Moody Aldrich Partners
Latest statistics and disclosures from Moody Aldrich Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INDB, ESI, CASH, ONB, WTFC, and represent 8.66% of Moody Aldrich Partners's stock portfolio.
- Added to shares of these 10 stocks: ONB (+$9.3M), PIPR (+$7.0M), FIBK (+$5.7M), CHRD (+$5.5M), TEX, TRV, UBSI, INVX, PNC, SANM.
- Started 29 new stock positions in MOMO, NFLX, PAX, RBC, SPOT, TPL, JNJ, TKO, MKSI, UBSI.
- Reduced shares in these 10 stocks: Cadence Bank (-$12M), Piper Jaffray Companies (-$7.9M), PRAX (-$6.5M), MOD (-$6.0M), KRMN (-$5.3M), ARW (-$5.3M), Rev (-$5.0M), OVV, BBIO, .
- Sold out of its positions in APPF, ARW, TECH, BX, Cadence Bank, CELH, HHH, IWM, ITRI, JLL.
- Moody Aldrich Partners was a net seller of stock by $-11M.
- Moody Aldrich Partners has $555M in assets under management (AUM), dropping by 3.49%.
- Central Index Key (CIK): 0000936941
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Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 190 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Independent Bank (INDB) | 2.0 | $11M | 144k | 75.21 |
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| Element Solutions (ESI) | 1.7 | $9.5M | 278k | 34.14 |
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| Meta Financial (CASH) | 1.7 | $9.4M | 105k | 89.23 |
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| Old National Ban (ONB) | 1.7 | $9.3M | NEW | 419k | 22.10 |
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| Wintrust Financial Corporation (WTFC) | 1.6 | $9.1M | 65k | 138.94 |
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| Columbia Banking System (COLB) | 1.6 | $9.0M | 327k | 27.43 |
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| Portland Gen Elec Com New (POR) | 1.4 | $7.9M | 149k | 52.77 |
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| Southwest Gas Corporation (SWX) | 1.3 | $7.3M | +12% | 84k | 86.90 |
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| Piper Sandler Companies Com New (PIPR) | 1.3 | $7.0M | NEW | 92k | 76.55 |
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| Praxis Precision Medicines I Com New (PRAX) | 1.3 | $7.0M | -48% | 22k | 322.19 |
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| Dianthus Therapeutics (DNTH) | 1.2 | $6.9M | +98% | 82k | 83.92 |
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| Capricor Therapeutics Com New (CAPR) | 1.2 | $6.9M | +8% | 226k | 30.40 |
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| Chesapeake Utilities Corporation (CPK) | 1.2 | $6.9M | +18% | 54k | 126.37 |
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| Avista Corporation (AVA) | 1.2 | $6.8M | 169k | 40.14 |
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| VSE Corporation (VSEC) | 1.2 | $6.8M | 37k | 184.40 |
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| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $6.7M | +66% | 183k | 36.32 |
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| Oruka Therapeutics (ORKA) | 1.2 | $6.6M | +6% | 135k | 49.05 |
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| Nektar Therapeutics Com New (NKTR) | 1.2 | $6.4M | +59% | 90k | 71.95 |
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| Spx Corp (SPXC) | 1.2 | $6.4M | 32k | 199.94 |
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| Marex Group Ord (MRX) | 1.1 | $6.2M | 140k | 44.58 |
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| Hut 8 Corp (HUT) | 1.1 | $6.2M | +22% | 133k | 46.91 |
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| Sanmina (SANM) | 1.1 | $6.1M | +160% | 47k | 129.64 |
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| Viatris (VTRS) | 1.1 | $6.1M | -22% | 450k | 13.51 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 1.1 | $6.1M | 193k | 31.57 |
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| Bankunited (BKU) | 1.1 | $5.9M | 130k | 45.16 |
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| Acushnet Holdings Corp (GOLF) | 1.0 | $5.8M | 62k | 93.48 |
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| Riot Blockchain (RIOT) | 1.0 | $5.8M | +46% | 467k | 12.36 |
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| Axsome Therapeutics (AXSM) | 1.0 | $5.7M | -15% | 34k | 169.02 |
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| Myr (MYRG) | 1.0 | $5.7M | 20k | 282.32 |
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| First Interstate Bancsystem (FIBK) | 1.0 | $5.7M | NEW | 170k | 33.40 |
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| Protagonist Therapeutics (PTGX) | 1.0 | $5.7M | -33% | 54k | 105.40 |
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| Scorpio Tankers SHS (STNG) | 1.0 | $5.7M | -31% | 76k | 74.66 |
