Latest MOODY ALDRICH PARTNERS LLC Stock Portfolio

MOODY ALDRICH PARTNERS LLC Performance:

2025 Q4: 1.52%YTD: 12.26%2024: 17.77%

Performance for 2025 Q4 is 1.52%, and YTD is 12.26%, and 2024 is 17.77%.

About MOODY ALDRICH PARTNERS LLC and 13F Hedge Fund Stock Holdings

Moody Aldrich Partners LLC is a hedge fund based in Marblehead, MA. On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moody Aldrich Partners LLC reported an equity portfolio of $535.8 Millions as of 31 Dec, 2025.

The top stock holdings of Moody Aldrich Partners LLC are PRAX, CADE, INDB. The fund has invested 2.3% of it's portfolio in PRAXIS PRECISION MEDICINES I and 2.2% of portfolio in CADENCE BANK.

The fund managers got completely rid off MERUS N V (MRUS), CLEARWATER ANALYTICS HLDGS I (CWAN) and VIRTU FINL INC (VIRT) stocks. They significantly reduced their stock positions in CORE SCIENTIFIC INC NEW, ADVANCED ENERGY INDS (AEIS) and BOOT BARN HLDGS INC (BOOT). Moody Aldrich Partners LLC opened new stock positions in PRAXIS PRECISION MEDICINES I (PRAX), CAPRICOR THERAPEUTICS INC (CAPR) and BANKUNITED INC (BKU). The fund showed a lot of confidence in some stocks as they added substantially to CSW INDUSTRIALS INC (CSWI), BRIDGEBIO PHARMA INC (BBIO) and CASELLA WASTE SYS INC (CWST).

MOODY ALDRICH PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Moody Aldrich Partners LLC made a return of 1.52% in the last quarter. In trailing 12 months, it's portfolio return was 12.26%.

Performance
S&P 500

New Buys

Ticker	$ Bought
praxis precision medicines i	12,299,800
capricor therapeutics inc	6,024,670
bankunited inc	5,808,900
newamsterdam pharma company	5,035,700
hut 8 corp	4,980,170
bank ozk little rock ark	3,861,080
oruka therapeutics inc	3,843,670
nextpower inc	3,748,950

New stocks bought by MOODY ALDRICH PARTNERS LLC

Additions

Ticker	% Inc.
csw industrials inc	116
bridgebio pharma inc	83.27
casella waste sys inc	62.63
camden ppty tr	61.59
wintrust finl corp	52.42
avista corp	41.52
silicon laboratories inc	35.88
celsius hldgs inc	33.83

Additions to existing portfolio by MOODY ALDRICH PARTNERS LLC

Reductions

Ticker	% Reduced
core scientific inc new	-64.46
advanced energy inds	-55.28
boot barn hldgs inc	-54.09
edgewise therapeutics inc	-47.99
protagonist therapeutics inc	-43.64
varonis sys inc	-37.88
appfolio inc	-36.4
ciena corp	-33.35

MOODY ALDRICH PARTNERS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
clearwater analytics hldgs i	-6,175,690
nomad foods ltd	-3,255,390
nextdecade corp	-1,206,790
energy fuels inc	-2,369,060
simply good foods co	-2,807,490
virtu finl inc	-3,678,550
catalyst pharmaceuticals inc	-1,976,580
merus n v	-7,197,200

MOODY ALDRICH PARTNERS LLC got rid off the above stocks

Sector Distribution

Moody Aldrich Partners LLC has about 20.5% of it's holdings in Healthcare sector.

Sector	%
Healthcare	20.5
Others	16.3
Financial Services	14.8
Industrials	11.7
Technology	9.3
Consumer Cyclical	8.8
Utilities	4.9
Energy	4.3
Consumer Defensive	3.8
Basic Materials	3.1
Real Estate	2.5

Market Cap. Distribution

Moody Aldrich Partners LLC has about 9.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MID-CAP	54.8
UNALLOCATED	17.3
SMALL-CAP	15.3
LARGE-CAP	7.1
MEGA-CAP	2.2
MICRO-CAP	2
NANO-CAP	1.3

Stocks belong to which Index?

About 68.5% of the stocks held by Moody Aldrich Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
RUSSELL 2000	62.9
Others	31.4
S&P 500	5.6

Top 5 Winners (%)		%
WVE	wave life sciences ltd	117.9 %
	apogee therapeutics inc	87.9 %
ANAB	anaptysbio inc	57.0 %
CIEN	ciena corp	50.5 %
	abivax sa	49.7 %

Top 5 Winners ($)		$
WVE	wave life sciences ltd	3.0 M
AXSM	axsome therapeutics inc	2.8 M
BBIO	bridgebio pharma inc	2.5 M
PTGX	protagonist therapeutics inc	2.3 M
CADE	cadence bank	1.5 M

Top 5 Losers (%)		%
VRNS	varonis sys inc	-34.8 %
INOD	innodata inc	-32.7 %
RIOT	riot platforms inc	-31.0 %
SLNO	soleno therapeutics inc	-30.0 %
FINV	finvolution group	-29.0 %

Top 5 Losers ($)		$
RIOT	riot platforms inc	-2.2 M
VRNS	varonis sys inc	-2.1 M
KTOS	kratos defense & sec solutio	-1.4 M
SLG	sl green rlty corp	-1.3 M
INOD	innodata inc	-1.2 M

MOODY ALDRICH PARTNERS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MOODY ALDRICH PARTNERS LLC

Moody Aldrich Partners LLC has 186 stocks in it's portfolio. About 17.4% of the portfolio is in top 10 stocks. RIOT proved to be the most loss making stock for the portfolio. WVE was the most profitable stock for Moody Aldrich Partners LLC last quarter.

Last Reported on: 30 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.10	2,040	554,594	unchanged	0.00

AB	alliancebernstein hldg l p	0.99	137,341	5,284,880	unchanged	0.00

ABBV	abbvie inc	0.08	1,920	438,615	reduced	-1.74

ABG	asbury automotive group inc	0.48	11,081	2,576,660	reduced	-7.16

AEIS	advanced energy inds	0.61	15,618	3,269,940	reduced	-55.28

AGX	argan inc	0.68	11,637	3,646,100	reduced	-16.69

AIT	applied indl technologies in	0.04	857	220,052	reduced	-0.23

ALCC	oklo inc	0.00	0.00	0.00	sold off	-100

ALKS	alkermes plc	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	0.08	1,729	444,336	unchanged	0.00

AME	ametek inc	0.05	1,344	275,937	unchanged	0.00

AMG	affiliated managers group in	0.81	15,111	4,356,200	unchanged	0.00

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.12	2,875	663,608	reduced	-0.69

ANAB	anaptysbio inc	0.43	47,601	2,307,700	reduced	-4.57

ANET	arista networks inc	0.05	1,924	252,102	unchanged	0.00

ANF	abercrombie & fitch co	0.49	20,981	2,640,880	reduced	-4.5

APAM	artisan partners asset mgmt	0.86	113,059	4,606,020	unchanged	0.00

APPF	appfolio inc	0.05	1,085	252,425	reduced	-36.4

ARCB	arcbest corp	0.48	34,588	2,566,080	reduced	-8.26