Filed: 4/20/2026ACC: 0000936941-26-000003
📋 What this filing means
MOODY ALDRICH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 190 equity positions with a total reported market value of $554.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$554.52M
Total AUM (reported)
11.86M
Total Shares
Allocation by class
COM$393.90M71.0%
COM NEW$60.17M10.9%
CL A$20.69M3.7%
SHS$17.86M3.2%
COM CL A$16.03M2.9%
COMMON STOCK$6.45M1.2%
ORD$6.23M1.1%
Portfolio Concentration
Top 3$29.74M5.4%
4–10$56.46M10.2%
11–25$96.94M17.5%
Rest$371.39M67.0%
Top 3 weight
5.4%
Top 10 weight
15.5%
Voting Authority Distribution
Total shares with voting rights: 11.86M
Sole
Full voting authority
5.69M
shares
% of voting shares47.9%
Shared
Joint voting authority
2.83M
shares
% of voting shares23.8%
None
No voting authority
3.35M
shares
% of voting shares28.2%
Investment Discretion (by position count)
Sole190
Shared0
Other0
Dominant voting typeSole · 47.9% of voting shares
Institutional Holdings190
Rows:
INDEPENDENT BK CORP MASS
SOLEShares144.01K
TypeSH
Market value$10.83M
1.95%
Sole
50.86K
Shared
43.24K
None
49.91K
ELEMENT SOLUTIONS INC
SOLEShares278.43K
TypeSH
Market value$9.51M
1.71%
Sole
100.02K
Shared
82.85K
None
95.57K
PATHWARD FINANCIAL INC
SOLEShares105.34K
TypeSH
Market value$9.40M
1.70%
Sole
34.56K
Shared
32.97K
None
37.80K
OLD NATL BANCORP IND
SOLEShares419.03K
TypeSH
Market value$9.26M
1.67%
Sole
137.12K
Shared
129.86K
None
152.06K
WINTRUST FINL CORP
SOLEShares65.16K
TypeSH
Market value$9.05M
1.63%
Sole
24K
Shared
19K
None
22.15K
COLUMBIA BKG SYS INC
SOLEShares327.35K
TypeSH
Market value$8.98M
1.62%
Sole
120.13K
Shared
95.92K
None
111.30K
PORTLAND GEN ELEC CO
SOLEShares148.82K
TypeSH
Market value$7.85M
1.42%
Sole
53.28K
Shared
44.29K
None
51.25K
SOUTHWEST GAS HLDGS INC
SOLEShares84K
TypeSH
Market value$7.30M
1.32%
Sole
28.89K
Shared
25.51K
None
29.61K
PIPER SANDLER COMPANIES
SOLEShares91.81K
TypeSH
Market value$7.03M
1.27%
Sole
29.96K
Shared
28.71K
None
33.15K
PRAXIS PRECISION MEDICINES I
SOLEShares21.69K
TypeSH
Market value$6.99M
1.26%
Sole
7.88K
Shared
6.39K
None
7.42K
DIANTHUS THERAPEUTICS INC
SOLEShares82.13K
TypeSH
Market value$6.89M
1.24%
Sole
29.98K
Shared
24.14K
None
28.01K
CAPRICOR THERAPEUTICS INC
SOLEShares226.03K
TypeSH
Market value$6.87M
1.24%
Sole
73.56K
Shared
70.50K
None
81.97K
CHESAPEAKE UTILS CORP
SOLEShares54.24K
TypeSH
Market value$6.85M
1.24%
Sole
17.75K
Shared
16.89K
None
19.61K
AVISTA CORP
SOLEShares169.21K
TypeSH
Market value$6.79M
1.22%
Sole
55.26K
Shared
52.75K
None
61.20K
VSE CORP
SOLEShares36.72K
TypeSH
Market value$6.77M
1.22%
Sole
12.04K
Shared
11.46K
None
13.22K
CRINETICS PHARMACEUTICALS IN
SOLEShares183.44K
TypeSH
Market value$6.66M
1.20%
Sole
65.67K
Shared
54.21K
None
63.55K
ORUKA THERAPEUTICS INC
SOLEShares135.06K
TypeSH
Market value$6.62M
1.19%
Sole
44.03K
Shared
42.14K
None
48.88K
NEKTAR THERAPEUTICS
SOLEShares89.53K
TypeSH
Market value$6.44M
1.16%
Sole
31.53K
Shared
26.84K
None
31.16K
SPX TECHNOLOGIES INC
SOLEShares32.16K
TypeSH
