Moody Aldrich Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Moody Aldrich Partners LLC reported 178 stock positions worth $516.6 million. Its top holding was Pathward Financial (CASH) at 2.1% of the portfolio, followed by Protagonist Therapeutics (PTGX, 1.8%) and Sportradar Group AG-A (SRAD, 1.8%). Compared with Q1 2025, it opened 31 new positions, sold out of 21, added to 36 and reduced 86. The biggest buy was a new position in Karman (KRMN) and the biggest sale an exit from Leonardo DRS (DRS).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $516.6M (Q2 2025)
- SEC Filing
- 0001085146-25-004478 ↗ filed Aug 4, 2025
Holdings Value
Holdings 178 stocks · $516.6M
| CASH Pathward Financial Inc. | 2.06% | 134,307 | $10.6M | Reduce -1.5% |
| PTGX Protagonist Therapeutics Inc. | 1.82% | 170,570 | $9.4M | Add +4.3% |
| SRAD Sportradar Group AG-A | 1.76% | 324,168 | $9.1M | Add +27.1% |
| INDB Independent Bank Corp. | 1.75% | 143,467 | $9.0M | Reduce -1.5% |
| CWAN Clearwater Analytics HDS-A | 1.74% | 410,952 | $9.0M | Add +8.6% |
| VIRT Virtu Financial Inc. Class A | 1.72% | 198,626 | $8.9M | Reduce -1.1% |
| CADE Cadence Bank | 1.72% | 278,160 | $8.9M | Reduce -1.5% |
| PLMR Palomar Holdings Inc. | 1.59% | 53,211 | $8.2M | Reduce -24.5% |
| SKWD Skyward Specialty Insurance | 1.52% | 135,635 | $7.8M | Reduce -25.7% |
| COLB Columbia Banking System Inc. | 1.48% | 327,037 | $7.6M | Reduce -1.5% |
| HQY Healthequity Inc. | 1.44% | 71,215 | $7.5M | Add +4.9% |
| CORZ Core Scientific Inc. | 1.44% | 436,357 | $7.4M | Add +19.4% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 1.43% | 42,666 | $7.4M | Add +50.4% |
| AEIS Advanced Energy Industries | 1.37% | 53,355 | $7.1M | Reduce -9.1% |
| ESI Element Solutions Inc. | 1.37% | 311,745 | $7.1M | Add +16.8% |
| PIPR Piper Sandler Cos | 1.36% | 25,246 | $7.0M | Add +9.1% |
| SWX Southwest Gas Holdings Inc. | 1.35% | 93,928 | $7.0M | Reduce -26.7% |
| VRNS Varonis Systems Inc. | 1.34% | 136,072 | $6.9M | Reduce -1.5% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 1.33% | 173,966 | $6.9M | Add +41.1% |
| SLG SL Green Realty Corp. | 1.32% | 109,789 | $6.8M | Reduce -1.5% |
| KNF Knife River Corp. | 1.29% | 81,677 | $6.7M | Reduce -1.5% |
| POR Portland General Electric Co. | 1.28% | 162,814 | $6.6M | Reduce -1.5% |
| AXSM Axsome Therapeutics Inc. | 1.24% | 61,410 | $6.4M | Reduce -1.5% |
| WTFC Wintrust Financial Corp. | 1.23% | 51,163 | $6.3M | Reduce -52.8% |
| KRMN Karman Holdings Inc. | 1.21% | 123,989 | $6.2M | New |
| REVG Rev Group Inc. | 1.20% | 129,850 | $6.2M | Add +95.3% |
| FTDR Frontdoor Inc. | 1.19% | 104,051 | $6.1M | Reduce -1.5% |
| VSEC Vse Corp. | 1.19% | 46,740 | $6.1M | New |
| CARG Cargurus Inc. | 1.15% | 176,867 | $5.9M | Add +25.7% |
| OSIS Osi Systems Inc. | 1.14% | 26,245 | $5.9M | Reduce -14.0% |
