MOODY ALDRICH PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Marblehead, MA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
175
Total value ($000)
$556,600
Net value change ($000)
+2,079 (0.4%)
New positions
34
Sold out positions
49
Turnover %
24.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CIFR 7,244 NEW
AMBQ 7,187 NEW
SWKS 6,698 NEW
LGND 5,971 203.8%
ENS 5,616 NEW
GHM 4,720 NEW
PLXS 4,572 NEW
HRI 4,448 NEW
LXP 4,346 NEW
BAP 4,211 NEW
Top Reduces (Value $000, Stocks/ETFs)
SANM -5,796 -95.1%
BBIO -5,383 -95.4%
AXSM -5,336 -92.9%
CHRD -5,243 -95.0%
CDE -5,192 -95.1%
NXT -4,978 -94.5%
SMTC -4,946 -100.0%
MOD -4,783 -95.8%
SLAB -4,543 -100.0%
BE -4,473 -93.6%
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