Moody Aldrich Partners LLC

Registered adviser

CIK

936941

Location

MARBLEHEAD, MA

Portfolio Value

Small $523,135,017

Diversification

Diversified

Filing Date

Global Rank

#3,596 / 8,827 ▼ 225 · as of Jun 2026

Top Industry

Banks - Regional 15.1%

Period ended 37 days ago

Filed Oct 27, 2026 · 10d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 106920

Roster of Nov 1, 2026

Regulatory AUM

$864,323,569

Main clients

Diversified

Private funds

3 funds · Other private funds

Focus by fund count, roster of Nov 1, 2026

$208,995,045 gross assets

LEI

54930015T5J30LK8MN17

Private funds on Schedule D 7.B.(1)

As filed Sep 12, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$166,393,550 gross assets in 3 funds Other private funds $166,393,550 (3)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$864,323,569	Diversified
Apr 2025 to Feb 2026	$749,003,366	Diversified
Mar 2024 to Mar 2025	$802,328,234	Diversified
May 2023 to Feb 2024	$683,133,163	Diversified
Apr 2023	$683,133,163	Diversified
Apr 2022 to Mar 2023	$951,284,473	Diversified

3 earlier changes not shown.

Stated strategy

Quantitative / systematic, Fundamental active, Value, Private markets Form ADV Part 2A, May 4, 2026 · original

In the firm's words

Quantitative / systematic: MAP utilizes fundamental and quantitative techniques to identify businesses with attractive business and industry characteristics.
Fundamental active: This strategy employs bottom-up, fundamental research to identify quality companies with strong or improving financial positioning that have competitive advantages, managed by skilled capital allocators when they can be purchased at reasonable prices.
Value: The General Partner seeks to purchase companies that trade at a significant discount to the natural resources universe.
Private markets: is the general partner of the Global Value Advisors Fund LP (the “Partnership”), a Delaware series limited partnership, and is responsible for its overall management and for the management of each Series’ portfolio.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 16.0%, 105.3 effective positions, active share 85.8% against the Russell 2000 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

65.8% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 7.2 quarters, but 5.0% of the book was already held when coverage starts

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 85.8%; sector active share 37.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