| LOAR Loar Holdings Inc. | 1.13% | 67,924 | $5.9M | Add +28.7% |
| GTLS Chart Industries Inc. | 1.12% | 35,228 | $5.8M | Reduce -1.5% |
| GOLF Acushnet Holdings Corp. | 1.12% | 79,344 | $5.8M | Add +22.3% |
| IPAR Interparfums Inc. | 1.09% | 42,715 | $5.6M | Add +16.8% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.07% | 245,833 | $5.5M | Add +22.1% |
| AVA Avista Corp. | 1.07% | 145,336 | $5.5M | Add +24.4% |
| ITRI Itron Inc. | 1.06% | 41,794 | $5.5M | Reduce -1.5% |
| CRDO Credo Technology Group Holdi | 1.00% | 55,861 | $5.2M | Reduce -12.9% |
| RMBS Rambus Inc. | 0.98% | 79,150 | $5.1M | Add +75.7% |
| CPK Chesapeake Utilities Corp. | 0.97% | 41,818 | $5.0M | New |
| RIOT Riot Platforms Inc. | 0.97% | 444,102 | $5.0M | Add +350.5% |
| SPSC SPS Commerce Inc. | 0.96% | 36,303 | $4.9M | Reduce -1.5% |
| MRUS Merus NV | 0.94% | 92,009 | $4.8M | Reduce -15.0% |
| CSW CSW Industrials Inc. | 0.93% | 16,683 | $4.8M | Add +29.9% |
| MOD Modine Manufacturing Co. | 0.92% | 48,400 | $4.8M | New |
| SPXC SPX Technologies Inc. | 0.91% | 28,185 | $4.7M | New |
| MYRG MYR Group Inc./Delaware | 0.91% | 25,778 | $4.7M | Reduce -1.5% |
| VRNA Verona Pharma Ltd. | 0.90% | 49,302 | $4.7M | Reduce -49.0% |
| CWST Casella Waste Systems Inc. Class A | 0.89% | 40,012 | $4.6M | New |
| AROC Archrock Inc. | 0.89% | 184,645 | $4.6M | Reduce -1.5% |
| BOOT Boot Barn Holdings Inc. | 0.89% | 30,115 | $4.6M | Reduce -21.8% |
| TRNO Terreno Realty Corp. | 0.88% | 81,129 | $4.5M | Add +23.9% |
| BCPC Balchem Corp. | 0.86% | 27,882 | $4.4M | Reduce -1.5% |
| SMTC Semtech Corp. | 0.85% | 97,429 | $4.4M | Reduce -1.5% |
| EPAC Enerpac Tool Group Corp. | 0.85% | 108,151 | $4.4M | Reduce -1.5% |
| SM SM Energy Co. | 0.85% | 177,045 | $4.4M | Add +31.1% |
| FN Fabrinet | 0.84% | 14,684 | $4.3M | Add +11.9% |
| ATMU Atmus Filtration Technologie | 0.83% | 117,469 | $4.3M | Reduce -1.5% |
| KTOS Kratos Defense & Security | 0.83% | 92,040 | $4.3M | New |
| SMPL The Simply Good Foods Co. | 0.82% | 134,911 | $4.3M | Reduce -1.5% |
| BBIO Bridgebio Pharma Inc. | 0.80% | 95,435 | $4.1M | Reduce -1.5% |
| COOP Mr Cooper Group Inc. | 0.79% | 27,227 | $4.1M | Reduce -64.5% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.77% | 137,796 | $4.0M | Reduce -1.5% |
| COCO The Vita Coco Co. Inc. | 0.70% | 99,523 | $3.6M | Reduce -1.5% |
| AIN Albany Intl Corp. Class A | 0.68% | 49,979 | $3.5M | Add +31.7% |
| SLNO Soleno Therapeutics Inc. | 0.67% | 41,517 | $3.5M | Add +39.3% |
| IBP Installed Building Products | 0.67% | 19,219 | $3.5M | Add +47.6% |
| ABG Asbury Automotive Group | 0.67% | 14,416 | $3.4M | Add +38.7% |
| ROAD Construction Partners Inc. Class A | 0.66% | 32,262 | $3.4M | Reduce -24.2% |
| ARW Arrow Electronics Inc. | 0.62% | 25,264 | $3.2M | Add +35.9% |
