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Moody Aldrich Partners LLC

13F filer · CIK 0000936941
Reported Jul 15, 2026
Net seller this quarter
13F portfolio value$557MU.S. long equity reported on 13F
Positions17533 new · 48 closed
Net flow last quarter-$131MBuys minus sells
Top 10 positions weight16.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 15, 2026175 positions
ESIElement Solutions Inc$10.6M1.90%0.09%-20.5%Q3 2022
ORKAOruka Therapeutics, Inc.$9.65M1.73%0.17%-24.9%Q4 2025
INDBIndependent Bank Corp$9.56M1.72%0.24%-20.7%Q1 2016
WTFCWintrust Financial Corp$9.23M1.66%0.09%-11.9%Q4 2016
LGNDLigand Pharmaceuticals Inc$8.9M1.60%0.14%+91.9%Q2 2018
ONBOld National Bancorp$8.55M1.54%0.09%-21.2%Q1 2021
COLBColumbia Banking System, Inc.$8.37M1.50%0.09%-20.2%Q4 2017
RIOTRiot Platforms, Inc.$8.22M1.48%0.08%-35.7%Q1 2025
CASHPathward Financial, Inc.$8.09M1.45%0.44%-11.8%Q3 2023
CORZCore Scientific, Inc./tx$8.01M1.44%0.10%-6.4%Q4 2024
PTGXProtagonist Therapeutics, Inc$7.31M1.31%0.09%+10.6%Q2 2023
DNTHDianthus Therapeutics, Inc.$7.27M1.31%0.14%-9.2%Q1 2025
CIFRCipher Digital Inc.$7.24M1.30%0.07%NewQ2 2026
AMBQAmbiq Micro, Inc.$7.19M1.29%0.34%NewQ2 2026
HUTHut 8 Corp.$6.92M1.24%0.05%-54.8%Q4 2025
SWKSSkyworks Solutions, Inc.$6.7M1.20%0.07%NewQ2 2026
MRXMarex Group Ltd$6.69M1.20%0.15%-21.5%Q4 2024
VSECVse Corp$6.59M1.18%0.10%-21.5%Q2 2025
FIBKFirst Interstate Bancsystem Inc$6.57M1.18%0.18%Not reportedQ1 2026
MYRGMyr Group Inc.$6.5M1.17%0.08%-35.8%Q4 2024
CATYCathay General Bancorp$6.47M1.16%0.16%+27.7%Q1 2016
TRNOTerreno Realty Corp$6.4M1.15%0.09%+30.2%Q3 2016
PRAXPraxis Precision Medicines, Inc.$6.38M1.15%0.07%-12.1%Q2 2024
UBSIUnited Bankshares Inc$6.35M1.14%0.10%+27.5%Q1 2026
SPXCSPX Technologies, Inc.$6.27M1.13%0.05%-20.5%Q2 2025
PORPortland General Electric Co$6.13M1.10%0.10%-20.5%Q1 2016
SEISolaris Energy Infrastructure, Inc.$5.88M1.06%Not reported-21.5%Q4 2017
SWXSouthwest Gas Holdings, Inc.$5.88M1.06%0.09%-21.1%Q4 2018
MXLMaxlinear, Inc$5.85M1.05%0.05%-79.6%Q1 2016
GOLFAcushnet Holdings Corp.$5.79M1.04%0.08%-21.5%Q2 2024
TEXTerex Corp$5.74M1.03%0.07%-1.2%Q3 2021
BKUBankUnited, Inc.$5.7M1.02%0.16%-9.7%Q1 2016
AROCArchrock, Inc.$5.69M1.02%0.08%-4.4%Q4 2024
VIAVViavi Solutions Inc.$5.69M1.02%0.05%+93.5%Q1 2026
ENSEnerSys$5.62M1.01%0.07%Not reportedQ3 2018
