Moody Aldrich Partners LLC

MARBLEHEAD, MA · CIK 936941 · 13F filing filed 2026-07-15

SEC-registered investment adviser since 1988 · limited liability company

Assets managed$864.3m
Staff14 · 7 in investment roles
Main clients (by assets)High net worth individuals 33%, Private funds 26%, State and local governments 18%
Private funds3 · $209.0m gross assets
Form ADV · 2026-05-04SEC adviser record

Legal entityMOODY ALDRICH PARTNERS, LLC (US)

Kindprivate equity, wealth
Others nearbyMarblehead, MA, San Marino, CA
FamilyMoody Aldrich Partners LLC · 2 related pages

As an employer

Offices in1 country
Private fundsother private 3

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Marblehead, MA (main office)United States	United States	about 6
San Marino, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$556.6m reported value +0.4% vs Q1 2026

175positions

16.0%in top 10

34 new 18 added 105 reduced 49 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELEMENT SOLUTIONS INC COM ESI	ESI	221,423	$10.6m1.90%	1.90%	Reduced -57.0k	-57,010 -20.5%
2	ORUKA THERAPEUTICS INC COM ORKA	ORKA	101,411	$9.7m1.73%	1.73%	Reduced -33.6k	-33,650 -24.9%
3	INDEPENDENT BK CORP MASS COM INDB	INDB	114,219	$9.6m1.72%	1.72%	Reduced -29.8k	-29,789 -20.7%
4	WINTRUST FINL CORP COM WTFC	WTFC	57,414	$9.2m1.66%	1.66%	Reduced -7.7k	-7,742 -11.9%
5	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	28,160	$8.9m1.60%	1.60%	Added +13.5k	+13,485 91.9%
6	OLD NATL BANCORP IND COM ONB	ONB	330,227	$8.6m1.54%	1.54%	Reduced -88.8k	-88,804 -21.2%
7	COLUMBIA BKG SYS INC COM COLB	COLB	261,163	$8.4m1.50%	1.50%	Reduced -66.2k	-66,187 -20.2%
8	RIOT PLATFORMS INC COM RIOT	RIOT	300,390	$8.2m1.48%	1.48%	Reduced -166.5k	-166,534 -35.7%
9	PATHWARD FINANCIAL INC COM CASH	CASH	92,961	$8.1m1.45%	1.45%	Reduced -12.4k	-12,375 -11.8%
10	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	312,858	$8.0m1.44%	1.44%	Reduced -21.5k	-21,515 -6.4%
11	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	59,601	$7.3m1.31%	1.31%	Added +5.7k	+5,708 10.6%
12	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	74,552	$7.3m1.31%	1.31%	Reduced -7.6k	-7,577 -9.2%
13	CIPHER MINING INC COM CIFR	CIFR	295,672	$7.2m1.30%	1.30%	New
14	AMBIQ MICRO INC COMMON STOCK AMBQ	AMBQ	81,393	$7.2m1.29%	1.29%	New
15	HUT 8 CORP COM HUT	HUT	59,916	$6.9m1.24%	1.24%	Reduced -72.7k	-72,668 -54.8%
16	SKYWORKS SOLUTIONS INC COM SWKS	SWKS	98,792	$6.7m1.20%	1.20%	New
17	MAREX GROUP PLC ORD 96665EUR	96665EUR	109,733	$6.7m1.20%	1.20%	Reduced -30.1k	-30,060 -21.5%
18	VSE CORP COM VSEC	VSEC	28,825	$6.6m1.18%	1.18%	Reduced -7.9k	-7,894 -21.5%
19	FIRST INTST BANCSYSTEM INC COM FIBK	FIBK	170,347	$6.6m1.18%	1.18%	Unchanged
20	MYR GROUP INC DEL COM MYRG	MYRG	12,990	$6.5m1.17%	1.17%	Reduced -7.2k	-7,246 -35.8%