| WHD Cactus Inc. Class A | 0.61% | 72,636 | $3.2M | Reduce -1.5% |
| LMB Limbach Holdings Inc. | 0.61% | 22,327 | $3.1M | Reduce -39.7% |
| NCNO Ncino Inc. | 0.60% | 109,975 | $3.1M | Reduce -1.5% |
| ARCB Arcbest Corp. | 0.58% | 39,236 | $3.0M | Reduce -1.5% |
| GENI Genius Sports Ltd. | 0.58% | 290,492 | $3.0M | New |
| LNTH Lantheus Holdings Inc. | 0.57% | 35,662 | $2.9M | Reduce -1.5% |
| WVE Wave Life Sciences Ltd. | 0.53% | 421,852 | $2.7M | Reduce -4.1% |
| VTRS Viatris Inc. | 0.52% | 300,408 | $2.7M | Add +91.0% |
| WD Walker & Dunlop Inc. | 0.51% | 37,635 | $2.7M | Reduce -1.5% |
| NOVT Novanta Inc. | 0.51% | 20,528 | $2.6M | Reduce -1.5% |
| APAM Artisan Partners Asset Ma -A | 0.51% | 59,627 | $2.6M | New |
| CPRX Catalyst Pharmaceuticals Inc. | 0.51% | 120,703 | $2.6M | Reduce -33.9% |
| MLTX Moonlake Immunotherapeutics | 0.50% | 54,416 | $2.6M | Reduce -1.5% |
| STNG Scorpio Tankers Inc. | 0.50% | 65,502 | $2.6M | Add +61.7% |
| SLAB Silicon Laboratories Inc. | 0.49% | 17,274 | $2.5M | New |
| FOR Forestar Group Inc. | 0.48% | 123,949 | $2.5M | Add +19.6% |
| AB Alliancebernstein Holding LP | 0.47% | 59,294 | $2.4M | No change |
| SRRK Scholar Rock Holding Corp. | 0.45% | 66,261 | $2.3M | Add +142.1% |
| SEI Solaris Energy Infrastructur | 0.45% | 81,717 | $2.3M | Reduce -1.5% |
| ACT Enact Holdings Inc. | 0.44% | 60,904 | $2.3M | No change |
| OVV Ovintiv Inc. | 0.41% | 55,693 | $2.1M | New |
| MTH Meritage Homes Corp. | 0.41% | 31,327 | $2.1M | Reduce -1.5% |
| PVH PVH Corp. | 0.39% | 29,000 | $2.0M | New |
| ALKS Alkermes PLC | 0.37% | 66,919 | $1.9M | Reduce -17.6% |
| CATY Cathay General Bancorp | 0.37% | 41,585 | $1.9M | No change |
| VLO Valero Energy Corp. | 0.36% | 13,818 | $1.9M | No change |
| REPL Replimune Group Inc. | 0.35% | 194,451 | $1.8M | Reduce -1.5% |
| CAG Conagra Brands Inc. | 0.32% | 80,044 | $1.6M | New |
| TOL Toll Brothers Inc. | 0.31% | 14,059 | $1.6M | No change |
| AMG Affiliated Managers Group | 0.30% | 7,922 | $1.6M | Reduce -27.6% |
Portfolio Sells Q1 2025 → Q2 2025
| DRS Leonardo DRS Inc. | Sold out | 0.00% | −1.76 |
| WTFC Wintrust Financial Corp. | Reduce -52.8% | 1.23% | −1.33 |
| INSM Insmed Inc. | Reduce -93.9% | 0.11% | −1.32 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −1.29 |
| COOP Mr Cooper Group Inc. | Reduce -64.5% | 0.79% | −1.13 |
| SFM Sprouts Farmers Market Inc. | Reduce -95.5% | 0.05% | −1.13 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.95 |
| AIT Applied Industrial Tech Inc. | Reduce -95.5% | 0.04% | −0.87 |
| ATI Ati Inc. | Sold out | 0.00% | −0.66 |
| EWTX Edgewise Therapeutics Inc. | Reduce -45.2% | 0.25% | −0.59 |
| SWX Southwest Gas Holdings Inc. | Reduce -26.7% | 1.35% | −0.57 |
| SKWD Skyward Specialty Insurance | Reduce -25.7% | 1.52% | −0.51 |