CRNXCrinetics Pharmaceuticals, Inc.$5.47M0.98%0.14%-20.4%Q3 2023
AVAAvista Corp$5.44M0.98%0.16%-21.5%Q3 2024
SIGSignet Jewelers Ltd$5.34M0.96%0.16%Not reportedQ2 2022
LOARLoar Holdings Inc.$5.32M0.96%0.07%+23.8%Q2 2024
ACTEnact Holdings, Inc.$5.29M0.95%0.08%Not reportedQ3 2024
CPKChesapeake Utilities Corp$5.21M0.94%0.18%-21.5%Q1 2016
PIPRPiper Sandler Companies$5.21M0.94%0.11%-21.5%Q1 2026
TRVTravelers Companies, Inc.$5.2M0.93%0.01%Not reportedQ1 2020
VTRSViatris Inc$5.18M0.93%0.03%-27.5%Q1 2021
AMGAffiliated Managers Group, Inc.$5.11M0.92%0.06%Not reportedQ4 2024
PNCPNC Financial Services Group, Inc.$5.01M0.90%0.01%Not reportedQ1 2025
FTDRFrontdoor, Inc.$4.98M0.89%0.09%-21.5%Q1 2019
STNGScorpio Tankers Inc.$4.97M0.89%0.14%-5.6%Q4 2022
ABAlliancebernstein Holding L.P.$4.84M0.87%0.15%Not reportedQ3 2018
GHMGraham Corp$4.72M0.85%0.33%NewQ2 2026
Q1 2026Reported Apr 20, 2026190 positions
INDBIndependent Bank Corp$10.8M1.95%0.30%-1.1%Q1 2016
ESIElement Solutions Inc$9.51M1.71%0.11%-1.1%Q3 2022
CASHPathward Financial, Inc.$9.4M1.70%0.48%-1.0%Q3 2023
ONBOld National Bancorp$9.26M1.67%0.11%Not reportedQ1 2021
WTFCWintrust Financial Corp$9.05M1.63%0.10%-1.0%Q4 2016
COLBColumbia Banking System, Inc.$8.98M1.62%0.11%-1.0%Q4 2017
PORPortland General Electric Co$7.85M1.42%0.13%-1.1%Q1 2016
SWXSouthwest Gas Holdings, Inc.$7.3M1.32%0.12%+12.2%Q4 2018
PIPRPiper Sandler Companies$7.03M1.27%0.14%NewQ1 2026
PRAXPraxis Precision Medicines, Inc.$6.99M1.26%0.08%-48.0%Q2 2024
DNTHDianthus Therapeutics, Inc.$6.89M1.24%0.15%+98.8%Q1 2025
CAPRCapricor Therapeutics, Inc.$6.87M1.24%0.39%+8.3%Q4 2025
CPKChesapeake Utilities Corp$6.85M1.24%0.23%+18.6%Q1 2016
AVAAvista Corp$6.79M1.22%0.20%-1.0%Q3 2024
VSECVse Corp$6.77M1.22%0.13%-0.9%Q2 2025
CRNXCrinetics Pharmaceuticals, Inc.$6.66M1.20%0.17%+66.1%Q3 2023
ORKAOruka Therapeutics, Inc.$6.62M1.19%0.27%+6.5%Q4 2025
NKTRNektar Therapeutics$6.44M1.16%0.44%+59.8%Q2 2025
SPXCSPX Technologies, Inc.$6.43M1.16%0.06%-1.0%Q2 2025
MRXMarex Group Ltd$6.23M1.12%0.19%-1.0%Q4 2024
HUTHut 8 Corp.$6.22M1.12%0.12%+22.3%Q4 2025
SANMSanmina Corp$6.09M1.10%0.09%+160.9%Q4 2025
VTRSViatris Inc$6.08M1.10%0.04%-22.2%Q1 2021
MGYMagnolia Oil & Gas Corp$6.08M1.10%Not reported+1.7%Q2 2024
BKUBankUnited, Inc.$5.89M1.06%0.18%Not reportedQ1 2016
GOLFAcushnet Holdings Corp.$5.81M1.05%0.11%-1.0%Q2 2024
RIOTRiot Platforms, Inc.$5.77M1.04%0.12%+46.2%Q1 2025
