Moody Aldrich Partners
Latest statistics and disclosures from Moody Aldrich Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UMBF, INDB, TRNO, ONB, WTFC, and represent 8.51% of Moody Aldrich Partners's stock portfolio.
- Added to shares of these 10 stocks: MRX (+$7.2M), PLMR (+$6.6M), UMBF (+$6.4M), BTSG (+$6.1M), BPOP (+$5.7M), EGP, FROG, LTH, SU, SSRM.
- Started 41 new stock positions in FPS, FANG, ITRN, HHH, PLMR, ATEX, APPN, RBRK, BOX, NTNX.
- Reduced shares in these 10 stocks: ESI (-$7.8M), CIFR (-$7.2M), Marex Group (-$6.7M), Crinetics Pharmaceuticals In (-$5.5M), PNC (-$5.0M), CAPR, , RIOT, OZK, CORZ.
- Sold out of its positions in ABVX, AMKR, ALAB, OZK, BIOA, BE, CAPR, CARG, CWST, LEU.
- Moody Aldrich Partners was a net buyer of stock by $18M.
- Moody Aldrich Partners has $523M in assets under management (AUM), dropping by -6.01%.
- Central Index Key (CIK): 0000936941
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Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 179 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UMB Financial Corporation (UMBF) | 1.8 | $9.4M | +211% | 73k | 130.01 |
|
| Independent Bank (INDB) | 1.8 | $9.2M | +3% | 119k | 77.65 |
|
| Terreno Realty Corporation (TRNO) | 1.7 | $8.9M | +39% | 138k | 64.55 |
|
| Old National Ban (ONB) | 1.6 | $8.5M | +4% | 344k | 24.64 |
|
| Wintrust Financial Corporation (WTFC) | 1.6 | $8.5M | +3% | 60k | 141.82 |
|
| Skyworks Solutions (SWKS) | 1.6 | $8.4M | 99k | 85.48 |
|
|
| Columbia Banking System (COLB) | 1.5 | $7.8M | +3% | 271k | 28.60 |
|
| SM Energy (SM) | 1.5 | $7.7M | +43% | 229k | 33.78 |
|
| Life Time Group Holdings Common Stock (LTH) | 1.5 | $7.7M | +123% | 193k | 39.88 |
|
| Marex Group Ord (MRX) | 1.4 | $7.2M | NEW | 104k | 69.76 |
|
| Meta Financial (CASH) | 1.3 | $6.9M | +4% | 97k | 71.14 |
|
| Palomar Hldgs (PLMR) | 1.3 | $6.6M | NEW | 54k | 123.29 |
|
| Travelers Companies (TRV) | 1.3 | $6.6M | +17% | 18k | 356.51 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 1.2 | $6.4M | +61% | 271k | 23.49 |
|
| Signet Jewelers SHS (SIG) | 1.2 | $6.3M | 62k | 102.33 |
|
|
| Oruka Therapeutics (ORKA) | 1.2 | $6.2M | -26% | 75k | 83.29 |
|
| Sl Green Realty Corp (SLG) | 1.2 | $6.2M | +63% | 127k | 48.92 |
|
| Protagonist Therapeutics (PTGX) | 1.2 | $6.1M | -26% | 44k | 140.89 |
|
| Chesapeake Utilities Corporation (CPK) | 1.2 | $6.1M | +11% | 48k | 128.46 |
|
| Brightspring Health Svcs (BTSG) | 1.2 | $6.1M | NEW | 108k | 56.75 |
|
| Portland Gen Elec Com New (POR) | 1.2 | $6.0M | +14% | 135k | 44.63 |
|
| United Bankshares (UBSI) | 1.1 | $5.9M | -6% | 129k | 45.94 |
|
| Ligand Pharmaceuticals Com New (LGND) | 1.1 | $5.9M | -32% | 19k | 312.37 |
|
| Innovex International (INVX) | 1.1 | $5.9M | +31% | 217k | 27.02 |
|
| Viatris (VTRS) | 1.1 | $5.8M | 326k | 17.72 |
|
|
| Dianthus Therapeutics (DNTH) | 1.1 | $5.8M | -11% | 66k | 88.05 |
|
| Cathay General Ban (CATY) | 1.1 | $5.8M | -7% | 97k | 59.50 |
|
| Popular Com New (BPOP) | 1.1 | $5.7M | NEW | 37k | 155.45 |
|
| Definium Therapeutics Com Shs (DFTX) | 1.1 | $5.7M | +191% | 149k | 38.06 |
|
| First Interstate Bancsystem (FIBK) | 1.1 | $5.7M | -6% | 159k | 35.74 |
|
| Southwest Gas Corporation (SWX) | 1.1 | $5.6M | +4% | 69k | 81.54 |
|
| Praxis Precision Medicines I Com New (PRAX) | 1.1 | $5.6M | 19k | 291.23 |
