Moody Aldrich Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Moody Aldrich Partners LLC reported 190 stock positions worth $554.5 million. Its top holding was Independent Bank (INDB) at 2.0% of the portfolio, followed by Element Solutions (ESI, 1.7%) and Pathward Financial (CASH, 1.7%). Compared with Q4 2025, it opened 28 new positions, sold out of 24, added to 48 and reduced 97. The biggest buy was a new position in Old National Bancorp (ONB) and the biggest sale an exit from Cadence Bank (CADE).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $554.5M (Q1 2026)
- SEC Filing
- 0000936941-26-000003 ↗ filed Apr 20, 2026
Holdings Value
Holdings 190 stocks · $554.5M
| INDB Independent Bank Corp. | 1.95% | 144,008 | $10.8M | Reduce -1.1% |
| ESI Element Solutions Inc. | 1.71% | 278,433 | $9.5M | Reduce -1.1% |
| CASH Pathward Financial Inc. | 1.70% | 105,336 | $9.4M | Reduce -1.0% |
| ONB Old National Bancorp | 1.67% | 419,031 | $9.3M | New |
| WTFC Wintrust Financial Corp. | 1.63% | 65,156 | $9.1M | Reduce -1.0% |
| COLB Columbia Banking System Inc. | 1.62% | 327,350 | $9.0M | Reduce -1.0% |
| POR Portland General Electric Co. | 1.42% | 148,821 | $7.9M | Reduce -1.1% |
| SWX Southwest Gas Holdings Inc. | 1.32% | 84,002 | $7.3M | Add +12.2% |
| PIPR Piper Sandler Cos | 1.27% | 91,815 | $7.0M | Reduce -1.0% |
| PRAX Praxis Precision Medicines I | 1.26% | 21,688 | $7.0M | Reduce -48.0% |
| DNTH Dianthus Therapeutics Inc. | 1.24% | 82,129 | $6.9M | Add +98.8% |
| CAPR Capricor Therapeutics Inc. | 1.24% | 226,028 | $6.9M | Add +8.3% |
| CPK Chesapeake Utilities Corp. | 1.24% | 54,242 | $6.9M | Add +18.6% |
| AVA Avista Corp. | 1.22% | 169,211 | $6.8M | Reduce -1.0% |
| VSEC Vse Corp. | 1.22% | 36,719 | $6.8M | Reduce -0.9% |
| CRNX Crinetics Pharmaceuticals Inc. | 1.20% | 183,438 | $6.7M | Add +66.1% |
| ORKA Oruka Therapeutics Inc. | 1.19% | 135,061 | $6.6M | Add +6.5% |
| NKTR Nektar Therapeutics | 1.16% | 89,527 | $6.4M | Add +59.8% |
| SPXC SPX Technologies Inc. | 1.16% | 32,158 | $6.4M | Reduce -1.0% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 1.12% | 139,793 | $6.2M | Reduce -0.9% |
| HUT Hut 8 Corp. | 1.12% | 132,584 | $6.2M | Add +22.3% |
| SANM Sanmina Corp. | 1.10% | 47,006 | $6.1M | Add +160.9% |
| VTRS Viatris Inc. | 1.10% | 450,292 | $6.1M | Reduce -22.2% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.10% | 192,627 | $6.1M | Add +1.7% |
| BKU Bankunited Inc. | 1.06% | 130,332 | $5.9M | No change |
| GOLF Acushnet Holdings Corp. | 1.05% | 62,179 | $5.8M | Reduce -1.0% |
| RIOT Riot Platforms Inc. | 1.04% | 466,924 | $5.8M | Add +46.1% |
| AXSM Axsome Therapeutics Inc. | 1.04% | 33,973 | $5.7M | Reduce -15.6% |