AXSMAxsome Therapeutics, Inc.$5.74M1.04%0.07%-15.6%Q2 2019
MYRGMyr Group Inc.$5.71M1.03%0.13%-1.0%Q4 2024
FIBKFirst Interstate Bancsystem Inc$5.69M1.03%0.17%NewQ1 2026
PTGXProtagonist Therapeutics, Inc$5.68M1.02%0.08%-33.2%Q2 2023
STNGScorpio Tankers Inc.$5.68M1.02%0.15%-31.8%Q4 2022
BBIOBridgeBio Pharma, Inc.$5.64M1.02%0.04%-42.1%Q1 2023
CHRDChord Energy Corp$5.52M1.00%0.07%Not reportedQ2 2021
SMSM Energy Co$5.5M0.99%0.07%+33.0%Q3 2024
CDECoeur Mining, Inc.$5.46M0.98%0.03%-1.1%Q3 2025
CSWCSW Industrials, Inc.$5.42M0.98%0.13%+18.6%Q2 2024
NXTNextpower Inc.$5.27M0.95%0.03%+1.5%Q2 2023
SEISolaris Energy Infrastructure, Inc.$5.26M0.95%Not reported-1.0%Q4 2017
SIGSignet Jewelers Ltd$5.25M0.95%0.15%+51.2%Q2 2022
ATMUAtmus Filtration Technologies Inc.$5.23M0.94%0.11%-1.1%Q2 2024
AGXArgan Inc$5.19M0.94%0.07%-18.1%Q3 2025
ABAlliancebernstein Holding L.P.$5.14M0.93%0.15%Not reportedQ3 2018
AROCArchrock, Inc.$5.09M0.92%0.08%+1.5%Q4 2024
CORZCore Scientific, Inc./tx$5M0.90%0.11%+135.4%Q4 2024
MODModine Manufacturing Co$4.99M0.90%0.04%-54.4%Q1 2024
SMTCSemtech Corp$4.95M0.89%0.07%+9.1%Q3 2018
OSISOsi Systems Inc$4.84M0.87%0.11%-2.8%Q2 2024
BEBloom Energy Corp$4.78M0.86%0.01%+4.6%Q1 2021
TEXTerex Corp$4.74M0.86%0.07%Not reportedQ3 2021
Q4 2025Reported Jan 30, 2026185 positions
PRAXPraxis Precision Medicines, Inc.$12.3M2.30%0.17%Not reportedQ2 2024
CADECadence Financial Corp$11.9M2.22%Not reported-4.6%Q2 2024
INDBIndependent Bank Corp$10.6M1.99%0.30%-4.5%Q1 2016
BBIOBridgeBio Pharma, Inc.$10M1.87%0.07%+83.3%Q1 2023
COLBColumbia Banking System, Inc.$9.25M1.73%0.11%+21.7%Q4 2017
WTFCWintrust Financial Corp$9.2M1.72%0.10%+52.4%Q4 2016
PJCPiper Sandler Companies$7.88M1.47%Not reported-4.6%Q2 2024
CASHPathward Financial, Inc.$7.56M1.41%0.48%-4.6%Q3 2023
AXSMAxsome Therapeutics, Inc.$7.36M1.37%0.08%-21.8%Q2 2019
PORPortland General Electric Co$7.22M1.35%0.13%+10.3%Q1 2016
VTRSViatris Inc$7.2M1.34%0.05%Not reportedQ1 2021
KRMNKarman Holdings Inc.$7.07M1.32%0.07%+15.0%Q2 2025
PTGXProtagonist Therapeutics, Inc$7.04M1.31%0.13%-43.6%Q2 2023
ESIElement Solutions Inc$7.03M1.31%0.12%-4.4%Q3 2022
MODModine Manufacturing Co$6.74M1.26%0.10%-4.4%Q1 2024
AVAAvista Corp$6.59M1.23%0.21%+41.5%Q3 2024
SPXCSPX Technologies, Inc.$6.5M1.21%0.07%-2.9%Q2 2025
CARGCarGurus, Inc.$6.42M1.20%Not reported-4.7%Q4 2024
