MA
Moody Aldrich Partners LLC — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Moody Aldrich Partners LLCCIK: 0000936941
Diversified strategyQuality / disciplined sizingMomentum follower
Total reported value
$556.6M
Reporting period: 2026-06-30 · Number of holdings: 175
MOODY ALDRICH PARTNERS LLC disclosed 175 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $556.6M and a quarterly turnover rate of 49.8%.
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Personality snowflake
- Concentration
- 3.8
- Portfolio Stability
- 49.83
- Momentum
- 81.89
- Sector conviction
- 47.21
- Diversification
- 100
- Sizing Uniformity
- 91.85
Moody Aldrich Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.009 — mathematically equivalent to about 105 equally-sized positions, close to its 175 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.82), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy CIFR
New buy AMBQ
New buy SWKS
Add LGND
+91.9% $6.0M
Trim SANM
-97.5% -$5.8M
New buy ENS
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESI | Element Solutions Inc | Stock-Materials | 1.90% | +0.19% | -20.48% | |
| 2 | ORKA | Oruka Therapeutics Inc | Stock-Other | 1.73% | +0.54% | -24.91% | |
| 3 | INDB | Independent Bank Corp/ma | Stock-Other | 1.72% | -0.23% | -20.69% | |
| 4 | WTFC | Wintrust Financial CORP | Stock-Financials | 1.66% | +0.03% | -11.88% | |
| 5 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 1.60% | +1.07% | +91.89% | |
| 6 | ONB | Old National Bancorp | Stock-Financials | 1.54% | -0.13% | -21.19% | |
| 7 | COLB | Columbia Banking System Inc | Stock-Financials | 1.50% | -0.12% | -20.22% | |
| 8 | RIOT | Riot Platforms Inc | Stock-Financials | 1.48% | +0.44% | -35.67% | |
| 9 | CASH | Pathward Financial Inc | Stock-Other | 1.45% | -0.25% | -11.75% | |
| 10 | CORZ | Core Scientific Inc | Stock-Tech | 1.44% | +0.54% | -6.43% | |
| 11 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.31% | +0.29% | +10.59% | |
| 12 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 1.31% | +0.07% | -9.23% | |
| 13 | CIFR | Cipher Digital Inc | Stock-Tech | 1.30% | +1.30% | NEW | |
| 14 | AMBQ | Ambiq Micro Inc | Stock-Other | 1.29% | +1.29% | NEW | |
| 15 | HUT | Hut 8 CORP | Stock-Financials | 1.24% | +0.12% | -54.81% | |
| 16 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.20% | +1.20% | NEW | |
| 17 | MRX | Marex Group plc | Stock-Other | 1.20% | +0.08% | -21.50% | |
| 18 | VSEC | Vse CORP | Stock-Industrials | 1.18% | -0.04% | -21.50% | |
| 19 | FIBK | First Interstate Bancsys-a | Stock-Other | 1.18% | +0.15% | — | |
| 20 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.17% | +0.14% | -35.81% | |
| 21 | CATY | Cathay General Bancorp | Stock-Other | 1.16% | +0.42% | +27.66% | |
| 22 | TRNO | Terreno Realty CORP | Stock-Real Estate | 1.15% | +0.31% | +30.23% | |
| 23 | PRAX | Praxis Precision Medicines I | Stock-Other | 1.15% | -0.11% | -12.09% | |
| 24 | UBSI | United Bankshares Inc | Stock-Financials | 1.14% | +0.33% | +27.50% | |
| 25 | SPXC | Spx Technologies Inc | Stock-Industrials | 1.13% | -0.03% | -20.53% | |
