Moody Aldrich Partners LLC
Top Portfolio Positions
188 positions ·
$546,804,689 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 | 1.66% | |
| 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 COCO
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,539,255 | 73,873 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,438,580 | 83,731 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,633,477 | 109,100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,592,780 | 99,523 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,097,703 | 101,067 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,786,117 | 102,577 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,572,738 | 196,847 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,588,938 | 200,680 | Shares | Sole | 2024-07-24 | |
| No 13F history on record for this holder in this stock. | ||||||