VSECVse Corp$6.4M1.20%0.16%-4.6%Q2 2025
KTOSKratos Defense & Security Solutions, Inc.$6.25M1.17%0.05%-20.5%Q2 2025
CAPRCapricor Therapeutics, Inc.$6.02M1.12%0.36%NewQ4 2025
SWXSouthwest Gas Holdings, Inc.$5.99M1.12%0.10%-4.5%Q4 2018
BKUBankUnited, Inc.$5.81M1.08%0.18%Not reportedQ1 2016
CPKChesapeake Utilities Corp$5.71M1.06%0.00%+31.7%Q1 2016
STNGScorpio Tankers Inc.$5.67M1.06%0.22%-7.8%Q4 2022
OVVOvintiv Inc.$5.5M1.03%0.06%Not reportedQ2 2025
MRXMarex Group Ltd$5.41M1.01%0.19%+25.7%Q4 2024
ARWArrow Electronics, Inc.$5.31M0.99%0.09%Not reportedQ4 2024
CWSTCasella Waste Systems Inc$5.29M0.99%Not reported+62.6%Q2 2025
ABAlliancebernstein Holding L.P.$5.28M0.99%0.15%Not reportedQ3 2018
CDECoeur Mining, Inc.$5.24M0.98%0.05%-4.4%Q3 2025
CSWCSW Industrials, Inc.$5.15M0.96%0.11%+116.2%Q2 2024
CRNXCrinetics Pharmaceuticals, Inc.$5.14M0.96%0.12%-4.4%Q3 2023
NAMSNewAmsterdam Pharma Co N.V.$5.04M0.94%0.13%Not reportedQ1 2024
REVGREV Group, Inc.$5.04M0.94%0.17%-4.6%Q1 2025
GOLFAcushnet Holdings Corp.$5.01M0.94%0.11%-4.7%Q2 2024
CYTKCytokinetics Inc$5M0.93%0.06%-4.7%Q3 2021
HUTHut 8 Corp.$4.98M0.93%0.10%NewQ4 2025
ATMUAtmus Filtration Technologies Inc.$4.83M0.90%0.11%-4.6%Q2 2024
MTGMgic Investment Corp$4.79M0.89%0.07%Not reportedQ3 2025
OSISOsi Systems Inc$4.78M0.89%0.11%-20.9%Q2 2024
FTDRFrontdoor, Inc.$4.76M0.89%0.12%-4.6%Q1 2019
WVEWave Life Sciences, Inc.$4.67M0.87%0.15%-21.7%Q2 2024
APAMArtisan Partners Asset Management Inc.$4.61M0.86%0.14%Not reportedQ1 2021
ACTEnact Holdings, Inc.$4.59M0.86%0.08%Not reportedQ3 2024
TRNOTerreno Realty Corp$4.5M0.84%0.07%+12.7%Q3 2016
MYRGMyr Group Inc.$4.47M0.83%0.13%-4.6%Q4 2024
COCOVita Coco Company, Inc.$4.44M0.83%0.15%-23.3%Q2 2024
SLGSL Green Realty Corp$4.41M0.82%0.14%+4.7%Q1 2021
HQYHealthequity, Inc.$4.4M0.82%0.06%-19.6%Q3 2019
Q3 2025Reported Oct 21, 2025187 positions
CADECadence Financial Corp$10.9M2.07%Not reported+4.8%Q2 2024
INDBIndependent Bank Corp$10.5M2.00%0.31%+6.2%Q1 2016
PTGXProtagonist Therapeutics, Inc$9.5M1.80%0.23%-16.1%Q2 2023
KTOSKratos Defense & Security Solutions, Inc.$9.46M1.80%0.06%+12.5%Q2 2025
PJCPiper Sandler Companies$8.44M1.60%Not reported-3.7%Q2 2024
CASHPathward Financial, Inc.$8.26M1.57%0.49%-16.9%Q3 2023
MODModine Manufacturing Co$7.51M1.42%0.10%+9.1%Q1 2024
ESIElement Solutions Inc$7.41M1.41%0.12%-5.6%Q3 2022
MRUSMerus N.V.$7.2M1.37%0.10%-16.9%Q3 2024
