MOODY ALDRICH PARTNERS LLC

CIK 0000936941 · MARBLEHEAD, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

MOODY ALDRICH PARTNERS LLC reported 175 positions worth $556.6M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: ESI (1.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$556.6M
2026 Q2
Positions
175
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
16.0%
Est. Net Flow (Q)
2026 Q2
10 / 175 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ESIELEMENT SOLUTIONS INCSH$10.6M1.90%221,423
2ORKAORUKA THERAPEUTICS INCSH$9.7M1.73%101,411
3INDBINDEPENDENT BK CORP MASSSH$9.6M1.72%114,219
4WTFCWINTRUST FINL CORPSH$9.2M1.66%57,414
5LGNDLIGAND PHARMACEUTICALS INCSH$8.9M1.60%28,160
6ONBOLD NATL BANCORP INDSH$8.6M1.54%330,227
7COLBCOLUMBIA BKG SYS INCSH$8.4M1.50%261,163
8RIOTRIOT PLATFORMS INCSH$8.2M1.48%300,390
9CASHPATHWARD FINANCIAL INCSH$8.1M1.45%92,961
10CORZCORE SCIENTIFIC INC NEWSH$8.0M1.44%312,858

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MOODY ALDRICH PARTNERS LLC hold as of Q2 2026?

MOODY ALDRICH PARTNERS LLC reported 175 positions worth $556.6M in its Q2 2026 13F filing. Largest positions: ESI (1.9%), ORKA (1.7%), INDB (1.7%), WTFC (1.7%) and LGND (1.6%).

What did MOODY ALDRICH PARTNERS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MOODY ALDRICH PARTNERS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.