21	CATHAY GEN BANCORP COM CATY	CATY	104,425	$6.5m1.16%	1.16%	Added +22.6k	+22,626 27.7%
22	TERRENO RLTY CORP COM TRNO	TRNO	98,796	$6.4m1.15%	1.15%	Added +22.9k	+22,932 30.2%
23	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	19,066	$6.4m1.15%	1.15%	Reduced -2.6k	-2,622 -12.1%
24	UNITED BANKSHARES INC WEST V COM UBSI	UBSI	138,493	$6.3m1.14%	1.14%	Added +29.9k	+29,875 27.5%
25	SPX TECHNOLOGIES INC COM SPXC	SPXC	25,557	$6.3m1.13%	1.13%	Reduced -6.6k	-6,601 -20.5%
26	PORTLAND GEN ELEC CO COM NEW POR	POR	118,329	$6.1m1.10%	1.10%	Reduced -30.5k	-30,492 -20.5%
27	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	73,102	$5.9m1.06%	1.06%	Reduced -20.0k	-20,027 -21.5%
28	SOUTHWEST GAS HLDGS INC COM SWX	SWX	66,299	$5.9m1.06%	1.06%	Reduced -17.7k	-17,703 -21.1%
29	MAXLINEAR INC COM MXL	MXL	45,661	$5.8m1.05%	1.05%	Reduced -178.0k	-178,040 -79.6%
30	ACUSHNET HLDGS CORP COM GOLF	GOLF	48,813	$5.8m1.04%	1.04%	Reduced -13.4k	-13,366 -21.5%
31	TEREX CORP NEW COM TEX	TEX	79,270	$5.7m1.03%	1.03%	Reduced -983	-983 -1.2%
32	BANKUNITED INC COM BKU	BKU	117,734	$5.7m1.02%	1.02%	Reduced -12.6k	-12,598 -9.7%
33	ARCHROCK INC COM AROC	AROC	139,883	$5.7m1.02%	1.02%	Reduced -6.5k	-6,490 -4.4%
34	VIAVI SOLUTIONS INC COM VIAV	VIAV	119,137	$5.7m1.02%	1.02%	Added +57.6k	+57,555 93.5%
35	ENERSYS COM ENS	ENS	24,017	$5.6m1.01%	1.01%	New
36	CRINETICS PHARMACEUTICALS IN COM CRNX	CRNX	146,077	$5.5m0.98%	0.98%	Reduced -37.4k	-37,361 -20.4%
37	AVISTA CORP COM AVA	AVA	132,898	$5.4m0.98%	0.98%	Reduced -36.3k	-36,313 -21.5%
38	SIGNET JEWELERS LIMITED SHS SIG	SIG	62,004	$5.3m0.96%	0.96%	Unchanged
39	LOAR HOLDINGS INC COM SHS LOAR	LOAR	65,974	$5.3m0.96%	0.96%	Added +12.7k	+12,677 23.8%
40	ENACT HLDGS INC COM ACT	ACT	115,819	$5.3m0.95%	0.95%	Unchanged
41	CHESAPEAKE UTILS CORP COM CPK	CPK	42,577	$5.2m0.94%	0.94%	Reduced -11.7k	-11,665 -21.5%
42	PIPER SANDLER COMPANIES COM NEW PIPR	PIPR	72,085	$5.2m0.94%	0.94%	Reduced -19.7k	-19,730 -21.5%
43	TRAVELERS COMPANIES INC COM TRV	TRV	15,761	$5.2m0.93%	0.93%	Unchanged
44	VIATRIS INC COM VTRS	VTRS	326,336	$5.2m0.93%	0.93%	Reduced -124.0k	-123,956 -27.5%
45	AFFILIATED MANAGERS GROUP IN COM AMG	AMG	15,111	$5.1m0.92%	0.92%	Unchanged
46	PNC FINL SVCS GROUP INC COM PNC	PNC	20,351	$5.0m0.90%	0.90%	Unchanged
47	FRONTDOOR INC COM FTDR	FTDR	64,125	$5.0m0.89%	0.89%	Reduced -17.5k	-17,507 -21.4%
48	SCORPIO TANKERS INC SHS STNG	STNG	71,761	$5.0m0.89%	0.89%	Reduced -4.3k	-4,276 -5.6%
49	ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN AB	AB	137,341	$4.8m0.87%	0.87%	Unchanged
50	GRAHAM CORP COM GHM	GHM	38,132	$4.7m0.85%	0.85%	New
51	MGIC INVT CORP WIS COM MTG	MTG	163,841	$4.6m0.83%	0.83%	Unchanged
52	PLEXUS CORP COM PLXS	PLXS	15,205	$4.6m0.82%	0.82%	New
