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Moody Aldrich Partners LLC

CIK 936941 · latest 13F filed 27 October 2026 · Read the filing on EDGAR

Moody Aldrich Partners LLC reported 179 US-listed holdings worth $523.1 million in its 13F for the quarter ended 30 September 2026, filed 27 October 2026. Its largest: UMB Financial Corp. (1.8%), Independent Bank Corp. (1.8%) and Terreno Realty Corp. (1.7%). Against the quarter before, it opened 41 positions, added to 69, trimmed 37 and sold out of 37.

Reported holdings$523.1M-6.0% on Q2 2026
Positions179+4 on Q2 2026
The largest ten15.9%of its reported holdings
Latest 13FQ3 2026filed 27 October 2026
Where the money is
OpenedAdded toHeld
UMBF1.8%INDB1.8%TRNO1.7%ONB1.6%WTFC1.6%SWKS1.6%COLB1.5%SM1.5%LTH1.5%MRX1.4%CASH1.3%PLMR1.3%TRV1.3%165 more79.0%

The 14 largest of its 179 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $549.7 million in 192 positions$550MQ3 24Q4 2024: $539.8 million in 196 positions$540MQ4 24Q1 2025: $477.6 million in 168 positions$478MQ1 25Q2 2025: $516.6 million in 178 positions$517MQ2 25Q3 2025: $527.2 million in 188 positions$527MQ3 25Q4 2025: $535.8 million in 186 positions$536MQ4 25Q1 2026: $554.5 million in 190 positions$555MQ1 26Q2 2026: $556.6 million in 175 positions$557MQ2 26Q3 2026: $523.1 million in 179 positions$523MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +32.7% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135150Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +32.7%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 41Added 69Held 32Trimmed 37Sold out 37
Opened: 41Added: 69Held: 32Trimmed: 37Sold out: 37

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 41

  1. Marex Group Limited MRX$7.2 million
  2. Palomar Holdings, Inc. PLMR$6.6 million
  3. BrightSpring Health Services, Inc. BTSG$6.1 million
  4. Popular, Inc. BPOP$5.7 million
  5. Eastgroup Properties Inc. EGP$5.0 million
  6. JFrog Ltd. FROG$4.4 million
  7. Suncor Energy Inc. SU$4.1 million
  8. SSR Mining Inc. SSRM$3.8 million

and 33 more in the table below

Added to 69

  1. UMB Financial Corp. UMBF+49,261 shares · +211%
  2. Life Time Group Holdings, Inc. LTH+106,822 shares · +123%
  3. Definium Therapeutics Inc. DFTX+97,845 shares · +192%
  4. Amylyx Pharmaceuticals Inc. AMLX+114,618 shares · +198%
  5. Anaptysbio Inc. ANAB+50,762 shares · +164%
  6. Terreno Realty Corp. TRNO+39,231 shares · +40%
  7. Magnolia Oil & Gas Corp. MGY+103,504 shares · +62%
  8. SL Green Realty Corp. SLG+49,212 shares · +63%

and 61 more in the table below

Trimmed 37

  1. Element Solutions Inc. ESI-215,078 shares · -97%
  2. Riot Platforms, Inc. RIOT-208,502 shares · -69%
  3. Core Scientific, Inc. CORZ-216,445 shares · -69%
  4. Hut 8 Corp. HUT-37,768 shares · -63%
  5. Abercrombie & Fitch Co. ANF-23,026 shares · -52%
  6. Ligand Pharmaceuticals Inc. LGND-9,208 shares · -33%
  7. AllianceBernstein Holding LP AB-81,233 shares · -59%
  8. Ambiq Micro Inc. AMBQ-33,872 shares · -42%

