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
Holdings in CPK
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,854,561 | 54,242 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,706,148 | 45,737 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,679,130 | 34,740 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,027,359 | 41,818 | Shares | Sole | 2025-08-04 | |
| 2023-06-30 | $3,913,077 | 32,883 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,982,096 | 62,365 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $7,437,421 | 62,933 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,395,721 | 55,427 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,068,766 | 54,564 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,737,152 | 63,423 | Shares | Sole | 2022-05-10 | |
| 2020-09-30 | $6,769,542 | 80,303 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,579,804 | 78,331 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,735,713 | 66,920 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||