Moody Aldrich Partners LLC
CIK 936941 · Holdings on Dec 31, 2025 · First reported Jan 30, 2026
Top ten holdings
Q4 2025- PRAX2.30%
- BXS2.22%
- INDB1.99%
- BBIO1.87%
- COLB1.73%
- WTFC1.72%
- PJC1.47%
- CASH1.41%
- AXSM1.37%
- POR1.35%
Share classes counted separately17.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BBIOWeight increased · +1.16 pp0.71% → 1.87%Shares +59.60K (+83.27%)
- KTOSWeight decreased · -0.63 pp1.80% → 1.17%Shares -21.25K (-20.52%)
- WTFCWeight increased · +0.63 pp1.09% → 1.72%Shares +22.64K (+52.42%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PRAXPRAXIS PRECISION MEDICINES ICOM NEW View history and evidence | $12.30M | 2.30% | 41.73K shares | Prior unavailable +41.73K | New | ↗▾ |
| 02 | BXSCADENCE BANK View history and evidence | $11.91M | 2.22% | 277.92K shares | 2.07% → 2.22%+0.15 pp -13.48K (-4.63%) | Reduced | ↗▾ |
| 03 | INDBINDEPENDENT BANK CORP/MA View history and evidence | $10.64M | 1.99% | 145.58K shares | 2.00% → 1.99%-0.01 pp -6.80K (-4.46%) | Reduced | ↗▾ |
| 04 | BBIOBRIDGEBIO PHARMA INC View history and evidence | $10.03M | 1.87% | 131.18K shares | 0.71% → 1.87%+1.16 pp +59.60K (+83.27%) | Added | ↗▾ |
| 05 | COLBCOLUMBIA BANKING SYSTEM INC View history and evidence | $9.25M | 1.73% | 330.79K shares | 1.33% → 1.73%+0.40 pp +59.07K (+21.74%) | Added | ↗▾ |
| 06 | WTFCWINTRUST FINANCIAL CORP View history and evidence | $9.20M | 1.72% | 65.83K shares | 1.09% → 1.72%+0.63 pp +22.64K (+52.42%) | Added | ↗▾ |
| 07 | PJCPIPER SANDLER COS View history and evidence | $7.88M | 1.47% | 23.19K shares | 1.60% → 1.47%-0.13 pp -1.13K (-4.63%) | Reduced | ↗▾ |
| 08 | CASHPATHWARD FINANCIAL INC View history and evidence | $7.56M | 1.41% | 106.44K shares | 1.57% → 1.41%-0.16 pp -5.13K (-4.60%) | Reduced | ↗▾ |
| 09 | AXSMAXSOME THERAPEUTICS INC View history and evidence | $7.36M | 1.37% | 40.27K shares | 1.19% → 1.37%+0.18 pp -11.20K (-21.76%) | Reduced | ↗▾ |
| 10 | PORPORTLAND GENERAL ELECTRIC COCOM NEW View history and evidence | $7.22M | 1.35% | 150.40K shares | 1.14% → 1.35%+0.21 pp +14.00K (+10.27%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MRUS MERUS NV | Non-derivative | -76,444 | -$7.20M | SEC filing ↗ | SEC filing ↗ |
| CWAN CLEARWATER ANALYTICS HDS-A | Non-derivative | -342,713 | -$6.18M | SEC filing ↗ | SEC filing ↗ |
| VIRT VIRTU FINANCIAL INC-CLASS A | Non-derivative | -103,621 | -$3.68M | SEC filing ↗ | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 936941 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 535824384
}Research all 186 reported holdings.
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