and 29 more in the table below

Sold out of 37

  1. Cipher Digital Inc. CIFR$7.2 million last quarter
  2. Marex Group PLC MRX$6.7 million last quarter
  3. Crinetics Pharmaceuticals in CRNX$5.5 million last quarter
  4. PNC Financial Services Group, Inc. PNC$5.0 million last quarter
  5. Capricor Therapeutics Inc. CAPR$4.3 million last quarter
  6. Credicorp Ltd BAP$4.2 million last quarter
  7. Bank Ozk Little Rock ARK OZK$3.6 million last quarter
  8. Knife River Corp. KNF$3.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
UMB Financial Corp. UMBF72.6K$9.4 million1.80%+49.3K
Independent Bank Corp. INDB118.7K$9.2 million1.76%+4.5K
Terreno Realty Corp. TRNO138.0K$8.9 million1.70%+39.2K
Old National Bancorp ONB344.0K$8.5 million1.62%+13.8K
Wintrust Financial Corp. WTFC59.7K$8.5 million1.62%+2.2K
Skyworks Solutions, Inc. SWKS98.8K$8.4 million1.61%no change
Columbia Banking System, Inc. COLB271.3K$7.8 million1.48%+10.1K
SM Energy Co. SM229.1K$7.7 million1.48%+69.5K
Life Time Group Holdings, Inc. LTH193.4K$7.7 million1.47%+106.8K
Marex Group Limited MRX103.7K$7.2 million1.38%new
Pathward Financial, Inc. CASH96.9K$6.9 million1.32%+3.9K
Palomar Holdings, Inc. PLMR53.5K$6.6 million1.26%new
Travelers Companies, Inc. TRV18.4K$6.6 million1.26%+2.7K
Magnolia Oil & Gas Corp. MGY270.5K$6.4 million1.21%+103.5K
Signet Jewelers Ltd. SIG62.0K$6.3 million1.21%no change
Oruka Therapeutics Inc. ORKA74.8K$6.2 million1.19%-26.6K
SL Green Realty Corp. SLG127.0K$6.2 million1.19%+49.2K
Protagonist Therapeutics, Inc. PTGX43.6K$6.1 million1.18%-16.0K
Chesapeake Utilities Corp. CPK47.6K$6.1 million1.17%+5.0K
BrightSpring Health Services, Inc. BTSG107.8K$6.1 million1.17%new
Portland General Electric Co. POR135.3K$6.0 million1.15%+17.0K
United Bankshares Inc. UBSI128.9K$5.9 million1.13%-9.6K
Ligand Pharmaceuticals Inc. LGND19.0K$5.9 million1.13%-9.2K
Innovex International, Inc. INVX216.7K$5.9 million1.12%+51.7K
Viatris Inc. VTRS326.3K$5.8 million1.11%no change
Dianthus Therapeutics Inc. DNTH65.6K$5.8 million1.10%-8.9K
Cathay General Bancorp CATY97.0K$5.8 million1.10%-7.4K
Popular, Inc. BPOP36.7K$5.7 million1.09%new
Definium Therapeutics Inc. DFTX148.9K$5.7 million1.08%+97.8K
First Interstate Bancsystem Inc. FIBK158.5K$5.7 million1.08%-11.8K
Southwest Gas Holdings, Inc. SWX69.0K$5.6 million1.08%+2.7K
Praxis Precision Medicines I PRAX19.2K$5.6 million1.07%+127
LXP Industrial Trust LXP91.1K$5.5 million1.06%+10.4K
Viavi Solutions Inc. VIAV126.4K$5.3 million1.01%+7.3K
Arcbest Corp. ARCB41.4K$5.3 million1.01%+12.9K
Affiliated Managers Group, Inc. AMG13.9K$5.1 million0.97%-1.2K
Amylyx Pharmaceuticals Inc. AMLX172.4K$5.0 million0.96%+114.6K
Enact Holdings, Inc. ACT115.8K$5.0 million0.96%no change
Eastgroup Properties Inc. EGP25.3K$5.0 million0.96%new
Piper Sandler Companies PIPR75.1K$5.0 million0.95%+3.0K
CSW Industrials, Inc. CSW17.0K$4.9 million0.93%+659
Avista Corp. AVA138.4K$4.9 million0.93%+5.5K
EnerSys ENS25.0K$4.6 million0.88%+1.0K
BankUnited, Inc. BKU106.5K$4.5 million0.86%-11.2K
JFrog Ltd. FROG45.4K$4.4 million0.84%new
Archrock, Inc. AROC145.3K$4.4 million0.84%+5.4K
Forestar Group Inc. FOR169.0K$4.4 million0.83%+51.6K
