MOODY ALDRICH PARTNERS LLC
Sector Allocation
- Financials28.3%$157.2M
- Healthcare18.7%$104.2M
- Industrials13.7%$76.5M
- Technology12.2%$67.9M
- Energy8.3%$46.1M
- Consumer Discretionary5.2%$28.8M
- Materials4.5%$25.1M
- Real Estate3.4%$18.8M
- Utilities2.6%$14.5M
- Consumer Staples1.6%$8.9M
AUM History
13fpro.ai/research/fund/moody-aldrich-partners-llc-936941
Conviction and streaks
Stable · top 10 = 16.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
ESI
$10.6MORKA
$9.7MINDB
$9.6MWTFC
$9.2MLGND
$8.9MONB
$8.6MCOLB
$8.4MRIOT
$8.2MCASH
$8.1MCORZ
$8.0MPTGX
$7.3MDNTH
$7.3MCIFR
$7.2MAMBQ
$7.2MHUT
$6.9MSWKS
$6.7MMRX
$6.7MVSEC
$6.6MFIBK
$6.6MMYRG
$6.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/moody-aldrich-partners-llc-936941
MOODY ALDRICH PARTNERS LLC 13F holdings — Q2 2026
$556.6M portfolio (+0.4% QoQ) · 175 holdings · Q2 2026 13F · top 10 are 16% of the stock portfolio
$10.6M
1.9% of stocks
-20%This quarter-14.2%Since filed7+ qtrsHeldAIQuality56.0#1,186Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$9.7M
1.7% of stocks
-25%This quarter+4.3%Since filed3 qtrsHeld$9.6M
1.7% of stocks
-21%This quarter-1.8%Since filed7+ qtrsHeldAIQuality65.8#457Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$9.2M
1.7% of stocks
-12%This quarter-7.0%Since filed7+ qtrsHeldAIQuality62.7#679Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.9M
1.6% of stocks
+92%This quarter+4.1%Since filed4 qtrsHeld$8.6M
1.5% of stocks
-21%This quarter-5.1%Since filed2 qtrsHeld$8.4M
1.5% of stocks
-20%This quarter-4.6%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.2M
1.5% of stocks
-36%This quarter-37.4%Since filed6 qtrsHeld$8.1M
1.4% of stocks
-12%This quarter-13.8%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row$8.0M
1.4% of stocks
-6%This quarter-40.5%Since filed7+ qtrsHeld
All holdings — MOODY ALDRICH PARTNERS LLC (Q2 2026)
175 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Protagonist Therapeutics, Inc | Healthcare | $7.3M | 1.3% | 60K | +11% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Dianthus Therapeutics, Inc. /DE/ | Healthcare | $7.3M | 1.3% | 75K | -9% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Cipher Digital Inc. | Financials | $7.2M | 1.3% | 296K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Ambiq Micro, Inc. | Technology | $7.2M | 1.3% | 81K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Hut 8 Corp. | Financials | $6.9M | 1.2% | 60K | -55% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SKYWORKS SOLUTIONS, INC. | Technology | $6.7M | 1.2% | 99K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Marex Group Ltd | Financials | $6.7M | 1.2% | 110K | -22% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VSE CORP | Technology | $6.6M | 1.2% | 29K | -21% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | FIRST INTERSTATE BANCSYSTEM INC | Financials | $6.6M | 1.2% | 170K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MYR GROUP INC. | Energy | $6.5M | 1.2% | 13K | -36% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CATHAY GENERAL BANCORP | Financials | $6.5M | 1.2% | 104K | +28% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Terreno Realty Corp | Real Estate | $6.4M | 1.1% | 99K | +30% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Praxis Precision Medicines, Inc. | Healthcare | $6.4M | 1.1% | 19K | -12% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | UNITED BANKSHARES INC/WV | Financials | $6.3M | 1.1% | 138K | +28% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SPX Technologies, Inc. | Industrials | $6.3M | 1.1% | 26K | -21% | 5 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $6.1M | 1.1% | 118K | -20% | |||