| MYRG MYR Group Inc./Delaware | 1.03% | 20,236 | $5.7M | Reduce -1.0% |
| FIBK First Interstate Bancsys-A | 1.03% | 170,347 | $5.7M | New |
| PTGX Protagonist Therapeutics Inc. | 1.02% | 53,893 | $5.7M | Reduce -33.1% |
| STNG Scorpio Tankers Inc. | 1.02% | 76,037 | $5.7M | Reduce -31.8% |
| BBIO Bridgebio Pharma Inc. | 1.02% | 75,948 | $5.6M | Reduce -42.1% |
| CHRD Chord Energy Corp. | 0.99% | 38,807 | $5.5M | New |
| SM SM Energy Co. | 0.99% | 176,512 | $5.5M | Add +33.0% |
| CDE Coeur Mining Inc. | 0.98% | 290,920 | $5.5M | Reduce -1.1% |
| CSW CSW Industrials Inc. | 0.98% | 20,806 | $5.4M | Add +18.6% |
| NXT Nextpower Inc. | 0.95% | 43,700 | $5.3M | Add +1.5% |
| SEI Solaris Energy Infrastructur | 0.95% | 93,129 | $5.3M | Reduce -1.0% |
| SIG Signet Jewelers Ltd. | 0.95% | 62,004 | $5.2M | Add +51.2% |
| ATMU Atmus Filtration Technologie | 0.94% | 92,132 | $5.2M | Reduce -1.1% |
| AGX Argan Inc. | 0.94% | 9,535 | $5.2M | Reduce -18.1% |
| AB Alliancebernstein Holding LP | 0.93% | 137,341 | $5.1M | No change |
| AROC Archrock Inc. | 0.92% | 146,373 | $5.1M | Add +1.5% |
| CORZ Core Scientific Inc. | 0.90% | 334,373 | $5.0M | Add +135.4% |
| MOD Modine Manufacturing Co. | 0.90% | 23,029 | $5.0M | Reduce -54.4% |
| SMTC Semtech Corp. | 0.89% | 64,326 | $4.9M | Add +9.1% |
| OSIS Osi Systems Inc. | 0.87% | 18,233 | $4.8M | Reduce -2.8% |
| BE Bloom Energy Corp. Class A | 0.86% | 35,285 | $4.8M | Add +4.5% |
| TEX Terex Corp. | 0.86% | 80,253 | $4.7M | New |
| ACT Enact Holdings Inc. | 0.85% | 115,819 | $4.7M | No change |
| TRNO Terreno Realty Corp. | 0.84% | 75,864 | $4.7M | Reduce -1.0% |
| TRV The Travelers Cos Inc. | 0.83% | 15,761 | $4.6M | New |
| SLAB Silicon Laboratories Inc. | 0.82% | 21,824 | $4.5M | Add +11.8% |
| UBSI United Bankshares Inc. | 0.81% | 108,618 | $4.5M | New |
| FTDR Frontdoor Inc. | 0.78% | 81,632 | $4.3M | Reduce -1.0% |
| MTG Mgic Investment Corp. | 0.78% | 163,841 | $4.3M | No change |
| INVX Innovex International Inc. | 0.77% | 174,730 | $4.3M | New |
| PNC PNC Financial Services Group | 0.76% | 20,351 | $4.2M | New |
| AMG Affiliated Managers Group | 0.75% | 15,111 | $4.2M | No change |
| APAM Artisan Partners Asset Ma -A | 0.74% | 113,059 | $4.1M | No change |
| CATY Cathay General Bancorp | 0.74% | 81,799 | $4.1M | No change |
| KNF Knife River Corp. | 0.73% | 49,344 | $4.0M | Reduce -1.1% |
| EPAC Enerpac Tool Group Corp. | 0.72% | 109,812 | $4.0M | Add +31.8% |
| AEIS Advanced Energy Industries | 0.71% | 12,174 | $3.9M | Reduce -22.1% |
| PVH PVH Corp. | 0.71% | 56,076 | $3.9M | No change |
| MXL Maxlinear Inc. | 0.70% | 223,701 | $3.9M | Add +64.6% |
| OZK Bank Ozk | 0.69% | 83,900 | $3.9M | No change |