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| Bridgebio Pharma (BBIO) | 1.0 | $5.6M | -42% | 76k | 74.26 |
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| Chord Energy Corporation Com New (CHRD) | 1.0 | $5.5M | NEW | 39k | 142.18 |
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| SM Energy (SM) | 1.0 | $5.5M | +33% | 177k | 31.18 |
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| Coeur Mng Com New (CDE) | 1.0 | $5.5M | 291k | 18.77 |
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| Csw Industrials (CSW) | 1.0 | $5.4M | +18% | 21k | 260.58 |
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| Nextpower Class A Com (NXT) | 1.0 | $5.3M | 44k | 120.55 |
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| Solaris Energy Infras Com Cl A (SEI) | 0.9 | $5.3M | 93k | 56.51 |
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| Signet Jewelers SHS (SIG) | 0.9 | $5.2M | +51% | 62k | 84.64 |
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| Atmus Filtration Technologies Ord (ATMU) | 0.9 | $5.2M | 92k | 56.77 |
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| Argan (AGX) | 0.9 | $5.2M | -18% | 9.5k | 544.65 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.9 | $5.1M | 137k | 37.44 |
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| Archrock (AROC) | 0.9 | $5.1M | 146k | 34.80 |
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| Core Scientific (CORZ) | 0.9 | $5.0M | +135% | 334k | 14.96 |
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| Modine Manufacturing (MOD) | 0.9 | $5.0M | -54% | 23k | 216.71 |
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| Semtech Corporation (SMTC) | 0.9 | $4.9M | +9% | 64k | 76.89 |
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| OSI Systems (OSIS) | 0.9 | $4.8M | -2% | 18k | 265.51 |
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| Bloom Energy Corp Com Cl A (BE) | 0.9 | $4.8M | +4% | 35k | 135.49 |
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| Terex Corporation (TEX) | 0.9 | $4.7M | NEW | 80k | 59.10 |
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| Enact Hldgs (ACT) | 0.9 | $4.7M | 116k | 40.81 |
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| Terreno Realty Corporation (TRNO) | 0.8 | $4.7M | 76k | 61.42 |
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| Travelers Companies (TRV) | 0.8 | $4.6M | NEW | 16k | 291.68 |
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| Silicon Laboratories (SLAB) | 0.8 | $4.5M | +11% | 22k | 208.15 |
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| United Bankshares (UBSI) | 0.8 | $4.5M | NEW | 109k | 41.42 |
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| Frontdoor (FTDR) | 0.8 | $4.3M | 82k | 52.86 |
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| MGIC Investment (MTG) | 0.8 | $4.3M | 164k | 26.25 |
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| Innovex International (INVX) | 0.8 | $4.3M | NEW | 175k | 24.39 |
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| PNC Financial Services (PNC) | 0.8 | $4.2M | NEW | 20k | 208.09 |
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| Affiliated Managers (AMG) | 0.8 | $4.2M | 15k | 276.70 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.7 | $4.1M | 113k | 36.39 |
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| Cathay General Ban (CATY) | 0.7 | $4.1M | 82k | 49.86 |
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| Knife River Corp Common Stock (KNF) | 0.7 | $4.0M | 49k | 81.65 |
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| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.7 | $4.0M | +31% | 110k | 36.47 |
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| Advanced Energy Industries (AEIS) | 0.7 | $3.9M | -22% | 12k | 322.71 |
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| Pvh Corporation (PVH) | 0.7 | $3.9M | 56k | 69.76 |
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| MaxLinear (MXL) | 0.7 | $3.9M | +64% | 224k | 17.39 |
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| Bank Ozk (OZK) | 0.7 | $3.9M | 84k | 45.89 |
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| ConAgra Foods (CAG) | 0.7 | $3.7M | 237k | 15.72 |
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| Abercrombie & Fitch Cl A (ANF) | 0.7 | $3.7M | +93% | 41k | 91.37 |
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| Balchem Corporation (BCPC) | 0.7 | $3.7M | 22k | 169.48 |
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| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.7 | $3.7M | -19% | 115k | 32.01 |
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| Encana Corporation (OVV) | 0.7 | $3.6M | -56% | 61k | 59.36 |
