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Latest MOODY ALDRICH PARTNERS LLC Stock Portfolio

$556Million | No. of Holdings #175

MOODY ALDRICH PARTNERS LLC Performance

2026 Q2+15.85%
YTD+21.35%
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 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moody Aldrich Partners LLC reported an equity portfolio of $556.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Moody Aldrich Partners LLC are ESI, , INDB. The fund has invested 1.9% of it's portfolio in ELEMENT SOLUTIONS INC and 1.7% of portfolio in ORUKA THERAPEUTICS INC. <br><br> The fund managers got completely rid off SEMTECH CORP (SMTC), SILICON LABORATORIES INC (SLAB) and ADVANCED ENERGY INDS (AEIS) stocks. They significantly reduced their stock positions in SANMINA CORP (SANM), BLOOM ENERGY CORP (BE) and MODINE MFG CO (MOD). Moody Aldrich Partners LLC opened new stock positions in CIPHER DIGITAL INC (CIFR), AMBIQ MICRO INC and SKYWORKS SOLUTIONS INC (SWKS). The fund showed a lot of confidence in some stocks as they added substantially to VIAVI SOLUTIONS INC (VIAV), LIGAND PHARMACEUTICALS INC (LGND) and BOOT BARN HLDGS INC (BOOT).
MOODY ALDRICH PARTNERS LLC Equity Portfolio Value
Last Reported on: 15 Jul, 2026
$556Million
  as of Jul 15, 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 15.85% in the last quarter. In trailing 12 months, it's portfolio return was 33.83%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cipher digital inc7,243,960
ambiq micro inc7,187,000
skyworks solutions inc6,698,100
enersys5,615,660
graham corp4,720,360
plexus corp4,571,690
herc hldgs inc4,447,840
lxp industrial trust4,345,690
New stocks bought by MOODY ALDRICH PARTNERS LLC

Additions

Ticker% Inc.
viavi solutions inc93.46
ligand pharmaceuticals inc91.89
boot barn hldgs inc76.58
karman hldgs inc37.65
werner enterprises inc32.9
installed bldg prods inc32.02
terreno rlty corp30.23
cathay gen bancorp27.66
Additions to existing portfolio by MOODY ALDRICH PARTNERS LLC

Reductions

Ticker% Reduced
sanmina corp-97.5
bloom energy corp-97.12
modine mfg co-96.61
bridgebio pharma inc-95.45
credo technology group holdi-95.38
axsome therapeutics inc.-95.11
nextpower inc-94.42
coeur mng inc-94.34
MOODY ALDRICH PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
wave life sciences ltd-1,975,860
conagra brands inc-3,726,210
sportradar group ag-2,828,040
hafnia ltd-781,421
viridian therapeutics inc-1,862,800
semtech corp-4,946,030
soleno therapeutics inc-1,615,780
rambus inc del-3,211,930
MOODY ALDRICH PARTNERS LLC got rid off the above stocks

Sector Distribution

Moody Aldrich Partners LLC has about 20.9% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Technology
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
  • Consumer Defensive
Sector%
Financial Services20.9
Others19.5
Healthcare13.5
Industrials13.1
Consumer Cyclical8.5
Technology8
Energy4.7
Utilities4.2
Real Estate3.4
Basic Materials2.5
Consumer Defensive1.6

Market Cap. Distribution

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

  • MID-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
Category%
MID-CAP61.6
UNALLOCATED19.5
LARGE-CAP9.3
SMALL-CAP8.2

Stocks belong to which Index?

About 66.6% 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 200062.1
Others33.4
S&P 5004.5
Top 5 Winners (%)%
MXL
maxlinear inc
383.1 %
hut 8 corp
106.1 %
RIOT
riot platforms inc
99.8 %
CRDO
credo technology group holdi
99.2 %
MKSI
mks inc.
84.4 %
Top 5 Winners ($)$
MXL
maxlinear inc
14.9 M
hut 8 corp
6.6 M
RIOT
riot platforms inc
5.8 M
oruka therapeutics inc
5.5 M
MYRG
myr group inc
3.6 M
Top 5 Losers (%)%
INSM
insmed inc
-34.8 %
karman hldgs inc
-34.3 %
KTOS
kratos defense & sec solutio
-26.3 %
CAPR
capricor therapeutics inc
-18.6 %
MGY
magnolia oil & gas corp
-17.7 %
Top 5 Losers ($)$
CAPR
capricor therapeutics inc
-1.3 M
karman hldgs inc
-1.1 M
MGY
magnolia oil & gas corp
-1.1 M
SM
sm energy company
-0.9 M
OSIS
osi systems inc
-0.8 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 175 stocks in it's portfolio. About 16% of the portfolio is in top 10 stocks. CAPR proved to be the most loss making stock for the portfolio. MXL was the most profitable stock for Moody Aldrich Partners LLC last quarter.

$556.60MTotal Value
224Positions
15 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MOODY ALDRICH PARTNERS LLC, last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ARGX
Argenx Se

Argenx Se

ARGX
MOODY ALDRICH PARTNERS LLC's holding in Argenx Se over time
0.09%535
$496.4K
0.09%
decreased 21.32 percentreduced