CORZCore Scientific, Inc./tx$7.17M1.36%0.13%-8.4%Q4 2024
RIOTRiot Platforms, Inc.$7.12M1.35%0.10%-15.8%Q1 2025
COLBColumbia Banking System, Inc.$6.99M1.33%0.09%-16.9%Q4 2017
STNGScorpio Tankers Inc.$6.77M1.29%0.24%+84.5%Q4 2022
CARGCarGurus, Inc.$6.53M1.24%Not reported-0.8%Q4 2024
VSECVse Corp$6.46M1.23%0.19%-16.8%Q2 2025
SPXCSPX Technologies, Inc.$6.25M1.19%0.07%+18.8%Q2 2025
AXSMAxsome Therapeutics, Inc.$6.25M1.19%0.10%-16.2%Q2 2019
CWANClearwater Analytics Holdings, Inc.$6.18M1.17%Not reported-16.6%Q3 2024
SWXSouthwest Gas Holdings, Inc.$6.14M1.16%0.11%-16.5%Q4 2018
VRNSVaronis Systems Inc$6.1M1.16%0.09%-22.0%Q3 2020
KRMNKarman Holdings Inc.$6.07M1.15%0.06%-32.2%Q2 2025
PORPortland General Electric Co$6M1.14%0.12%-16.2%Q1 2016
AEISAdvanced Energy Industries Inc$5.94M1.13%0.09%-34.5%Q2 2016
OSISOsi Systems Inc$5.91M1.12%0.14%-9.7%Q2 2024
ARWArrow Electronics, Inc.$5.83M1.11%0.09%+90.7%Q4 2024
FTDRFrontdoor, Inc.$5.82M1.10%0.12%-16.9%Q1 2019
SMTCSemtech Corp$5.78M1.10%0.09%-16.9%Q3 2018
CDECoeur Mining, Inc.$5.77M1.09%0.05%NewQ3 2025
VTRSViatris Inc$5.73M1.09%0.05%+92.6%Q1 2021
WTFCWintrust Financial Corp$5.72M1.09%0.06%-15.6%Q4 2016
OVVOvintiv Inc.$5.67M1.08%0.06%+152.1%Q2 2025
HQYHealthequity, Inc.$5.66M1.07%0.07%-16.2%Q3 2019
SLGSL Green Realty Corp$5.5M1.04%0.13%-16.3%Q1 2021
ABAlliancebernstein Holding L.P.$5.25M1.00%0.15%+131.6%Q3 2018
GOLFAcushnet Holdings Corp.$5.17M0.98%0.11%-17.0%Q2 2024
RMBSRambus Inc$4.98M0.94%0.04%-39.6%Q2 2023
REVGREV Group, Inc.$4.92M0.93%0.18%-33.2%Q1 2025
APAMArtisan Partners Asset Management Inc.$4.91M0.93%0.14%+89.6%Q1 2021
MGYMagnolia Oil & Gas Corp$4.88M0.92%Not reported-16.9%Q2 2024
CRNXCrinetics Pharmaceuticals, Inc.$4.81M0.91%0.12%-16.2%Q3 2023
SRADSportradar Group AG$4.78M0.91%Not reported-45.2%Q4 2024
CAGConagra Brands Inc.$4.71M0.89%0.05%+221.0%Q2 2025
CRDOCredo Technology Group Holding Ltd$4.7M0.89%0.02%-42.2%Q3 2023
PVHPVH Corp.$4.7M0.89%0.12%+93.4%Q2 2025
CPKChesapeake Utilities Corp$4.68M0.89%0.00%-16.9%Q1 2016
MTGMgic Investment Corp$4.65M0.88%0.07%NewQ3 2025
COCOVita Coco Company, Inc.$4.63M0.88%0.19%+9.6%Q2 2024
LGNDLigand Pharmaceuticals Inc$4.59M0.87%0.13%Not reportedQ2 2018
AVAAvista Corp$4.57M0.87%0.15%-16.9%Q3 2024
CYTKCytokinetics Inc$4.53M0.86%0.07%Not reportedQ3 2021
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