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
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | PRAXIS PRECISION MEDICINES I | PRAX | +41,731 | +$12.3M | $0 |
| EXITED | MERUS N V | N5749R100 | -76,444 | -$7.2M | $0 |
| EXITED | CLEARWATER ANALYTICS HLDGS I | 185123106 | -342,713 | -$6.2M | $0 |
| NEW | CAPRICOR THERAPEUTICS INC | CAPR | +208,755 | +$6.0M | $0 |
| NEW | BANKUNITED INC | BKU | +130,332 | +$5.8M | $0 |
| REDUCE | PROTAGONIST THERAPEUTICS INC | PTGX | -62,437 | -$5.5M | +$3.0M |
| NEW | NEWAMSTERDAM PHARMA COMPANY | NAMSW | +143,549 | +$5.0M | $0 |
| NEW | HUT 8 CORP | HUT | +108,406 | +$5.0M | $0 |
| ADD | BRIDGEBIO PHARMA INC | BBIO | +59,604 | +$4.6M | +$1.8M |
| REDUCE | ADVANCED ENERGY INDS | 007973100 | -19,309 | -$4.0M | +$1.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025186 pos · $535.8M
- 13F HOLDINGS REPORTQ/E Sep 2025188 pos · $527.2M
- 13F HOLDINGS REPORTQ/E Jun 2025178 pos · $516.6M
- 13F HOLDINGS REPORTQ/E Mar 2025168 pos · $477.6M
- 13F HOLDINGS REPORTQ/E Dec 2024196 pos · $539.8M
- 13F HOLDINGS REPORTQ/E Sep 2024192 pos · $549.7M
- 13F HOLDINGS REPORTQ/E Jun 2024194 pos · $513.0M
- 13F HOLDINGS REPORTQ/E Mar 2024215 pos · $587.9M
- 13F HOLDINGS REPORTQ/E Dec 2023192 pos · $527.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PRAXIS PRECISION MEDICINES I | PRAX | 41,731 | $12.3M | 3.94% |
| 2 | CADENCE BANK | 12740C103 | 277,915 | $11.9M | 3.81% |
| 3 | INDEPENDENT BK CORP MASS | 453836108 | 145,577 | $10.6M | 3.41% |
| 4 | BRIDGEBIO PHARMA INC | BBIO | 131,184 | $10.0M | 3.21% |
| 5 | COLUMBIA BKG SYS INC | 197236102 | 330,792 | $9.2M | 2.96% |
| 6 | WINTRUST FINL CORP | 97650W108 | 65,833 | $9.2M | 2.95% |
| 7 | PIPER SANDLER COMPANIES | PIPR | 23,190 | $7.9M | 2.52% |
| 8 | PATHWARD FINANCIAL INC | CASH | 106,445 | $7.6M | 2.42% |
| 9 | AXSOME THERAPEUTICS INC | AXSM | 40,273 | $7.4M | 2.35% |
| 10 | PORTLAND GEN ELEC CO | 736508847 | 150,403 | $7.2M | 2.31% |
| 11 | VIATRIS INC | VTRS | 578,576 | $7.2M | 2.31% |
| 12 | KARMAN HLDGS INC | KRMN | 96,643 | $7.1M | 2.26% |
| 13 | PROTAGONIST THERAPEUTICS INC | PTGX | 80,623 | $7.0M | 2.25% |
| 14 | ELEMENT SOLUTIONS INC | ESI | 281,472 | $7.0M | 2.25% |
| 15 | MODINE MFG CO | 607828100 | 50,501 | $6.7M | 2.16% |
| 16 | AVISTA CORP | AVA | 170,888 | $6.6M | 2.11% |
| 17 | SPX TECHNOLOGIES INC | SPXC | 32,490 | $6.5M | 2.08% |
| 18 | CARGURUS INC | CARG | 167,301 | $6.4M | 2.05% |
| 19 | VSE CORP | VSECU | 37,066 | $6.4M | 2.05% |
| 20 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 82,330 | $6.2M | 2.00% |