|
|
| LXP Industrial Trust (LXP) | 1.1 | $5.5M | +12% | 91k | 60.92 |
|
| Viavi Solutions Inc equities (VIAV) | 1.0 | $5.3M | +6% | 126k | 41.92 |
|
| Arcbest (ARCB) | 1.0 | $5.3M | +45% | 41k | 127.44 |
|
| Affiliated Managers (AMG) | 1.0 | $5.1M | -8% | 14k | 365.61 |
|
| Amylyx Pharmaceuticals (AMLX) | 1.0 | $5.0M | +198% | 172k | 29.10 |
|
| Enact Hldgs (ACT) | 1.0 | $5.0M | 116k | 43.26 |
|
|
| EastGroup Properties (EGP) | 1.0 | $5.0M | NEW | 25k | 197.45 |
|
| Piper Sandler Companies Com New (PIPR) | 0.9 | $5.0M | +4% | 75k | 65.97 |
|
| Csw Industrials (CSW) | 0.9 | $4.9M | +4% | 17k | 288.08 |
|
| Avista Corporation (AVA) | 0.9 | $4.9M | +4% | 138k | 35.09 |
|
| EnerSys (ENS) | 0.9 | $4.6M | +4% | 25k | 183.53 |
|
| Bankunited (BKU) | 0.9 | $4.5M | -9% | 107k | 42.20 |
|
| Jfrog Ord Shs (FROG) | 0.8 | $4.4M | NEW | 45k | 97.04 |
|
| Archrock (AROC) | 0.8 | $4.4M | +3% | 145k | 30.29 |
|
| Forestar Group (FOR) | 0.8 | $4.4M | +43% | 169k | 25.75 |
|
| Vita Coco Co Inc/the (COCO) | 0.8 | $4.4M | +31% | 76k | 57.26 |
|
| Terex Corporation (TEX) | 0.8 | $4.3M | +4% | 83k | 52.60 |
|
| Healthequity (HQY) | 0.8 | $4.3M | +116% | 49k | 88.46 |
|
| Ceva (CEVA) | 0.8 | $4.3M | +59% | 121k | 35.33 |
|
| Scorpio Tankers SHS (STNG) | 0.8 | $4.3M | -28% | 51k | 83.70 |
|
| Loar Holdings Com Shs (LOAR) | 0.8 | $4.2M | +4% | 69k | 61.52 |
|
| Acushnet Holdings Corp (GOLF) | 0.8 | $4.2M | +4% | 51k | 82.50 |
|
| Boot Barn Hldgs (BOOT) | 0.8 | $4.2M | +72% | 35k | 120.47 |
|
| Pvh Corporation (PVH) | 0.8 | $4.2M | 56k | 74.05 |
|
|
| Plexus (PLXS) | 0.8 | $4.1M | +4% | 16k | 260.95 |
|
| Suncor Energy (SU) | 0.8 | $4.1M | NEW | 61k | 67.97 |
|
| Anaptysbio Inc Common (ANAB) | 0.8 | $4.1M | +164% | 82k | 50.26 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.8 | $4.1M | 113k | 36.12 |
|
|
| Herc Hldgs (HRI) | 0.8 | $4.0M | +4% | 32k | 124.80 |
|
| Balchem Corporation (BCPC) | 0.8 | $4.0M | +41% | 24k | 164.96 |
|
| MaxLinear (MXL) | 0.8 | $4.0M | -3% | 44k | 90.31 |
|
| Spyre Therapeutics Com New (SYRE) | 0.8 | $3.9M | +4% | 44k | 89.03 |
|
| Ssr Mining (SSRM) | 0.7 | $3.8M | NEW | 115k | 33.32 |
|
| Sailpoint (SAIL) | 0.7 | $3.6M | NEW | 177k | 20.36 |
|
| Allstate Corporation (ALL) | 0.7 | $3.6M | NEW | 16k | 221.86 |
|
| Nektar Therapeutics Com New (NKTR) | 0.7 | $3.6M | -8% | 59k | 60.55 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.7 | $3.5M | NEW | 94k | 37.44 |
|
| Edgewise Therapeutics (EWTX) | 0.7 | $3.5M | -18% | 86k | 40.60 |
|
| Graham Corporation (GHM) | 0.7 | $3.4M | +4% | 40k | 86.31 |
|
| Werner Enterprises (WERN) | 0.6 | $3.4M | +3% | 100k | 33.98 |
|
| MGIC Investment (MTG) | 0.6 | $3.4M | -20% | 130k | 25.84 |
|
| VSE Corporation (VSEC) | 0.6 | $3.3M | -29% | 20k | 164.70 |
|
| Frontdoor (FTDR) | 0.6 | $3.3M | -28% | 46k | 73.12 |
|
| Academy Sports & Outdoor (ASO) | 0.6 | $3.3M | +4% | 69k | 48.09 |
|
| Cohu (COHU) | 0.6 | $3.3M | NEW | 49k | 68.14 |
|
| OSI Systems (OSIS) | 0.6 | $3.3M | +4% | 17k | 194.37 |
|
| Atmus Filtration Technologies Ord (ATMU) | 0.6 | $3.3M | +4% | 75k | 43.42 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.6 | $3.3M | NEW | 57k | 57.44 |
|
| Ambiq Micro Common Stock (AMBQ) | 0.6 | $3.2M | -41% | 48k | 68.17 |
|
| Yeti Hldgs (YETI) | 0.6 | $3.2M | +75% | 78k | 41.02 |
|
