Moody Aldrich Partners LLC
SEC Form 13F institutional filer · CIK 0000936941
13F-HR · 46 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
75.7%
Moody Aldrich Partners LLC — $60.9M AUM allocation strategy
Moody Aldrich Partners LLC files SEC Form 13F and reports $60.9M of long US equity value across 46 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 23.2%, followed by Financials 16.5% and Health Care 14.1%.
The top 10 holdings account for 76% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Moody Aldrich Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$60.9M
total across 46 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
76% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$DHI +3.48K sh · +$157K+$TJX +1.88K sh · +$316K+$ANET +1.01K sh · +$108K
Biggest trims (shares)
−$VTRS −128K sh · −$1.12M−$NEM −1.93K sh · −$141K−$PM −1.87K sh · −$281K
Exited to nil (held last quarter, gone now)
$TAP ($3.18M last qtr)$IWM ($2.59M last qtr)$BX ($295K last qtr)$HOOD ($279K last qtr)$TECH ($232K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services15.5%—
- Pharmaceuticals11.3%—
- Independent Power Producers & Energy Traders9.5%—
- Construction Machinery & Heavy Transportation Equipment8.6%—
- Diversified Banks8.1%—
- Advertising7.7%—
- Property & Casualty Insurance7.6%—
- Homebuilding5.6%—
- Other holdings26.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $META | Meta Platforms Inc | 105K | $9.4M | -1.11K | 15.4% |
| $VTRS | Viatris Inc | 450K | $6.08M | -128K | 10.0% |
| $AES | The AES Corporation | 62.2K | $5.81M | -648 | 9.6% |
| $CMI | Cummins Inc | 92.1K | $5.23M | -987 | 8.6% |
| $OMC | Omnicom Group Inc | 116K | $4.73M | +0 | 7.8% |
| $TRV | The Travelers Companies Inc | 15.8K | $4.6M | — | 7.6% |
| $PNC | PNC Financial Services Group Inc | 20.4K | $4.23M | — | 7.0% |
| $DHI | D.R. Horton Inc | 136K | $3.42M | +3.48K | 5.6% |
| $UHS | Universal Health Services Inc | 9.72K | $1.74M | +0 | 2.9% |
| $WMT | Walmart Inc | 6.58K | $818K | +476 | 1.3% |
…and 36 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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