Moody Aldrich Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Moody Aldrich Partners LLC reported 188 stock positions worth $527.2 million. Its top holding was Cadence Bank (CADE) at 2.1% of the portfolio, followed by Independent Bank (INDB, 2.0%) and Protagonist Therapeutics (PTGX, 1.8%). Compared with Q2 2025, it opened 31 new positions, sold out of 21, added to 39 and reduced 109. The biggest buy was a new position in Coeur Mining (CDE) and the biggest sale an exit from Palomar (PLMR).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $527.2M (Q3 2025)
- SEC Filing
- 0000936941-25-000013 ↗ filed Oct 21, 2025
Holdings Value
Holdings 188 stocks · $527.2M
| CADE Cadence Bank | 2.08% | 291,393 | $10.9M | Add +4.8% |
| INDB Independent Bank Corp. | 2.00% | 152,377 | $10.5M | Add +6.2% |
| PTGX Protagonist Therapeutics Inc. | 1.80% | 143,060 | $9.5M | Reduce -16.1% |
| KTOS Kratos Defense & Security | 1.80% | 103,580 | $9.5M | Add +12.5% |
| PIPR Piper Sandler Cos | 1.60% | 24,316 | $8.4M | Reduce -3.7% |
| CASH Pathward Financial Inc. | 1.57% | 111,573 | $8.3M | Reduce -16.9% |
| MOD Modine Manufacturing Co. | 1.42% | 52,800 | $7.5M | Add +9.1% |
| ESI Element Solutions Inc. | 1.41% | 294,453 | $7.4M | Reduce -5.5% |
| MRUS Merus NV | 1.37% | 76,444 | $7.2M | Reduce -16.9% |
| CORZ Core Scientific Inc. | 1.36% | 399,706 | $7.2M | Reduce -8.4% |
| RIOT Riot Platforms Inc. | 1.35% | 373,925 | $7.1M | Reduce -15.8% |
| COLB Columbia Banking System Inc. | 1.33% | 271,719 | $7.0M | Reduce -16.9% |
| STNG Scorpio Tankers Inc. | 1.28% | 120,862 | $6.8M | Add +84.5% |
| CARG Cargurus Inc. | 1.24% | 175,453 | $6.5M | Reduce -0.8% |
| VSEC Vse Corp. | 1.23% | 38,867 | $6.5M | Reduce -16.8% |
| SPXC SPX Technologies Inc. | 1.19% | 33,475 | $6.3M | Add +18.8% |
| AXSM Axsome Therapeutics Inc. | 1.19% | 51,476 | $6.3M | Reduce -16.2% |
| CWAN Clearwater Analytics HDS-A | 1.17% | 342,713 | $6.2M | Reduce -16.6% |
| SWX Southwest Gas Holdings Inc. | 1.17% | 78,395 | $6.1M | Reduce -16.5% |
| VRNS Varonis Systems Inc. | 1.16% | 106,162 | $6.1M | Reduce -22.0% |
| KRMN Karman Holdings Inc. | 1.15% | 84,062 | $6.1M | Reduce -32.2% |
| POR Portland General Electric Co. | 1.14% | 136,399 | $6.0M | Reduce -16.2% |
| AEIS Advanced Energy Industries | 1.13% | 34,927 | $5.9M | Reduce -34.5% |
| OSIS Osi Systems Inc. | 1.12% | 23,712 | $5.9M | Reduce -9.7% |
| ARW Arrow Electronics Inc. | 1.11% | 48,170 | $5.8M | Add +90.7% |
| FTDR Frontdoor Inc. | 1.10% | 86,475 | $5.8M | Reduce -16.9% |
| SMTC Semtech Corp. | 1.10% | 80,949 | $5.8M | Reduce -16.9% |
| CDE Coeur Mining Inc. | 1.09% | 307,451 | $5.8M | New |
| VTRS Viatris Inc. | 1.09% | 578,576 | $5.7M | Add +92.6% |