| CAG Conagra Brands Inc. | 0.67% | 237,036 | $3.7M | No change |
| ANF Abercrombie & Fitch Co. Class A | 0.67% | 40,661 | $3.7M | Add +93.8% |
| BCPC Balchem Corp. | 0.67% | 21,822 | $3.7M | Reduce -1.2% |
| NAMS Newamsterdam Pharma Co. NV | 0.66% | 114,975 | $3.7M | Reduce -19.9% |
| OVV Ovintiv Inc. | 0.66% | 61,237 | $3.6M | Reduce -56.4% |
| SLG SL Green Realty Corp. | 0.65% | 97,666 | $3.6M | Add +1.6% |
| EWTX Edgewise Therapeutics Inc. | 0.65% | 114,141 | $3.6M | Add +164.6% |
| COCO The Vita Coco Co. Inc. | 0.64% | 73,873 | $3.5M | Reduce -11.8% |
| ARCB Arcbest Corp. | 0.63% | 35,707 | $3.5M | Add +3.2% |
| SVRA Savara Inc. | 0.60% | 614,279 | $3.4M | New |
| FN Fabrinet | 0.60% | 6,424 | $3.4M | Add +0.2% |
| ASO Academy Sports & Outdoors Inc. | 0.59% | 58,349 | $3.3M | New |
| MZTI The Marzetti Company | 0.58% | 23,342 | $3.2M | Reduce -1.3% |
| RMBS Rambus Inc. | 0.58% | 37,335 | $3.2M | Add +2.5% |
| FOR Forestar Group Inc. | 0.58% | 131,272 | $3.2M | Reduce -1.0% |
| KYMR Kymera Therapeutics Inc. | 0.57% | 38,195 | $3.2M | Reduce -0.9% |
| LEU Centrus Energy Corp. Class A | 0.56% | 17,981 | $3.1M | Add +93.0% |
| LOAR Loar Holdings Inc. | 0.55% | 53,297 | $3.1M | Reduce -1.0% |
| IBP Installed Building Products | 0.55% | 11,468 | $3.0M | Reduce -0.8% |
| IPAR Interparfums Inc. | 0.55% | 33,401 | $3.0M | Add +4.5% |
| SRRK Scholar Rock Holding Corp. | 0.53% | 60,201 | $3.0M | Reduce -29.4% |
| LGND Ligand Pharmaceuticals | 0.53% | 14,675 | $2.9M | Reduce -25.1% |
| KTOS Kratos Defense & Security | 0.53% | 41,475 | $2.9M | Reduce -49.6% |
| SRAD Sportradar Group AG-A | 0.51% | 168,939 | $2.8M | Reduce -0.4% |
| ROAD Construction Partners Inc. Class A | 0.51% | 25,300 | $2.8M | Reduce -1.0% |
| ERO Ero Copper Corp. | 0.48% | 98,951 | $2.6M | New |
| CARG Cargurus Inc. | 0.47% | 76,986 | $2.6M | Reduce -54.0% |
| HQY Healthequity Inc. | 0.46% | 30,504 | $2.5M | Reduce -36.4% |
| NOVT Novanta Inc. | 0.45% | 21,213 | $2.5M | Add +3.5% |
| APGE Apogee Therapeutics Inc. | 0.44% | 29,080 | $2.4M | Add +69.4% |
| CYTK Cytokinetics Inc. | 0.44% | 36,945 | $2.4M | Reduce -53.0% |
| KRMN Karman Holdings Inc. | 0.44% | 30,191 | $2.4M | Reduce -68.8% |
Portfolio Sells Q4 2025 → Q1 2026
| CADE Cadence Bank | Sold out | 0.00% | −2.22 |
| PRAX Praxis Precision Medicines I | Reduce -48.0% | 1.26% | −1.04 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.99 |
| REVG Rev Group Inc. | Sold out | 0.00% | −0.94 |
| KRMN Karman Holdings Inc. | Reduce -68.8% | 0.44% | −0.88 |
| BBIO Bridgebio Pharma Inc. | Reduce -42.1% | 1.02% | −0.86 |
| CARG Cargurus Inc. | Reduce -54.0% | 0.47% | −0.72 |
| KTOS Kratos Defense & Security | Reduce -49.6% | 0.53% | −0.64 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.59 |