179 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

1.8%

−0.1 pts

Top 5

8.5%

−0.1 pts

Top 10

15.9%

−0.1 pts

HHI

Diversified−1

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.7%	$134,607,937	29
Healthcare	18.0%	$94,045,227	30
Technology	12.9%	$67,394,780	31
Industrials	11.7%	$61,094,167	28
Consumer Cyclical	9.4%	$49,174,563	17
Energy	7.8%	$40,847,213	15
Real Estate	5.8%	$30,519,983	7
Utilities	4.4%	$23,276,684	6
Basic Materials	1.8%	$9,535,377	6
Consumer Defensive	1.4%	$7,378,128	2
Communication Services	0.5%	$2,748,074	4
Unclassified	0.5%	$2,512,884	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMLX	Amylyx Pharmaceuticals, Inc.	+114,618	172,420	$5,017,422
LTH	Life Time Group Holdings, Inc.	+106,822	193,409	$7,713,150
MGY	Magnolia Oil & Gas Corp	+103,504	270,544	$6,355,078
DFTX	Definium Therapeutics, Inc.	+97,845	148,870	$5,665,992
SM	SM Energy Co	+69,462	229,073	$7,738,085
INVX	Innovex International, Inc.	+51,726	216,732	$5,856,098
FOR	Forestar Group Inc.	+51,632	168,993	$4,351,569
ANAB	Anaptysbio, Inc	+50,762	81,688	$4,105,638
UMBF	Umb Financial Corp	+49,261	72,559	$9,433,395
SLG	Sl Green Realty Corp	+49,212	126,982	$6,211,959
CEVA	Ceva Inc	+45,138	121,324	$4,286,376
TRNO	Terreno Realty Corp	+39,231	138,027	$8,909,642
YETI	YETI Holdings, Inc.	+33,434	77,653	$3,185,326
HQY	Healthequity, Inc.	+26,377	48,967	$4,331,620
WGS	GeneDx Holdings Corp.	+20,511	36,064	$2,607,427
SVRA	Savara Inc	+20,139	502,932	$2,595,129
COCO	Vita Coco Company, Inc.	+18,125	75,990	$4,350,807
VSAT	Viasat Inc	+17,861	30,788	$2,166,859
MOMO	Hello Group Inc.	+17,089	77,388	$374,557
POR	Portland General Electric Co	+16,988	135,317	$6,039,197
POWI	Power Integrations Inc	+14,950	43,069	$2,230,974
BOOT	Boot Barn Holdings, Inc.	+14,573	34,797	$4,191,994
ONB	Old National Bancorp	+13,810	344,037	$8,477,071
ARCB	Arcbest Corp	+12,899	41,389	$5,274,614
BGC	BGC Group, Inc.	+10,549	264,548	$3,050,238
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CORZ	Core Scientific, Inc.	−216,445	96,413	$1,540,679
ESI	Element Solutions Inc	−215,078	6,345	$230,196
RIOT	Riot Platforms, Inc.	−208,502	91,888	$1,851,543
AB	Alliancebernstein Holding L.P.	−81,233	56,108	$1,957,047
AVTX	Avalo Therapeutics, Inc.	−49,050	76,532	$1,173,235
HUT	Hut 8 Corp.	−37,768	22,148	$1,906,942
MTG	Mgic Investment Corp	−34,077	129,764	$3,353,101
AMBQ	Ambiq Micro, Inc.	−33,872	47,521	$3,239,506
SEI	Solaris Energy Infrastructure, Inc.	−32,354	40,748	$2,900,442
ORKA	Oruka Therapeutics, Inc.	−26,605	74,806	$6,230,591
ANF	Abercrombie & Fitch Co	−23,026	21,261	$2,863,644
STNG	Scorpio Tankers Inc.	−20,782	50,979	$4,266,942
TRAX	First Tracks Biotherapeutics, Inc.	−19,568	34,748	$1,231,469
EWTX	Edgewise Therapeutics, Inc.	−19,389	85,563	$3,473,857
FTDR	Frontdoor, Inc.	−18,518	45,607	$3,334,783