| WTFC Wintrust Financial Corp. | 1.09% | 43,192 | $5.7M | Reduce -15.6% |
| OVV Ovintiv Inc. | 1.08% | 140,423 | $5.7M | Add +152.1% |
| HQY Healthequity Inc. | 1.07% | 59,685 | $5.7M | Reduce -16.2% |
| SLG SL Green Realty Corp. | 1.04% | 91,880 | $5.5M | Reduce -16.3% |
| AB Alliancebernstein Holding LP | 1.00% | 137,341 | $5.2M | Add +131.6% |
| GOLF Acushnet Holdings Corp. | 0.98% | 65,898 | $5.2M | Reduce -16.9% |
| RMBS Rambus Inc. | 0.94% | 47,803 | $5.0M | Reduce -39.6% |
| REVG Rev Group Inc. | 0.93% | 86,804 | $4.9M | Reduce -33.1% |
| APAM Artisan Partners Asset Ma -A | 0.93% | 113,059 | $4.9M | Add +89.6% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.93% | 204,279 | $4.9M | Reduce -16.9% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.91% | 115,543 | $4.8M | Reduce -16.1% |
| SRAD Sportradar Group AG-A | 0.91% | 177,698 | $4.8M | Reduce -45.2% |
| CAG Conagra Brands Inc. | 0.89% | 256,974 | $4.7M | Add +221.0% |
| CRDO Credo Technology Group Holdi | 0.89% | 32,283 | $4.7M | Reduce -42.2% |
| PVH PVH Corp. | 0.89% | 56,076 | $4.7M | Add +93.4% |
| CPK Chesapeake Utilities Corp. | 0.89% | 34,740 | $4.7M | Reduce -16.9% |
| MTG Mgic Investment Corp. | 0.88% | 163,841 | $4.6M | New |
| COCO The Vita Coco Co. Inc. | 0.88% | 109,100 | $4.6M | Add +9.6% |
| LGND Ligand Pharmaceuticals | 0.87% | 25,884 | $4.6M | New |
| AVA Avista Corp. | 0.87% | 120,755 | $4.6M | Reduce -16.9% |
| CYTK Cytokinetics Inc. | 0.86% | 82,460 | $4.5M | New |
| LOAR Loar Holdings Inc. | 0.86% | 56,444 | $4.5M | Reduce -16.9% |
| MYRG MYR Group Inc./Delaware | 0.85% | 21,433 | $4.5M | Reduce -16.9% |
| ACT Enact Holdings Inc. | 0.84% | 115,819 | $4.4M | Add +90.2% |
| ATMU Atmus Filtration Technologie | 0.84% | 97,635 | $4.4M | Reduce -16.9% |
| ITRI Itron Inc. | 0.82% | 34,724 | $4.3M | Reduce -16.9% |
| MZTI The Marzetti Company | 0.81% | 24,740 | $4.3M | Reduce -42.0% |
| NKTR Nektar Therapeutics | 0.80% | 73,716 | $4.2M | Add +62.3% |
| BOOT Boot Barn Holdings Inc. | 0.79% | 25,267 | $4.2M | Reduce -16.1% |
| WD Walker & Dunlop Inc. | 0.78% | 48,990 | $4.1M | Add +30.2% |
| AROC Archrock Inc. | 0.77% | 154,858 | $4.1M | Reduce -16.1% |
| KNF Knife River Corp. | 0.76% | 52,176 | $4.0M | Reduce -36.1% |
| SEI Solaris Energy Infrastructur | 0.75% | 98,650 | $3.9M | Add +20.7% |
| BE Bloom Energy Corp. Class A | 0.75% | 46,522 | $3.9M | New |
| CATY Cathay General Bancorp | 0.74% | 81,799 | $3.9M | Add +96.7% |
| TRNO Terreno Realty Corp. | 0.73% | 67,992 | $3.9M | Reduce -16.2% |
| SRRK Scholar Rock Holding Corp. | 0.72% | 101,742 | $3.8M | Add +53.5% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.72% | 112,300 | $3.8M | Reduce -35.5% |