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.6 | $3.1M | +4% | 90k | 34.89 |
|
| Novanta (NOVT) | 0.6 | $3.1M | +30% | 22k | 142.19 |
|
| Bgc Group Cl A (BGC) | 0.6 | $3.1M | +4% | 265k | 11.53 |
|
| Inter Parfums (IPAR) | 0.6 | $3.0M | +4% | 27k | 110.96 |
|
| Spx Corp (SPXC) | 0.6 | $3.0M | -30% | 18k | 169.56 |
|
| Servicetitan Shs Cl A (TTAN) | 0.6 | $3.0M | NEW | 45k | 65.79 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.6 | $2.9M | -44% | 41k | 71.18 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.5 | $2.9M | -51% | 21k | 134.69 |
|
| Myr (MYRG) | 0.5 | $2.8M | -25% | 9.6k | 292.46 |
|
| Construction Partners Com Cl A (ROAD) | 0.5 | $2.7M | +4% | 30k | 90.03 |
|
| Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A) | 0.5 | $2.7M | NEW | 140k | 18.99 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.5 | $2.6M | +131% | 36k | 72.30 |
|
| Savara (SVRA) | 0.5 | $2.6M | +4% | 503k | 5.16 |
|
| Erasca (ERAS) | 0.5 | $2.6M | 176k | 14.66 |
|
|
| Kymera Therapeutics (KYMR) | 0.5 | $2.4M | -28% | 21k | 111.79 |
|
| Meritage Homes Corporation (MTH) | 0.5 | $2.4M | +4% | 38k | 62.85 |
|
| Cytokinetics Com New (CYTK) | 0.4 | $2.3M | +22% | 36k | 65.91 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.4 | $2.3M | +2% | 48k | 48.32 |
|
| Power Integrations (POWI) | 0.4 | $2.2M | +53% | 43k | 51.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.2M | NEW | 9.2k | 239.94 |
|
| ViaSat (VSAT) | 0.4 | $2.2M | +138% | 31k | 70.38 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.4 | $2.0M | -59% | 56k | 34.88 |
|
| Mirion Technologies Com Cl A (MIR) | 0.4 | $1.9M | NEW | 136k | 14.12 |
|
| Hut 8 Corp (HUT) | 0.4 | $1.9M | -63% | 22k | 86.10 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.4 | $1.9M | -13% | 78k | 24.32 |
|
| Riot Blockchain (RIOT) | 0.4 | $1.9M | -69% | 92k | 20.15 |
|
| Installed Bldg Prods (IBP) | 0.3 | $1.6M | -43% | 8.5k | 191.88 |
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| Core Scientific (CORZ) | 0.3 | $1.5M | -69% | 96k | 15.98 |
|
| Argan (AGX) | 0.3 | $1.5M | -28% | 4.0k | 377.95 |
|
| Arrivent Biopharma (AVBP) | 0.3 | $1.4M | +4% | 46k | 30.28 |
|
| Box Cl A (BOX) | 0.3 | $1.4M | NEW | 40k | 33.48 |
|
| Karman Hldgs Common Stock (KRMN) | 0.3 | $1.3M | -2% | 41k | 32.42 |
|
| Toll Brothers (TOL) | 0.2 | $1.3M | 9.7k | 134.75 |
|
|
| First Tracks Biotherapeutics Ord Shs (TRAX) | 0.2 | $1.2M | -36% | 35k | 35.44 |
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| Avalo Therapeutics Com New (AVTX) | 0.2 | $1.2M | -39% | 77k | 15.33 |
|
| Anterix Inc. Atex (ATEX) | 0.2 | $1.2M | NEW | 15k | 78.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $994k | NEW | 3.6k | 277.89 |
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| Joyy Ads Repstg Com A (JOYY) | 0.2 | $933k | +3% | 12k | 80.25 |
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| Appian Corp Cl A (APPN) | 0.2 | $878k | NEW | 25k | 35.27 |
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| East West Ban (EWBC) | 0.1 | $677k | 5.5k | 123.93 |
|
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| CF Industries Holdings (CF) | 0.1 | $661k | NEW | 5.7k | 115.20 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $620k | NEW | 7.1k | 87.80 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $522k | NEW | 13k | 40.76 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $521k | 858.00 | 606.81 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $490k | NEW | 5.8k | 84.70 |