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| Sl Green Realty Corp (SLG) | 0.7 | $3.6M | 98k | 36.94 |
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| Edgewise Therapeutics (EWTX) | 0.6 | $3.6M | +164% | 114k | 31.50 |
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| Vita Coco Co Inc/the (COCO) | 0.6 | $3.5M | -11% | 74k | 47.91 |
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| Arcbest (ARCB) | 0.6 | $3.5M | +3% | 36k | 98.36 |
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| Savara (SVRA) | 0.6 | $3.4M | NEW | 614k | 5.46 |
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| Fabrinet SHS (FN) | 0.6 | $3.4M | 6.4k | 521.52 |
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| Academy Sports & Outdoor (ASO) | 0.6 | $3.3M | NEW | 58k | 56.45 |
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| Lancaster Colony (MZTI) | 0.6 | $3.2M | 23k | 138.33 |
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| Rambus (RMBS) | 0.6 | $3.2M | +2% | 37k | 86.03 |
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| Forestar Group (FOR) | 0.6 | $3.2M | 131k | 24.44 |
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| Kymera Therapeutics (KYMR) | 0.6 | $3.2M | 38k | 83.29 |
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| Centrus Energy Corp Cl A (LEU) | 0.6 | $3.1M | +92% | 18k | 173.59 |
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| Loar Holdings Com Shs (LOAR) | 0.6 | $3.1M | 53k | 57.29 |
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| Installed Bldg Prods (IBP) | 0.5 | $3.0M | 12k | 265.15 |
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| Inter Parfums (IPAR) | 0.5 | $3.0M | +4% | 33k | 90.84 |
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| Scholar Rock Hldg Corp (SRRK) | 0.5 | $3.0M | -29% | 60k | 49.16 |
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| Ligand Pharmaceuticals Com New (LGND) | 0.5 | $2.9M | -25% | 15k | 199.65 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.5 | $2.9M | -49% | 42k | 70.51 |
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| Sportradar Group Class A Ord Shs (SRAD) | 0.5 | $2.8M | 169k | 16.74 |
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| Construction Partners Com Cl A (ROAD) | 0.5 | $2.8M | 25k | 111.12 |
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| Ero Copper Corp (ERO) | 0.5 | $2.6M | NEW | 99k | 26.67 |
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| Cargurus Com Cl A (CARG) | 0.5 | $2.6M | -53% | 77k | 34.05 |
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| Healthequity (HQY) | 0.5 | $2.5M | -36% | 31k | 83.57 |
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| Novanta (NOVT) | 0.5 | $2.5M | +3% | 21k | 118.11 |
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| Apogee Therapeutics (APGE) | 0.4 | $2.4M | +69% | 29k | 84.17 |
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| Cytokinetics Com New (CYTK) | 0.4 | $2.4M | -53% | 37k | 65.91 |
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| Karman Hldgs Common Stock (KRMN) | 0.4 | $2.4M | -68% | 30k | 80.05 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $2.4M | 25k | 93.87 |
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| Avalo Therapeutics Com New (AVTX) | 0.4 | $2.4M | +19% | 159k | 14.93 |
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| Casella Waste Sys Cl A (CWST) | 0.4 | $2.3M | -46% | 29k | 79.34 |
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| Asbury Automotive (ABG) | 0.4 | $2.2M | 11k | 195.41 |
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| Anaptysbio Inc Common (ANAB) | 0.4 | $2.2M | -17% | 40k | 55.46 |
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| Meritage Homes Corporation (MTH) | 0.4 | $2.1M | 35k | 61.84 |
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| Werner Enterprises (WERN) | 0.4 | $2.1M | NEW | 72k | 29.41 |
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| Viavi Solutions Inc equities (VIAV) | 0.4 | $2.0M | NEW | 62k | 33.28 |
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| Madrigal Pharmaceuticals (MDGL) | 0.4 | $2.0M | 3.8k | 523.47 |
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| Wave Life Sciences SHS (WVE) | 0.4 | $2.0M | 273k | 7.25 |
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| Miragen Therapeutics (VRDN) | 0.3 | $1.9M | 95k | 19.56 |
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| Innodata Com New (INOD) | 0.3 | $1.8M | 45k | 38.62 |
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| Universal Hlth Svcs CL B (UHS) | 0.3 | $1.7M | 9.7k | 178.97 |
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| Boot Barn Hldgs (BOOT) | 0.3 | $1.7M | 12k | 146.36 |
