Moody Aldrich Partners LLC

CIK

936941

Location

MARBLEHEAD, MA

Portfolio Value

Micro $15,175,086

Diversification

Diversified

Filing Date

Global Rank

#2,189 / 8,232 ▲ 252

Top Industry

Biotechnology 17.7%

3Y Alpha vs SPY

-2.5%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.8%

SPY

+76.3%

Annualised alpha

-2.5%

Max drawdown

−27.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

188 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

2.0%

−0.4 pts

Top 5

8.8%

−1.4 pts

Top 10

15.7%

−1.6 pts

HHI

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	22.7%	$124,191,054	28
Healthcare	19.9%	$109,065,805	35
Industrials	13.2%	$71,976,570	33
Technology	10.6%	$58,180,153	29
Consumer Cyclical	9.3%	$51,091,190	18
Energy	8.6%	$47,206,870	14
Utilities	5.4%	$29,736,060	7
Basic Materials	4.8%	$25,996,627	6
Consumer Defensive	2.8%	$15,175,086	7
Real Estate	2.2%	$12,260,246	5
Communication Services	0.4%	$2,150,197	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CORZ	Core Scientific, Inc./tx	+192,309	334,373	$5,002,220
RIOT	Riot Platforms, Inc.	+147,442	466,924	$5,771,180
MXL	Maxlinear, Inc	+87,800	223,701	$3,890,160
CRNX	Crinetics Pharmaceuticals, Inc.	+73,023	183,438	$6,662,468
EWTX	Edgewise Therapeutics, Inc.	+71,007	114,141	$3,595,441
SM	SM Energy Co	+43,803	176,512	$5,503,644
DNTH	Dianthus Therapeutics, Inc. /DE/	+40,825	82,129	$6,892,265
NKTR	Nektar Therapeutics	+33,504	89,527	$6,441,467
SANM	Sanmina Corp	+28,991	47,006	$6,093,857
EPAC	Enerpac Tool Group Corp	+26,502	109,812	$4,004,843
AVTX	Avalo Therapeutics, Inc.	+26,093	159,324	$2,378,707
HUT	Hut 8 Corp.	+24,178	132,584	$6,219,515
SIG	Signet Jewelers Ltd	+21,004	62,004	$5,248,018
ANF	Abercrombie & Fitch Co /De/	+19,680	40,661	$3,715,195
CAPR	Capricor Therapeutics, Inc.	+17,273	226,028	$6,871,251
APGE	Apogee Therapeutics, Inc.	+11,916	29,080	$2,447,663
SWX	Southwest Gas Holdings, Inc.	+9,135	84,002	$7,299,773
LEU	Centrus Energy Corp	+8,662	17,981	$3,121,321
CPK	Chesapeake Utilities Corp	+8,505	54,242	$6,854,561
ORKA	Oruka Therapeutics, Inc.	+8,249	135,061	$6,624,742
SMTC	Semtech Corp	+5,340	64,326	$4,946,026
MGY	Magnolia Oil & Gas Corp	+3,279	192,627	$6,081,234
CSW	Csw Industrials, Inc.	+3,266	20,806	$5,421,627
SLAB	Silicon Laboratories Inc.	+2,303	21,824	$4,542,665
AROC	Archrock, Inc.	+2,135	146,373	$5,093,780
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTRS	Viatris Inc	−128,284	450,292	$6,083,444
CARG	CarGurus, Inc.	−90,315	76,986	$2,621,373
OVV	Ovintiv Inc.	−79,186	61,237	$3,635,028
KRMN	Karman Holdings Inc.	−66,452	30,191	$2,416,789
BBIO	BridgeBio Pharma, Inc.	−55,236	75,948	$5,639,898
CYTK	Cytokinetics Inc	−41,673	36,945	$2,435,044
KTOS	Kratos Defense & Security Solutions, Inc.	−40,855	41,475	$2,924,402
STNG	Scorpio Tankers Inc.	−35,450	76,037	$5,676,922
NAMS	NewAmsterdam Pharma Co N.V.	−28,574	114,975	$3,680,349
MOD	Modine Manufacturing Co	−27,472	23,029	$4,990,614
PTGX	Protagonist Therapeutics, Inc	−26,730	53,893	$5,680,322
CWST	Casella Waste Systems Inc	−25,253	28,805	$2,285,388
SRRK	Scholar Rock Holding Corp	−25,092	60,201	$2,959,481
PRAX	Praxis Precision Medicines, Inc.	−20,043	21,688	$6,987,656
HQY	Healthequity, Inc.	−17,474	30,504	$2,549,219
TOL	Toll Brothers, Inc.	−14,059	9,658	$1,318,027