| 26 | POR | Portland General Electric Co | Stock-Utilities | 1.10% | -0.32% | -20.49% | |
| 27 | SEI | Solaris Energy Infrastructur | Stock-Energy | 1.06% | +0.11% | -21.50% | |
| 28 | SWX | Southwest Gas Holdings Inc | Stock-Utilities | 1.06% | -0.26% | -21.07% | |
| 29 | MXL | Maxlinear Inc | Stock-Other | 1.05% | +0.35% | -79.59% | |
| 30 | GOLF | Acushnet Holdings CORP | Stock-Other | 1.04% | -0.01% | -21.50% | |
| 31 | TEX | Terex CORP | Stock-Industrials | 1.03% | +0.17% | -1.22% | |
| 32 | BKU | Bankunited Inc | Stock-Other | 1.02% | -0.04% | -9.67% | |
| 33 | AROC | Archrock Inc | Stock-Energy | 1.02% | +0.10% | -4.43% | |
| 34 | VIAV | Viavi Solutions Inc | Stock-Tech | 1.02% | +0.65% | +93.46% | |
| 35 | ENS | Enersys | Stock-Industrials | 1.01% | +1.01% | NEW | |
| 36 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 0.98% | -0.22% | -20.37% | |
| 37 | AVA | Avista CORP | Stock-Utilities | 0.98% | -0.24% | -21.46% | |
| 38 | SIG | Signet Jewelers Limited | Stock-Consumer Disc | 0.96% | +0.01% | — | |
| 39 | LOAR | Loar Holdings Inc | Stock-Other | 0.96% | +0.41% | +23.79% | |
| 40 | ACT | Enact Holdings Inc | Stock-Other | 0.95% | +0.10% | — | |
| 41 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.94% | -0.30% | -21.51% | |
| 42 | PIPR | Piper Sandler Cos | Stock-Financials | 0.94% | -0.33% | -21.49% | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.93% | +0.10% | — | |
| 44 | VTRS | Viatris Inc | Stock-Healthcare | 0.93% | -0.17% | -27.53% | |
| 45 | AMG | Affiliated Managers Group | Stock-Financials | 0.92% | +0.17% | — | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.90% | +0.14% | — | |
| 47 | FTDR | Frontdoor Inc | Stock-Consumer Disc | 0.89% | +0.11% | -21.45% | |
| 48 | STNG | Scorpio Tankers Inc. | Stock-Other | 0.89% | -0.13% | -5.62% | |
| 49 | AB | Alliancebernstein Holding LP | Stock-Other | 0.87% | -0.06% | — | |
| 50 | GHM | Graham CORP | Stock-Other | 0.85% | +0.85% | NEW |
1–50 of 175
Portfolio Performance
Performance for Q3 2026
-1.3%
Performance Last 4 Quarters
+25.6%
- Stdev
- +18.6%
- Beta
- +1.16
- Alpha
- -6.3%
- Max Drawdown
- -17.1%
- Annualized Perf
- +16.2%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +1.58
- Stutzer
- +0.26
- Treynor
- +0.15
- Sterling
- +0.8
- Calmar
- +0.95
- Information Ratio
- -0.28
- Tracking Error
- +11.3%
- Stdev Down
- +10.6%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +45.1%
- Worst 12 Months
- -3.7%
- Efficiency Ratio
- +0.34
- Sharpe
- +0.9
- Stdev Sectors
- +7.8%
- Skewness
- -0.09
- Kurtosis
- -0.89
- Upside Potential
- +3.39
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 175 | $556.6M | 50 | ||
| 2026 Q1 | 190 | $554.5M | 46 | ||
| 2025 Q4 | 186 | $535.8M | 39 | ||
| 2025 Q3 | 188 | $527.2M | 74 | ||
| 2025 Q2 | 178 | $516.6M | 0 | ||
| 2025 Q1 | 168 | $477.6M | 100 | ||
| 2024 Q4 | 196 | $539.8M | 0 | ||
| 2024 Q3 | 192 | $549.7M | 0 | ||
| 2024 Q2 | 194 | $513.0M | 0 | ||
| 2024 Q1 | 215 | $587.9M | 0 | ||
| 2023 Q4 | 195 | $555.9M | 0 | ||
| 2023 Q3 | 192 | $527.8M | 0 | ||
| 2023 Q2 | 152 | $514.8M | 0 | ||
| 2023 Q1 | 154 | $495.5M | 0 | ||
| 2022 Q4 | 156 | $493.5M | 0 | ||
