MOODY ALDRICH PARTNERS LLC

Q4 2025 13F-HR Holdings

Location
Marblehead, MA
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$535,824
Net value change ($000)
+8,647 (1.6%)
New positions
21
Sold out positions
23
Turnover %
20.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PRAX 12,300 NEW
BBIO 6,316 169.9%
CAPR 6,025 NEW
BKU 5,809 NEW
NAMS 5,036 NEW
HUT 4,980 NEW
OZK 3,861 NEW
ORKA 3,844 NEW
NXT 3,749 NEW
WTFC 3,485 60.9%
Top Reduces (Value $000, Stocks/ETFs)
Merus N.V. -7,197 -100.0%
CWAN -6,176 -100.0%
CORZ -5,103 -71.2%
VRNS -3,938 -64.5%
VIRT -3,679 -100.0%
NOMD -3,255 -100.0%
KTOS -3,214 -34.0%
SPSC -3,168 -100.0%
OKLO -3,131 -100.0%
RIOT -3,068 -43.1%
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