MA

Moody Aldrich Partners LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$554.5M

Reporting period: 2026-03-31 · Number of holdings: 190

Moody Aldrich Partners LLC disclosed 190 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $554.5M and a quarterly turnover rate of 45.9%.

Personality snowflake

Concentration
3.67
Portfolio Stability
45.95
Momentum/Contrarian
98.46
Sector conviction
63.59
Diversification
100
Sizing Uniformity
91.36

Recent moves

  • Trim PRAX

    -48.0%　-$5.3M

  • Add DNTH

    +98.8%　$5.2M

  • Trim KRMN

    -68.8%　-$4.7M

  • Trim BBIO

    -42.1%　-$4.4M

  • Trim CARG

    -54.0%　-$3.8M

  • Add NKTR

    +59.8%　$4.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1INDBIndependent Bank Corp/maStock-Other1.95%—-1.08%
2ESIElement Solutions INCStock-Materials1.71%+0.40%-1.08%
3CASHPathward Financial INCStock-Other1.70%—-1.04%
4ONBOld National BancorpStock-Financials1.67%+1.67%NEW
5WTFCWintrust Financial CORPStock-Financials1.63%—-1.03%
6COLBColumbia Banking System INCStock-Financials1.62%—-1.04%
7PORPortland General Electric CoStock-Utilities1.42%—-1.05%
8SWXSouthwest Gas Holdings INCStock-Utilities1.32%—+12.20%
9PIPRPiper Sandler CosStock-Financials1.27%+1.27%NEW
10PRAXPraxis Precision Medicines IStock-Other1.26%-1.04%-48.03%
11DNTHDianthus Therapeutics INCStock-Other1.24%+0.92%+98.84%
12CAPRCapricor Therapeutics INCStock-Other1.24%—+8.27%
13CPKChesapeake Utilities CORPStock-Other1.24%—+18.60%
14AVAAvista CORPStock-Utilities1.22%—-0.98%
15VSECVse CORPStock-Industrials1.22%—-0.94%
16CRNXCrinetics Pharmaceuticals InStock-Other1.20%—+66.14%
17ORKAOruka Therapeutics INCStock-Other1.19%+0.47%+6.50%
18NKTRNektar TherapeuticsStock-Other1.16%+0.72%+59.80%
19SPXCSpx Technologies INCStock-Industrials1.16%—-1.02%
20MRXMarex Group plcStock-Other1.12%—-0.95%
21HUTHut 8 CORPStock-Financials1.12%—+22.30%
22SANMSanmina CORPStock-Tech1.10%+0.60%+160.93%
23VTRSViatris INCStock-Healthcare1.10%—-22.17%
24MGYMagnolia Oil & Gas CORP - AStock-Energy1.10%+0.33%+1.73%
25BKUBankunited INCStock-Other1.06%——
26GOLFAcushnet Holdings CORPStock-Other1.05%—-1.03%
27RIOTRiot Platforms INCStock-Financials1.04%—+46.15%
28AXSMAxsome Therapeutics INCStock-Healthcare1.04%—-15.64%
29MYRGMyr Group Inc/delawareStock-Industrials1.03%—-1.01%
30FIBKFirst Interstate Bancsys-aStock-Other1.03%+1.03%NEW
31PTGXProtagonist Therapeutics INCStock-Other1.02%—-33.15%
32STNGScorpio Tankers Inc.Stock-Other1.02%—-31.80%
33BBIOBridgebio Pharma INCStock-Healthcare1.02%-0.85%-42.11%
34CHRDChord Energy CORPStock-Energy1.00%+1.00%NEW
35SMSm Energy CoStock-Energy0.99%+0.53%+33.01%
36CDECoeur Mining INCStock-Materials0.98%—-1.05%
37CSWCsw Industrials INCStock-Industrials0.98%—+18.62%
38NXTNextpower Inc-cl AStock-Tech0.95%—+1.54%
39SEISolaris Energy InfrastructurStock-Energy0.95%—-1.03%
40SIGSignet Jewelers LimitedStock-Consumer Disc0.95%+0.32%+51.23%
41ATMUAtmus Filtration TechnologieStock-Consumer Disc0.94%—-1.06%
42AGXArgan INCStock-Industrials0.94%—-18.06%
43ABAlliancebernstein Holding LPStock-Other0.93%——
44AROCArchrock INCStock-Energy0.92%—+1.48%
45CORZCore Scientific INCStock-Tech0.90%+0.51%+135.37%
46MODModine Manufacturing CoStock-Consumer Disc0.90%—-54.40%
47SMTCSemtech CORPStock-Tech0.89%—+9.05%
48OSISOsi Systems INCStock-Tech0.87%—-2.77%
49BEBloom Energy Corp- AStock-Industrials0.86%+0.31%+4.55%
50TEXTerex CORPStock-Industrials0.86%+0.86%NEW
1–50 of 190

Holding changes this quarter

Moody Aldrich Partners LLC's most significant position changes for 2026-03-31: Sold out: Cadence Bank (CADE); New buy: Old National Bancorp (ONB); Sold out: Piper Sandler Cos (62C); New buy: Piper Sandler Cos (PIPR); New buy: First Interstate Bancsys-a (FIBK).