| 2022 Q3 | 149 | $485.8M | 0 | ||
| 2022 Q2 | 141 | $509.0M | 0 | ||
| 2022 Q1 | 151 | $711.0M | 0 | ||
| 2021 Q4 | 158 | $717.5M | 0 | ||
| 2021 Q3 | 168 | $788.1M | 0 | ||
| 2021 Q2 | 171 | $711.7M | 99 | ||
| 2021 Q1 | 180 | $693.3M | 45 | ||
| 2020 Q4 | 173 | $619.7M | 53 | ||
| 2020 Q3 | 153 | $478.0M | 49 | ||
| 2020 Q2 | 160 | $470.3M | 88 | ||
| 2020 Q1 | 131 | $331.3M | 54 | ||
| 2019 Q4 | 152 | $486.6M | 62 | ||
| 2019 Q3 | 123 | $376.0M | 48 | ||
| 2019 Q2 | 120 | $391.3M | 51 | ||
| 2019 Q1 | 102 | $356.2M | 46 | ||
| 2018 Q4 | 92 | $304.6M | 53 | ||
| 2018 Q3 | 106 | $347.1M | 57 | ||
| 2018 Q2 | 114 | $1.9B | 0 | ||
| 2018 Q1 | 86 | $155.9M | 56 | ||
| 2017 Q4 | 89 | $123.4M | 48 | ||
| 2017 Q3 | 91 | $97.2M | 45 | ||
| 2017 Q2 | 95 | $80.2M | 56 | ||
| 2017 Q1 | 89 | $58.4M | 100 | ||
| 2016 Q4 | 88 | $155.1M | 66 | ||
| 2016 Q3 | 94 | $143.6M | 51 | ||
| 2016 Q2 | 89 | $121.0M | 100 | ||
| 2016 Q1 | 86 | $47.5M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Moody Aldrich Partners LLC's most significant position changes for 2026-06-30: New buy: Cipher Digital Inc (CIFR); New buy: Ambiq Micro Inc (AMBQ); New buy: Skyworks Solutions Inc (SWKS); New buy: Enersys (ENS); Sold out: Semtech CORP (SMTC).
Showing top 200 changes by size (of 224 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CIFR | Cipher Digital Inc | +1.3% | NEW | New buy |
| 2 | AMBQ | Ambiq Micro Inc | +1.3% | NEW | New buy |
| 3 | SWKS | Skyworks Solutions Inc | +1.2% | NEW | New buy |
| 4 | LGND | Ligand Pharmaceuticals | +1.1% | +91.89% | Add |
| 5 | ENS | Enersys | +1% | NEW | New buy |
| 6 | GHM | Graham CORP | +0.9% | NEW | New buy |
| 7 | PLXS | Plexus CORP | +0.8% | NEW | New buy |
| 8 | HRI | Herc Holdings Inc | +0.8% | NEW | New buy |
| 9 | LXP | Lxp Industrial Trust | +0.8% | NEW | New buy |
| 10 | BAP | Credicorp Ltd. | +0.8% | NEW | New buy |
| 11 | SYRE | Spyre Therapeutics Inc | +0.7% | NEW | New buy |
| 12 | VIAV | Viavi Solutions Inc | +0.7% | +93.46% | Add |
| 13 | CEVA | Ceva Inc | +0.7% | NEW | New buy |
| 14 | LTH | Life Time Group Holdings Inc | +0.6% | NEW | New buy |
| 15 | UMBF | Umb Financial CORP | +0.6% | NEW | New buy |
| 16 | ERAS | Erasca Inc | +0.6% | NEW | New buy |
| 17 | ORKA | Oruka Therapeutics Inc | +0.5% | -24.91% | Trim |
| 18 | CORZ | Core Scientific Inc | +0.5% | -6.43% | Trim |
| 19 | BGC | Bgc Group Inc-a | +0.5% | NEW | New buy |
| 20 | RIOT | Riot Platforms Inc | +0.4% | -35.67% | Trim |
| 21 | DFTX | Definium Therapeutics Inc | +0.4% | NEW | New buy |
| 22 | CATY | Cathay General Bancorp | +0.4% | +27.66% | Add |
| 23 | POWI | Power Integrations Inc | +0.4% | NEW | New buy |
| 24 | LOAR | Loar Holdings Inc | +0.4% | +23.79% | Add |
| 25 | YETI | Yeti Holdings Inc | +0.4% | NEW | New buy |
| 26 | WERN | Werner Enterprises Inc | +0.4% | +32.90% | Add |
| 27 | MXL | Maxlinear Inc | +0.4% | -79.59% | Trim |
| 28 | UBSI | United Bankshares Inc | +0.3% | +27.50% | Add |
| 29 | TRNO | Terreno Realty CORP | +0.3% | +30.23% | Add |
| 30 | BOOT | Boot Barn Holdings Inc | +0.3% | +76.58% | Add |
| 31 | PTGX | Protagonist Therapeutics Inc | +0.3% | +10.59% | Add |
