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Latest MOODY ALDRICH PARTNERS LLC Stock Portfolio

$523Million | No. of Holdings #179

MOODY ALDRICH PARTNERS LLC Performance

2026 Q3-7.67%
YTD+12.05%
2025+12.26%

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

Moody Aldrich Partners LLC is a hedge fund based in Marblehead, MA. On 2026-10-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moody Aldrich Partners LLC reported an equity portfolio of $523.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Moody Aldrich Partners LLC are UMBF, INDB, TRNO. The fund has invested 1.8% of it's portfolio in UMB FINL CORP and 1.8% of portfolio in INDEPENDENT BK CORP MASS. <br><br> The fund managers got completely rid off CIPHER DIGITAL INC (CIFR), MAREX GROUP PLC and CRINETICS PHARMACEUTICALS IN (CRNX) stocks. They significantly reduced their stock positions in ELEMENT SOLUTIONS INC (ESI), RIOT PLATFORMS INC (RIOT) and CORE SCIENTIFIC INC NEW. Moody Aldrich Partners LLC opened new stock positions in MAREX GROUP LTD, PALOMAR HLDGS INC (PLMR) and POPULAR INC (BPOP). The fund showed a lot of confidence in some stocks as they added substantially to UMB FINL CORP (UMBF), AMYLYX PHARMACEUTICALS INC (AMLX) and DEFINIUM THERAPEUTICS INC.
MOODY ALDRICH PARTNERS LLC Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$523Million
  as of Oct 27, 2026

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

Our best estimate is that Moody Aldrich Partners LLC made a return of -7.67% in the last quarter. In trailing 12 months, it's portfolio return was 13.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marex group ltd7,237,320
palomar hldgs inc6,595,890
brightspring health svcs inc6,115,210
popular inc5,711,860
eastgroup pptys inc4,996,470
jfrog ltd4,407,650
suncor energy inc new4,125,760
ssr mining in3,829,330
New stocks bought by MOODY ALDRICH PARTNERS LLC

Additions

Ticker% Inc.
umb finl corp211
amylyx pharmaceuticals inc198
definium therapeutics inc191
anaptysbio inc164
caseys gen stores inc164
viasat inc138
genedx holdings corp131
life time group holdings inc123
Additions to existing portfolio by MOODY ALDRICH PARTNERS LLC

Reductions

Ticker% Reduced
element solutions inc-97.13
riot platforms inc-69.41
core scientific inc new-69.18
hut 8 corp-63.03
alliancebernstein hldg l p-59.15
abercrombie & fitch co-51.99
argenx se-45.23
solaris energy infras inc-44.26
MOODY ALDRICH PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
cipher digital inc-7,243,960
capricor therapeutics inc-4,280,320
crinetics pharmaceuticals in-5,466,200
marex group plc-6,688,230
ero copper corp-2,107,710
bank ozk little rock ark-3,627,960
ovintiv inc-3,224,130
cargurus inc-2,058,320
MOODY ALDRICH PARTNERS LLC got rid off the above stocks

Sector Distribution

Moody Aldrich Partners LLC has about 21.3% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Healthcare
  • Technology
  • Industrials
  • Consumer Cyclical
  • Real Estate
  • Energy
  • Utilities
  • Basic Materials
  • Consumer Defensive
Sector%
Financial Services21.3
Others19
Healthcare12
Technology10.5
Industrials9.9
Consumer Cyclical8.7
Real Estate5.8
Energy4.5
Utilities4.4
Basic Materials1.7
Consumer Defensive1.4

Market Cap. Distribution

Moody Aldrich Partners LLC has about 15% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
Category%
MID-CAP58.2
UNALLOCATED19
LARGE-CAP15
SMALL-CAP7.2

Stocks belong to which Index?

About 67.1% of the stocks held by Moody Aldrich Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
  • S&P 500
Index%
RUSSELL 200060.7
Others32.9
S&P 5006.4
Top 5 Winners (%)%
first tracks biotherapeutics
62.4 %
ANF
abercrombie & fitch co
36.7 %
AMLX
amylyx pharmaceuticals inc
34.3 %
SWKS
skyworks solutions inc
26.1 %
SM
sm energy company
23.9 %
Top 5 Winners ($)$
SWKS
skyworks solutions inc
1.7 M
SM
sm energy company
1.5 M
ANF
abercrombie & fitch co
1.5 M
AMLX
amylyx pharmaceuticals inc
1.3 M
SIG
signet jewelers ltd
1.0 M
Top 5 Losers (%)%
MTZ
mastec inc
-48.5 %
AGX
argan inc
-45.2 %
MKSI
mks inc.
-40.3 %
FINV
finvolution group
-36.7 %
MYRG
myr group inc
-36.2 %
Top 5 Losers ($)$
MYRG
myr group inc
-2.4 M
AGX
argan inc
-2.0 M
core scientific inc new
-2.0 M
GOLF
acushnet hldgs corp
-1.8 M
MXL
maxlinear inc
-1.7 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 179 stocks in it's portfolio. About 15.9% of the portfolio is in top 10 stocks. MYRG proved to be the most loss making stock for the portfolio. SWKS was the most profitable stock for Moody Aldrich Partners LLC last quarter.

$523.14MTotal Value
216Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MOODY ALDRICH PARTNERS LLC, last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MOODY ALDRICH PARTNERS LLC's holding in Vaneck Etf Trust over time
0.12%7,058
$619.7K
0.12%
new position
AGNG
Global X Fds

Global X Fds

AGNG
MOODY ALDRICH PARTNERS LLC's holding in Global X Fds over time
0.09%5,787
$490.2K
0.09%
new position
ARGX
Argenx Se

Argenx Se

ARGX
MOODY ALDRICH PARTNERS LLC's holding in Argenx Se over time
0.05%293
$281.0K
0.05%
decreased 45.23 percentreduced