Managers / Q1 2026
MOODY ALDRICH PARTNERS LLC
CIK 0000936941 · 18 SEWALL STREET, MOODY ALDRICH PARTNERS, MARBLEHEAD, MA, 01945 · 7816392750
Reported Value
$555M
Q1 2026
Positions
190
Filings on Record
30
2019–present window
Filed
Apr 20, 2026
original filing
Summary
Moody Aldrich Partners Llc reported $555M in U.S.-listed holdings across 190 positions for Q1 2026.
Its largest position, INDB, represents 2.0% of the portfolio.
Compared with Q4 2025, the fund opened 29 new positions and exited 25.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 90.8% · $503M
- Other · 6.3% · $35M
- REIT · 1.6% · $9M
- MLP · 0.9% · $5M
- ADR · 0.4% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $555M | 190 | Apr 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $536M | 186 | Jan 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $527M | 188 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $517M | 178 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $478M | 168 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $540M | 196 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $550M | 192 | Oct 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $513M | 194 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $588M | 215 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $556M | 195 | Jan 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $528M | 192 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $515M | 152 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $495M | 154 | Apr 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $493.5B | 156 | Jan 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $486M | 149 | Oct 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $509M | 141 | Jul 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $711M | 151 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $718M | 158 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $788M | 168 | Oct 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $712M | 171 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $693M | 180 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $620M | 173 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $478M | 153 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $470M | 160 | Jul 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $331M | 131 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $487M | 152 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $376M | 123 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $391M | 120 | Jul 26, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $356M | 102 | May 3, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $305M | 92 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.