Moody Aldrich Partners LLC 13F Holdings · Q2 2026
Moody Aldrich Partners LLC reported 175 securities worth $556.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ESI (1.90%), ORKA (1.73%), INDB (1.72%). Among its top 25 positions this quarter: 3 new, 5 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESI | ELEMENT SOLUTIONS INC | $10.6M | 1.90% | 221,423 | Trimmed |
| 2 | ORKA | ORUKA THERAPEUTICS INC | $9.7M | 1.73% | 101,411 | Trimmed |
| 3 | INDB | INDEPENDENT BK CORP MASS | $9.6M | 1.72% | 114,219 | Trimmed |
| 4 | WTFC | WINTRUST FINL CORP | $9.2M | 1.66% | 57,414 | Trimmed |
| 5 | LGND | LIGAND PHARMACEUTICALS INC | $8.9M | 1.60% | 28,160 | Added |
| 6 | ONB | OLD NATL BANCORP IND | $8.6M | 1.54% | 330,227 | Trimmed |
| 7 | COLB | COLUMBIA BKG SYS INC | $8.4M | 1.50% | 261,163 | Trimmed |
| 8 | RIOT | RIOT PLATFORMS INC | $8.2M | 1.48% | 300,390 | Trimmed |
| 9 | CASH | PATHWARD FINANCIAL INC | $8.1M | 1.45% | 92,961 | Trimmed |
| 10 | CORZ | CORE SCIENTIFIC INC NEW | $8.0M | 1.44% | 312,858 | Trimmed |
| 11 | DNTH | DIANTHUS THERAPEUTICS INC | $7.3M | 1.31% | 74,552 | Trimmed |
| 12 | PTGX | PROTAGONIST THERAPEUTICS INC | $7.3M | 1.31% | 59,601 | Added |
| 13 | CIFR | CIPHER DIGITAL INC | $7.2M | 1.30% | 295,672 | New |
| 14 | AMBQ | AMBIQ MICRO INC | $7.2M | 1.29% | 81,393 | New |
| 15 | HUT | HUT 8 CORP | $6.9M | 1.24% | 59,916 | Trimmed |
| 16 | MRX | MAREX GROUP PLC | $6.7M | 1.20% | 109,733 | Trimmed |
| 17 | SWKS | SKYWORKS SOLUTIONS INC | $6.7M | 1.20% | 98,792 | New |
| 18 | FIBK | FIRST INTST BANCSYSTEM INC | $6.6M | 1.18% | 170,347 | Hold |
| 19 | VSEC | VSE CORP | $6.6M | 1.18% | 28,825 | Trimmed |
| 20 | MYRG | MYR GROUP INC | $6.5M | 1.17% | 12,990 | Trimmed |
| 21 | CATY | CATHAY GEN BANCORP | $6.5M | 1.16% | 104,425 | Added |
| 22 | PRAX | PRAXIS PRECISION MEDICINES I | $6.4M | 1.15% | 19,066 | Trimmed |
| 23 | TRNO | TERRENO RLTY CORP | $6.4M | 1.15% | 98,796 | Added |
| 24 | UBSI | UNITED BANKSHARES INC WEST V | $6.3M | 1.14% | 138,493 | Added |
| 25 | SPXC | SPX TECHNOLOGIES INC | $6.3M | 1.13% | 25,557 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR