1y return+38.6%S&P 500 +20.9%
3y return+74.9%S&P 500 +68.5%
5y return+43.7%S&P 500 +74.5%
10y return+168.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $268 against $357 in the S&P 500.2
Moody Aldrich Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ESIElement Solutions Inc | $10.6M | 1.9% | −20.5% |
| ORKAOruka Therapeutics Inc | $9.7M | 1.7% | −24.9% |
| INDBIndependent Bk Corp Mass | $9.6M | 1.7% | −20.7% |
| WTFCWintrust Finl Corp | $9.2M | 1.7% | −11.9% |
| LGNDLigand Pharmaceuticals Inc | $8.9M | 1.6% | +91.9% |
| ONBOld Natl Bancorp Ind | $8.6M | 1.5% | −21.2% |
| COLBColumbia Bkg Sys Inc | $8.4M | 1.5% | −20.2% |
| RIOTRiot Platforms Inc | $8.2M | 1.5% | −35.7% |
| CASHPathward Financial Inc | $8.1M | 1.5% | −11.7% |
| CORZCore Scientific Inc New | $8.0M | 1.4% | −6.4% |
| PTGXProtagonist Therapeutics Inc | $7.3M | 1.3% | +10.6% |
| DNTHDianthus Therapeutics Inc | $7.3M | 1.3% | −9.2% |
| CIFRCipher Digital Inc | $7.2M | 1.3% | New |
| AMBQAmbiq Micro Inc | $7.2M | 1.3% | New |
| HUTHut 8 Corp | $6.9M | 1.2% | −54.8% |
| SWKSSkyworks Solutions Inc | $6.7M | 1.2% | New |
| Marex Group PLCCUSIP G5S37H101 | $6.7M | 1.2% | −21.5% |
| VSECVse Corp | $6.6M | 1.2% | −21.5% |
| FIBKFirst Intst Bancsystem Inc | $6.6M | 1.2% | |
| MYRGMyr Group Inc | $6.5M | 1.2% | −35.8% |
| CATYCathay Gen Bancorp | $6.5M | 1.2% | +27.7% |
| TRNOTerreno Rlty Corp | $6.4M | 1.1% | +30.2% |
| PRAXPraxis Precision Medicines I | $6.4M | 1.1% | −12.1% |
| UBSIUnited Bankshares Inc West V | $6.3M | 1.1% | +27.5% |
| SPXCSpx Technologies Inc | $6.3M | 1.1% | −20.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DNTHDianthus Therapeutics Inc | March 31, 2025 | +437.4% | $7.3M |
| PTGXProtagonist Therapeutics Inc | June 30, 2023 | +343.8% | $7.3M |
| RIOTRiot Platforms Inc | March 31, 2025 | +284.6% | $8.2M |
| SEISolaris Energy Infras Inc | March 31, 2025 | +269.8% | $5.9M |
| WTFCWintrust Finl Corp | June 30, 2020 | +268.5% | $9.2M |
| MYRGMyr Group Inc | December 31, 2024 | +236.4% | $6.5M |
| ORKAOruka Therapeutics Inc | December 31, 2025 | +214.0% | $9.7M |
| ESIElement Solutions Inc | September 30, 2022 | +193.5% | $10.6M |
| HUTHut 8 Corp | December 31, 2025 | +151.3% | $6.9M |
| COLBColumbia Bkg Sys Inc | June 30, 2020 | +126.1% | $8.4M |
Sold off last quarter
- SMTCSemtech Corp was $4.9M
- SLABSilicon Laboratories Inc was $4.5M
- AEISAdvanced Energy Inds was $3.9M
- CAGConagra Brands Inc was $3.7M
- RMBSRambus Inc Del was $3.2M
- Sportradar Group AgCUSIP H8088L103 was $2.8M
- Apogee Therapeutics IncCUSIP 03770N101 was $2.4M
- ABGAsbury Automotive Group Inc was $2.2M
- MDGLMadrigal Pharmaceuticals Inc was $2.0M
- Wave Life Sciences LtdCUSIP Y95308105 was $2.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.5% | +14.8% |
| March 31, 2026 | +4.8% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +9.3% | +7.8% |
| June 30, 2025 | +10.6% | +10.5% |
| March 31, 2025 | −7.1% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +9.4% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −18.1% | −16.5% |
| March 31, 2022 | −10.3% | −4.9% |
| December 31, 2021 | +6.1% | +10.7% |
| September 30, 2021 | −3.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Moody Aldrich Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=936941&type=13F-HR&dateb=&owner=include&count=40CIK 936941
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/936941/000093694126000005/Filed July 15, 2026 · accession 0000936941-26-000005