Moody Aldrich Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Moody Aldrich Partners Llc disclosed 177 stock positions valued at approximately $523.14M as of quarter-end September 30, 2026. The largest holdings include UMB FINL CORP, INDEPENDENT BK CORP MASS, and TERRENO RLTY CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 177
- Portfolio Value
- $523.14M
Holdings by Sector
Moody Aldrich Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UMB FINL CORP | UMBF | Financial Services | 1.80% | 72,559 | +49,261 | +211.44% | $9,433,396 |
| INDEPENDENT BK CORP MASS | INDB | Financial Services | 1.76% | 118,716 | +4,497 | +3.94% | $9,218,297 |
| TERRENO RLTY CORP | TRNO | Real Estate | 1.70% | 138,027 | +39,231 | +39.71% | $8,909,643 |
| OLD NATL BANCORP IND | ONB | Financial Services | 1.62% | 344,037 | +13,810 | +4.18% | $8,477,072 |
| WINTRUST FINL CORP | WTFC | Financial Services | 1.62% | 59,657 | +2,243 | +3.91% | $8,460,556 |
| SKYWORKS SOLUTIONS INC | SWKS | Technology | 1.61% | 98,792 | - | - | $8,444,740 |
| COLUMBIA BKG SYS INC | COLB | Financial Services | 1.48% | 271,306 | +10,143 | +3.88% | $7,759,352 |
| SM ENERGY COMPANY | SM | Energy | 1.48% | 229,073 | +69,462 | +43.52% | $7,738,086 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 1.47% | 193,409 | +106,822 | +123.37% | $7,713,151 |
| PATHWARD FINANCIAL INC | CASH | Financial Services | 1.32% | 96,864 | +3,903 | +4.20% | $6,890,905 |
| PALOMAR HLDGS INC | PLMR | Financial Services | 1.26% | 53,499 | +53,499 | +100.00% | $6,595,892 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 1.26% | 18,447 | +2,686 | +17.04% | $6,576,540 |
| MAGNOLIA OIL & GAS CORP | MGY | Energy | 1.21% | 270,544 | +103,504 | +61.96% | $6,355,079 |
| SIGNET JEWELERS LTD | SIG | Consumer Cyclical | 1.21% | 62,004 | - | - | $6,344,869 |
| ORUKA THERAPEUTICS INC | ORKA | Healthcare | 1.19% | 74,806 | -26,605 | -26.23% | $6,230,592 |
| SL GREEN RLTY CORP | SLG | Real Estate | 1.19% | 126,982 | +49,212 | +63.28% | $6,211,959 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 1.18% | 43,649 | -15,952 | -26.76% | $6,149,708 |
| CHESAPEAKE UTILS CORP | CPK | Utilities | 1.17% | 47,616 | +5,039 | +11.84% | $6,116,751 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 1.17% | 107,757 | +107,757 | +100.00% | $6,115,210 |
| PORTLAND GEN ELEC CO | POR | Utilities | 1.15% | 135,317 | +16,988 | +14.36% | $6,039,198 |
| UNITED BANKSHARES INC WEST V | UBSI | Financial Services | 1.13% | 128,882 | -9,611 | -6.94% | $5,920,839 |
| LIGAND PHARMACEUTICALS INC | LGND | Healthcare | 1.13% | 18,952 | -9,208 | -32.70% | $5,920,036 |
| INNOVEX INTERNATIONAL INC | INVX | Energy | 1.12% | 216,732 | +51,726 | +31.35% | $5,856,099 |
| VIATRIS INC | VTRS | Healthcare | 1.11% | 326,336 | - | - | $5,782,674 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 1.10% | 65,620 | -8,932 | -11.98% | $5,777,841 |
| CATHAY GEN BANCORP | CATY | Financial Services | 1.10% | 97,030 | -7,395 | -7.08% | $5,773,285 |
| POPULAR INC | BPOP | Financial Services | 1.09% | 36,744 | +36,744 | +100.00% | $5,711,855 |
| DEFINIUM THERAPEUTICS INC | DFTX | Healthcare | 1.08% | 148,870 | +97,845 | +191.76% | $5,665,992 |
| FIRST INTST BANCSYSTEM INC | FIBK | Financial Services | 1.08% | 158,506 | -11,841 | -6.95% | $5,665,004 |
| SOUTHWEST GAS HLDGS INC | SWX | Utilities | 1.08% | 69,010 | +2,711 | +4.09% | $5,627,075 |
Showing 30 of 177 holdings in the latest reporting period.