Vita Coco Company, Inc. COCO76.0K$4.4 million0.83%+18.1K
Terex Corp. TEX82.6K$4.3 million0.83%+3.3K
Healthequity, Inc. HQY49.0K$4.3 million0.83%+26.4K
Ceva Inc. CEVA121.3K$4.3 million0.82%+45.1K
Scorpio Tankers Inc. STNG51.0K$4.3 million0.82%-20.8K
Loar Holdings Inc. LOAR68.7K$4.2 million0.81%+2.8K
Acushnet Holdings Corp. GOLF50.8K$4.2 million0.80%+2.0K
Boot Barn Holdings, Inc. BOOT34.8K$4.2 million0.80%+14.6K
PVH Corp. PVH56.1K$4.2 million0.79%no change
Plexus Corp. PLXS15.8K$4.1 million0.79%+629
Suncor Energy Inc. SU60.7K$4.1 million0.79%new
Anaptysbio Inc. ANAB81.7K$4.1 million0.78%+50.8K
Artisan Partners Asset Management Inc. APAM113.1K$4.1 million0.78%no change
Herc Holdings Inc. HRI32.3K$4.0 million0.77%+1.2K
Balchem Corp. BCPC24.3K$4.0 million0.77%+7.1K
Maxlinear, Inc. MXL44.1K$4.0 million0.76%-1.6K
Spyre Therapeutics Inc. SYRE44.2K$3.9 million0.75%+1.7K
SSR Mining Inc. SSRM114.9K$3.8 million0.73%new
SailPoint, Inc. SAIL177.2K$3.6 million0.69%new
Allstate Corp. ALL16.2K$3.6 million0.69%new
Nektar Therapeutics NKTR58.9K$3.6 million0.68%-5.2K
Forgent Power Solutions Inc FPS94.2K$3.5 million0.67%new
Edgewise Therapeutics Inc. EWTX85.6K$3.5 million0.66%-19.4K
Graham Corp. GHM39.7K$3.4 million0.65%+1.5K
Werner Enterprises Inc. WERN99.6K$3.4 million0.65%+3.7K
Mgic Investment Corp. MTG129.8K$3.4 million0.64%-34.1K
VSE Corp. VSEC20.3K$3.3 million0.64%-8.6K
Frontdoor, Inc. FTDR45.6K$3.3 million0.64%-18.5K
Academy Sports & Outdoors, Inc. ASO69.3K$3.3 million0.64%+2.9K
Cohu Inc. COHU48.8K$3.3 million0.64%new
OSI Systems Inc. OSIS17.0K$3.3 million0.63%+679
Atmus Filtration Technologies Inc. ATMU75.4K$3.3 million0.63%+3.0K
Cognizant Technology Solutions Corp. CTSH57.0K$3.3 million0.63%new
Ambiq Micro Inc. AMBQ47.5K$3.2 million0.62%-33.9K
Yeti Holdings, Inc. YETI77.7K$3.2 million0.61%+33.4K
Enerpac Tool Group Corp. EPAC90.1K$3.1 million0.60%+3.7K
Novanta Inc. NOVT21.7K$3.1 million0.59%+5.1K
BGC Group, Inc. BGC264.5K$3.1 million0.58%+10.5K
Interparfums Inc. IPAR27.3K$3.0 million0.58%+1.1K
SPX Technologies, Inc. SPXC17.8K$3.0 million0.58%-7.7K
ServiceTitan, Inc. TTAN45.3K$3.0 million0.57%new
Solaris Energy Infrastructure, Inc. SEI40.7K$2.9 million0.55%-32.4K
Abercrombie & Fitch Co. ANF21.3K$2.9 million0.55%-23.0K
MYR Group Inc. MYRG9.6K$2.8 million0.54%-3.4K
Construction Partners, Inc. ROAD29.7K$2.7 million0.51%+1.2K
Petroleo Brasileiro SA Petro PBRA140.1K$2.7 million0.51%new
GeneDx Holdings Corp. WGS36.1K$2.6 million0.50%+20.5K
Savara Inc. SVRA502.9K$2.6 million0.50%+20.1K
Erasca Inc. ERAS176.0K$2.6 million0.49%-2.0K
Kymera Therapeutics, Inc. KYMR21.3K$2.4 million0.46%-8.7K
Meritage Homes Corp. MTH37.6K$2.4 million0.45%+1.5K
Cytokinetics Inc. CYTK35.6K$2.3 million0.45%+6.6K
Scholar Rock Holding Corp. SRRK48.4K$2.3 million0.45%+1.2K
Power Integrations Inc. POWI43.1K$2.2 million0.43%+14.9K
Adobe Inc. ADBE9.2K$2.2 million0.42%new
Viasat Inc. VSAT30.8K$2.2 million0.41%+17.9K
AllianceBernstein Holding LP AB56.1K$2.0 million0.37%-81.2K
Mirion Technologies, Inc. MIR135.9K$1.9 million0.37%new
Hut 8 Corp. HUT22.1K$1.9 million0.36%-37.8K
NewAmsterdam Pharma Co. N.V. NAMS77.9K$1.9 million0.36%-12.7K
