Moody Aldrich Partners LLC holds a diversified book of 175 stocks worth $556.6M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter First Tracks Biotherapeutics first appears in 13F filings, a listing rather than a purchase; they opened Cipher Digital Inc and trimmed Element Solutions Inc. Their largest long position is Element Solutions Inc at 2% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+4 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Moody Aldrich Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Channing Capital Management, LLC | 14 / 80 | $852.4M |
| Emerald Advisers, LLC | 13 / 80 | $560.2M |
| Emerald Mutual Fund Advisers Trust | 16 / 80 | $366.8M |
| Phocas Financial Corp. | 13 / 80 | $89.3M |
| ADAR1 Capital Management, LLC | 10 / 80 | $187.0M |
| Informed Momentum Co LLC | 21 / 80 | $118.0M |
| Intrinsic Edge Capital Management LLC | 8 / 80 | $101.5M |
| Leeward Investments, LLC - MA | 10 / 80 | $228.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Moody Aldrich Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Element Solutions Inc COM | $10.6M | 221.4K | 1.9% | ▼−20% Reduced · −57K sh | |
| 2 | Oruka Therapeutics Inc COM | $9.7M | 101.4K | 1.7% | ▼−25% Reduced · −34K sh | |
| 3 | Independent BK Corp Mass COM | $9.6M | 114.2K | 1.7% | ▼−21% Reduced · −30K sh | |
| 4 | Wintrust Finl Corp COM | $9.2M | 57.4K | 1.7% | ▼−12% Reduced · −8K sh | |
| 5 | Ligand Pharmaceuticals Inc COM NEW | $8.9M | 28.2K | 1.6% | ▲+92% Added · +13K sh | |
| 6 | Old Natl Bancorp Ind COM | $8.6M | 330.2K | 1.5% | ▼−21% Reduced · −89K sh | |
| 7 | Columbia BKG Sys Inc COM | $8.4M | 261.2K | 1.5% | ▼−20% Reduced · −66K sh | |
| 8 | Riot Platforms Inc COM | $8.2M | 300.4K | 1.5% | ▼−36% Reduced · −167K sh | |
| 9 | Pathward Financial Inc COM | $8.1M | 93.0K | 1.5% | ▼−12% Reduced · −12K sh | |
| 10 | Core Scientific Inc New COM | $8.0M | 312.9K | 1.4% | ▼−6.4% Reduced · −22K sh | |
| 11 | Protagonist Therapeutics Inc COM | $7.3M | 59.6K | 1.3% | ▲+11% Added · +6K sh | |
| 12 | Dianthus Therapeutics Inc COM | $7.3M | 74.6K | 1.3% | ▼−9.2% Reduced · −8K sh | |
| 13 | Cipher Digital Inc COM | $7.2M | 295.7K | 1.3% | ▲New New position | |
| 14 | Ambiq Micro Inc COMMON STOCK | $7.2M | 81.4K | 1.3% | ▲New New position | |
| 15 | Hut 8 Corp COM | $6.9M | 59.9K | 1.2% | ▼−55% Reduced · −73K sh | |
| 16 | Skyworks Solutions Inc COM | $6.7M | 98.8K | 1.2% | ▲New New position | |
| 17 | Marex Group PLC ORD | $6.7M | 109.7K | 1.2% | ▼−22% Reduced · −30K sh | |
| 18 | Vse Corp COM | $6.6M | 28.8K | 1.2% | ▼−21% Reduced · −8K sh | |
| 19 | First Intst Bancsystem Inc COM | $6.6M | 170.3K | 1.2% | —Held | |
| 20 | Myr Group Inc COM | $6.5M | 13.0K | 1.2% | ▼−36% Reduced · −7K sh | |
| 21 | Cathay Gen Bancorp COM | $6.5M | 104.4K | 1.2% | ▲+28% Added · +23K sh | |
| 22 | Terreno Rlty Corp COM | $6.4M | 98.8K | 1.1% | ▲+30% Added · +23K sh | |