COCO	Vita Coco Company, Inc.	−9,858	73,873	$3,539,255
ANAB	Anaptysbio, Inc	−8,146	39,455	$2,188,174
AXSM	Axsome Therapeutics, Inc.	−6,300	33,973	$5,742,116
LGND	Ligand Pharmaceuticals Inc	−4,906	14,675	$2,929,863
AEIS	Advanced Energy Industries Inc	−3,444	12,174	$3,928,671
COLB	Columbia Banking System, Inc.	−3,442	327,350	$8,979,210
CDE	Coeur Mining, Inc.	−3,096	290,920	$5,460,568
ESI	Element Solutions Inc	−3,039	278,433	$9,505,702
AGX	Argan Inc	−2,102	9,535	$5,193,237
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ONB	Old National Bancorp /In/	419,031	$9,260,585
FIBK	First Interstate Bancsystem Inc	170,347	$5,689,589
CHRD	Chord Energy Corp	38,807	$5,517,579
TEX	Terex Corp	80,253	$4,742,952
TRV	Travelers Companies, Inc.	15,761	$4,597,168
UBSI	United Bankshares Inc/Wv	108,618	$4,498,957
INVX	Innovex International, Inc.	174,730	$4,261,664
PNC	Pnc Financial Services Group, Inc.	20,351	$4,234,839
SVRA	Savara Inc	614,279	$3,353,963
ASO	Academy Sports & Outdoors, Inc.	58,349	$3,293,801
ERO	Ero Copper Corp.	98,951	$2,639,023
WERN	Werner Enterprises Inc	72,140	$2,121,637
VIAV	Viavi Solutions Inc.	61,582	$2,049,448
TPL	Texas Pacific Land Corp	917	$435,171
MOMO	Hello Group Inc.	60,299	$347,322
NFLX	Netflix Inc	3,331	$320,275
PAX	Patria Investments Ltd	24,194	$304,844
RBC	RBC Bearings INC	542	$294,371
COHR	Coherent Corp.	1,228	$292,521
SPOT	Spotify Technology S.A.	575	$278,823
MKSI	Mks Inc	1,169	$268,647
LECO	Lincoln Electric Holdings Inc	1,062	$264,522
PAGS	PagSeguro Digital Ltd.	24,421	$244,698
WMS	Advanced Drainage Systems, Inc.	1,784	$244,639
TKO	TKO Group Holdings, Inc.	1,201	$242,181
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
ARW	Arrow Electronics, Inc.	48,170	$5,307,370
TAP	Molson Coors Beverage Co	68,052	$3,176,667
ITRI	Itron, Inc.	31,961	$2,967,898
WD	Walker & Dunlop, Inc.	48,750	$2,932,312
GENI	Genius Sports Ltd	222,234	$2,449,018
VRNS	Varonis Systems Inc	65,950	$2,163,160
NCNO	nCino, Inc.	83,969	$2,152,965
PIPR	Piper Sandler Companies	23,190	$1,969,468
KURA	Kura Oncology, Inc.	179,728	$1,867,373
LMB	Limbach Holdings, Inc.	17,041	$1,326,641
BX	Blackstone Inc.	1,912	$294,715
HOOD	Robinhood Markets, Inc.	2,467	$279,017
NTRA	Natera, Inc.	1,174	$268,951
APPF	Appfolio Inc	1,085	$252,425
CELH	Celsius Holdings, Inc.	5,139	$235,057
RRC	Range Resources Corp	6,615	$233,244
TECH	BIO-TECHNE Corp	3,940	$231,711
HHH	Howard Hughes Holdings Inc.	2,851	$227,424
PLNT	Planet Fitness, Inc.	2,026	$219,760
JLL	Jones Lang Lasalle Inc	646	$217,359
TMUS	T-Mobile US, Inc.	1,039	$210,958
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $15,175,086 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAG	Conagra Brands Inc. Consumer Defensive	Held	237,036	0	$3,726,205	−9.2%	24.55%
COCO	Vita Coco Company, Inc. Consumer Defensive	Reduced	73,873	-9,858	$3,539,255	−20.3%	23.32%
MZTI	Marzetti Co Consumer Defensive	Reduced	23,342	-308	$3,228,898	−17.0%	21.28%
IPAR	Interparfums Inc Consumer Defensive	Added	33,401	+1,436	$3,034,146	+11.9%	19.99%
WMT	Walmart Inc. Consumer Defensive	Added	6,582	+476	$818,010	+20.2%	5.39%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	3,722	-1,866	$615,395	−31.3%	4.06%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Reduced	2,166	-1,017	$213,177	−25.6%	1.40%