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John P. Sherlock

Moody Aldrich Partners Llc

Assets Managed
$556.6M
Holdings
175
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
0.38%(2Q avg: 1.94%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody Aldrich Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 175 positions.

Assets under management

The assets under management (AUM) of Moody Aldrich Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 556.6M in assets, with a quarterly growth rate of 0.38% and a 2-quarter average growth rate of 1.94%. The portfolio is managed by John P. Sherlock, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESI
Element Solutions Inc
Recent Activity
Decreased -20.47%
1.9%
$10.573M
221,423 shares@ $47.75 avg price
ORKA
Oruka Therapeutics Inc
Recent Activity
Decreased -24.91%
1.74%
$9.651M
101,411 shares@ $95.18 avg price
INDB
Independent Bank Corp Ma
Recent Activity
Decreased -20.68%
1.72%
$9.562M
114,219 shares@ $83.73 avg price
WTFC
Wintrust Financial Corp
Recent Activity
Decreased -11.88%
1.66%
$9.228M
57,414 shares@ $160.72 avg price
LGND
Ligand Pharmaceuticals
Recent Activity
Increased 91.9%
1.6%
$8.901M
28,160 shares@ $316.09 avg price
ONB
Old National Bancorp
Recent Activity
Decreased -21.19%
1.54%
$8.553M
330,227 shares@ $25.9 avg price
COLB
Columbia Banking System Inc
Recent Activity
Decreased -20.21%
1.51%
$8.37M
261,163 shares@ $32.05 avg price
RIOT
Riot Platforms Inc
Recent Activity
Decreased -35.66%
1.48%
$8.225M
300,390 shares@ $27.38 avg price
CASH
Pathward Financial Inc
Recent Activity
Decreased -11.74%
1.46%
$8.093M
92,961 shares@ $87.07 avg price
CORZ
Core Scientific Inc
Recent Activity
Decreased -6.43%
1.44%
$8.006M
312,858 shares@ $25.59 avg price

1-10 of 175