,344
CRNX	Crinetics Pharmaceuticals, Inc.	−37,361	146,077	$5,466,201
CHRD	Chord Energy Corp	−36,403	2,404	$274,777
AVA	Avista Corp	−36,313	132,898	$5,436,857
BE	Bloom Energy Corp	−34,268	1,017	$307,845
AVTX	Avalo Therapeutics, Inc.	−33,742	125,582	$2,320,755
ORKA	Oruka Therapeutics, Inc.	−33,650	101,411	$9,651,284
AXSM	Axsome Therapeutics, Inc.	−32,313	1,660	$406,318
POR	Portland General Electric Co /Or/	−30,492	118,329	$6,132,992
MRX	Marex Group Ltd	−30,060	109,733	$6,688,226
INDB	Independent Bank Corp	−29,789	114,219	$9,562,414
MGY	Magnolia Oil & Gas Corp	−25,587	167,040	$4,272,883
NKTR	Nektar Therapeutics	−25,392	64,135	$4,477,264
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CIFR	Cipher Digital Inc.	295,672	$7,243,964
AMBQ	Ambiq Micro, Inc.	81,393	$7,187,001
SWKS	Skyworks Solutions, Inc.	98,792	$6,698,097
ENS	EnerSys	24,017	$5,615,654
GHM	Graham Corp	38,132	$4,720,360
PLXS	Plexus Corp	15,205	$4,571,687
HRI	Herc Holdings Inc	31,030	$4,447,840
LXP	LXP Industrial Trust	80,655	$4,345,691
BAP	Credicorp Ltd	10,810	$4,211,359
SYRE	Spyre Therapeutics, Inc.	42,458	$3,769,421
CEVA	Ceva Inc	76,186	$3,592,931
LTH	Life Time Group Holdings, Inc.	86,587	$3,536,213
UMBF	Umb Financial Corp	23,298	$3,326,022
ERAS	Erasca, Inc.	177,939	$3,259,842
BGC	BGC Group, Inc.	253,999	$2,715,249
DFTX	Definium Therapeutics, Inc.	51,025	$2,400,216
POWI	Power Integrations Inc	28,119	$2,355,247
YETI	YETI Holdings, Inc.	44,219	$2,191,493
BIOA	BioAge Labs, Inc.	47,491	$1,164,004
VSAT	Viasat Inc	12,927	$1,160,973
VSH	Vishay Intertechnology Inc	21,200	$1,140,136
TRAX	First Tracks Biotherapeutics, Inc.	54,316	$1,092,837
NVTS	Navitas Semiconductor Corp	59,921	$1,073,784
WGS	GeneDx Holdings Corp.	15,553	$1,067,713
AMLX	Amylyx Pharmaceuticals, Inc.	57,802	$1,038,123
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SMTC	Semtech Corp	64,326	$4,946,026
SLAB	Silicon Laboratories Inc.	21,824	$4,542,665
AEIS	Advanced Energy Industries Inc	12,174	$3,928,671
CAG	Conagra Brands Inc.	237,036	$3,726,205
RMBS	Rambus Inc	37,335	$3,211,930
SRAD	Sportradar Group AG	168,939	$2,828,038
APGE	Apogee Therapeutics, Inc.	29,080	$2,447,663
ABG	Asbury Automotive Group Inc	11,227	$2,193,868
MDGL	Madrigal Pharmaceuticals, Inc.	3,829	$2,004,366
WVE	Wave Life Sciences Ltd.	272,533	$1,975,864
VRDN	Viridian Therapeutics, Inc.\DE	95,235	$1,862,796
SLNO	Soleno Therapeutics Inc	48,261	$1,615,778
WMT	Walmart Inc.	6,582	$818,010
LLY	ELI LILLY & Co	852	$783,644
HAFN	Hafnia Ltd	102,062	$775,671
TJX	Tjx Companies Inc /De/	4,350	$694,695
JPM	Jpmorgan Chase & Co	2,324	$683,627
NEM	NEWMONT Corp /DE/	6,134	$664,005
NVDA	Nvidia Corp	3,784	$659,929
PM	Philip Morris International Inc.	3,722	$615,395
MSFT	Microsoft Corp	1,614	$597,454
GS	Goldman Sachs Group Inc	645	$545,663
AAPL	Apple Inc.	2,026	$514,178
EFXT	Enerflex Ltd.	23,600	$493,712
PLD	Prologis, Inc.	3,664	$484,307
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

174 positions · $556,120,105 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 174 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ESI	Element Solutions Inc Basic Materials	Reduced	221,423	-57,010	$10,572,948	+11.2%	1.90%
ORKA	Oruka Therapeutics, Inc. Healthcare	Reduced	101,411	-33,650	$9,651,284	+45.7%	1.74%
INDB	Independent Bank Corp Financial Services	Reduced	114,219	-29,789	$9,562,414	−11.7%	1.72%
WTFC	Wintrust Financial Corp Financial Services	Reduced	57,414	-7,742	$9,227,578	+1.9%	1.66%
LGND	Ligand Pharmaceuticals Inc Healthcare	Added	28,160	+13,485	$8,901,094	+203.8%	1.60%
ONB	Old National Bancorp /In/ Financial Services	Reduced	330,227	-88,804	$8,552,879	−7.6%	1.54%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	261,163	-66,187	$8,370,274	−6.8%	1.51%
