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 POR
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,853,284 | 148,821 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,217,839 | 150,403 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,001,556 | 136,399 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,615,132 | 162,814 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,373,584 | 165,327 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,439,042 | 170,542 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,390,020 | 175,157 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,612,292 | 129,794 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,624,872 | 110,116 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,868,685 | 112,337 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,703,978 | 116,205 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,546,755 | 182,506 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,148,500 | 146,216 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $10,249,624 | 209,176 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $8,793,609 | 202,338 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $8,624,585 | 178,452 | Shares | Sole | 2022-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||