| 27 | $SEI | Solaris Energy Infrastructure, Inc. | Energy | $5.9M | 1.1% | 73K | -22% | |||
| 28 | $SWX | Southwest Gas Holdings, Inc. | Energy | $5.9M | 1.1% | 66K | -21% | |||
| 29 | $MXL | MAXLINEAR, INC | Technology | $5.8M | 1.1% | 46K | -80% | |||
| 30 | $GOLF | Acushnet Holdings Corp. | Consumer Discretionary | $5.8M | 1.0% | 49K | -21% | |||
| 31 | $TEX | TEREX CORP | Industrials | $5.7M | 1.0% | 79K | -1% | |||
| 32 | $BKU | BankUnited, Inc. | Financials | $5.7M | 1.0% | 118K | -10% | |||
| 33 | $AROC | Archrock, Inc. | Energy | $5.7M | 1.0% | 140K | -4% | |||
| 34 | $VIAV | VIAVI SOLUTIONS INC. | Technology | $5.7M | 1.0% | 119K | +93% | |||
| 35 | $ENS | EnerSys | Technology | $5.6M | 1.0% | 24K | New | |||
| 36 | $CRNX | Crinetics Pharmaceuticals, Inc. | Healthcare | $5.5M | 1.0% | 146K | -20% | |||
| 37 | $AVA | AVISTA CORP | Utilities | $5.4M | 1.0% | 133K | -21% | |||
| 38 | $SIG | SIGNET JEWELERS LTD | Consumer Discretionary | $5.3M | 1.0% | 62K | — | |||
| 39 | $LOAR | Loar Holdings Inc. | Industrials | $5.3M | 1.0% | 66K | +24% | |||
| 40 | $ACT | Enact Holdings, Inc. | Financials | $5.3M | 0.9% | 116K | — | |||
| 41 | $CPK | CHESAPEAKE UTILITIES CORP | Energy | $5.2M | 0.9% | 43K | -22% | |||
| 42 | $PIPR | PIPER SANDLER COMPANIES | Financials | $5.2M | 0.9% | 72K | -21% | |||
| 43 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $5.2M | 0.9% | 16K | — | |||
| 44 | $VTRS | Viatris Inc | Healthcare | $5.2M | 0.9% | 326K | -28% | |||
| 45 | $AMG | AFFILIATED MANAGERS GROUP, INC. | Financials | $5.1M | 0.9% | 15K | — | |||
| 46 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $5.0M | 0.9% | 20K | — | |||
| 47 | $FTDR | Frontdoor, Inc. | Industrials | $5.0M | 0.9% | 64K | -21% | |||
| 48 | $STNG | Scorpio Tankers Inc. | Industrials | $5.0M | 0.9% | 72K | -6% | |||
| 49 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $4.8M | 0.9% | 137K | — | |||
| 50 | $GHM | GRAHAM CORP | Industrials | $4.7M | 0.8% | 38K | New | |||
| 51 | $MTG | MGIC INVESTMENT CORP | Financials | $4.6M | 0.8% | 164K | — | |||
| 52 | $PLXS | PLEXUS CORP | Technology | $4.6M | 0.8% | 15K | New | |||
| 53 | $CSW | CSW INDUSTRIALS, INC. | Materials | $4.5M | 0.8% | 16K | -22% | |||
| 54 | $AGX | ARGAN INC | Industrials | $4.5M | 0.8% | 5,653 | -41% | |||
| 55 | $NKTR | NEKTAR THERAPEUTICS | Healthcare | $4.5M | 0.8% | 64K | -28% | |||
| 56 | $HRI | HERC HOLDINGS INC | Industrials | $4.4M | 0.8% | 31K | New | |||
| 57 | $LXP | LXP Industrial Trust | Real Estate | $4.3M | 0.8% | 81K | New | |||
| 58 | $CAPR | CAPRICOR THERAPEUTICS, INC. | Healthcare | $4.3M | 0.8% | 178K | -21% | |||
| 59 | $MGY | Magnolia Oil & Gas Corp | Energy | $4.3M | 0.8% | 167K | -13% | |||
| 60 | $EWTX | Edgewise Therapeutics, Inc. | Healthcare | $4.3M | 0.8% | 105K | -8% | |||
| 61 | $BAP | CREDICORP LTD | Financials | $4.2M | 0.8% | 11K | New | |||
| 62 | $WERN | WERNER ENTERPRISES INC | Industrials | $4.2M | 0.8% | 96K | +33% | |||