| CWST Casella Waste Systems Inc. Class A | Reduce -46.7% | 0.41% | −0.58 |
| ITRI Itron Inc. | Sold out | 0.00% | −0.55 |
| WD Walker & Dunlop Inc. | Sold out | 0.00% | −0.55 |
| WVE Wave Life Sciences Ltd. | Reduce -0.7% | 0.36% | −0.51 |
| CYTK Cytokinetics Inc. | Reduce -53.0% | 0.44% | −0.49 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.48 |
| GENI Genius Sports Ltd. | Sold out | 0.00% | −0.46 |
| VTYX Ventyx Biosciences Inc. | Sold out | 0.00% | −0.44 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −0.40 |
| NCNO Ncino Inc. | Sold out | 0.00% | −0.40 |
| OVV Ovintiv Inc. | Reduce -56.4% | 0.66% | −0.37 |
| TOL Toll Brothers Inc. | Reduce -59.3% | 0.24% | −0.36 |
| HQY Healthequity Inc. | Reduce -36.4% | 0.46% | −0.36 |
| MOD Modine Manufacturing Co. | Reduce -54.4% | 0.90% | −0.36 |
| KURA Kura Oncology Inc. | Sold out | 0.00% | −0.35 |
| AXSM Axsome Therapeutics Inc. | Reduce -15.6% | 1.04% | −0.34 |
| PTGX Protagonist Therapeutics Inc. | Reduce -33.1% | 1.02% | −0.29 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -19.9% | 0.66% | −0.28 |
| CRDO Credo Technology Group Holdi | Reduce -0.5% | 0.43% | −0.26 |
| LMB Limbach Holdings Inc. | Sold out | 0.00% | −0.25 |
| VTRS Viatris Inc. | Reduce -22.2% | 1.10% | −0.25 |
| SRAD Sportradar Group AG-A | Reduce -0.4% | 0.51% | −0.24 |
| VRDN Viridian Therapeutics Inc. | Reduce -1.0% | 0.34% | −0.22 |
| PIPR Piper Sandler Cos | Reduce -1.0% | 1.27% | −0.20 |
| COCO The Vita Coco Co. Inc. | Reduce -11.8% | 0.64% | −0.19 |
| SRRK Scholar Rock Holding Corp. | Reduce -29.4% | 0.53% | −0.17 |
| LGND Ligand Pharmaceuticals | Reduce -25.1% | 0.53% | −0.16 |
| MZTI The Marzetti Company | Reduce -1.3% | 0.58% | −0.14 |
| LOAR Loar Holdings Inc. | Reduce -1.0% | 0.55% | −0.13 |
| FTDR Frontdoor Inc. | Reduce -1.0% | 0.78% | −0.11 |
| COLB Columbia Banking System Inc. | Reduce -1.0% | 1.62% | −0.11 |
| WTFC Wintrust Financial Corp. | Reduce -1.0% | 1.63% | −0.09 |
| BOOT Boot Barn Holdings Inc. | Reduce -1.3% | 0.30% | −0.08 |
| INSM Insmed Inc. | Reduce -39.6% | 0.09% | −0.07 |
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -1.2% | 0.36% | −0.06 |
| PM Philip Morris International | Reduce -33.4% | 0.11% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| SPXC SPX Technologies Inc. | Reduce -1.0% | 1.16% | −0.05 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.05 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -30.4% | 0.08% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| ONB Old National Bancorp | New | 1.67% | +1.67 |
| FIBK First Interstate Bancsys-A | New | 1.03% | +1.03 |
| CHRD Chord Energy Corp. | New | 0.99% | +0.99 |
