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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000936941

Moody Aldrich Partners LLC

MARBLEHEAD, MA · File #028-04634

Latest AUM
$535.8M
Positions
186
Top-10 Concentration
29.9%
Filings
12

Sector Allocation

Healthcare
19.2%$103.0M
Industrials
9.6%$51.3M
Financials
8.9%$47.7M
Technology
8.9%$47.7M
Energy
5.6%$30.0M
Materials
2.6%$13.9M
Utilities
2.4%$13.0M
Real Estate
0.7%$3.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PRAXIS PRECISION MEDICINES IPRAX41,731$12.3M3.94%
2CADENCE BANK12740C103277,915$11.9M3.81%
3INDEPENDENT BK CORP MASS453836108145,577$10.6M3.41%
4BRIDGEBIO PHARMA INCBBIO131,184$10.0M3.21%
5COLUMBIA BKG SYS INC197236102330,792$9.2M2.96%
6WINTRUST FINL CORP97650W10865,833$9.2M2.95%
7PIPER SANDLER COMPANIESPIPR23,190$7.9M2.52%
8PATHWARD FINANCIAL INCCASH106,445$7.6M2.42%
9AXSOME THERAPEUTICS INCAXSM40,273$7.4M2.35%
10PORTLAND GEN ELEC CO736508847150,403$7.2M2.31%
11VIATRIS INCVTRS578,576$7.2M2.31%
12KARMAN HLDGS INCKRMN96,643$7.1M2.26%
13PROTAGONIST THERAPEUTICS INCPTGX80,623$7.0M2.25%
14ELEMENT SOLUTIONS INCESI281,472$7.0M2.25%
15MODINE MFG CO60782810050,501$6.7M2.16%
16AVISTA CORPAVA170,888$6.6M2.11%
17SPX TECHNOLOGIES INCSPXC32,490$6.5M2.08%
18CARGURUS INCCARG167,301$6.4M2.05%
19VSE CORPVSECU37,066$6.4M2.05%
20KRATOS DEFENSE & SEC SOLUTIO50077B20782,330$6.2M2.00%