PTGX	Protagonist Therapeutics, Inc	−15,952	43,649	$6,149,707
NAMS	NewAmsterdam Pharma Co N.V.	−12,676	77,941	$1,895,525
FIBK	First Interstate Bancsystem Inc	−11,841	158,506	$5,665,004
BKU	BankUnited, Inc.	−11,234	106,500	$4,494,300
UBSI	United Bankshares Inc	−9,611	128,882	$5,920,839
LGND	Ligand Pharmaceuticals Inc	−9,208	18,952	$5,920,036
DNTH	Dianthus Therapeutics, Inc.	−8,932	65,620	$5,777,841
KYMR	Kymera Therapeutics, Inc.	−8,685	21,321	$2,383,474
VSEC	Vse Corp	−8,568	20,257	$3,336,327
SPXC	SPX Technologies, Inc.	−7,727	17,830	$3,023,254
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PLMR	Palomar Holdings, Inc.	53,499	$6,595,891
BTSG	BrightSpring Health Services, Inc.	107,757	$6,115,209
BPOP	Popular, Inc.	36,744	$5,711,854
EGP	Eastgroup Properties Inc	25,305	$4,996,472
FROG	JFrog Ltd	45,421	$4,407,653
SU	Suncor Energy Inc	60,700	$4,119,709
SSRM	Ssr Mining Inc.	114,926	$3,829,334
SAIL	SailPoint, Inc.	177,154	$3,606,855
ALL	Allstate Corp	16,190	$3,591,913
FPS	Forgent Power Solutions, Inc.	94,245	$3,528,532
COHU	Cohu Inc	48,778	$3,323,732
CTSH	Cognizant Technology Solutions Corp	56,959	$3,271,724
TTAN	ServiceTitan, Inc.	45,335	$2,982,589
PBR-A	Petrobras - Petroleo Brasileiro SA	140,061	$2,659,758
ADBE	Adobe Inc.	9,214	$2,210,807
MIR	Mirion Technologies, Inc.	135,862	$1,918,371
BOX	Box Inc	40,427	$1,353,495
ATEX	Anterix Inc.	14,797	$1,161,564
IWM	iShares Russell 2000 ETF	3,577	$994,012
APPN	Appian Corp	24,901	$878,258
CF	CF Industries Holdings, Inc.	5,740	$661,248
GDX	VanEck Gold Miners ETF	7,058	$619,692
B	Barrick Mining Corp	12,800	$520,576
COPX	Global X Copper Miners ETF	5,787	$490,158
APA	APA Corp	10,627	$441,445
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CIFR	Cipher Digital Inc.	295,672	$7,243,964
—		146,077	$5,466,201
PNC	Pnc Financial Services Group, Inc.	20,351	$5,010,823
CAPR	Capricor Therapeutics, Inc.	177,754	$4,280,316
BAP	Credicorp Ltd	10,810	$4,211,359
OZK	Bank OZK	69,648	$3,627,964
KNF	Knife River Corp	39,316	$3,288,783
OVV	Ovintiv Inc.	61,237	$3,224,128
LEU	Centrus Energy Corp	14,373	$2,412,795
CWST	Casella Waste Systems Inc	22,655	$2,196,855
MZTI	Marzetti Co	18,606	$2,124,060
ERO	Ero Copper Corp.	78,793	$2,107,712
CARG	CarGurus, Inc.	60,379	$2,058,320
INOD	Innodata Inc	25,961	$1,962,132
KTOS	Kratos Defense & Security Solutions, Inc.	32,912	$1,640,992
UHS	Universal Health Services Inc	9,723	$1,445,712
BIOA	BioAge Labs, Inc.	47,491	$1,164,004
VSH	Vishay Intertechnology Inc	21,200	$1,140,136
NVTS	Navitas Semiconductor Corp	59,921	$1,073,784
SNDK	Sandisk Corp	380	$864,017
CIEN	Ciena Corp	1,117	$547,955
COHR	Coherent Corp.	1,388	$547,524
TRMD	TORM plc	19,255	$501,785
RVMD	Revolution Medicines, Inc.	1,952	$365,570
CRDO	Credo Technology Group Holding Ltd	1,176	$319,813
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