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| Soleno Therapeutics (SLNO) | 0.3 | $1.6M | +4% | 48k | 33.48 |
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| Toll Brothers (TOL) | 0.2 | $1.3M | -59% | 9.7k | 136.47 |
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| Arrivent Biopharma (AVBP) | 0.2 | $1.3M | 56k | 23.07 |
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| Precision Drilling Corp Com New (PDS) | 0.2 | $991k | 10k | 98.10 |
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| Wal-Mart Stores (WMT) | 0.1 | $818k | +7% | 6.6k | 124.28 |
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| Eli Lilly & Co. (LLY) | 0.1 | $784k | -3% | 852.00 | 919.84 |
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| Hafnia SHS (HAFN) | 0.1 | $781k | 102k | 7.66 |
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| Torm Shs Cl A (TRMD) | 0.1 | $772k | 27k | 28.32 |
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| TJX Companies (TJX) | 0.1 | $695k | +76% | 4.4k | 159.70 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $684k | +2% | 2.3k | 294.11 |
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| Newmont Mining Corporation (NEM) | 0.1 | $664k | -23% | 6.1k | 108.25 |
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| NVIDIA Corporation (NVDA) | 0.1 | $660k | -12% | 3.8k | 174.40 |
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| Joyy Ads Repstg Com A (JOYY) | 0.1 | $658k | -5% | 11k | 58.39 |
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| Philip Morris International (PM) | 0.1 | $615k | -33% | 3.7k | 165.34 |
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| Microsoft Corporation (MSFT) | 0.1 | $598k | +21% | 1.6k | 370.22 |
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| East West Ban (EWBC) | 0.1 | $585k | -2% | 5.5k | 106.76 |
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| Goldman Sachs (GS) | 0.1 | $546k | 645.00 | 846.32 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $520k | -2% | 860.00 | 605.01 |
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| Apple (AAPL) | 0.1 | $514k | 2.0k | 253.79 |
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| Insmed Com Par $.01 (INSM) | 0.1 | $498k | -39% | 3.0k | 163.52 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $497k | -21% | 680.00 | 730.25 |
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| Enerflex (EFXT) | 0.1 | $492k | 24k | 20.85 |
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| Prologis (PLD) | 0.1 | $484k | 3.7k | 132.20 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $479k | -2% | 1.2k | 394.15 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $435k | NEW | 917.00 | 474.56 |
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| Caterpillar (CAT) | 0.1 | $430k | +39% | 607.00 | 708.46 |
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| Ametek (AME) | 0.1 | $424k | +29% | 1.7k | 243.96 |
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| Abbvie (ABBV) | 0.1 | $423k | 1.9k | 217.58 |
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| International Business Machines (IBM) | 0.1 | $418k | 1.7k | 242.49 |
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| Amazon (AMZN) | 0.1 | $417k | -30% | 2.0k | 208.27 |
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| Ida (IDA) | 0.1 | $413k | -2% | 2.9k | 142.97 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $398k | -2% | 1.9k | 211.09 |
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| Comfort Systems USA (FIX) | 0.1 | $382k | -2% | 277.00 | 1378.99 |
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| MasTec (MTZ) | 0.1 | $382k | -2% | 1.2k | 321.74 |
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| Enbridge (ENB) | 0.1 | $369k | 6.8k | 54.14 |
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| Ciena Corp Com New (CIEN) | 0.1 | $365k | -26% | 940.00 | 388.23 |
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| Arista Networks Com Shs (ANET) | 0.1 | $360k | +52% | 2.9k | 122.78 |
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| Bwx Technologies (BWXT) | 0.1 | $355k | -19% | 1.7k | 204.49 |
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| Hello Group Ads (MOMO) | 0.1 | $347k | NEW | 60k | 5.76 |
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| Netflix (NFLX) | 0.1 | $320k | NEW | 3.3k | 96.15 |
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| Applied Materials (AMAT) | 0.1 | $313k | -47% | 916.00 | 341.79 |
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| Howmet Aerospace (HWM) | 0.1 | $309k | -2% | 1.3k | 230.46 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $308k | 2.4k | 130.95 |
