MOODY ALDRICH PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Marblehead, MA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
190
Total value ($000)
$554,521
Net value change ($000)
+18,697 (3.5%)
New positions
29
Sold out positions
25
Turnover %
22.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ONB 9,261 NEW
PIPR 7,028 NEW
FIBK 5,690 NEW
CHRD 5,518 NEW
DNTH 5,190 304.9%
TEX 4,743 NEW
TRV 4,597 NEW
UBSI 4,499 NEW
INVX 4,262 NEW
PNC 4,235 NEW
Top Reduces (Value $000, Stocks/ETFs)
CADE -11,906 -100.0%
PIPR -7,878 -100.0%
PRAX -5,312 -43.2%
ARW -5,307 -100.0%
REVG -5,035 -100.0%
KRMN -4,654 -65.8%
BBIO -4,394 -43.8%
CARG -3,795 -59.1%
KTOS -3,326 -53.2%
TAP -3,177 -100.0%
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