MOODY ALDRICH PARTNERS LLC — 13F Holdings & Portfolio
CIK 936941 · latest 13F-HR filed 2026-07-15
MOODY ALDRICH PARTNERS LLC manages $556.6M in 13F-reported U.S. long-equity assets across 175 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ESI (1.90%), ORKA (1.73%), INDB (1.72%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 34 new positions, exited 49, added to 64, and trimmed 58.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
MOODY ALDRICH PARTNERS
MARBLEHEAD, MA 01945
$556.6M
Long-equity book
175
Distinct positions
2026-06-30
Filed 2026-07-15
+34 / −49 / ↑64 / ↓58
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LIGAND PHARMACEUTICALS INC$6.0M +203.8%
- VIAVI SOLUTIONS INC$3.6M +177.6%
- ORUKA THERAPEUTICS INC$3.0M +45.7%
- CORE SCIENTIFIC INC NEW$3.0M +60.0%
- RIOT PLATFORMS INC$2.5M +42.5%
Top Trims
- SANMINA CORP-$5.8M -95.1%
- BRIDGEBIO PHARMA INC-$5.4M -95.4%
- AXSOME THERAPEUTICS INC.-$5.3M -92.9%
- CHORD ENERGY CORPORATION-$5.2M -95.0%
- COEUR MNG INC-$5.2M -95.1%
New Positions
- CIPHER DIGITAL INC$7.2M
- AMBIQ MICRO INC$7.2M
- SKYWORKS SOLUTIONS INC$6.7M
- ENERSYS$5.6M
- GRAHAM CORP$4.7M
Exited Positions
- SEMTECH CORP$4.9M
- SILICON LABORATORIES INC$4.5M
- ADVANCED ENERGY INDS$3.9M
- CONAGRA BRANDS INC$3.7M
- RAMBUS INC DEL$3.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ELEMENT SOLUTIONS INC | ESI | 28618M106 | $10.6M | 1.90% | 221,423 | SH |
| 2 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $9.7M | 1.73% | 101,411 | SH |
| 3 | INDEPENDENT BK CORP MASS | INDB | 453836108 | $9.6M | 1.72% | 114,219 | SH |
| 4 | WINTRUST FINL CORP | WTFC | 97650W108 | $9.2M | 1.66% | 57,414 | SH |
| 5 | LIGAND PHARMACEUTICALS INC | LGND | 53220K504 | $8.9M | 1.60% | 28,160 | SH |
| 6 | OLD NATL BANCORP IND | ONB | 680033107 | $8.6M | 1.54% | 330,227 | SH |
| 7 | COLUMBIA BKG SYS INC | COLB | 197236102 | $8.4M | 1.50% | 261,163 | SH |
| 8 | RIOT PLATFORMS INC | RIOT | 767292105 | $8.2M | 1.48% | 300,390 | SH |
| 9 | PATHWARD FINANCIAL INC | CASH | 59100U108 | $8.1M | 1.45% | 92,961 | SH |
| 10 | CORE SCIENTIFIC INC NEW | CORZ | 21874A106 | $8.0M | 1.44% | 312,858 | SH |
| 11 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $7.3M | 1.31% | 59,601 | SH |
| 12 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $7.3M | 1.31% | 74,552 | SH |
| 13 | CIPHER DIGITAL INC | CIFR | 17253J106 | $7.2M | 1.30% | 295,672 | SH |
| 14 | AMBIQ MICRO INC | AMBQ | 023193105 | $7.2M | 1.29% | 81,393 | SH |
| 15 | HUT 8 CORP | HUT | 44812J104 | $6.9M | 1.24% | 59,916 | SH |
| 16 | SKYWORKS SOLUTIONS INC | SWKS | 83088M102 | $6.7M | 1.20% | 98,792 | SH |
| 17 | MAREX GROUP PLC | MRX | G5S37H101 | $6.7M | 1.20% | 109,733 | SH |
| 18 | VSE CORP | VSEC | 918284100 | $6.6M | 1.18% | 28,825 | SH |