| AGX Argan Inc. | 0.72% | 13,969 | $3.8M | New |
| TOL Toll Brothers Inc. | 0.71% | 27,234 | $3.8M | Add +93.7% |
| BBIO Bridgebio Pharma Inc. | 0.71% | 71,580 | $3.7M | Reduce -25.0% |
| INOD Innodata Inc. | 0.71% | 48,240 | $3.7M | New |
| FOR Forestar Group Inc. | 0.70% | 139,057 | $3.7M | Add +12.2% |
| EPAC Enerpac Tool Group Corp. | 0.70% | 89,804 | $3.7M | Reduce -17.0% |
| VIRT Virtu Financial Inc. Class A | 0.70% | 103,621 | $3.7M | Reduce -47.8% |
| SM SM Energy Co. | 0.70% | 147,144 | $3.7M | Reduce -16.9% |
| AMG Affiliated Managers Group | 0.68% | 15,111 | $3.6M | Add +90.8% |
| IPAR Interparfums Inc. | 0.66% | 35,454 | $3.5M | Reduce -17.0% |
| BCPC Balchem Corp. | 0.66% | 23,167 | $3.5M | Reduce -16.9% |
| SLNO Soleno Therapeutics Inc. | 0.66% | 51,274 | $3.5M | Add +23.5% |
| ROAD Construction Partners Inc. Class A | 0.65% | 26,786 | $3.4M | Reduce -17.0% |
| NOMD Nomad Foods Ltd. | 0.62% | 247,558 | $3.3M | Add +188.1% |
| SPSC SPS Commerce Inc. | 0.60% | 30,418 | $3.2M | Reduce -16.2% |
| CWST Casella Waste Systems Inc. Class A | 0.60% | 33,239 | $3.2M | Reduce -16.9% |
| OKLO Oklo Inc. | 0.59% | 28,045 | $3.1M | New |
| TAP Molson Coors Beverage Co. Class B | 0.58% | 68,052 | $3.1M | Add +136.7% |
| LEU Centrus Energy Corp. Class A | 0.57% | 9,753 | $3.0M | New |
| IBP Installed Building Products | 0.57% | 12,100 | $3.0M | Reduce -37.0% |
| GENI Genius Sports Ltd. | 0.56% | 240,105 | $3.0M | Reduce -17.4% |
| ABG Asbury Automotive Group | 0.55% | 11,935 | $2.9M | Reduce -17.2% |
| SMPL The Simply Good Foods Co. | 0.53% | 113,114 | $2.8M | Reduce -16.2% |
| MTH Meritage Homes Corp. | 0.50% | 36,710 | $2.7M | Add +17.2% |
| ARCB Arcbest Corp. | 0.50% | 37,703 | $2.6M | Reduce -3.9% |
| WVE Wave Life Sciences Ltd. | 0.49% | 350,548 | $2.6M | Reduce -16.9% |
| NCNO Ncino Inc. | 0.47% | 91,385 | $2.5M | Reduce -16.9% |
| FN Fabrinet | 0.46% | 6,707 | $2.4M | Reduce -54.3% |
| UUUU Energy Fuels Inc. | 0.45% | 154,336 | $2.4M | New |
| MXL Maxlinear Inc. | 0.43% | 142,499 | $2.3M | New |
| NOVT Novanta Inc. | 0.43% | 22,466 | $2.2M | Add +9.4% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.37% | 100,334 | $2.0M | Reduce -16.9% |
| CSW CSW Industrials Inc. | 0.37% | 8,113 | $2.0M | Reduce -51.4% |
Portfolio Sells Q2 2025 → Q3 2025
| PLMR Palomar Holdings Inc. | Sold out | 0.00% | −1.59 |
| SKWD Skyward Specialty Insurance | Sold out | 0.00% | −1.52 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −1.12 |
| VIRT Virtu Financial Inc. Class A | Reduce -47.8% | 0.70% | −1.02 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.90 |
| SRAD Sportradar Group AG-A | Reduce -45.2% | 0.91% | −0.86 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.79 |
