Moody Aldrich Partners LLC
Annual return '25
+27.8%
SPY '25
+17.7%
Alpha
+10.1ptsvs SPY
Invested
$1.1B
Holdings
190
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$INDB
INDEPENDENT BK CORP MASS
Q1 2026: Exited (was 145.6k shares)
2.0%
02
$ESI
ELEMENT SOLUTIONS INC
Q1 2026: Exited (was 281.5k shares)
1.8%
03
$CASH
PATHWARD FINANCIAL INC
Q1 2026: Exited (was 106.4k shares)
1.7%
04
$ONB
OLD NATL BANCORP IND
Held since at least Q1 2024
1.7%
05
$WTFC
WINTRUST FINL CORP
Q1 2026: Exited (was 65.8k shares)
1.7%
06
$COLB
COLUMBIA BKG SYS INC
Q1 2026: Exited (was 330.8k shares)
1.7%
07
$POR
PORTLAND GEN ELEC CO
Q1 2026: Exited (was 150.4k shares)
1.5%
08
$SWX
SOUTHWEST GAS HLDGS INC
Q1 2026: Exited (was 74.9k shares)
1.4%
09
$PIPR
PIPER SANDLER COMPANIES
Q1 2026: Exited (was 23.2k shares)
1.3%
10
$PRAX
PRAXIS PRECISION MEDICINES I
Q1 2026: Exited (was 41.7k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:25 UTC.