Latest MOODY ALDRICH PARTNERS LLC Stock Portfolio

MOODY ALDRICH PARTNERS LLC Performance:

2026 Q1: 4.75%YTD: 4.75%2025: 12.26%

Performance for 2026 Q1 is 4.75%, and YTD is 4.75%, and 2025 is 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 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moody Aldrich Partners LLC reported an equity portfolio of $554.5 Millions as of 31 Mar, 2026.

The top stock holdings of Moody Aldrich Partners LLC are INDB, ESI, CASH. The fund has invested 2% of it's portfolio in INDEPENDENT BK CORP MASS and 1.7% of portfolio in ELEMENT SOLUTIONS INC.

The fund managers got completely rid off CADENCE BANK (CADE), PIPER SANDLER COMPANIES (PIPR) and ARROW ELECTRS INC (ARW) stocks. They significantly reduced their stock positions in KARMAN HLDGS INC, TOLL BROTHERS INC (TOL) and OVINTIV INC (OVV). Moody Aldrich Partners LLC opened new stock positions in OLD NATL BANCORP IND (ONB), PIPER SANDLER COMPANIES (PIPR) and FIRST INTST BANCSYSTEM INC (FIBK). The fund showed a lot of confidence in some stocks as they added substantially to EDGEWISE THERAPEUTICS INC (EWTX), SANMINA CORP (SANM) and CORE SCIENTIFIC INC NEW.

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

Our best estimate is that Moody Aldrich Partners LLC made a return of 4.75% in the last quarter. In trailing 12 months, it's portfolio return was 24.8%.

Performance
S&P 500

New Buys

Ticker	$ Bought
old natl bancorp ind	9,260,580
piper sandler companies	7,028,440
first intst bancsystem inc	5,689,590
chord energy corporation	5,517,580
terex corp new	4,742,950
travelers companies inc	4,597,170
united bankshares inc west v	4,498,960
innovex international inc	4,261,660

New stocks bought by MOODY ALDRICH PARTNERS LLC

Additions

Ticker	% Inc.
edgewise therapeutics inc	164
sanmina corp	160
core scientific inc new	135
dianthus therapeutics inc	98.84
abercrombie & fitch co	93.8
centrus energy corp	92.95
tjx cos inc new	76.33
apogee therapeutics inc	69.42

Additions to existing portfolio by MOODY ALDRICH PARTNERS LLC

Reductions

Ticker	% Reduced
karman hldgs inc	-68.76
toll brothers inc	-59.28
ovintiv inc	-56.39
modine mfg co	-54.4
cargurus inc	-53.98
cytokinetics inc	-53.01
kratos defense & sec solutio	-49.62
praxis precision medicines i	-48.03

MOODY ALDRICH PARTNERS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
cadence bank	-11,905,900
ventyx biosciences inc	-2,374,330
genius sports limited	-2,449,020
kura oncology inc	-1,867,370
ncino inc	-2,152,960
rev group inc	-5,035,310
molson coors beverage co	-3,176,670
varonis sys inc	-2,163,160

MOODY ALDRICH PARTNERS LLC got rid off the above stocks

Sector Distribution

Moody Aldrich Partners LLC has about 19% of it's holdings in Financial Services sector.

Sector	%
Financial Services	19
Others	16.9
Healthcare	15.7
Industrials	11.9
Consumer Cyclical	8.2
Technology	8.1
Energy	6.2
Utilities	5.3
Basic Materials	3.5
Consumer Defensive	2.7
Real Estate	2.2

Market Cap. Distribution

Moody Aldrich Partners LLC has about 18.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MID-CAP	57.6
UNALLOCATED	16.9
LARGE-CAP	16
SMALL-CAP	6.3
MEGA-CAP	2.7

Stocks belong to which Index?

About 70.4% of the stocks held by Moody Aldrich Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
RUSSELL 2000	64.3
Others	29.6
S&P 500	6.1

Top 5 Winners (%)		%
AGX	argan inc	67.2 %
	dianthus therapeutics inc	61.9 %
	oruka therapeutics inc	58.8 %
CIEN	ciena corp	57.1 %
SLAB	silicon laboratories inc	54.4 %

Top 5 Winners ($)		$
MOD	modine mfg co	3.1 M
	dianthus therapeutics inc	2.6 M
ESI	element solutions inc	2.6 M
	oruka therapeutics inc	2.5 M
AGX	argan inc	2.4 M

Top 5 Losers (%)		%
WVE	wave life sciences ltd	-57.2 %
VRDN	viridian therapeutics inc	-37.0 %
SF	stifel finl corp	-36.9 %
CRDO	credo technology group holdi	-34.7 %
SRAD	sportradar group ag	-29.5 %

Top 5 Losers ($)		$
WVE	wave life sciences ltd	-2.7 M
CRNX	crinetics pharmaceuticals in	-1.5 M
CRDO	credo technology group holdi	-1.3 M
SRAD	sportradar group ag	-1.2 M
VRDN	viridian therapeutics inc	-1.1 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 190 stocks in it's portfolio. About 15.5% of the portfolio is in top 10 stocks. WVE proved to be the most loss making stock for the portfolio. MOD was the most profitable stock for Moody Aldrich Partners LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.09	2,026	514,179	reduced	-0.69

AB	alliancebernstein hldg l p	0.93	137,341	5,142,050	unchanged	0.00

ABBV	abbvie inc	0.08	1,946	423,403	added	1.35

ABG	asbury automotive group inc	0.40	11,227	2,193,870	added	1.32

AEIS	advanced energy inds	0.71	12,174	3,928,670	reduced	-22.05

AGX	argan inc	0.94	9,535	5,193,240	reduced	-18.06

AIT	applied indl technologies in	0.05	1,136	301,404	added	32.56

AMAT	applied matls inc	0.06	916	313,080	reduced	-47.02

AME	ametek inc	0.08	1,739	424,254	added	29.39

AMG	affiliated managers group	0.75	15,111	4,181,210	unchanged	0.00

AMZN	amazon com inc	0.07	2,000	416,540	reduced	-30.43

ANAB	anaptysbio inc	0.40	59,182	2,188,170	reduced	-17.11

ANET	arista networks inc	0.06	2,930	359,745	added	52.29

ANF	abercrombie & fitch co	0.67	40,661	3,715,200	added	93.8

APAM	artisan partners asset mgmt	0.74	113,059	4,114,220	unchanged	0.00

APPF	appfolio inc	0.00	0.00	0.00	sold off	-100

ARCB	arcbest corp	0.63	35,707	3,512,140	added	3.24

ARGX	argenx se	0.09	680	496,570	reduced	-21.21

AROC	archrock inc	0.92	146,373	5,093,780	added	1.48

ARW	arrow electrs inc	0.00	0.00	0.00	sold off	-100