Market value$6.43M
1.16%
Sole
11.50K
Shared
9.58K
None
11.08K
MAREX GROUP PLC
SOLEShares139.79K
TypeSH
Market value$6.23M
1.12%
Sole
45.73K
Shared
43.50K
None
50.55K
HUT 8 CORP
SOLEShares132.58K
TypeSH
Market value$6.22M
1.12%
Sole
46.75K
Shared
39.50K
None
46.34K
SANMINA CORP
SOLEShares47.01K
TypeSH
Market value$6.09M
1.10%
Sole
16.39K
Shared
14.10K
None
16.52K
VIATRIS INC
SOLEShares450.29K
TypeSH
Market value$6.08M
1.10%
Sole
450.29K
Shared
0.00
None
0.00
MAGNOLIA OIL & GAS CORP
SOLEShares192.63K
TypeSH
Market value$6.08M
1.10%
Sole
63.11K
Shared
60.02K
None
69.50K
BANKUNITED INC
SOLEShares130.33K
TypeSH
Market value$5.89M
1.06%
Sole
130.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INDEPENDENT BK CORP MASSSOLE | COM | 144.01K | SH | $10.83M 1.95% | 50.86K | 43.24K | 49.91K |
ELEMENT SOLUTIONS INCSOLE | COM | 278.43K | SH | $9.51M 1.71% | 100.02K | 82.85K | 95.57K |
PATHWARD FINANCIAL INCSOLE | COM | 105.34K | SH | $9.40M 1.70% | 34.56K | 32.97K | 37.80K |
OLD NATL BANCORP INDSOLE | COM | 419.03K | SH | $9.26M 1.67% | 137.12K | 129.86K | 152.06K |
WINTRUST FINL CORPSOLE | COM | 65.16K | SH | $9.05M 1.63% | 24K | 19K | 22.15K |
COLUMBIA BKG SYS INCSOLE | COM | 327.35K | SH | $8.98M 1.62% | 120.13K | 95.92K | 111.30K |
PORTLAND GEN ELEC COSOLE | COM NEW | 148.82K | SH | $7.85M 1.42% | 53.28K | 44.29K | 51.25K |
SOUTHWEST GAS HLDGS INCSOLE | COM | 84K | SH | $7.30M 1.32% | 28.89K | 25.51K | 29.61K |
PIPER SANDLER COMPANIESSOLE | COM NEW | 91.81K | SH | $7.03M 1.27% | 29.96K | 28.71K | 33.15K |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 21.69K | SH | $6.99M 1.26% | 7.88K | 6.39K | 7.42K |
DIANTHUS THERAPEUTICS INCSOLE | COM | 82.13K | SH | $6.89M 1.24% | 29.98K | 24.14K | 28.01K |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 226.03K | SH | $6.87M 1.24% | 73.56K | 70.50K | 81.97K |
CHESAPEAKE UTILS CORPSOLE | COM | 54.24K | SH | $6.85M 1.24% | 17.75K | 16.89K | 19.61K |
AVISTA CORPSOLE | COM | 169.21K | SH | $6.79M 1.22% | 55.26K | 52.75K | 61.20K |
VSE CORPSOLE | COM | 36.72K | SH | $6.77M 1.22% | 12.04K | 11.46K | 13.22K |
CRINETICS PHARMACEUTICALS INSOLE | COM | 183.44K | SH | $6.66M 1.20% | 65.67K | 54.21K | 63.55K |
ORUKA THERAPEUTICS INCSOLE | COM | 135.06K | SH | $6.62M 1.19% | 44.03K | 42.14K | 48.88K |
NEKTAR THERAPEUTICSSOLE | COM NEW | 89.53K | SH | $6.44M 1.16% | 31.53K | 26.84K | 31.16K |
SPX TECHNOLOGIES INCSOLE | COM | 32.16K | SH | $6.43M 1.16% | 11.50K | 9.58K | 11.08K |
MAREX GROUP PLCSOLE | ORD | 139.79K | SH | $6.23M 1.12% | 45.73K | 43.50K | 50.55K |
HUT 8 CORPSOLE | COM | 132.58K | SH | $6.22M 1.12% | 46.75K | 39.50K | 46.34K |
SANMINA CORPSOLE | COM | 47.01K | SH | $6.09M 1.10% | 16.39K | 14.10K | 16.52K |
VIATRIS INCSOLE | COM | 450.29K | SH | $6.08M 1.10% | 450.29K | 0.00 | 0.00 |
MAGNOLIA OIL & GAS CORPSOLE | CL A | 192.63K | SH | $6.08M 1.10% | 63.11K | 60.02K | 69.50K |
BANKUNITED INCSOLE | COM | 130.33K | SH | $5.89M 1.06% | 130.33K | 0.00 | 0.00 |
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