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 SWX
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,299,773 | 84,002 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,990,857 | 74,867 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,141,464 | 78,395 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,987,303 | 93,928 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,202,821 | 128,173 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,253,888 | 130,871 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,926,104 | 134,573 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,258,811 | 117,346 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,515,869 | 124,995 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,966,432 | 141,538 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,075,394 | 150,230 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,195,069 | 144,463 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,046,944 | 144,867 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,446,511 | 71,857 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,287,811 | 61,474 | Shares | Sole | 2022-10-18 | |
| 2020-09-30 | $5,044,150 | 79,939 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,422,841 | 78,535 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $4,678,605 | 67,260 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||