| 19 | FIRST INTST BANCSYSTEM INC | FIBK | 32055Y201 | $6.6M | 1.18% | 170,347 | SH |
| 20 | MYR GROUP INC | MYRG | 55405W104 | $6.5M | 1.17% | 12,990 | SH |
| 21 | CATHAY GEN BANCORP | CATY | 149150104 | $6.5M | 1.16% | 104,425 | SH |
| 22 | TERRENO RLTY CORP | TRNO | 88146M101 | $6.4M | 1.15% | 98,796 | SH |
| 23 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $6.4M | 1.15% | 19,066 | SH |
| 24 | UNITED BANKSHARES INC WEST V | UBSI | 909907107 | $6.3M | 1.14% | 138,493 | SH |
| 25 | SPX TECHNOLOGIES INC | SPXC | 78473E103 | $6.3M | 1.13% | 25,557 | SH |
| 26 | PORTLAND GEN ELEC CO | POR | 736508847 | $6.1M | 1.10% | 118,329 | SH |
| 27 | SOLARIS ENERGY INFRAS INC | SEI | 83418M103 | $5.9M | 1.06% | 73,102 | SH |
| 28 | SOUTHWEST GAS HLDGS INC | SWX | 844895102 | $5.9M | 1.06% | 66,299 | SH |
| 29 | MAXLINEAR INC | MXL | 57776J100 | $5.8M | 1.05% | 45,661 | SH |
| 30 | ACUSHNET HLDGS CORP | GOLF | 005098108 | $5.8M | 1.04% | 48,813 | SH |
| 31 | TEREX CORP NEW | TEX | 880779103 | $5.7M | 1.03% | 79,270 | SH |
| 32 | BANKUNITED INC | BKU | 06652K103 | $5.7M | 1.02% | 117,734 | SH |
| 33 | ARCHROCK INC | AROC | 03957W106 | $5.7M | 1.02% | 139,883 | SH |
| 34 | VIAVI SOLUTIONS INC | VIAV | 925550105 | $5.7M | 1.02% | 119,137 | SH |
| 35 | ENERSYS | ENS | 29275Y102 | $5.6M | 1.01% | 24,017 | SH |
| 36 | CRINETICS PHARMACEUTICALS IN | CRNX | 22663K107 | $5.5M | 0.98% | 146,077 | SH |
| 37 | AVISTA CORP | AVA | 05379B107 | $5.4M | 0.98% | 132,898 | SH |
| 38 | SIGNET JEWELERS LIMITED | SIG | G81276100 | $5.3M | 0.96% | 62,004 | SH |
| 39 | LOAR HOLDINGS INC | LOAR | 53947R105 | $5.3M | 0.96% | 65,974 | SH |
| 40 | ENACT HLDGS INC | ACT | 29249E109 | $5.3M | 0.95% | 115,819 | SH |
| 41 | CHESAPEAKE UTILS CORP | CPK | 165303108 | $5.2M | 0.94% | 42,577 | SH |
| 42 | PIPER SANDLER COMPANIES | PIPR | 724078209 | $5.2M | 0.94% | 72,085 | SH |
| 43 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $5.2M | 0.93% | 15,761 | SH |
| 44 | VIATRIS INC | VTRS | 92556V106 | $5.2M | 0.93% | 326,336 | SH |
| 45 | AFFILIATED MANAGERS GROUP | AMG | 008252108 | $5.1M | 0.92% | 15,111 | SH |
| 46 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $5.0M | 0.90% | 20,351 | SH |
| 47 | FRONTDOOR INC | FTDR | 35905A109 | $5.0M | 0.89% | 64,125 | SH |
| 48 | SCORPIO TANKERS INC | STNG | Y7542C130 | $5.0M | 0.89% | 71,761 | SH |
| 49 | ALLIANCEBERNSTEIN HLDG L P | AB | 01881G106 | $4.8M | 0.87% | 137,341 | SH |
| 50 | GRAHAM CORP | GHM | 384556106 | $4.7M | 0.85% | 38,132 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-15 | $556.6M | 175 | 0000936941-26-000005 |
| 2026-03-31 | 2026-04-20 | $554.5M | 190 | 0000936941-26-000003 |
| 2025-12-31 | 2026-01-30 | $535.8M | 186 | 0000936941-26-000002 |