179 tracked positions · $523,135,017 total · filing declares 179 positions · $523,143,043 · as of Sep 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 179 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UMBF	Umb Financial Corp Financial Services	Added	72,559	+49,261	$9,433,395	+183.6%	1.80%
INDB	Independent Bank Corp Financial Services	Added	118,716	+4,497	$9,218,297	−3.6%	1.76%
TRNO	Terreno Realty Corp Real Estate	Added	138,027	+39,231	$8,909,642	+39.2%	1.70%
ONB	Old National Bancorp Financial Services	Added	344,037	+13,810	$8,477,071	−0.9%	1.62%
WTFC	Wintrust Financial Corp Financial Services	Added	59,657	+2,243	$8,460,555	−8.3%	1.62%
SWKS	Skyworks Solutions, Inc. Technology	Held	98,792	0	$8,444,740	+26.1%	1.61%
COLB	Columbia Banking System, Inc. Financial Services	Added	271,306	+10,143	$7,759,351	−7.3%	1.48%
SM	SM Energy Co Energy	Added	229,073	+69,462	$7,738,085	+85.8%	1.48%
LTH	Life Time Group Holdings, Inc. Consumer Cyclical	Added	193,409	+106,822	$7,713,150	+118.1%	1.47%
MRX	Marex Group Ltd Financial Services	Reduced	103,746	-5,987	$7,237,320	+8.2%	1.38%
CASH	Pathward Financial, Inc. Financial Services	Added	96,864	+3,903	$6,890,904	−14.9%	1.32%
PLMR	Palomar Holdings, Inc. Financial Services	NEW	53,499	NEW	$6,595,891	NEW	1.26%
TRV	Travelers Companies, Inc. Financial Services	Added	18,447	+2,686	$6,576,539	+26.4%	1.26%
MGY	Magnolia Oil & Gas Corp Energy	Added	270,544	+103,504	$6,355,078	+48.7%	1.21%
SIG	Signet Jewelers Ltd Consumer Cyclical	Held	62,004	0	$6,344,869	+18.7%	1.21%
ORKA	Oruka Therapeutics, Inc. Healthcare	Reduced	74,806	-26,605	$6,230,591	−35.4%	1.19%
SLG	Sl Green Realty Corp Real Estate	Added	126,982	+49,212	$6,211,959	+54.3%	1.19%
PTGX	Protagonist Therapeutics, Inc Healthcare	Reduced	43,649	-15,952	$6,149,707	−15.8%	1.18%
CPK	Chesapeake Utilities Corp Utilities	Added	47,616	+5,039	$6,116,751	+17.3%	1.17%
BTSG	BrightSpring Health Services, Inc. Healthcare	NEW	107,757	NEW	$6,115,209	NEW	1.17%
POR	Portland General Electric Co Utilities	Added	135,317	+16,988	$6,039,197	−1.5%	1.15%
UBSI	United Bankshares Inc Financial Services	Reduced	128,882	-9,611	$5,920,839	−6.7%	1.13%
LGND	Ligand Pharmaceuticals Inc Healthcare	Reduced	18,952	-9,208	$5,920,036	−33.5%	1.13%
INVX	Innovex International, Inc. Energy	Added	216,732	+51,726	$5,856,098	+43.1%	1.12%
VTRS	Viatris Inc Healthcare	Held	326,336	0	$5,782,673	+11.6%	1.11%
DNTH	Dianthus Therapeutics, Inc. Healthcare	Reduced	65,620	-8,932	$5,777,841	−20.5%	1.10%
CATY	Cathay General Bancorp Financial Services	Reduced	97,030	-7,395	$5,773,285	−10.8%	1.10%
BPOP	Popular, Inc. Financial Services	NEW	36,744	NEW	$5,711,854	NEW	1.09%
DFTX	Definium Therapeutics, Inc. Healthcare	Added	148,870	+97,845	$5,665,992	+136.1%	1.08%
FIBK	First Interstate Bancsystem Inc Financial Services	Reduced	158,506	-11,841	$5,665,004	−13.8%	1.08%
SWX	Southwest Gas Holdings, Inc. Utilities	Added	69,010	+2,711	$5,627,075	−4.3%	1.08%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Added	19,193	+127	$5,589,577	−12.4%	1.07%
LXP	LXP Industrial Trust Real Estate	Added	91,084	+10,429	$5,548,837	+27.7%	1.06%
VIAV	Viavi Solutions Inc. Technology	Added	126,424	+7,287	$5,299,694	−6.8%	1.01%
ARCB	Arcbest Corp Industrials	Added	41,389	+12,899	$5,274,614	+29.0%	1.01%
AMG	Affiliated Managers Group, Inc. Financial Services	Reduced	13,870	-1,241	$5,071,010	−0.8%	0.97%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Added	172,420	+114,618	$5,017,422	+383.3%	0.96%
ACT	Enact Holdings, Inc. Financial Services	Held	115,819	0	$5,010,329	−5.4%	0.96%
EGP	Eastgroup Properties Inc Real Estate	NEW	25,305	NEW	$4,996,472	NEW	0.96%
PIPR	Piper Sandler Companies Financial Services	Added	75,105	+3,020	$4,954,676	−5.0%	0.95%
CSW	Csw Industrials, Inc. Industrials	Added	16,964	+659	$4,886,989	+7.7%	0.93%
AVA	Avista Corp Utilities	Added	138,420	+5,522	$4,857,157	−10.7%	0.93%
ENS	EnerSys Industrials	Added	25,045	+1,028	$4,596,508	−18.1%	0.88%
BKU	BankUnited, Inc. Financial Services	Reduced	106,500	-11,234	$4,494,300	−21.2%	0.86%
FROG	JFrog Ltd Technology	NEW	45,421	NEW	$4,407,653	NEW	0.84%
AROC	Archrock, Inc. Energy	Added	145,308	+5,425	$4,401,379	−22.7%	0.84%
FOR	Forestar Group Inc. Real Estate	Added	168,993	+51,632	$4,351,569	+17.2%	0.83%
COCO	Vita Coco Company, Inc. Consumer Defensive	Added	75,990	+18,125	$4,350,807	+13.7%	0.83%
TEX	Terex Corp Industrials	Added	82,579	+3,309	$4,343,655	−24.3%	0.83%
HQY	Healthequity, Inc. Healthcare	Added	48,967	+26,377	$4,331,620	+112.3%	0.83%

Showing the top 50 of 179 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.