| PAA Plains All Amer Pipeline LP | Sold out | 0.00% | −0.45 |
| PLMR Palomar Holdings Inc. | Reduce -24.5% | 1.59% | −0.43 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -33.9% | 0.51% | −0.42 |
| BPMC Blueprint Medicines Corp. | Sold out | 0.00% | −0.41 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.40 |
| SLM SLM Corp. | Sold out | 0.00% | −0.40 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.39 |
| ASB Associated Banc-Corp. | Sold out | 0.00% | −0.39 |
| VRNA Verona Pharma Ltd. | Reduce -49.0% | 0.90% | −0.38 |
| GNW Genworth Financial Inc. | Sold out | 0.00% | −0.36 |
| WERN Werner Enterprises Inc. | Sold out | 0.00% | −0.35 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.35 |
| NSSC Napco Security Technologies | Sold out | 0.00% | −0.30 |
| AXSM Axsome Therapeutics Inc. | Reduce -1.5% | 1.24% | −0.28 |
| KNF Knife River Corp. | Reduce -1.5% | 1.29% | −0.28 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.26 |
| POR Portland General Electric Co. | Reduce -1.5% | 1.28% | −0.26 |
| COLB Columbia Banking System Inc. | Reduce -1.5% | 1.48% | −0.25 |
| PRAX Praxis Precision Medicines I | Sold out | 0.00% | −0.24 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -1.5% | 0.77% | −0.22 |
| WVE Wave Life Sciences Ltd. | Reduce -4.1% | 0.53% | −0.21 |
| ALKS Alkermes PLC | Reduce -17.6% | 0.37% | −0.19 |
| EPAC Enerpac Tool Group Corp. | Reduce -1.5% | 0.85% | −0.18 |
| LNTH Lantheus Holdings Inc. | Reduce -1.5% | 0.57% | −0.17 |
| WD Walker & Dunlop Inc. | Reduce -1.5% | 0.51% | −0.17 |
| INDB Independent Bank Corp. | Reduce -1.5% | 1.75% | −0.16 |
| SMPL The Simply Good Foods Co. | Reduce -1.5% | 0.82% | −0.16 |
| AROC Archrock Inc. | Reduce -1.5% | 0.89% | −0.14 |
| BCPC Balchem Corp. | Reduce -1.5% | 0.86% | −0.12 |
| OSIS Osi Systems Inc. | Reduce -14.0% | 1.14% | −0.10 |
| WHD Cactus Inc. Class A | Reduce -1.5% | 0.61% | −0.09 |
| ATMU Atmus Filtration Technologie | Reduce -1.5% | 0.83% | −0.09 |
| AMG Affiliated Managers Group | Reduce -27.6% | 0.30% | −0.08 |
| CADE Cadence Bank | Reduce -1.5% | 1.72% | −0.07 |
| SPSC SPS Commerce Inc. | Reduce -1.5% | 0.96% | −0.07 |
| MTH Meritage Homes Corp. | Reduce -1.5% | 0.41% | −0.07 |
| ANAB Anaptysbio Inc. | Reduce -27.8% | 0.26% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| KRMN Karman Holdings Inc. | New | 1.21% | +1.21 |
| VSEC Vse Corp. | New | 1.19% | +1.19 |
| CPK Chesapeake Utilities Corp. | New | 0.97% | +0.97 |
| MOD Modine Manufacturing Co. | New | 0.92% | +0.92 |
| SPXC SPX Technologies Inc. | New | 0.91% | +0.91 |
| CWST Casella Waste Systems Inc. Class A | New | 0.89% | +0.89 |
| CORZ Core Scientific Inc. | Add +19.4% | 1.44% | +0.89 |
| KTOS Kratos Defense & Security | New | 0.83% | +0.83 |
| RIOT Riot Platforms Inc. | Add +350.5% | 0.97% | +0.82 |
| REVG Rev Group Inc. | Add +95.3% | 1.20% | +0.76 |
