MOODY ALDRICH PARTNERS LLC

Q3 2025 13F-HR Holdings

Location
Marblehead, MA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
188
Total value ($000)
$527,177
Net value change ($000)
+10,569 (2.0%)
New positions
31
Sold out positions
21
Turnover %
18.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CDE 5,768 NEW
KTOS 5,189 121.4%
MTG 4,648 NEW
LGND 4,585 NEW
CYTK 4,532 NEW
STNG 4,211 164.3%
BE 3,934 NEW
AGX 3,772 NEW
INOD 3,718 NEW
OVV 3,551 167.6%
Top Reduces (Value $000, Stocks/ETFs)
PLMR -8,208 -100.0%
SKWD -7,838 -100.0%
GTLS -5,800 -100.0%
VIRT -5,217 -58.6%
VRNA -4,663 -100.0%
SRAD -4,323 -47.5%
COOP -4,063 -100.0%
AIN -3,505 -100.0%
WHD -3,176 -100.0%
MZTI -3,096 -42.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type