Moody Aldrich Partners LLC

Moody Aldrich Partners LLC reported 175 holdings worth US$557M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

Moody Aldrich Partners LLC reported 175 holdings worth US$557M as of Jun 30, 2026. Largest: Element Solutions Inc., Oruka Therapeutics, Inc. and Independent Bank Corp. Filed Jul 15, 2026 (Form 13F).

Holdings
175
Value as reported
US$557M

The filing in full

CompanySharesValue as reported% of portfolio
Element Solutions Inc.221KUS$10.6M1.9%
Oruka Therapeutics, Inc.101KUS$9.65M1.7%
Independent Bank Corp.114KUS$9.56M1.7%
Wintrust Financial Corporation57,414US$9.23M1.7%
Ligand Pharmaceuticals Incorporated28,160US$8.9M1.6%
Old National Bancorp330KUS$8.55M1.5%
Columbia Banking System, Inc.261KUS$8.37M1.5%
Riot Platforms, Inc.300KUS$8.22M1.5%
Pathward Financial, Inc.92,961US$8.09M1.5%
Core Scientific, Inc.313KUS$8.01M1.4%
Protagonist Therapeutics, Inc.59,601US$7.31M1.3%
Dianthus Therapeutics, Inc.74,552US$7.27M1.3%
Cipher Digital Inc.296KUS$7.24M1.3%
Ambiq Micro, Inc.81,393US$7.19M1.3%
Hut 8 Corp.59,916US$6.92M1.2%
Skyworks Solutions, Inc.98,792US$6.7M1.2%
Vse Corporation28,825US$6.59M1.2%
First Interstate Bancsystem, Inc.170KUS$6.57M1.2%
Myr Group, Inc.12,990US$6.5M1.2%
Cathay General Bancorp104KUS$6.47M1.2%
Terreno Realty Corporation98,796US$6.4M1.1%
Praxis Precision Medicines, Inc.19,066US$6.38M1.1%
United Bankshares, Inc.138KUS$6.35M1.1%
Spx Technologies, Inc.25,557US$6.27M1.1%
Portland General Electric Co118KUS$6.13M1.1%
Solaris Energy Infrastructure, Inc.73,102US$5.88M1.1%
Southwest Gas Holdings, Inc.66,299US$5.88M1.1%
Maxlinear, Inc45,661US$5.85M1.1%
Acushnet Holdings Corp.48,813US$5.79M1.0%
Terex Corporation79,270US$5.74M1.0%
Bankunited, Inc.118KUS$5.7M1.0%
Archrock, Inc.140KUS$5.69M1.0%
Viavi Solutions Inc.119KUS$5.69M1.0%
Enersys24,017US$5.62M1.0%
Crinetics Pharmaceuticals, Inc.146KUS$5.47M0.98%
Avista Corporation133KUS$5.44M0.98%
Signet Jewelers Limited62,004US$5.34M0.96%
Loar Holdings Inc.65,974US$5.32M0.96%
Enact Holdings, Inc.116KUS$5.29M0.95%
Chesapeake Utilities Corporation42,577US$5.21M0.94%
Piper Sandler Companies72,085US$5.21M0.94%
The Travelers Companies, Inc.15,761US$5.2M0.93%
Viatris Inc.326KUS$5.18M0.93%
Affiliated Managers Group, Inc.15,111US$5.11M0.92%
Pnc Financial Services Group, Inc. (the)20,351US$5.01M0.90%
Frontdoor, Inc.64,125US$4.98M0.89%
Scorpio Tankers Inc.71,761US$4.97M0.89%
Alliancebernstein Holding L.p.137KUS$4.84M0.87%
Graham Corporation38,132US$4.72M0.85%
Mgic Investment Corporation164KUS$4.62M0.83%
Plexus Corp.15,205US$4.57M0.82%
Csw Industrials, Inc.16,305US$4.54M0.82%
Argan, Inc.5,653US$4.51M0.81%
Nektar Therapeutics64,135US$4.48M0.80%
Herc Holdings Inc.31,030US$4.45M0.80%
Lxp Industrial Trust80,655US$4.35M0.78%
Capricor Therapeutics, Inc.178KUS$4.28M0.77%
Magnolia Oil & Gas Corporation167KUS$4.27M0.77%
Edgewise Therapeutics, Inc.105KUS$4.26M0.77%
Credicorp Ltd.10,810US$4.21M0.76%
Werner Enterprises, Inc.95,875US$4.18M0.75%
Sm Energy Company160KUS$4.17M0.75%
Pvh Corp.56,076US$4.16M0.75%
Innovex International, Inc.165KUS$4.09M0.74%
Arcbest Corporation28,490US$4.09M0.73%
Sl Green Realty Corp77,770US$4.03M0.72%
Abercrombie & Fitch Company44,287US$3.99M0.72%
Artisan Partners Asset Management Inc.113KUS$3.9M0.70%
The Vita Coco Company, Inc.57,865US$3.83M0.69%
Spyre Therapeutics, Inc.42,458US$3.77M0.68%
Forestar Group Inc117KUS$3.71M0.67%
Atmus Filtration Technologies Inc.72,398US$3.69M0.66%
Bank Ozk69,648US$3.63M0.65%
Ceva, Inc.76,186US$3.59M0.65%
Osi Systems, Inc.16,368US$3.58M0.64%
Life Time Group Holdings, Inc.86,587US$3.54M0.64%
Installed Building Products, Inc.15,140US$3.48M0.63%
Kymera Therapeutics, Inc.30,006US$3.44M0.62%
Construction Partners, Inc.28,518US$3.39M0.61%
Umb Financial Corporation23,298US$3.33M0.60%
Boot Barn Holdings, Inc.20,224US$3.32M0.60%
Knife Riv Holding Co.39,316US$3.29M0.59%
Erasca, Inc.178KUS$3.26M0.59%
Ovintiv Inc. (de)61,237US$3.22M0.58%
Academy Sports And Outdoors, Inc.66,365US$3.13M0.56%
Enerpac Tool Group Corp.86,419US$3.1M0.56%
Meritage Homes Corporation36,099US$3.03M0.54%
Savara, Inc.483KUS$2.97M0.53%
Interparfums, Inc.26,213US$2.93M0.53%
Balchem Corporation17,141US$2.9M0.52%
Bgc Group, Inc.254KUS$2.72M0.49%
Novanta Inc.16,659US$2.7M0.49%
Scholar Rock Holding Corporation47,228US$2.6M0.47%
Cytokinetics, Incorporated28,963US$2.47M0.44%
Centrus Energy Corp.14,373US$2.41M0.43%
Definium Therapeutics, Inc.51,025US$2.4M0.43%
Power Integrations, Inc.28,119US$2.36M0.42%
Avalo Therapeutics, Inc.126KUS$2.32M0.42%
Casella Waste Systems, Inc.22,655US$2.2M0.39%
Yeti Holdings, Inc.44,219US$2.19M0.39%

Every holding of Moody Aldrich Partners LLC

Source

View original at SEC

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