53	CSW INDUSTRIALS INC COM CSW	CSW	16,305	$4.5m0.82%	0.82%	Reduced -4.5k	-4,501 -21.6%
54	ARGAN INC COM AGX	AGX	5,653	$4.5m0.81%	0.81%	Reduced -3.9k	-3,882 -40.7%
55	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	64,135	$4.5m0.80%	0.80%	Reduced -25.4k	-25,392 -28.4%
56	HERC HLDGS INC COM HRI	HRI	31,030	$4.4m0.80%	0.80%	New
57	LXP INDUSTRIAL TRUST COM LXP	LXP	80,655	$4.3m0.78%	0.78%	New
58	CAPRICOR THERAPEUTICS INC COM NEW CAPR	CAPR	177,754	$4.3m0.77%	0.77%	Reduced -48.3k	-48,274 -21.4%
59	MAGNOLIA OIL & GAS CORP CL A MGY	MGY	167,040	$4.3m0.77%	0.77%	Reduced -25.6k	-25,587 -13.3%
60	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	104,952	$4.3m0.77%	0.77%	Reduced -9.2k	-9,189 -8.1%
61	CREDICORP LTD COM BAP	BAP	10,810	$4.2m0.76%	0.76%	New
62	WERNER ENTERPRISES INC COM WERN	WERN	95,875	$4.2m0.75%	0.75%	Added +23.7k	+23,735 32.9%
63	SM ENERGY CO COM SM	SM	159,611	$4.2m0.75%	0.75%	Reduced -16.9k	-16,901 -9.6%
64	PVH CORPORATION COM PVH	PVH	56,076	$4.2m0.75%	0.75%	Unchanged
65	INNOVEX INTERNATIONAL INC COM INVX	INVX	165,006	$4.1m0.74%	0.74%	Reduced -9.7k	-9,724 -5.6%
66	ARCBEST CORP COM ARCB	ARCB	28,490	$4.1m0.73%	0.73%	Reduced -7.2k	-7,217 -20.2%
67	SL GREEN RLTY CORP COM SLG	SLG	77,770	$4.0m0.72%	0.72%	Reduced -19.9k	-19,896 -20.4%
68	ABERCROMBIE & FITCH CO CL A ANF	ANF	44,287	$4.0m0.72%	0.72%	Added +3.6k	+3,626 8.9%
69	ARTISAN PARTNERS ASSET MGMT CL A APAM	APAM	113,059	$3.9m0.70%	0.70%	Unchanged
70	VITA COCO CO INC COM COCO	COCO	57,865	$3.8m0.69%	0.69%	Reduced -16.0k	-16,008 -21.7%
71	SPYRE THERAPEUTICS INC COM NEW SYRE	SYRE	42,458	$3.8m0.68%	0.68%	New
72	FORESTAR GROUP INC COM FOR	FOR	117,361	$3.7m0.67%	0.67%	Reduced -13.9k	-13,911 -10.6%
73	ATMUS FILTRATION TECHNOLOGIE COM ATMU	ATMU	72,398	$3.7m0.66%	0.66%	Reduced -19.7k	-19,734 -21.4%
74	BANK OZK LITTLE ROCK ARK COM OZK	OZK	69,648	$3.6m0.65%	0.65%	Reduced -14.3k	-14,252 -17.0%
75	CEVA INC COM CEVA	CEVA	76,186	$3.6m0.65%	0.65%	New
76	OSI SYSTEMS INC COM OSIS	OSIS	16,368	$3.6m0.64%	0.64%	Reduced -1.9k	-1,865 -10.2%
77	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	86,587	$3.5m0.64%	0.64%	New
78	INSTALLED BLDG PRODS INC COM IBP	IBP	15,140	$3.5m0.63%	0.63%	Added +3.7k	+3,672 32.0%
79	KYMERA THERAPEUTICS INC COM KYMR	KYMR	30,006	$3.4m0.62%	0.62%	Reduced -8.2k	-8,189 -21.4%
80	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	28,518	$3.4m0.61%	0.61%	Added +3.2k	+3,218 12.7%
81	UMB FINL CORP COM UMBF	UMBF	23,298	$3.3m0.60%	0.60%	New
82	BOOT BARN HLDGS INC COM BOOT	BOOT	20,224	$3.3m0.60%	0.60%	Added +8.8k	+8,771 76.6%
83	KNIFE RIVER CORP COMMON STOCK KNF	KNF	39,316	$3.3m0.59%	0.59%	Reduced -10.0k	-10,028 -20.3%
84	ERASCA INC COM ERAS	ERAS	177,939	$3.3m0.59%	0.59%	New
85	OVINTIV INC COM OVV	OVV	61,237	$3.2m0.58%	0.58%	Unchanged