| SRAD Sportradar Group AG-A | Add +27.1% | 1.76% | +0.61 |
| GENI Genius Sports Ltd. | New | 0.58% | +0.58 |
| APAM Artisan Partners Asset Ma -A | New | 0.51% | +0.51 |
| SLAB Silicon Laboratories Inc. | New | 0.49% | +0.49 |
| RMBS Rambus Inc. | Add +75.7% | 0.98% | +0.49 |
| MRX Marex UK Holdings Ltd. | Add +41.1% | 1.33% | +0.42 |
| OVV Ovintiv Inc. | New | 0.41% | +0.41 |
| MZTI The Marzetti Company | Add +50.4% | 1.43% | +0.39 |
| PVH PVH Corp. | New | 0.39% | +0.39 |
| LOAR Loar Holdings Inc. | Add +28.7% | 1.13% | +0.35 |
| CAG Conagra Brands Inc. | New | 0.32% | +0.32 |
| AVBP Arrivent Biopharma Inc. | New | 0.30% | +0.30 |
| FN Fabrinet | Add +11.9% | 0.84% | +0.29 |
| KYMR Kymera Therapeutics Inc. | New | 0.29% | +0.29 |
| CARG Cargurus Inc. | Add +25.7% | 1.15% | +0.29 |
| NOMD Nomad Foods Ltd. | New | 0.28% | +0.28 |
| SRRK Scholar Rock Holding Corp. | Add +142.1% | 0.45% | +0.27 |
| VTRS Viatris Inc. | Add +91.0% | 0.52% | +0.23 |
| SLNO Soleno Therapeutics Inc. | Add +39.3% | 0.67% | +0.23 |
| NKTR Nektar Therapeutics | New | 0.23% | +0.23 |
| ARW Arrow Electronics Inc. | Add +35.9% | 0.62% | +0.22 |
| IPAR Interparfums Inc. | Add +16.8% | 1.09% | +0.21 |
| IBP Installed Building Products | Add +47.6% | 0.67% | +0.20 |
| HQY Healthequity Inc. | Add +4.9% | 1.44% | +0.19 |
| GOLF Acushnet Holdings Corp. | Add +22.3% | 1.12% | +0.19 |
| ABG Asbury Automotive Group | Add +38.7% | 0.67% | +0.19 |
| APGE Apogee Therapeutics Inc. | New | 0.18% | +0.18 |
| STNG Scorpio Tankers Inc. | Add +61.7% | 0.50% | +0.18 |
| PTGX Protagonist Therapeutics Inc. | Add +4.3% | 1.82% | +0.17 |
| PIPR Piper Sandler Cos | Add +9.1% | 1.36% | +0.16 |
| CSW CSW Industrials Inc. | Add +29.9% | 0.93% | +0.14 |
| AIN Albany Intl Corp. Class A | Add +31.7% | 0.68% | +0.13 |
| ALT Altimmune Inc. | New | 0.12% | +0.12 |
| ESI Element Solutions Inc. | Add +16.8% | 1.37% | +0.10 |
| ARGX Argenx SE - ADR | New | 0.09% | +0.09 |
| VRDN Viridian Therapeutics Inc. | Add +54.1% | 0.24% | +0.08 |
| NEM Newmont Corp. | New | 0.07% | +0.07 |
| CRS Carpenter Technology | New | 0.07% | +0.07 |
| NFLX Netflix Inc. | New | 0.05% | +0.05 |
| HWM Howmet Aerospace Inc. | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $556.6M | ESI, ORKA, INDB, WTFC, LGND |
| Q1 2026 | 190 | $554.5M | INDB, ESI, CASH, ONB, WTFC |
| Q4 2025 | 186 | $535.8M | PRAX, CADE, INDB, BBIO, COLB |
| Q3 2025 | 188 | $527.2M | CADE, INDB, PTGX, KTOS, PIPR |
| Q2 2025 | 178 | $516.6M | CASH, PTGX, SRAD, INDB, CWAN |
| Q1 2025 | 168 | $477.6M | WTFC, CWAN, CASH, PLMR, SKWD |
| Q4 2024 | 196 | $539.8M | WTFC, VIRT, CWAN, CASH, CADE |
| Q3 2024 | 192 | $549.7M | WTFC, SWX, ATI, CADE, POR |
| Q2 2024 | 194 | $513.0M | WTFC, STNG, SWX, ATI, LNWO |
| Q1 2024 | 215 | $587.9M | STNG, EVR, WTFC, TRNO, DRS |