Position changes disclosed by Moody Aldrich Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DNTHDianthus Therapeutics INC+0.9%+98.84%Add
2NKTRNektar Therapeutics+0.7%+59.80%Add
3SANMSanmina CORP+0.6%+160.93%Add
4SMSm Energy Co+0.5%+33.01%Add
5CORZCore Scientific INC+0.5%+135.37%Add
6ORKAOruka Therapeutics INC+0.5%+6.50%Add
7EWTXEdgewise Therapeutics INC+0.5%+164.62%Add
8ESIElement Solutions INC+0.4%-1.08%Trim
9SLABSilicon Laboratories INC+0.3%+11.80%Add
10MGYMagnolia Oil & Gas CORP - A+0.3%+1.73%Add
11SIGSignet Jewelers Limited+0.3%+51.23%Add
12BEBloom Energy Corp- A+0.3%+4.55%Add
13TOLToll Brothers INC-0.4%-59.28%Trim
14HQYHealthequity INC-0.4%-36.42%Trim
15OVVOvintiv INC-0.4%-56.39%Trim
16CYTKCytokinetics INC-0.5%-53.01%Trim
17WVEWave Life Sciences Ltd.-0.5%-0.69%Trim
18CWSTCasella Waste Systems Inc-a-0.6%-46.71%Trim
19KTOSKratos Defense & Security-0.6%-49.62%Trim
20CARGCargurus INC-0.7%-53.98%Trim
21BBIOBridgebio Pharma INC-0.9%-42.11%Trim
22KRMNKarman Holdings INC-0.9%-68.76%Trim
23PRAXPraxis Precision Medicines I-1%-48.03%Trim
24CADECadence Bank—EXITSold out
25ONBOld National Bancorp—NEWNew buy
2662CPiper Sandler Cos—EXITSold out
27PIPRPiper Sandler Cos—NEWNew buy
28FIBKFirst Interstate Bancsys-a—NEWNew buy
29CHRDChord Energy CORP—NEWNew buy
30ARWArrow Electronics INC—EXITSold out
311RGRev Group INC—EXITSold out
32TEXTerex CORP—NEWNew buy
33TRVTravelers Cos Inc/the—NEWNew buy
34UBSIUnited Bankshares INC—NEWNew buy
35INVXInnovex International INC—NEWNew buy
36PNCPnc Financial Services Group—NEWNew buy
37SVRASavara INC—NEWNew buy
38ASOAcademy Sports & Outdoors In—NEWNew buy
39TAPMolson Coors Beverage Co - B—EXITSold out
40ITRIItron INC—EXITSold out
41WDWalker & Dunlop INC—EXITSold out
42EROEro Copper CORP—NEWNew buy
43IWMIshares Russell 2000 ETF—EXITSold out
44GENIGenius Sports Limited—EXITSold out
45VTYXUSDVentyx Biosciences INC—EXITSold out
46VRNSVaronis Systems INC—EXITSold out
47NCNONcino INC—EXITSold out
48WERNWerner Enterprises INC—NEWNew buy
49VIAVViavi Solutions INC—NEWNew buy
50KURAKura Oncology INC—EXITSold out

FAQ

What is Moody Aldrich Partners LLC and what type of investor is it?
Moody Aldrich Partners LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $554.5M, spread across 190 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. Independent Bank Corp/ma (INDB) — $10.8M (1.9%) 2. Element Solutions INC (ESI) — $9.5M (1.7%) 3. Pathward Financial INC (CASH) — $9.4M (1.7%) 4. Old National Bancorp (ONB) — $9.3M (1.7%) 5. Wintrust Financial CORP (WTFC) — $9.1M (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 50 notable position adjustments: 14 new positions were initiated, 11 existing holdings were added to, 12 positions were partially reduced, and 13 were completely exited. The largest of these moves: Sold out: Cadence Bank (CADE); New buy: Old National Bancorp (ONB); Sold out: Piper Sandler Cos (62C); New buy: Piper Sandler Cos (PIPR); New buy: First Interstate Bancsys-a (FIBK)
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: • Information Technology: 33.9% • Health Care: 21.7% • Consumer Staples: 15.4% • Financials: 13.2% • Communication Services: 6.7% • Industrials: 4.6%