Moody Aldrich Partners LLC
Long book
$554.5M
Q1 2026
Positions
190
Top-10 weight
16%
concentration
Last quarter
+19.6%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsMoody Aldrich Partners LLC is an institutional manager, running a $554.5M US long book across 190 positions.
The portfolio is broadly diversified across 190 positions (top 10 only 16%). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: INDEPENDENT BANK CORP/MA, ELEMENT SOLUTIONS INC, PATHWARD FINANCIAL INC, OLD NATIONAL BANCORP, WINTRUST FINANCIAL CORP.
Over the last 9 quarters its long book ran on average 0.4pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-1.2%
Q2 2024
+8.7%
Q3 2024
-0.4%
Q4 2024
-8.4%
Q1 2025
+10.3%
Q2 2025
+8.3%
Q3 2025
+1.1%
Q4 2025
+5.7%
Q1 2026
+19.6%
Sector allocation
Financials 24%
Healthcare 19%
Industrials 16%
Technology 11%
Utilities 7%
Other 6%
Energy 4%
Materials 4%
Long book by quarter
What does Moody Aldrich own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| INDB INDEPENDENT BANK CORP/MA | Financials | 144.0K | $10.8M | 2.0% | -1.1% |
| ESI ELEMENT SOLUTIONS INC | Other | 278.4K | $9.5M | 1.7% | -1.1% |
| CASH PATHWARD FINANCIAL INC | Financials | 105.3K | $9.4M | 1.7% | -1.0% |
| ONB OLD NATIONAL BANCORP | Financials | 419.0K | $9.3M | 1.7% | New |
| WTFC WINTRUST FINANCIAL CORP | Financials | 65.2K | $9.1M | 1.6% | -1.0% |
| COLB COLUMBIA BANKING SYSTEM INC | Financials | 327.4K | $9.0M | 1.6% | -1.0% |
| POR PORTLAND GENERAL ELECTRIC CO | Utilities | 148.8K | $7.9M | 1.4% | -1.1% |
| SWX SOUTHWEST GAS HOLDINGS INC | Utilities | 84.0K | $7.3M | 1.3% | +12.2% |
| PIPR PIPER SANDLER COS | Financials | 91.8K | $7.0M | 1.3% | New |
| PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 21.7K | $7.0M | 1.3% | -48.0% |
| DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 82.1K | $6.9M | 1.2% | +98.8% |
| CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 226.0K | $6.9M | 1.2% | +8.3% |
| CPK CHESAPEAKE UTILITIES CORP | Utilities | 54.2K | $6.9M | 1.2% | +18.6% |
| AVA AVISTA CORP | Utilities | 169.2K | $6.8M | 1.2% | -1.0% |
| VSEC VSE CORP | Services media | 36.7K | $6.8M | 1.2% | -0.9% |
| CRNX CRINETICS PHARMACEUTICALS IN | Healthcare | 183.4K | $6.7M | 1.2% | +66.1% |
| ORKA ORUKA THERAPEUTICS INC | Healthcare | 135.1K | $6.6M | 1.2% | +6.5% |
| NKTR NEKTAR THERAPEUTICS | Healthcare | 89.5K | $6.4M | 1.2% | +59.8% |
| SPXC SPX TECHNOLOGIES INC | Industrials | 32.2K | $6.4M | 1.2% | -1.0% |
| MRX MAREX GROUP PLC | Financials | 139.8K | $6.2M | 1.1% | -1.0% |
| HUT HUT 8 CORP | Financials | 132.6K | $6.2M | 1.1% | +22.3% |
| SANM SANMINA CORP | Technology | 47.0K | $6.1M | 1.1% | +160.9% |
| VTRS VIATRIS INC | Healthcare | 450.3K | $6.1M | 1.1% | -22.2% |
| MGY MAGNOLIA OIL & GAS CORP - A | Energy | 192.6K | $6.1M | 1.1% | +1.7% |
| BKU BANKUNITED INC | Financials | 130.3K | $5.9M | 1.1% | Held |
| GOLF ACUSHNET HOLDINGS CORP | Other | 62.2K | $5.8M | 1.0% | -1.0% |
| RIOT RIOT PLATFORMS INC | Financials | 466.9K | $5.8M | 1.0% | +46.2% |
| AXSM AXSOME THERAPEUTICS INC | Healthcare | 34.0K | $5.7M | 1.0% | -15.6% |
| MYRG MYR GROUP INC/DELAWARE | Industrials | 20.2K | $5.7M | 1.0% | -1.0% |
| FIBK FIRST INTERSTATE BANCSYS-A | Financials | 170.3K | $5.7M | 1.0% | New |
| PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 53.9K | $5.7M | 1.0% | -33.2% |
| STNG SCORPIO TANKERS INC | Industrials | 76.0K | $5.7M | 1.0% | -31.8% |
| BBIO BRIDGEBIO PHARMA INC | Healthcare | 75.9K | $5.6M | 1.0% | -42.1% |
| CHRD CHORD ENERGY CORP | Energy | 38.8K | $5.5M | 1.0% | New |
| SM SM ENERGY CO | Energy | 176.5K | $5.5M | 1.0% | +33.0% |
| CDE COEUR MINING INC | Materials | 290.9K | $5.5M | 1.0% | -1.1% |
| CSW CSW INDUSTRIALS INC | Other | 20.8K | $5.4M | 1.0% | +18.6% |
| NXT NEXTPOWER INC-CL A | Technology | 43.7K | $5.3M | 1.0% | +1.5% |
| SEI SOLARIS ENERGY INFRASTRUCTUR | Industrials | 93.1K | $5.3M | 0.9% | -1.0% |
| SIG SIGNET JEWELERS LTD | Consumer discretionary | 62.0K | $5.2M | 0.9% | +51.2% |
| ATMU ATMUS FILTRATION TECHNOLOGIE | Industrials | 92.1K | $5.2M | 0.9% | -1.1% |
| AGX ARGAN INC | Industrials | 9.5K | $5.2M | 0.9% | -18.1% |
| AB ALLIANCEBERNSTEIN HOLDING LP | Financials | 137.3K | $5.1M | 0.9% | Held |
| AROC ARCHROCK INC | Utilities | 146.4K | $5.1M | 0.9% | +1.5% |
| CORZ CORE SCIENTIFIC INC | Financials | 334.4K | $5.0M | 0.9% | +135.4% |
| MOD MODINE MANUFACTURING CO | Industrials | 23.0K | $5.0M | 0.9% | -54.4% |
| SMTC SEMTECH CORP | Technology | 64.3K | $4.9M | 0.9% | +9.1% |
| OSIS OSI SYSTEMS INC | Technology | 18.2K | $4.8M | 0.9% | -2.8% |
| BE BLOOM ENERGY CORP- A | Industrials | 35.3K | $4.8M | 0.9% | +4.6% |
| TEX TEREX CORP | Industrials | 80.3K | $4.7M | 0.9% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 190 | $554.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 30, 2026 | 186 | $535.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 188 | $527.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 178 | $516.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 168 | $477.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 196 | $539.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 192 | $549.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 24, 2024 | 194 | $513.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 30, 2024 | 215 | $587.9M | canonical | SEC ↗ |
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