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| Patria Investments Com Cl A (PAX) | 0.1 | $305k | NEW | 24k | 12.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $304k | +20% | 1.1k | 287.61 |
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| Clean Harbors (CLH) | 0.1 | $303k | -19% | 1.1k | 286.73 |
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| Applied Industrial Technologies (AIT) | 0.1 | $301k | +32% | 1.1k | 265.32 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $300k | -2% | 3.1k | 97.66 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $300k | 769.00 | 390.41 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $294k | NEW | 542.00 | 543.12 |
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| McKesson Corporation (MCK) | 0.1 | $294k | +2% | 340.00 | 865.36 |
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| Coherent Corp (COHR) | 0.1 | $293k | NEW | 1.2k | 238.21 |
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| MDU Resources (MDU) | 0.1 | $292k | -2% | 14k | 20.72 |
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| Evercore Class A (EVR) | 0.1 | $288k | -2% | 965.00 | 298.51 |
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| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $286k | -2% | 1.2k | 228.73 |
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| Finvolution Group Sponsored Ads (FINV) | 0.1 | $279k | 58k | 4.79 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $279k | NEW | 575.00 | 484.91 |
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| MKS Instruments (MKSI) | 0.0 | $269k | NEW | 1.2k | 229.81 |
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| Lincoln Electric Holdings (LECO) | 0.0 | $265k | NEW | 1.1k | 249.08 |
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| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $251k | -26% | 2.3k | 111.35 |
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| Sharkninja Com Shs (SN) | 0.0 | $250k | -2% | 2.4k | 105.90 |
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| Ftai Aviation SHS (FTAI) | 0.0 | $245k | -2% | 999.00 | 245.00 |
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| Pagseguro Digital Com Cl A (PAGS) | 0.0 | $245k | NEW | 24k | 10.02 |
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| Advanced Drain Sys Inc Del (WMS) | 0.0 | $245k | NEW | 1.8k | 137.13 |
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| Tko Group Holdings Cl A (TKO) | 0.0 | $242k | NEW | 1.2k | 201.65 |
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| Caci Intl Cl A (CACI) | 0.0 | $234k | -2% | 431.00 | 543.87 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $232k | 1.8k | 130.94 |
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| M&T Bank Corporation (MTB) | 0.0 | $231k | 1.1k | 206.72 |
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| Stifel Financial (SF) | 0.0 | $229k | +46% | 3.1k | 73.92 |
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| Jack Henry & Associates (JKHY) | 0.0 | $220k | -2% | 1.4k | 158.04 |
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| Dick's Sporting Goods (DKS) | 0.0 | $219k | -2% | 1.1k | 198.29 |
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| Johnson & Johnson (JNJ) | 0.0 | $216k | NEW | 882.00 | 244.44 |
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| D R S Technologies (DRS) | 0.0 | $215k | NEW | 4.8k | 44.52 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $213k | -31% | 2.2k | 98.42 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $205k | NEW | 301.00 | 682.24 |
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| Everpure Cl A (PSTG) | 0.0 | $203k | -2% | 3.4k | 59.04 |
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Past Filings by Moody Aldrich Partners
SEC 13F filings are viewable for Moody Aldrich Partners going back to 2010
- Moody Aldrich Partners 2026 Q1 filed April 20, 2026
- Moody Aldrich Partners 2025 Q4 filed Jan. 30, 2026
- Moody Aldrich Partners 2025 Q3 filed Oct. 21, 2025
- Moody Aldrich Partners 2025 Q2 filed Aug. 4, 2025
- Moody Aldrich Partners 2025 Q1 filed April 29, 2025
- Moody Aldrich Partners 2024 Q4 filed Jan. 23, 2025
- Moody Aldrich Partners 2024 Q3 filed Oct. 22, 2024
- Moody Aldrich Partners 2024 Q2 filed July 24, 2024
- Moody Aldrich Partners 2024 Q1 filed April 30, 2024
- Moody Aldrich Partners 2023 Q4 filed Jan. 26, 2024
- Moody Aldrich Partners 2023 Q3 filed Nov. 8, 2023
- Moody Aldrich Partners 2023 Q2 filed July 28, 2023
- Moody Aldrich Partners 2023 Q1 filed April 27, 2023
- Moody Aldrich Partners 2022 Q4 filed Jan. 24, 2023
- Moody Aldrich Partners 2022 Q3 filed Oct. 18, 2022
- Moody Aldrich Partners 2022 Q2 filed July 18, 2022