| 63 | $SM | SM Energy Co | Energy | $4.2M | 0.8% | 160K | -10% | |||
| 64 | $PVH | PVH CORP. /DE/ | Consumer Discretionary | $4.2M | 0.8% | 56K | — | |||
| 65 | $INVX | Innovex International, Inc. | Energy | $4.1M | 0.7% | 165K | -6% | |||
| 66 | $ARCB | ARCBEST CORP /TX/ | Industrials | $4.1M | 0.7% | 28K | -20% | |||
| 67 | $SLG | SL GREEN REALTY CORP | Real Estate | $4.0M | 0.7% | 78K | -20% | |||
| 68 | $ANF | ABERCROMBIE & FITCH CO /DE/ | Consumer Discretionary | $4.0M | 0.7% | 44K | +9% | |||
| 69 | $APAM | Artisan Partners Asset Management Inc. | Financials | $3.9M | 0.7% | 113K | — | |||
| 70 | $COCO | Vita Coco Company, Inc. | Consumer Staples | $3.8M | 0.7% | 58K | -22% | |||
| 71 | $SYRE | Spyre Therapeutics, Inc. | Healthcare | $3.8M | 0.7% | 42K | New | |||
| 72 | $FOR | Forestar Group Inc. | Real Estate | $3.7M | 0.7% | 117K | -11% | |||
| 73 | $ATMU | Atmus Filtration Technologies Inc. | Industrials | $3.7M | 0.7% | 72K | -21% | |||
| 74 | $OZK | Bank OZK | Other | $3.6M | 0.7% | 70K | -17% | |||
| 75 | $CEVA | CEVA INC | Technology | $3.6M | 0.7% | 76K | New | |||
| 76 | $OSIS | OSI SYSTEMS INC | Technology | $3.6M | 0.6% | 16K | -10% | |||
| 77 | $LTH | Life Time Group Holdings, Inc. | Communication Services | $3.5M | 0.6% | 87K | New | |||
| 78 | $IBP | Installed Building Products, Inc. | Industrials | $3.5M | 0.6% | 15K | +32% | |||
| 79 | $KYMR | Kymera Therapeutics, Inc. | Healthcare | $3.4M | 0.6% | 30K | -21% | |||
| 80 | $ROAD | Construction Partners, Inc. | Industrials | $3.4M | 0.6% | 29K | +13% | |||
| 81 | $UMBF | UMB FINANCIAL CORP | Financials | $3.3M | 0.6% | 23K | New | |||
| 82 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $3.3M | 0.6% | 20K | +77% | |||
| 83 | $KNF | Knife River Corp | Materials | $3.3M | 0.6% | 39K | -20% | |||
| 84 | $ERAS | Erasca, Inc. | Healthcare | $3.3M | 0.6% | 178K | New | |||
| 85 | $OVV | Ovintiv Inc. | Energy | $3.2M | 0.6% | 61K | — | |||
| 86 | $ASO | Academy Sports & Outdoors, Inc. | Consumer Discretionary | $3.1M | 0.6% | 66K | +14% | |||
| 87 | $EPAC | ENERPAC TOOL GROUP CORP | Industrials | $3.1M | 0.6% | 86K | -21% | |||
| 88 | $NAMS | NewAmsterdam Pharma Co N.V. | Healthcare | $3.1M | 0.6% | 91K | -21% | |||
| 89 | $MTH | Meritage Homes CORP | Industrials | $3.0M | 0.5% | 36K | +4% | |||
| 90 | $SVRA | Savara Inc | Healthcare | $3.0M | 0.5% | 483K | -21% | |||
| 91 | $IPAR | INTERPARFUMS INC | Consumer Staples | $2.9M | 0.5% | 26K | -22% | |||
| 92 | $BCPC | BALCHEM CORP | Healthcare | $2.9M | 0.5% | 17K | -21% | |||
| 93 | $BGC | BGC Group, Inc. | Financials | $2.7M | 0.5% | 254K | New | |||
| 94 | $NOVT | NOVANTA INC | Technology | $2.7M | 0.5% | 17K | -21% | |||
| 95 | $SRRK | Scholar Rock Holding Corp | Healthcare | $2.6M | 0.5% | 47K | -22% | |||
| 96 | $CYTK | CYTOKINETICS INC | Healthcare | $2.5M | 0.4% | 29K | -22% | |||
| 97 | $LEU | CENTRUS ENERGY CORP | Materials | $2.4M | 0.4% | 14K | -20% | |||
| 98 | $DFTX | Definium Therapeutics, Inc. | Healthcare | $2.4M | 0.4% | 51K | New | |||
| 99 | $POWI | POWER INTEGRATIONS INC | Technology | $2.4M | 0.4% | 28K | New | |||
| 100 | $AVTX | Avalo Therapeutics, Inc. | Healthcare | $2.3M | 0.4% | 126K | -21% | |||
| 101 | $CWST | CASELLA WASTE SYSTEMS INC | Utilities | $2.2M | 0.4% | 23K | -21% | |||