| DNTH Dianthus Therapeutics Inc. | Add +98.8% | 1.24% | +0.93 |
| TEX Terex Corp. | New | 0.86% | +0.86 |
| TRV The Travelers Cos Inc. | New | 0.83% | +0.83 |
| UBSI United Bankshares Inc. | New | 0.81% | +0.81 |
| INVX Innovex International Inc. | New | 0.77% | +0.77 |
| PNC PNC Financial Services Group | New | 0.76% | +0.76 |
| NKTR Nektar Therapeutics | Add +59.8% | 1.16% | +0.72 |
| SVRA Savara Inc. | New | 0.60% | +0.60 |
| SANM Sanmina Corp. | Add +160.9% | 1.10% | +0.59 |
| ASO Academy Sports & Outdoors Inc. | New | 0.59% | +0.59 |
| SM SM Energy Co. | Add +33.0% | 0.99% | +0.53 |
| CORZ Core Scientific Inc. | Add +135.4% | 0.90% | +0.52 |
| ORKA Oruka Therapeutics Inc. | Add +6.5% | 1.19% | +0.48 |
| ERO Ero Copper Corp. | New | 0.48% | +0.48 |
| EWTX Edgewise Therapeutics Inc. | Add +164.6% | 0.65% | +0.45 |
| WERN Werner Enterprises Inc. | New | 0.38% | +0.38 |
| VIAV Viavi Solutions Inc. | New | 0.37% | +0.37 |
| SLAB Silicon Laboratories Inc. | Add +11.8% | 0.82% | +0.34 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +1.7% | 1.10% | +0.32 |
| BE Bloom Energy Corp. Class A | Add +4.5% | 0.86% | +0.31 |
| SIG Signet Jewelers Ltd. | Add +51.2% | 0.95% | +0.31 |
| RIOT Riot Platforms Inc. | Add +46.1% | 1.04% | +0.29 |
| MXL Maxlinear Inc. | Add +64.6% | 0.70% | +0.26 |
| NXT Nextpower Inc. | Add +1.5% | 0.95% | +0.25 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +66.1% | 1.20% | +0.24 |
| AROC Archrock Inc. | Add +1.5% | 0.92% | +0.22 |
| APGE Apogee Therapeutics Inc. | Add +69.4% | 0.44% | +0.20 |
| SWX Southwest Gas Holdings Inc. | Add +12.2% | 1.32% | +0.20 |
| HUT Hut 8 Corp. | Add +22.3% | 1.12% | +0.19 |
| ANF Abercrombie & Fitch Co. Class A | Add +93.8% | 0.67% | +0.18 |
| CPK Chesapeake Utilities Corp. | Add +18.6% | 1.24% | +0.17 |
| ARCB Arcbest Corp. | Add +3.2% | 0.63% | +0.15 |
| LEU Centrus Energy Corp. Class A | Add +93.0% | 0.56% | +0.14 |
| EPAC Enerpac Tool Group Corp. | Add +31.8% | 0.72% | +0.13 |
| CAPR Capricor Therapeutics Inc. | Add +8.3% | 1.24% | +0.11 |
| SMTC Semtech Corp. | Add +9.1% | 0.89% | +0.08 |
| TPL Texas Pacific Land Corp. | New | 0.08% | +0.08 |
| MOMO Hello Group Inc. -SPN ADR | New | 0.06% | +0.06 |
| FN Fabrinet | Add +0.2% | 0.60% | +0.06 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| PAX Patria Investments Ltd. Class A | New | 0.06% | +0.06 |
| TJX TJX Companies Inc. | Add +76.3% | 0.13% | +0.05 |
| RBC RBC Bearings Inc. | New | 0.05% | +0.05 |
| COHR Coherent Corp. | New | 0.05% | +0.05 |
| SPOT Spotify Technology SA | New | 0.05% | +0.05 |
| MKSI MKS Inc. | New | 0.05% | +0.05 |
| LECO Lincoln Electric Holdings | 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 |