Moody Aldrich Partners LLC

CIK

936941

Location

MARBLEHEAD, MA

Portfolio Value

Small $556,120,105

Diversification

Diversified

Filing Date

Global Rank

#2,684 / 8,700 ▲ 642

Top Industry

Biotechnology 16.4%

Period ended 3 months ago

Filed Jul 15, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

174 tracked 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%

+0.4 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	8.9%	$49,435,546	18
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	0.6%	$3,392,267	4

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
—		−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
—		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, Inc.	272,533	$1,975,864
VRDN	Viridian Therapeutics, Inc.\DE	95,235	$1,862,796
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
TPL	Texas Pacific Land Corp	917	$435,171
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

174 tracked 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%
		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%

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.