| AIN Albany Intl Corp. Class A | Sold out | 0.00% | −0.68 |
| MZTI The Marzetti Company | Reduce -42.0% | 0.81% | −0.62 |
| WHD Cactus Inc. Class A | Sold out | 0.00% | −0.61 |
| MRX Marex UK Holdings Ltd. | Reduce -35.5% | 0.72% | −0.61 |
| CWAN Clearwater Analytics HDS-A | Reduce -16.6% | 1.17% | −0.57 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.57 |
| CSW CSW Industrials Inc. | Reduce -51.4% | 0.37% | −0.55 |
| KNF Knife River Corp. | Reduce -36.1% | 0.76% | −0.53 |
| MLTX Moonlake Immunotherapeutics | Sold out | 0.00% | −0.50 |
| CASH Pathward Financial Inc. | Reduce -16.9% | 1.57% | −0.49 |
| IPAR Interparfums Inc. | Reduce -17.0% | 0.66% | −0.42 |
| FN Fabrinet | Reduce -54.3% | 0.46% | −0.37 |
| HQY Healthequity Inc. | Reduce -16.2% | 1.07% | −0.37 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.36 |
| SPSC SPS Commerce Inc. | Reduce -16.2% | 0.60% | −0.36 |
| REPL Replimune Group Inc. | Sold out | 0.00% | −0.35 |
| CWST Casella Waste Systems Inc. Class A | Reduce -16.9% | 0.60% | −0.30 |
| SMPL The Simply Good Foods Co. | Reduce -16.2% | 0.53% | −0.29 |
| LOAR Loar Holdings Inc. | Reduce -16.9% | 0.86% | −0.28 |
| SLG SL Green Realty Corp. | Reduce -16.3% | 1.04% | −0.27 |
| LMB Limbach Holdings Inc. | Reduce -16.8% | 0.34% | −0.26 |
| REVG Rev Group Inc. | Reduce -33.1% | 0.93% | −0.26 |
| ITRI Itron Inc. | Reduce -16.9% | 0.82% | −0.24 |
| AEIS Advanced Energy Industries | Reduce -34.5% | 1.13% | −0.24 |
| AVA Avista Corp. | Reduce -16.9% | 0.87% | −0.20 |
| BCPC Balchem Corp. | Reduce -16.9% | 0.66% | −0.20 |
| SWX Southwest Gas Holdings Inc. | Reduce -16.5% | 1.17% | −0.19 |
| VRNS Varonis Systems Inc. | Reduce -22.0% | 1.16% | −0.18 |
| COLB Columbia Banking System Inc. | Reduce -16.9% | 1.33% | −0.15 |
| EPAC Enerpac Tool Group Corp. | Reduce -17.0% | 0.70% | −0.15 |
| SM SM Energy Co. | Reduce -16.9% | 0.70% | −0.15 |
| TRNO Terreno Realty Corp. | Reduce -16.2% | 0.73% | −0.15 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -16.9% | 0.93% | −0.14 |
| WTFC Wintrust Financial Corp. | Reduce -15.6% | 1.09% | −0.14 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.14 |
| POR Portland General Electric Co. | Reduce -16.2% | 1.14% | −0.14 |
| GOLF Acushnet Holdings Corp. | Reduce -16.9% | 0.98% | −0.14 |
| SLAB Silicon Laboratories Inc. | Reduce -16.8% | 0.36% | −0.14 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -16.9% | 0.37% | −0.13 |
| NCNO Ncino Inc. | Reduce -16.9% | 0.47% | −0.13 |
| ALT Altimmune Inc. | Sold out | 0.00% | −0.12 |
| AROC Archrock Inc. | Reduce -16.1% | 0.77% | −0.11 |
| ABG Asbury Automotive Group | Reduce -17.2% | 0.55% | −0.11 |
Portfolio Buys Q2 2025 → Q3 2025
| CDE Coeur Mining Inc. | New | 1.09% | +1.09 |