| 102 | $YETI | YETI Holdings, Inc. | Consumer Discretionary | $2.2M | 0.4% | 44K | New | |||
| 103 | $MZTI | MARZETTI CO | Consumer Staples | $2.1M | 0.4% | 19K | -20% | |||
| 104 | $ERO | Ero Copper Corp. | Materials | $2.1M | 0.4% | 79K | -20% | |||
| 105 | $ANAB | ANAPTYSBIO, INC | Healthcare | $2.1M | 0.4% | 31K | -22% | |||
| 106 | $KRMN | Karman Holdings Inc. | Industrials | $2.1M | 0.4% | 42K | +38% | |||
| 107 | $CARG | CarGurus, Inc. | Technology | $2.1M | 0.4% | 60K | -22% | |||
| 108 | $HQY | HEALTHEQUITY, INC. | Industrials | $2.0M | 0.4% | 23K | -26% | |||
| 109 | $INOD | INNODATA INC | Technology | $2.0M | 0.3% | 26K | -43% | |||
| 110 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $1.6M | 0.3% | 33K | -21% | |||
| 111 | $TOL | Toll Brothers, Inc. | Industrials | $1.6M | 0.3% | 9,658 | — | |||
| 112 | $AVBP | ArriVent BioPharma, Inc. | Healthcare | $1.5M | 0.3% | 44K | -21% | |||
| 113 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $1.4M | 0.3% | 9,723 | — | |||
| 114 | $BIOA | BioAge Labs, Inc. | Healthcare | $1.2M | 0.2% | 47K | New | |||
| 115 | $VSAT | VIASAT INC | Communication Services | $1.2M | 0.2% | 13K | New | |||
| 116 | $VSH | VISHAY INTERTECHNOLOGY INC | Technology | $1.1M | 0.2% | 21K | New | |||
| 117 | $TRAX | First Tracks Biotherapeutics, Inc. | Healthcare | $1.1M | 0.2% | 54K | New | |||
| 118 | $NVTS | Navitas Semiconductor Corp | Technology | $1.1M | 0.2% | 60K | New | |||
| 119 | $WGS | GeneDx Holdings Corp. | Healthcare | $1.1M | 0.2% | 16K | New | |||
| 120 | $AMLX | Amylyx Pharmaceuticals, Inc. | Healthcare | $1.0M | 0.2% | 58K | New | |||
| 121 | $SNDK | Sandisk Corp | Technology | $864K | 0.2% | 380 | New | |||
| 122 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $747K | 0.1% | 1,211 | -0.2% | |||
| 123 | $JOYY | JOYY Inc. | Technology | $743K | 0.1% | 11K | — | |||
| 124 | $EWBC | EAST WEST BANCORP INC | Financials | $705K | 0.1% | 5,460 | -0.3% | |||
| 125 | $MKSI | MKS INC | Technology | $582K | 0.1% | 1,308 | +12% | |||
| 126 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $572K | 0.1% | 858 | -0.2% | |||
| 127 | $CIEN | CIENA CORP | Technology | $548K | 0.1% | 1,117 | +19% | |||
| 128 | $COHR | COHERENT CORP. | Technology | $548K | 0.1% | 1,388 | +13% | |||
| 129 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $545K | 0.1% | 275 | -0.7% | |||
| 130 | $TRMD | TORM plc | Industrials | $497K | 0.1% | 19K | -29% | |||
| 131 | $ARGX | ARGENX SE | Healthcare | $496K | 0.1% | 535 | -21% | |||
| 132 | $MTZ | MASTEC INC | Energy | $492K | 0.1% | 1,182 | -0.3% | |||
| 133 | $HEI.A | HEICO CORP | Industrials | $484K | 0.1% | 1,877 | -0.3% | |||
| 134 | $IDA | IDACORP INC | Utilities | $435K | 0.1% | 2,877 | -0.3% | |||
| 135 | $PDS | PRECISION DRILLING Corp | Energy | $422K | 0.1% | 5,500 | -46% | |||
| 136 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $406K | 0.1% | 1,660 | -95% | |||
| 137 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $383K | 0.1% | 1,133 | -0.3% | |||
| 138 | $RVMD | Revolution Medicines, Inc. | Healthcare | $366K | 0.1% | 1,952 | New | |||
| 139 | $HWM | Howmet Aerospace Inc. | Materials | $359K | 0.1% | 1,335 | -0.3% | |||
| 140 | $CPT | CAMDEN PROPERTY TRUST | Real Estate | $351K | 0.1% | 3,068 | -0.2% | |||
| 141 | $MOMO | Hello Group Inc. | Technology | $350K | 0.1% | 60K | — | |||
