Moody Aldrich Partners
MARBLEHEAD, MAfiles as Moody Aldrich Partners LLC
$557m in 175 US stocks at the end of 30 June 2026. The top 10 are 16.0% of the money. It changed about 24.9% of the portfolio this quarter.
Value
$557m
Stocks
175
Top 10 share
16.0%
Turnover
24.9%
What changed this quarter
New
Bought for the first time this quarter.
- Cipher DigitalCIFR1.3% of the fund
- Ambiq MicroAMBQ1.3% of the fund
- Skyworks SolutionsSWKS1.2% of the fund
- EnerSysENS1.0% of the fund
- GrahamGHM0.8% of the fund
- PlexusPLXS0.8% of the fund
- Herc HoldingsHRI0.8% of the fund
- LXP Industrial TrustLXP0.8% of the fund
- CredicorpBAP0.8% of the fund
- Spyre TherapeuticsSYRE0.7% of the fund
- CevaCEVA0.6% of the fund
- Life Time Group HoldingsLTH0.6% of the fund
- UMB FinancialUMBF0.6% of the fund
- ErascaERAS0.6% of the fund
- BGC GroupBGC0.5% of the fund
- Definium TherapeuticsDFTX0.4% of the fund
- Power IntegrationsPOWI0.4% of the fund
- YETI HoldingsYETI0.4% of the fund
- BioAge LabsBIOA0.2% of the fund
- ViasatVSAT0.2% of the fund
- Vishay IntertechnologyVSH0.2% of the fund
- First Tracks BiotherapeuticsTRAX0.2% of the fund
- Navitas SemiconductorNVTS0.2% of the fund
- GeneDx HoldingsWGS0.2% of the fund
- Amylyx PharmaceuticalsAMLX0.2% of the fund
Added
Bought more of a stock they already held.
- Ligand PharmaceuticalsLGND1.6% of the fund+92%
- Protagonist TherapeuticsPTGX1.3% of the fund+11%
- Cathay General BancorpCATY1.2% of the fund+28%
- Terreno RealtyTRNO1.1% of the fund+30%
- United BanksharesUBSI1.1% of the fund+28%
- Viavi SolutionsVIAV1.0% of the fund+93%
- Loar HoldingsLOAR1.0% of the fund+24%
- Werner EnterprisesWERN0.8% of the fund+33%
- Abercrombie & FitchANF0.7% of the fund+9%
- Installed Building ProductsIBP0.6% of the fund+32%
- Construction PartnersROAD0.6% of the fund+13%
- Boot Barn HoldingsBOOT0.6% of the fund+77%
- Academy Sports & OutdoorsASO0.6% of the fund+14%
- Meritage HomesMTH0.5% of the fund+4%
- Karman HoldingsKRMN0.4% of the fund+38%
- MKSMKSI0.1% of the fund+12%
- CienaCIEN<0.1% of the fund+19%
- CoherentCOHR<0.1% of the fund+13%
Cut
Sold some of their stake.
- Element SolutionsESI1.9% of the fund-20%
- Oruka TherapeuticsORKA1.7% of the fund-25%
- Independent BankINDB1.7% of the fund-21%
- Wintrust FinancialWTFC1.7% of the fund-12%
- Old National BancorpONB1.5% of the fund-21%
- Columbia Banking SystemCOLB1.5% of the fund-20%
- Riot PlatformsRIOT1.5% of the fund-36%
- Pathward FinancialCASH1.5% of the fund-12%
- Core ScientificCORZ1.4% of the fund-6%
- Dianthus TherapeuticsDNTH1.3% of the fund-9%
- Hut 8HUT1.2% of the fund-55%
- Marex GroupMRX1.2% of the fund-22%
- VSEVSEC1.2% of the fund-22%
- MYR GroupMYRG1.2% of the fund-36%
- Praxis Precision MedicinesPRAX1.1% of the fund-12%
- SPX TechnologiesSPXC1.1% of the fund-21%
- Portland General ElectricPOR1.1% of the fund-20%
- Solaris Energy InfrastructureSEI1.1% of the fund-22%
- Southwest Gas HoldingsSWX1.1% of the fund-21%
- MaxlinearMXL1.1% of the fund-80%
- Acushnet HoldingsGOLF1.0% of the fund-22%
- BankUnitedBKU1.0% of the fund-10%
- ArchrockAROC1.0% of the fund-4%
- Crinetics PharmaceuticalsCRNX1.0% of the fund-20%
- AvistaAVA1.0% of the fund-21%
Sold out
Sold their entire stake.
- SemtechSMTC-100%
- Silicon LaboratoriesSLAB-100%
- Advanced Energy IndustriesAEIS-100%
- Conagra BrandsCAG-100%
- RambusRMBS-100%
- Sportradar Group AGSRAD-100%
- Apogee TherapeuticsAPGE-100%
- Asbury Automotive GroupABG-100%
- Madrigal PharmaceuticalsMDGL-100%
- Wave Life SciencesWVE-100%
- Viridian TherapeuticsVRDN-100%
- Soleno Therapeutics-100%
- WalmartWMT-100%
- Eli LillyLLY-100%
- HafniaHAFN-100%
- TJX CompaniesTJX-100%
- JPMorgan ChaseJPM-100%
- NewmontNEM-100%
- NvidiaNVDA-100%
- Philip Morris InternationalPM-100%
- MicrosoftMSFT-100%
- Goldman Sachs GroupGS-100%
- AppleAAPL-100%
- EnerflexEFXT-100%
- PrologisPLD-100%
Holdings
- Crinetics PharmaceuticalsCRNX
- Share
- 1.0%
- Value
- $5m
- Shares
- 146,077
-20%
- Alliancebernstein Hldg L PAB
- Share
- 0.9%
- Value
- $5m
- Shares
- 137,341
Held
- Bank OZKOZK
- Share
- 0.7%
- Value
- $4m
- Shares
- 69,648
-17%
Showing the largest 100 of 175.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 7.7% since 30 June 2025.
Where the money is
Financial services28.0%
Health care18.4%
Industrials15.2%
Technology11.4%
Retail & consumer7.9%
Utilities5.6%
Materials5.2%
Real estate3.4%
Energy2.2%
Everyday goods1.1%
Media & telecom0.3%
Other1.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.