| 23 | Praxis Precision Medicines I COM NEW | $6.4M | 19.1K | 1.1% | ▼−12% Reduced · −3K sh | |
| 24 | United Bankshares Inc West V COM | $6.3M | 138.5K | 1.1% | ▲+28% Added · +30K sh | |
| 25 | SPX Technologies Inc COM | $6.3M | 25.6K | 1.1% | ▼−21% Reduced · −7K sh | |
| 26 | Portland Gen Elec Co COM NEW | $6.1M | 118.3K | 1.1% | ▼−20% Reduced · −30K sh | |
| 27 | Solaris Energy Infras Inc COM CL A | $5.9M | 73.1K | 1.1% | ▼−22% Reduced · −20K sh | |
| 28 | Southwest Gas Hldgs Inc COM | $5.9M | 66.3K | 1.1% | ▼−21% Reduced · −18K sh | |
| 29 | Maxlinear Inc COM | $5.8M | 45.7K | 1.1% | ▼−80% Reduced · −178K sh | |
| 30 | Acushnet Hldgs Corp COM | $5.8M | 48.8K | 1.0% | ▼−21% Reduced · −13K sh | |
| 31 | Terex Corp New COM | $5.7M | 79.3K | 1.0% | ▼−1.2% Reduced · −983 sh | |
| 32 | Bankunited Inc COM | $5.7M | 117.7K | 1.0% | ▼−9.7% Reduced · −13K sh | |
| 33 | Archrock Inc COM | $5.7M | 139.9K | 1.0% | ▼−4.4% Reduced · −6K sh | |
| 34 | Viavi Solutions Inc COM | $5.7M | 119.1K | 1.0% | ▲+93% Added · +58K sh | |
| 35 | Enersys COM | $5.6M | 24.0K | 1.0% | ▲New New position | |
| 36 | Crinetics Pharmaceuticals In COM | $5.5M | 146.1K | 1.0% | ▼−20% Reduced · −37K sh | |
| 37 | Avista Corp COM | $5.4M | 132.9K | 1.0% | ▼−21% Reduced · −36K sh | |
| 38 | Signet Jewelers Limited SHS | $5.3M | 62.0K | 1.0% | —Held | |
| 39 | Loar Holdings Inc COM SHS | $5.3M | 66.0K | 1.0% | ▲+24% Added · +13K sh | |
| 40 | Enact Hldgs Inc COM | $5.3M | 115.8K | 1.0% | —Held | |
| 41 | Chesapeake Utils Corp COM | $5.2M | 42.6K | 0.9% | ▼−22% Reduced · −12K sh | |
| 42 | Piper Sandler Companies COM NEW | $5.2M | 72.1K | 0.9% | ▼−21% Reduced · −20K sh | |
| 43 | Travelers Companies Inc COM | $5.2M | 15.8K | 0.9% | —Held | |
| 44 | Viatris Inc COM | $5.2M | 326.3K | 0.9% | ▼−28% Reduced · −124K sh | |
| 45 | Affiliated Managers Group COM | $5.1M | 15.1K | 0.9% | —Held | |
| 46 | PNC Finl Svcs Group Inc COM | $5.0M | 20.4K | 0.9% | —Held | |
| 47 | Frontdoor Inc COM | $5.0M | 64.1K | 0.9% | ▼−21% Reduced · −18K sh | |
| 48 | Scorpio Tankers Inc SHS | $5.0M | 71.8K | 0.9% | ▼−5.6% Reduced · −4K sh | |
| 49 | AllianceBernstein Hldg L P UNIT LTD PARTN | $4.8M | 137.3K | 0.9% | —Held | |
| 50 | Graham Corp COM | $4.7M | 38.1K | 0.8% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/936941/holdings"
Use Arkolith to show MOODY ALDRICH PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 15d | 175 | $556.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 190 | $554.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 30d | 186 | $535.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 188 | $527.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 35d | 178 | $516.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 29d | 168 | $477.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 196 | $539.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 192 | $549.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.