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| Casey's General Stores (CASY) | 0.1 | $484k | +164% | 795.00 | 608.46 |
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| Clean Harbors (CLH) | 0.1 | $470k | +43% | 1.5k | 310.23 |
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| Precision Drilling Corp Com New (PDS) | 0.1 | $444k | 5.5k | 80.71 |
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| Apa Corporation (APA) | 0.1 | $441k | NEW | 11k | 41.54 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $429k | 1.9k | 228.33 |
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| Chord Energy Corporation Com New (CHRD) | 0.1 | $411k | +27% | 3.1k | 134.07 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $409k | NEW | 1.1k | 380.84 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $402k | +43% | 1.5k | 264.58 |
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| Diamondback Energy (FANG) | 0.1 | $395k | NEW | 2.1k | 183.81 |
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| Applied Industrial Technologies (AIT) | 0.1 | $377k | 1.1k | 332.29 |
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| Ida (IDA) | 0.1 | $376k | 2.9k | 130.73 |
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| Hello Group Ads (MOMO) | 0.1 | $375k | +28% | 77k | 4.84 |
|
| Guardant Health (GH) | 0.1 | $371k | NEW | 2.1k | 178.36 |
|
| Ituran Location And Control SHS (ITRN) | 0.1 | $358k | NEW | 7.0k | 51.22 |
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| Dorian Lpg Shs Usd (LPG) | 0.1 | $351k | NEW | 6.4k | 55.06 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $349k | NEW | 2.4k | 143.24 |
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| MKS Instruments (MKSI) | 0.1 | $347k | 1.3k | 265.36 |
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| Insmed Com Par $.01 (INSM) | 0.1 | $346k | 3.0k | 114.14 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $331k | +22% | 662.00 | 499.23 |
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| Rubrik Cl A (RBRK) | 0.1 | $324k | NEW | 2.8k | 114.47 |
|
| Sharkninja Com Shs (SN) | 0.1 | $323k | 1.8k | 180.12 |
|
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| Comfort Systems USA (FIX) | 0.1 | $316k | -30% | 191.00 | 1654.09 |
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| Axsome Therapeutics (AXSM) | 0.1 | $306k | 1.7k | 184.39 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $303k | -35% | 779.00 | 388.82 |
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| Howmet Aerospace (HWM) | 0.1 | $302k | 1.3k | 226.18 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $297k | 3.1k | 96.73 |
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| Everpure Cl A (P) | 0.1 | $296k | NEW | 2.3k | 130.78 |
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| Coeur Mng Com New (CDE) | 0.1 | $290k | 17k | 17.60 |
|
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $286k | NEW | 805.00 | 355.07 |
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| Ascendis Pharma A/s Ord Shs (ASND) | 0.1 | $284k | 1.2k | 227.83 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $281k | -45% | 293.00 | 958.91 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $279k | +29% | 1.6k | 179.72 |