| 142 | $RBC | RBC Bearings INC | Industrials | $348K | 0.1% | 540 | -0.4% | |||
| 143 | $BWXT | BWX Technologies, Inc. | Industrials | $337K | 0.1% | 1,733 | -0.3% | |||
| 144 | $ASND | Ascendis Pharma A/S | Healthcare | $332K | 0.1% | 1,246 | -0.2% | |||
| 145 | $EVR | Evercore Inc. | Financials | $328K | 0.1% | 962 | -0.3% | |||
| 146 | $INSM | INSMED Inc | Healthcare | $324K | 0.1% | 3,035 | -0.3% | |||
| 147 | $CRDO | Credo Technology Group Holding Ltd | Technology | $320K | 0.1% | 1,176 | -95% | |||
| 148 | $CLH | CLEAN HARBORS INC | Utilities | $315K | 0.1% | 1,054 | -0.3% | |||
| 149 | $BE | Bloom Energy Corp | Technology | $308K | 0.1% | 1,017 | -97% | |||
| 150 | $ONTO | ONTO INNOVATION INC. | Technology | $301K | 0.1% | 795 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 33 new, 18 added to, 106 trimmed, 48 sold out. Share-count changes; largest moves by dollar size first.
New positions (33)
first bought this quarter
first bought this quarter
first bought this quarter
$ENSEnerSys$5.6M
first bought this quarter
$GHMGRAHAM CORP$4.7M
first bought this quarter
$PLXSPLEXUS CORP$4.6M
first bought this quarter
+27 more in the Excel export
Added to (18)
now $8.9M · held 4 qtrs
$VIAVVIAVI SOLUTIONS INC.+93%
now $5.7M · held 2 qtrs, 2 adds in a row
$TRNOTerreno Realty Corp+30%
now $6.4M · held 7+ qtrs
$BOOTBoot Barn Holdings, Inc.+77%
now $3.3M · held 7+ qtrs
$CATYCATHAY GENERAL BANCORP+28%
now $6.5M · held 6 qtrs
$UBSIUNITED BANKSHARES INC/WV+28%
now $6.3M · held 2 qtrs, 2 adds in a row
+12 more in the Excel export
Trimmed (106)
$MXLMAXLINEAR, INC-80%
now $5.8M · held 4 qtrs
$SANMSANMINA CORP-97%
now $298K
$BEBloom Energy Corp-97%
now $308K · held 4 qtrs
now $6.9M · held 3 qtrs
$AXSMAxsome Therapeutics, Inc.-95%
now $406K · held 7+ qtrs, 5 trims in a row
$CRDOCredo Technology Group Holding Ltd-95%
now $320K · held 7+ qtrs
+100 more in the Excel export
Holdings by quarter
Every 13F MOODY ALDRICH PARTNERS LLC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow MOODY ALDRICH PARTNERS?
Q2 2026 13F filed with the SEC on Jul 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MOODY ALDRICH PARTNERS's top 20 holdings: 48/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-11.0%
Value-weighted move of the 10 largest stock positions
Turnover
19%
Last quarter; 72% over the last 4
Top 10 weight
16%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
64%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MOODY ALDRICH PARTNERS LLC disclosed 175 positions worth $556.6M in its Form 13F-HR for Q2 2026, led by $ESI (Element Solutions Inc) at 1.9% of the equity portfolio, followed by $ORKA and $INDB. During the quarter the fund opened 33 new positions and exited 48 — including a new stake in $CIFR and a full exit from $SMTC. The portfolio is most concentrated in Financials (28.3% of disclosed assets). All figures are sourced directly from MOODY ALDRICH PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 936941.
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AI-Powered Hedge Fund Analysis: MOODY ALDRICH PARTNERS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For MOODY ALDRICH PARTNERS LLC (SEC CIK: 936941), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MOODY ALDRICH PARTNERS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.