| KTOS Kratos Defense & Security | Add +12.5% | 1.80% | +0.97 |
| MTG Mgic Investment Corp. | New | 0.88% | +0.88 |
| LGND Ligand Pharmaceuticals | New | 0.87% | +0.87 |
| CYTK Cytokinetics Inc. | New | 0.86% | +0.86 |
| STNG Scorpio Tankers Inc. | Add +84.5% | 1.28% | +0.79 |
| BE Bloom Energy Corp. Class A | New | 0.75% | +0.75 |
| AGX Argan Inc. | New | 0.72% | +0.72 |
| INOD Innodata Inc. | New | 0.71% | +0.71 |
| OVV Ovintiv Inc. | Add +152.1% | 1.08% | +0.67 |
| OKLO Oklo Inc. | New | 0.59% | +0.59 |
| CAG Conagra Brands Inc. | Add +221.0% | 0.89% | +0.58 |
| LEU Centrus Energy Corp. Class A | New | 0.57% | +0.57 |
| NKTR Nektar Therapeutics | Add +62.3% | 0.80% | +0.57 |
| VTRS Viatris Inc. | Add +92.6% | 1.09% | +0.57 |
| AB Alliancebernstein Holding LP | Add +131.6% | 1.00% | +0.53 |
| PVH PVH Corp. | Add +93.4% | 0.89% | +0.51 |
| MOD Modine Manufacturing Co. | Add +9.1% | 1.42% | +0.50 |
| ARW Arrow Electronics Inc. | Add +90.7% | 1.11% | +0.48 |
| UUUU Energy Fuels Inc. | New | 0.45% | +0.45 |
| MXL Maxlinear Inc. | New | 0.43% | +0.43 |
| APAM Artisan Partners Asset Ma -A | Add +89.6% | 0.93% | +0.42 |
| ACT Enact Holdings Inc. | Add +90.2% | 0.84% | +0.40 |
| TOL Toll Brothers Inc. | Add +93.7% | 0.71% | +0.40 |
| AMG Affiliated Managers Group | Add +90.8% | 0.68% | +0.38 |
| CATY Cathay General Bancorp | Add +96.7% | 0.74% | +0.38 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.36% | +0.36 |
| CADE Cadence Bank | Add +4.8% | 2.08% | +0.35 |
| NOMD Nomad Foods Ltd. | Add +188.1% | 0.62% | +0.33 |
| TAP Molson Coors Beverage Co. Class B | Add +136.7% | 0.58% | +0.32 |
| SEI Solaris Energy Infrastructur | Add +20.7% | 0.75% | +0.30 |
| SPXC SPX Technologies Inc. | Add +18.8% | 1.19% | +0.27 |
| SRRK Scholar Rock Holding Corp. | Add +53.5% | 0.72% | +0.26 |
| WD Walker & Dunlop Inc. | Add +30.2% | 0.78% | +0.26 |
| INDB Independent Bank Corp. | Add +6.2% | 2.00% | +0.25 |
| NEXT Nextdecade Corp. | New | 0.23% | +0.23 |
| FOR Forestar Group Inc. | Add +12.2% | 0.70% | +0.22 |
| COCO The Vita Coco Co. Inc. | Add +9.6% | 0.88% | +0.18 |
| IONQ Ionq Inc. | Add +3.9% | 0.35% | +0.11 |
| TRMD Torm PLC-A | New | 0.11% | +0.11 |
| MTH Meritage Homes Corp. | Add +17.2% | 0.50% | +0.10 |
| LLY Eli Lilly & Co. | Add +130.8% | 0.13% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| ENB Enbridge Inc. | New | 0.07% | +0.07 |
| PDS Precision Drilling Corp. | Add +110.4% | 0.11% | +0.06 |
| NEM Newmont Corp. | Add +27.2% | 0.13% | +0.06 |
| CIEN Ciena Corp. | New | 0.05% | +0.05 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| EFXT Enerflex Ltd. | New | 0.05% | +0.05 |
| AME Ametek 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 |