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MOODY ALDRICH PARTNERS LLC 13F portfolio summary

MOODY ALDRICH PARTNERS LLC of MOODY ALDRICH PARTNERS LLC has 175 current stock holdings with a reported portfolio value of $556.6M. The portfolio 1 year return is +43.67%. Top holdings include ESI (1.90%), ORKA (1.73%), INDB (1.72%), WTFC (1.66%), LGND (1.60%).

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MOODY ALDRICH PARTNERS LLC

MOODY ALDRICH PARTNERS LLC
Latest filing: 2026-06-30

MOODY ALDRICH PARTNERS LLC runs MOODY ALDRICH PARTNERS LLC and currently holds 175 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $556.60M. Their top holdings are ESI, ORKA, INDB, WTFC, LGND. The top five represent 8.6% of reported portfolio weight. MOODY ALDRICH PARTNERS LLC ranks #344 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MOODY ALDRICH PARTNERS LLC initiated 18 new positions. They added to 15 existing positions. They trimmed 57 positions. Their current best-performing preview position is MXL with returns of +636.23%.

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Top 5 Holdings
ESI1.9%
ORKA1.7%
INDB1.7%
WTFC1.7%
LGND1.6%
Top 5: 8.6%
Portfolio Returns
1 Year
+43.67%
#197/1000
3 Year
+94.90%
#279/1000
5 Year
+72.68%
#514/1000

Portfolio Value

$556.60M

Alpha Score

68.5

#344 of 1000

Holdings

175

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175 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ESI
ELEMENT SOLUTIONS INC
1.90%$18.59$35.33+90.05%
Trimmed
-20.48%
ORKA
ORUKA THERAPEUTICS INC
1.73%$31.45$107.96+243.28%
Trimmed
-24.91%
INDB
INDEPENDENT BK CORP MASS
1.72%$64.28$83.73+30.26%
Trimmed
-20.69%
WTFC
WINTRUST FINL CORP
1.66%$92.85$152.67+64.43%
Trimmed
-11.88%
LGND
LIGAND PHARMACEUTICALS INC
1.60%$243.68$286.29+17.49%
Added
+91.89%
ONB
OLD NATL BANCORP IND
1.54%$22.10$25.81+16.79%
Trimmed
-21.19%
COLB
COLUMBIA BKG SYS INC
1.50%$29.80$30.81+3.39%
Trimmed
-20.22%
RIOT
RIOT PLATFORMS INC
1.48%$11.00$19.83+80.27%
Trimmed
-35.67%
CASH
PATHWARD FINANCIAL INC
1.45%$54.59$83.68+53.29%
Trimmed
-11.75%
CORZ
CORE SCIENTIFIC INC NEW
1.44%$14.65$17.81+21.57%
Trimmed
-6.43%

Showing 1-10 of 175