86	ACADEMY SPORTS & OUTDOORS IN COM ASO	ASO	66,365	$3.1m0.56%	0.56%	Added +8.0k	+8,016 13.7%
87	ENERPAC TOOL GROUP CORP CL A COM EPAC	EPAC	86,419	$3.1m0.56%	0.56%	Reduced -23.4k	-23,393 -21.3%
88	NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES NAMS	NAMS	90,617	$3.1m0.55%	0.55%	Reduced -24.4k	-24,358 -21.2%
89	MERITAGE HOMES CORP COM MTH	MTH	36,099	$3.0m0.54%	0.54%	Added +1.4k	+1,449 4.2%
90	SAVARA INC COM SVRA	SVRA	482,793	$3.0m0.53%	0.53%	Reduced -131.5k	-131,486 -21.4%
91	INTERPARFUMS INC COM IPAR	IPAR	26,213	$2.9m0.53%	0.53%	Reduced -7.2k	-7,188 -21.5%
92	BALCHEM CORP COM BCPC	BCPC	17,141	$2.9m0.52%	0.52%	Reduced -4.7k	-4,681 -21.4%
93	BGC GROUP INC CL A BGC	BGC	253,999	$2.7m0.49%	0.49%	New
94	NOVANTA INC COM NOVT	NOVT	16,659	$2.7m0.49%	0.49%	Reduced -4.6k	-4,554 -21.5%
95	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	47,228	$2.6m0.47%	0.47%	Reduced -13.0k	-12,973 -21.6%
96	CYTOKINETICS INC COM NEW CYTK	CYTK	28,963	$2.5m0.44%	0.44%	Reduced -8.0k	-7,982 -21.6%
97	CENTRUS ENERGY CORP CL A LEU	LEU	14,373	$2.4m0.43%	0.43%	Reduced -3.6k	-3,608 -20.1%
98	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	51,025	$2.4m0.43%	0.43%	New
99	POWER INTEGRATIONS INC COM POWI	POWI	28,119	$2.4m0.42%	0.42%	New
100	AVALO THERAPEUTICS INC COM NEW AVTX	AVTX	125,582	$2.3m0.42%	0.42%	Reduced -33.7k	-33,742 -21.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SEMTECH CORP SMTC	SMTC	64,326	$4.9m64.3k shares
SILICON LABORATORIES INC SLAB	SLAB	21,824	$4.5m21.8k shares
ADVANCED ENERGY INDS AEIS	AEIS	12,174	$3.9m12.2k shares
CONAGRA BRANDS INC CAG	CAG	237,036	$3.7m237.0k shares
RAMBUS INC DEL RMBS	RMBS	37,335	$3.2m37.3k shares
SPORTRADAR GROUP AG SRAD	SRAD	168,939	$2.8m168.9k shares
APOGEE THERAPEUTICS INC		29,080	$2.4m29.1k shares
ASBURY AUTOMOTIVE GROUP INC ABG	ABG	11,227	$2.2m11.2k shares
MADRIGAL PHARMACEUTICALS INC MDGL	MDGL	3,829	$2.0m3.8k shares
WAVE LIFE SCIENCES LTD 96663EUR	96663EUR	272,533	$2.0m272.5k shares
VIRIDIAN THERAPEUTICS INC VRDN	VRDN	95,235	$1.9m95.2k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	48,261	$1.6m48.3k shares
WALMART INC WMT	WMT	6,582	$818.0k6.6k shares
ELI LILLY & CO LLY	LLY	852	$783.7k852 shares
HAFNIA LTD HAFN	HAFN	102,062	$781.4k102.1k shares
TJX COS INC NEW TJX	TJX	4,350	$694.7k4.3k shares
JPMORGAN CHASE & CO JPM	JPM	2,324	$683.5k2.3k shares
NEWMONT CORP NEM	NEM	6,134	$664.0k6.1k shares
NVIDIA CORPORATION NVDA	NVDA	3,784	$659.9k3.8k shares
PHILIP MORRIS INTL INC PM	PM	3,722	$615.4k3.7k shares
MICROSOFT CORP MSFT	MSFT	1,614	$597.5k1.6k shares
GOLDMAN SACHS GROUP INC GS	GS	645	$545.9k645 shares
APPLE INC AAPL	AAPL	2,026	$514.2k2.0k shares
ENERFLEX LTD EFXT	EFXT	23,600	$492.1k23.6k shares
PROLOGIS INC. PLD	PLD	3,664	$484.4k3.7k shares