| 32 | BIOA | Bioage Labs Inc | +0.2% | NEW | New buy |
| 33 | VSAT | Viasat Inc | +0.2% | NEW | New buy |
| 34 | VSH | Vishay Intertechnology Inc | +0.2% | NEW | New buy |
| 35 | ✓ | +0.2% | NEW | New buy | |
| 36 | NVTS | Navitas Semiconductor CORP | +0.2% | NEW | New buy |
| 37 | WGS | Genedx Holdings CORP | +0.2% | NEW | New buy |
| 38 | ESI | Element Solutions Inc | +0.2% | -20.48% | Trim |
| 39 | AMLX | Amylyx Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 40 | TEX | Terex CORP | +0.2% | -1.22% | Trim |
| 41 | AMG | Affiliated Managers Group | +0.2% | — | Unchanged |
| 42 | SNDK | Sandisk CORP | +0.2% | NEW | New buy |
| 43 | MTH | Meritage Homes CORP | +0.2% | +4.18% | Add |
| 44 | FIBK | First Interstate Bancsys-a | +0.2% | — | Unchanged |
| 45 | MYRG | Myr Group Inc/delaware | +0.1% | -35.81% | Trim |
| 46 | PNC | Pnc Financial Services Group | +0.1% | — | Unchanged |
| 47 | HUT | Hut 8 CORP | +0.1% | -54.81% | Trim |
| 48 | EWTX | Edgewise Therapeutics Inc | +0.1% | -8.05% | Trim |
| 49 | FTDR | Frontdoor Inc | +0.1% | -21.45% | Trim |
| 50 | SEI | Solaris Energy Infrastructur | +0.1% | -21.50% | Trim |
1–50 of 200
Filing History
FAQ
What is Moody Aldrich Partners LLC and what type of investor is it?
Moody Aldrich Partners LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $556.6M, spread across 175 disclosed positions.
What are Moody Aldrich Partners LLC's largest equity positions?
Based on the latest 13F filing, Moody Aldrich Partners LLC's top holdings by market value are:
1. Element Solutions Inc (ESI) — $10.6M (1.9%)
2. Oruka Therapeutics Inc (ORKA) — $9.7M (1.7%)
3. Independent Bank Corp/ma (INDB) — $9.6M (1.7%)
4. Wintrust Financial CORP (WTFC) — $9.2M (1.7%)
5. Ligand Pharmaceuticals (LGND) — $8.9M (1.6%)
What changes did Moody Aldrich Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Moody Aldrich Partners LLC made 186 notable position adjustments: 34 new positions were initiated, 18 existing holdings were added to, 85 positions were partially reduced, and 49 were completely exited. The largest of these moves: New buy: Cipher Digital Inc (CIFR); New buy: Ambiq Micro Inc (AMBQ); New buy: Skyworks Solutions Inc (SWKS); New buy: Enersys (ENS); Sold out: Semtech CORP (SMTC)
What sectors does Moody Aldrich Partners LLC focus on?
Moody Aldrich Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 27.9%
• Industrials: 16.4%
• Information Technology: 13.6%
• Consumer Discretionary: 12.8%
• Energy: 7.9%
• Health Care: 6.7%
Investment Profile
Moody Aldrich Partners LLC returned an annualized 16.2% over the trailing 36 months — underperforming the S&P 500 by 6.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.16 (more volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has risen from 0 to 50 over the past 4 quarters — a shift toward more active trading.
It has added to its CORZ position over the past two quarters (+$5.9M, now $8.0M), while trimming BBIO over the same stretch (-$9.8M, still holding $257.3K).
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Developer Access
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