account_balance
Investment manager · 13F filer · SEC CIK 936941
Moody Aldrich Partners LLC
Reported value$523Mas of Sep 30, 2026
Positions179 40 new, 36 sold out
Top 10 weight15.9%UMBF alone is 2%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
UMBFUMB Financial Corp
1.8%Added +211%
INDBIndependent Bank Corp
1.8%Added +4%
TRNOTerreno Realty Corp
1.7%Added +40%
ONBOld National Bancorp
1.6%Added +4%
WTFCWintrust Financial Corp
1.6%Added +4%
SWKSSkyworks Solutions, Inc.
1.6%
COLBColumbia Banking System, Inc.
1.5%Added +4%
SMSM Energy Co
1.5%Added +44%
LTHLife Time Group Holdings, Inc.
1.5%Added +123%
MRXMarex Group Ltd
1.4%Trimmed −5%
CASHPathward Financial, Inc.
1.3%Added +4%
PLMRPalomar Holdings, Inc.
1.3%New
UMBFUMB Financial Corp
1.8%+211%
INDBIndependent Bank Corp
1.8%
TRNOTerreno Realty Corp
1.7%
ONBOld National Bancorp
1.6%+4%
WTFCWintrust Financial Corp
1.6%+4%
SWKSSkyworks Solutions, Inc.
1.6%
COLBColumbia Banking System, Inc.
1.5%
SMSM Energy Co
1.5%
LTHLife Time Group Holdings, Inc.
1.5%
MRXMarex Group Ltd
1.4%
CASHPathward Financial, Inc.
1.3%
PLMRPalomar Holdings, Inc.
1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
UMBF UMB Financial Corp 1.8% Added +211%INDB Independent Bank Corp 1.8% Added +4%TRNO Terreno Realty Corp 1.7% Added +40%ONB Old National Bancorp 1.6% Added +4%WTFC Wintrust Financial Corp 1.6% Added +4%SWKS Skyworks Solutions, Inc. 1.6% HeldCOLB Columbia Banking System, Inc. 1.5% Added +4%SM SM Energy Co 1.5% Added +44%LTH Life Time Group Holdings, Inc. 1.5% Added +123%MRX Marex Group Ltd 1.4% Trimmed −5%CASH Pathward Financial, Inc. 1.3% Added +4%PLMR Palomar Holdings, Inc. 1.3% New
What changed
Biggest moves since Jun 30, 2026
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