RIOT	Riot Platforms, Inc. Financial Services	Reduced	300,390	-166,534	$8,224,678	+42.5%	1.48%
CASH	Pathward Financial, Inc. Financial Services	Reduced	92,961	-12,375	$8,093,184	−13.9%	1.46%
CORZ	Core Scientific, Inc./tx Technology	Reduced	312,858	-21,515	$8,006,036	+60.0%	1.44%
PTGX	Protagonist Therapeutics, Inc Healthcare	Added	59,601	+5,708	$7,305,890	+28.6%	1.31%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	Reduced	74,552	-7,577	$7,267,328	+5.4%	1.31%
CIFR	Cipher Digital Inc. Technology	NEW	295,672	NEW	$7,243,964	NEW	1.30%
AMBQ	Ambiq Micro, Inc. Technology	NEW	81,393	NEW	$7,187,001	NEW	1.29%
HUT	Hut 8 Corp. Financial Services	Reduced	59,916	-72,668	$6,917,002	+11.2%	1.24%
SWKS	Skyworks Solutions, Inc. Technology	NEW	98,792	NEW	$6,698,097	NEW	1.20%
MRX	Marex Group Ltd Financial Services	Reduced	109,733	-30,060	$6,688,226	+7.3%	1.20%
VSEC	Vse Corp Industrials	Reduced	28,825	-7,894	$6,586,512	−2.7%	1.18%
FIBK	First Interstate Bancsystem Inc Financial Services	Held	170,347	0	$6,568,580	+15.4%	1.18%
MYRG	Myr Group Inc. Industrials	Reduced	12,990	-7,246	$6,500,196	+13.8%	1.17%
CATY	Cathay General Bancorp Financial Services	Added	104,425	+22,626	$6,473,305	+58.7%	1.16%
TRNO	Terreno Realty Corp Real Estate	Added	98,796	+22,932	$6,399,016	+37.3%	1.15%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Reduced	19,066	-2,622	$6,383,106	−8.7%	1.15%
UBSI	United Bankshares Inc/Wv Financial Services	Added	138,493	+29,875	$6,347,134	+41.1%	1.14%
SPXC	SPX Technologies, Inc. Industrials	Reduced	25,557	-6,601	$6,265,809	−2.5%	1.13%
POR	Portland General Electric Co /Or/ Utilities	Reduced	118,329	-30,492	$6,132,992	−21.9%	1.10%
SEI	Solaris Energy Infrastructure, Inc. Energy	Reduced	73,102	-20,027	$5,881,786	+11.8%	1.06%
SWX	Southwest Gas Holdings, Inc. Utilities	Reduced	66,299	-17,703	$5,879,395	−19.5%	1.06%
MXL	Maxlinear, Inc Technology	Reduced	45,661	-178,040	$5,845,977	+50.3%	1.05%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Reduced	48,813	-13,366	$5,785,804	−0.5%	1.04%
TEX	Terex Corp Industrials	Reduced	79,270	-983	$5,738,355	+21.0%	1.03%
BKU	BankUnited, Inc. Financial Services	Reduced	117,734	-12,598	$5,704,212	−3.1%	1.03%
AROC	Archrock, Inc. Energy	Reduced	139,883	-6,490	$5,694,636	+11.8%	1.02%
VIAV	Viavi Solutions Inc. Technology	Added	119,137	+57,555	$5,688,791	+177.6%	1.02%
ENS	EnerSys Industrials	NEW	24,017	NEW	$5,615,654	NEW	1.01%
CRNX	Crinetics Pharmaceuticals, Inc. Healthcare	Reduced	146,077	-37,361	$5,466,201	−18.0%	0.98%
AVA	Avista Corp Utilities	Reduced	132,898	-36,313	$5,436,857	−20.0%	0.98%
SIG	Signet Jewelers Ltd Consumer Cyclical	Held	62,004	0	$5,344,744	+1.8%	0.96%
LOAR	Loar Holdings Inc. Industrials	Added	65,974	+12,677	$5,318,164	+74.2%	0.96%
ACT	Enact Holdings, Inc. Financial Services	Held	115,819	0	$5,294,086	+12.0%	0.95%
CPK	Chesapeake Utilities Corp Utilities	Reduced	42,577	-11,665	$5,214,830	−23.9%	0.94%
PIPR	Piper Sandler Companies Financial Services	Reduced	72,085	-19,730	$5,214,628	−25.8%	0.94%
TRV	Travelers Companies, Inc. Financial Services	Held	15,761	0	$5,203,021	+13.2%	0.94%
VTRS	Viatris Inc Healthcare	Reduced	326,336	-123,956	$5,182,215	−14.8%	0.93%
AMG	Affiliated Managers Group, Inc. Financial Services	Held	15,111	0	$5,113,562	+22.3%	0.92%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	20,351	0	$5,010,823	+18.3%	0.90%
FTDR	Frontdoor, Inc. Consumer Cyclical	Reduced	64,125	-17,507	$4,975,458	+15.3%	0.89%
STNG	Scorpio Tankers Inc. Energy	Reduced	71,761	-4,276	$4,970,166	−12.4%	0.89%
AB	Alliancebernstein Holding L.P. Financial Services	Held	137,341	0	$4,837,150	−5.9%	0.87%
GHM	Graham Corp Industrials	NEW	38,132	NEW	$4,720,360	NEW	0.85%