Moody Aldrich Partners Llc Portfolio Stock Holdings

Moody Aldrich Partners Llc disclosed 190 stock positions valued at approximately $554.5 million in its latest SEC 13F filing. The largest holdings include INDEPENDENT BK CORP MASS, ELEMENT SOLUTIONS INC, and PATHWARD FINANCIAL INC. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.

Report Period
March 31, 2026
No. of Stocks
190
Portfolio Value
$554.5M
Holdings by Sector
Moody Aldrich Partners Llc Portfolio Holdings in Q1 2026

182 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
INDEPENDENT BK CORP MASSINDBFinancial Services1.95%144,008-1,569-1.08%$10,830,842
ELEMENT SOLUTIONS INCESIBasic Materials1.71%278,433-3,039-1.08%$9,505,703
PATHWARD FINANCIAL INCCASHFinancial Services1.70%105,336-1,109-1.04%$9,399,131
OLD NATL BANCORP INDONBFinancial Services1.67%419,031+419,031+100.00%$9,260,585
WINTRUST FINL CORPWTFCFinancial Services1.63%65,156-677-1.03%$9,052,775
COLUMBIA BKG SYS INCCOLBFinancial Services1.62%327,350-3,442-1.04%$8,979,211
PORTLAND GEN ELEC COPORUtilities1.42%148,821-1,582-1.05%$7,853,284
SOUTHWEST GAS HLDGS INCSWXUtilities1.32%84,002+9,135+12.20%$7,299,774
PRAXIS PRECISION MEDICINES IPRAXHealthcare1.26%21,688-20,043-48.03%$6,987,657
DIANTHUS THERAPEUTICS INCDNTHHealthcare1.24%82,129+40,825+98.84%$6,892,266
CAPRICOR THERAPEUTICS INCCAPRHealthcare1.24%226,028+17,273+8.27%$6,871,251
CHESAPEAKE UTILS CORPCPKUtilities1.24%54,242+8,505+18.60%$6,854,562
AVISTA CORPAVAUtilities1.22%169,211-1,677-0.98%$6,792,130
VSE CORPVSECIndustrials1.22%36,719-347-0.94%$6,770,984
CRINETICS PHARMACEUTICALS INCRNXHealthcare1.20%183,438+73,023+66.14%$6,662,468
SPX TECHNOLOGIES INCSPXCIndustrials1.16%32,158-332-1.02%$6,429,671
MAREX GROUP PLCMRXOther1.12%139,793-1,347-0.95%$6,231,972
HUT 8 CORPHUTFinancial Services1.12%132,584+24,178+22.30%$6,219,515
SANMINA CORPSANMTechnology1.10%47,006+28,991+160.93%$6,093,858
VIATRIS INCVTRSHealthcare1.10%450,292-128,284-22.17%$6,083,445
MAGNOLIA OIL & GAS CORPMGYEnergy1.10%192,627+3,279+1.73%$6,081,234
BANKUNITED INCBKUFinancial Services1.06%130,332--$5,885,793
ACUSHNET HLDGS CORPGOLFConsumer Cyclical1.05%62,179-648-1.03%$5,812,493
RIOT PLATFORMS INCRIOTFinancial Services1.04%466,924+147,442+46.15%$5,771,181
AXSOME THERAPEUTICS INC.AXSMHealthcare1.04%33,973-6,300-15.64%$5,742,116
MYR GROUP INCMYRGIndustrials1.03%20,236-206-1.01%$5,713,028
FIRST INTST BANCSYSTEM INCFIBKFinancial Services1.03%170,347+170,347+100.00%$5,689,590
PROTAGONIST THERAPEUTICS INCPTGXHealthcare1.02%53,893-26,730-33.15%$5,680,322
SCORPIO TANKERS INCY7542C130Other1.02%76,037-35,450-31.80%$5,676,922
BRIDGEBIO PHARMA INCBBIOHealthcare1.02%75,948-55,236-42.11%$5,639,898
CHORD ENERGY CORPORATIONCHRDEnergy1.00%38,807+38,807+100.00%$5,517,579
SM ENERGY COMPANYSMEnergy0.99%176,512+43,803+33.01%$5,503,644
COEUR MNG INCCDEBasic Materials0.98%290,920-3,096-1.05%$5,460,568
CSW INDUSTRIALS INCCSWIIndustrials0.98%20,806+3,266+18.62%$5,421,627
NEXTPOWER INCNXTTechnology0.95%43,700+663+1.54%$5,268,035
SOLARIS ENERGY INFRAS INCSOIOther0.95%93,129-966-1.03%$5,262,720
ATMUS FILTRATION TECHNOLOGIEATMUIndustrials0.94%92,132-987-1.06%$5,230,334
ARGAN INCAGXIndustrials0.94%9,535-2,102-18.06%$5,193,238
ALLIANCEBERNSTEIN HLDG L PABFinancial Services0.93%137,341--$5,142,047
ARCHROCK INCAROCEnergy0.92%146,373+2,135+1.48%$5,093,780
CORE SCIENTIFIC INC NEWCORZTechnology0.90%334,373+192,309+135.37%$5,002,220
MODINE MFG COMODConsumer Cyclical0.90%23,029-27,472-54.40%$4,990,615
SEMTECH CORPSMTCTechnology0.89%64,326+5,340+9.05%$4,946,026
OSI SYSTEMS INCOSISTechnology0.87%18,233-520-2.77%$4,841,044
BLOOM ENERGY CORPBEIndustrials0.86%35,285+1,537+4.55%$4,780,765
TEREX CORP NEWTEXIndustrials0.86%80,253+80,253+100.00%$4,742,952
