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 |
|---|---|---|---|---|
| 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 INDB
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,830,841 | 144,008 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,638,767 | 145,577 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,539,917 | 152,377 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,022,639 | 143,467 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,125,974 | 145,666 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,631,195 | 150,042 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,896,101 | 133,538 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,844,977 | 95,524 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,274,359 | 101,391 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,148,511 | 139,014 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,532,516 | 153,443 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,654,683 | 127,043 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,718,700 | 102,388 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,665,715 | 114,482 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $12,879,678 | 172,812 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $13,758,705 | 173,218 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $16,160,732 | 197,830 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $14,316,423 | 175,597 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $15,750,942 | 206,841 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $13,464,066 | 178,332 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $13,809,433 | 164,027 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $10,309,303 | 141,146 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,381,835 | 102,746 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,796,217 | 101,300 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,937,219 | 107,771 | Shares | Sole | 2020-05-07 | |
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