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| Caci Intl Cl A (CACI) | 0.1 | $262k | NEW | 430.00 | 609.11 |
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| MDU Resources (MDU) | 0.0 | $260k | 14k | 18.54 |
|
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| Bridgebio Pharma (BBIO) | 0.0 | $256k | +12% | 3.9k | 65.80 |
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| MasTec (MTZ) | 0.0 | $255k | 1.2k | 213.62 |
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| Range Resources (RRC) | 0.0 | $255k | NEW | 6.9k | 37.04 |
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| Nov (NOV) | 0.0 | $253k | NEW | 14k | 18.73 |
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| Sanmina (SANM) | 0.0 | $253k | 1.2k | 214.91 |
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| Evercore Class A (EVR) | 0.0 | $248k | 962.00 | 257.50 |
|
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| Patria Investments Com Cl A (PAX) | 0.0 | $246k | 24k | 10.15 |
|
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| Onto Innovation (ONTO) | 0.0 | $245k | 795.00 | 307.82 |
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| Nutanix Cl A (NTNX) | 0.0 | $239k | NEW | 3.4k | 70.41 |
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| Bwx Technologies (BWXT) | 0.0 | $237k | 1.7k | 137.00 |
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| Element Solutions (ESI) | 0.0 | $230k | -97% | 6.3k | 36.28 |
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| Advanced Drain Sys Inc Del (WMS) | 0.0 | $225k | 1.8k | 126.71 |
|
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| Semtech Corporation (SMTC) | 0.0 | $225k | NEW | 1.3k | 178.35 |
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| Pagseguro Digital Com Cl A (PAGS) | 0.0 | $217k | 24k | 8.90 |
|
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| Stifel Financial (SF) | 0.0 | $216k | 3.1k | 70.04 |
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| Howard Hughes Holdings (HHH) | 0.0 | $205k | NEW | 2.8k | 73.62 |
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| Pulte (PHM) | 0.0 | $204k | 1.8k | 116.06 |
|
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| Finvolution Group Sponsored Ads (FINV) | 0.0 | $177k | 58k | 3.03 |
|
Past Filings by Moody Aldrich Partners
SEC 13F filings are viewable for Moody Aldrich Partners going back to 2010
- Moody Aldrich Partners 2026 Q3 filed Oct. 27, 2026
- Moody Aldrich Partners 2026 Q2 filed July 15, 2026
- Moody Aldrich Partners 2026 Q1 filed April 20, 2026
- Moody Aldrich Partners 2025 Q4 filed Jan. 30, 2026
- Moody Aldrich Partners 2025 Q3 filed Oct. 21, 2025
- Moody Aldrich Partners 2025 Q2 filed Aug. 4, 2025
- Moody Aldrich Partners 2025 Q1 filed April 29, 2025
- Moody Aldrich Partners 2024 Q4 filed Jan. 23, 2025
- Moody Aldrich Partners 2024 Q3 filed Oct. 22, 2024
- Moody Aldrich Partners 2024 Q2 filed July 24, 2024
- Moody Aldrich Partners 2024 Q1 filed April 30, 2024
- Moody Aldrich Partners 2023 Q4 filed Jan. 26, 2024
- Moody Aldrich Partners 2023 Q3 filed Nov. 8, 2023
- Moody Aldrich Partners 2023 Q2 filed July 28, 2023
- Moody Aldrich Partners 2023 Q1 filed April 27, 2023
- Moody Aldrich Partners 2022 Q4 filed Jan. 24, 2023