Moody Aldrich Partners LLC
Top Portfolio Positions
188 positions ·
$547,029,858 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| INDB |
Independent Bank Corp
Financial Services
|
144,008 | $10,830,841 | 1.98% | |
| ESI |
Element Solutions Inc
Basic Materials
|
278,433 | $9,505,702 | 1.74% | |
| CASH |
Pathward Financial, Inc.
Financial Services
|
105,336 | $9,399,131 | 1.72% | |
| ONB |
Old National Bancorp /In/
Financial Services
|
419,031 | $9,260,585 | 1.69% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
65,156 | $9,052,774 | 1.65% | |
| COLB |
Columbia Banking System, Inc.
Financial Services
|
327,350 | $8,979,210 | 1.64% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
148,821 | $7,853,284 | 1.44% | |
| SWX |
Southwest Gas Holdings, Inc.
Utilities
|
84,002 | $7,299,773 | 1.33% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
21,688 | $6,987,656 | 1.28% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
82,129 | $6,892,265 | 1.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in APAM
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,114,217 | 113,059 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,606,023 | 113,059 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,906,760 | 113,059 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,643,264 | 59,627 | Shares | Sole | 2025-08-04 | |
| 2023-06-30 | $1,706,525 | 43,412 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,388,315 | 43,412 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,289,336 | 43,412 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,169,085 | 43,412 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,958,306 | 55,055 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,166,414 | 55,055 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,687,599 | 35,424 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,273,827 | 26,039 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,323,301 | 26,039 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $829,137 | 15,893 | Shares | Sole | 2021-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||