ENACT HLDGS INCACTFinancial Services0.85%115,819--$4,726,573
TERRENO RLTY CORPTRNOReal Estate0.84%75,864-780-1.02%$4,659,567
TRAVELERS COMPANIES INCTRVFinancial Services0.83%15,761+15,761+100.00%$4,597,168
SILICON LABORATORIES INCSLABTechnology0.82%21,824+2,303+11.80%$4,542,666
UNITED BANKSHARES INC WEST VUBSIFinancial Services0.81%108,618+108,618+100.00%$4,498,958
FRONTDOOR INCFTDRConsumer Cyclical0.78%81,632-850-1.03%$4,315,068
MGIC INVT CORP WISMTGFinancial Services0.78%163,841--$4,300,826
PNC FINL SVCS GROUP INCPNCFinancial Services0.76%20,351+20,351+100.00%$4,234,840
AFFILIATED MANAGERS GROUPAMGFinancial Services0.75%15,111--$4,181,214
ARTISAN PARTNERS ASSET MGMTAPAMFinancial Services0.74%113,059--$4,114,217
CATHAY GEN BANCORPCATYFinancial Services0.74%81,799--$4,078,498
KNIFE RIVER CORPKNFBasic Materials0.73%49,344-555-1.11%$4,028,938
ENERPAC TOOL GROUP CORPEPACIndustrials0.72%109,812+26,502+31.81%$4,004,844
ADVANCED ENERGY INDSAEISIndustrials0.71%12,174-3,444-22.05%$3,928,672
PVH CORPORATIONPVHConsumer Cyclical0.71%56,076--$3,911,862
MAXLINEAR INCMXLTechnology0.70%223,701+87,800+64.61%$3,890,160
BANK OZK LITTLE ROCK ARKOZKFinancial Services0.69%83,900--$3,850,171
CONAGRA BRANDS INCCAGConsumer Defensive0.67%237,036--$3,726,206
ABERCROMBIE & FITCH COANFConsumer Cyclical0.67%40,661+19,680+93.80%$3,715,196
BALCHEM CORPBCPCBasic Materials0.67%21,822-259-1.17%$3,698,393
NEWAMSTERDAM PHARMA COMPANYNAMSWOther0.66%114,975-28,574-19.91%$3,680,350
OVINTIV INCOVVEnergy0.66%61,237-79,186-56.39%$3,635,028
SL GREEN RLTY CORPSLGReal Estate0.65%97,666+1,509+1.57%$3,607,782
EDGEWISE THERAPEUTICS INCEWTXHealthcare0.65%114,141+71,007+164.62%$3,595,442
VITA COCO CO INCCOCOConsumer Defensive0.64%73,873-9,858-11.77%$3,539,255
ARCBEST CORPARCBIndustrials0.63%35,707+1,119+3.24%$3,512,141
SAVARA INCSVRAHealthcare0.60%614,279+614,279+100.00%$3,353,963
FABRINETFNOther0.60%6,424+15+0.23%$3,350,244
ACADEMY SPORTS & OUTDOORS INASOConsumer Cyclical0.59%58,349+58,349+100.00%$3,293,801
MARZETTI COMPANYLANCConsumer Defensive0.58%23,342-308-1.30%$3,228,899
RAMBUS INC DELRMBSTechnology0.58%37,335+903+2.48%$3,211,930
FORESTAR GROUP INCFORReal Estate0.58%131,272-1,359-1.02%$3,208,288
KYMERA THERAPEUTICS INCKYMRHealthcare0.57%38,195-340-0.88%$3,181,262
CENTRUS ENERGY CORPLEUEnergy0.56%17,981+8,662+92.95%$3,121,322
LOAR HOLDINGS INCLOARIndustrials0.55%53,297-533-0.99%$3,053,385
INSTALLED BLDG PRODS INCIBPConsumer Cyclical0.55%11,468-92-0.80%$3,040,740
INTERPARFUMS INCIPARConsumer Defensive0.55%33,401+1,436+4.49%$3,034,147
SCHOLAR ROCK HLDG CORPSRRKHealthcare0.53%60,201-25,092-29.42%$2,959,481
LIGAND PHARMACEUTICALS INCLGNDHealthcare0.53%14,675-4,906-25.05%$2,929,864
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials0.53%41,475-40,855-49.62%$2,924,402
CONSTRUCTION PARTNERS INCROADIndustrials0.51%25,300-262-1.02%$2,811,336
ERO COPPER CORPEROBasic Materials0.48%98,951+98,951+100.00%$2,639,023
CARGURUS INCCARGConsumer Cyclical0.47%76,986-90,315-53.98%$2,621,373
HEALTHEQUITY INCHQYHealthcare0.46%30,504-17,474-36.42%$2,549,219
NOVANTA INCNOVTTechnology0.45%21,213+716+3.49%$2,505,467
APOGEE THERAPEUTICS INCAPGEHealthcare0.44%29,080+11,916+69.42%$2,447,664
CYTOKINETICS INCCYTKHealthcare0.44%36,945-41,673-53.01%$2,435,045
CREDO TECHNOLOGY GROUP HOLDIG25457105Other0.43%25,449-114-0.45%$2,388,898
AVALO THERAPEUTICS INCAVTXHealthcare0.43%159,324+26,093+19.58%$2,378,707
CASELLA WASTE SYS INCCWSTIndustrials0.41%28,805-25,253-46.71%$2,285,389
ASBURY AUTOMOTIVE GROUP INCABGConsumer Cyclical0.40%11,227+146+1.32%$2,193,868
ANAPTYSBIO INCANABHealthcare0.39%39,455-8,146-17.11%$2,188,174
MERITAGE HOMES CORPMTHConsumer Cyclical0.39%34,650-336-0.96%$2,142,756
WERNER ENTERPRISES INCWERNIndustrials0.38%72,140+72,140+100.00%$2,121,637