MOODY ALDRICH PARTNERS LLC

Q3 2026 13F-HR Holdings

Location
Marblehead, MA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$523,143
Net value change ($000)
-33,457 (-6.0%)
New positions
41
Sold out positions
37
Turnover %
28.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MAREX GROUP LTD 7,237 NEW
PLMR 6,596 NEW
BTSG 6,115 NEW
UMBF 6,107 183.6%
BPOP 5,712 NEW
EGP 4,996 NEW
FROG 4,408 NEW
LTH 4,177 118.1%
SU 4,126 NEW
AMLX 3,979 383.3%
Top Reduces (Value $000, Stocks/ETFs)
ESI -10,343 -97.8%
CIFR -7,244 -100.0%
MRX -6,688 -100.0%
CORZ -6,465 -80.8%
RIOT -6,373 -77.5%
CRNX -5,466 -100.0%
PNC -5,011 -100.0%
HUT -5,010 -72.4%
CAPR -4,280 -100.0%
BAP -4,211 -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