Latest MOODY ALDRICH PARTNERS LLC Stock Portfolio

MOODY ALDRICH PARTNERS LLC Performance:

2025 Q3: 8.05%YTD: 9.08%2024: 16.92%

Performance for 2025 Q3 is 8.05%, and YTD is 9.08%, and 2024 is 16.92%.

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

Moody Aldrich Partners LLC is a hedge fund based in MARBLEHEAD, MA. On 21-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $683.1 Millions. In it's latest 13F Holdings report, Moody Aldrich Partners LLC reported an equity portfolio of $527.2 Millions as of 30 Sep, 2025.

The top stock holdings of Moody Aldrich Partners LLC are CADE, INDB, PTGX. The fund has invested 2.1% of it's portfolio in CADENCE BANK and 2% of portfolio in INDEPENDENT BK CORP MASS.

The fund managers got completely rid off PALOMAR HLDGS INC (PLMR), SKYWARD SPECIALTY INS GROUP and CHART INDS INC (GTLS) stocks. They significantly reduced their stock positions in FABRINET (FN), CSW INDUSTRIALS INC (CSWI) and VIRTU FINL INC (VIRT). Moody Aldrich Partners LLC opened new stock positions in COEUR MNG INC (CDE), MGIC INVT CORP WIS (MTG) and LIGAND PHARMACEUTICALS INC (LGND). The fund showed a lot of confidence in some stocks as they added substantially to CONAGRA BRANDS INC (CAG), NOMAD FOODS LTD and OVINTIV INC (OVV).

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

Our best estimate is that Moody Aldrich Partners LLC made a return of 8.05% in the last quarter. In trailing 12 months, it's portfolio return was 11.55%.

Performance
S&P 500

New Buys

Ticker	$ Bought
coeur mng inc	5,767,780
mgic invt corp wis	4,648,170
ligand pharmaceuticals inc	4,585,090
cytokinetics inc	4,532,000
bloom energy corp	3,934,370
argan inc	3,772,330
innodata inc	3,717,860
oklo inc	3,130,660

New stocks bought by MOODY ALDRICH PARTNERS LLC

Additions

Ticker	% Inc.
conagra brands inc	221
nomad foods ltd	188
ovintiv inc	152
molson coors beverage co	136
alliancebernstein hldg l p	131
eli lilly & co	130
precision drilling corp	110
cathay gen bancorp	96.7

Additions to existing portfolio by MOODY ALDRICH PARTNERS LLC

Reductions

Ticker	% Reduced
fabrinet	-54.32
csw industrials inc	-51.37
virtu finl inc	-47.83
sportradar group ag	-45.18
eaton corp plc	-43.38
credo technology group holdi	-42.21
marzetti company	-42.01
alphabet inc	-41.69

MOODY ALDRICH PARTNERS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
replimune group inc	-1,806,450
altimmune inc	-609,966
aurora innovation inc	-737,352
skyward specialty ins group	-7,838,350
cactus inc	-3,175,650
moonlake immunotherapeutics	-2,568,440
palomar hldgs inc	-8,207,800
albany intl corp	-3,505,030

MOODY ALDRICH PARTNERS LLC got rid off the above stocks

Sector Distribution

Moody Aldrich Partners LLC has about 14.9% of it's holdings in Healthcare sector.

Sector	%
Healthcare	14.9
Others	14.8
Financial Services	14.6
Technology	13.4
Industrials	12.5
Consumer Cyclical	9.4
Energy	5.6
Consumer Defensive	4.8
Utilities	4.2
Basic Materials	3.3
Real Estate	2.6

Market Cap. Distribution

Moody Aldrich Partners LLC has about 8.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MID-CAP	60.1
SMALL-CAP	14.8
UNALLOCATED	14.8
LARGE-CAP	6.8
MEGA-CAP	2

Stocks belong to which Index?

About 71.4% of the stocks held by Moody Aldrich Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
RUSSELL 2000	66.2
Others	28.6
S&P 500	5.2

Top 5 Winners (%)		%
MRUS	merus n v	79.0 %
KTOS	kratos defense & sec solutio	77.6 %
RIOT	riot platforms inc	68.4 %
RMBS	rambus inc del	62.8 %
SMTC	semtech corp	58.3 %

Top 5 Winners ($)		$
KTOS	kratos defense & sec solutio	4.1 M
MRUS	merus n v	3.8 M
RIOT	riot platforms inc	3.4 M
RMBS	rambus inc del	3.2 M
CRDO	credo technology group holdi	3.0 M

Top 5 Losers (%)		%
LMB	limbach hldgs inc	-30.7 %
IPAR	interparfums inc	-25.1 %
SPSC	sps comm inc	-23.5 %
SMPL	simply good foods co	-21.4 %
NOVT	novanta inc	-20.8 %

Top 5 Losers ($)		$
VIRT	virtu finl inc	-1.8 M
CWAN	clearwater analytics hldgs i	-1.6 M
IPAR	interparfums inc	-1.4 M
SPSC	sps comm inc	-1.2 M
LMB	limbach hldgs inc	-1.0 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 188 stocks in it's portfolio. About 16.4% of the portfolio is in top 10 stocks. VIRT proved to be the most loss making stock for the portfolio. KTOS was the most profitable stock for Moody Aldrich Partners LLC last quarter.

Last Reported on: 21 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.10	2,040	519,445	added	11.05

AB	alliancebernstein hldg l p	1.00	137,341	5,249,170	added	131

ABBV	abbvie inc	0.09	1,954	452,542	reduced	-24.26

ABG	asbury automotive group inc	0.55	11,935	2,917,510	reduced	-17.21

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

AEIS	advanced energy inds	1.13	34,927	5,942,480	reduced	-34.54

AGX	argan inc	0.72	13,969	3,772,330	new

AIN	albany intl corp	0.00	0.00	0.00	sold off	-100

AIT	applied indl technologies in	0.04	859	224,242	reduced	-0.46

ALCC	oklo inc	0.59	28,045	3,130,660	new

ALKS	alkermes plc	0.32	55,615	1,668,450	reduced	-16.89

ALT	altimmune inc	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	0.07	1,729	353,995	new

AME	ametek inc	0.05	1,344	252,672	new

AMG	affiliated managers group in	0.68	15,111	3,602,920	added	90.75

AMPS	ishares tr	0.04	4,152	216,153	unchanged	0.00

AMT	american tower corp new	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.12	2,895	635,655	reduced	-0.62

ANAB	anaptysbio inc	0.29	49,882	1,527,390	reduced	-16.99

ANET	arista networks inc	0.05	1,924	280,346	reduced	-34.11