Riot Platforms, Inc. RIOT91.9K$1.9 million0.35%-208.5K
Installed Building Products, Inc. IBP8.5K$1.6 million0.31%-6.7K
Core Scientific, Inc. CORZ96.4K$1.5 million0.29%-216.4K
Argan Inc. AGX4.0K$1.5 million0.29%-1.6K
Arrivent Biopharma Inc. AVBP45.9K$1.4 million0.27%+1.8K
Box Inc. BOX40.4K$1.4 million0.26%new
Karman Holdings Inc. KRMN40.5K$1.3 million0.25%-1.1K
Toll Brothers, Inc. TOL9.7K$1.3 million0.25%no change
First Tracks Biotherapeutics TRAX34.7K$1.2 million0.24%-19.6K
Avalo Therapeutics Inc. AVTX76.5K$1.2 million0.22%-49.0K
Anterix Inc. ATEX14.8K$1.2 million0.22%new
iShares Russell 2000 ETF IWM3.6K$994,0130.19%new
Joyy Inc. JOYY11.6K$933,3880.18%+368
Appian Corp. APPN24.9K$878,2580.17%new
East West Bancorp Inc. EWBC5.5K$676,6580.13%no change
CF Industries Holdings, Inc. CF5.7K$661,2480.13%new
Vaneck ETF Trust GDX7.1K$619,6920.12%new
Barrick Mining Corp B12.8K$521,7370.10%new
Teledyne Technologies Inc. TDY858$520,6430.10%no change
Global X FDS COPX5.8K$490,1590.09%new
Casey's General Stores, Inc. CASY795$483,7260.09%+494
Clean Harbors Inc. CLH1.5K$469,9980.09%+461
Precision Drilling Corp. PDS5.5K$443,9130.08%no change
APA Corp. APA10.6K$441,4460.08%new
Heico Corp. New HEIA1.9K$428,5750.08%no change
Chord Energy Corp. CHRD3.1K$411,3270.08%+664
SPDR Gold Trust GLD1.1K$409,0220.08%new
Lincoln Electric Holdings Inc. LECO1.5K$402,1620.08%+461
Diamondback Energy, Inc. FANG2.1K$395,0080.08%new
Applied Industrial Technologies Inc. AIT1.1K$376,4850.07%no change
Idacorp Inc. IDA2.9K$376,1100.07%no change
Hello Group Inc. MOMO77.4K$374,5580.07%+17.1K
Guardant Health, Inc. GH2.1K$371,1670.07%new
Ituran Location and Control ITRN7.0K$357,9250.07%new
Dorian LPG Ltd. LPG6.4K$351,0070.07%new
Jack Henry & Associates Inc. JKHY2.4K$348,6460.07%new
MKS Inc. MKSI1.3K$347,0910.07%no change
Insmed Inc. INSM3.0K$346,4150.07%no change
RBC Bearings Inc. RBC662$330,4900.06%+122
Rubrik, Inc. RBRK2.8K$324,4080.06%new
SharkNinja, Inc. SN1.8K$323,1350.06%no change
Comfort Systems USA Inc. FIX191$315,9310.06%-84
Axsome Therapeutics, Inc. AXSM1.7K$306,0870.06%no change
Carpenter Technology Corp. CRS779$302,8910.06%-432
Howmet Aerospace Inc. HWM1.3K$301,9500.06%no change
Camden Property Trust CPT3.1K$296,7680.06%no change
Everpure, Inc. P2.3K$295,6940.06%new
Coeur Mining, Inc. CDE16.5K$289,7840.06%no change
Ralph Lauren Corp. RL805$285,8310.05%new
Ascendis Pharma A/s ASND1.2K$283,8760.05%no change
argenx SE ARGX293$280,9610.05%-242
TKO Group Holdings, Inc. TKO1.6K$278,5660.05%+353
Caci International Inc. CACI430$261,9170.05%new
MDU Resources Group Inc. MDU14.0K$260,3940.05%no change
BridgeBio Pharma, Inc. BBIO3.9K$256,0940.05%+437
Mastec Inc. MTZ1.2K$254,6350.05%+10
Range Resources Corp. RRC6.9K$254,6130.05%new
NOV Inc. NOV13.5K$253,1360.05%new
Sanmina Corp. SANM1.2K$252,7340.05%no change
Evercore Inc. EVR962$247,7150.05%no change
Patria Investments Limited PAX24.2K$245,5690.05%no change
Onto Innovation Inc. ONTO795$244,7170.05%no change
Nutanix, Inc. NTNX3.4K$239,2530.05%new
BWX Technologies, Inc. BWXT1.7K$237,4210.05%no change
Element Solutions Inc. ESI6.3K$230,1970.04%-215.1K
Advanced Drainage Systems, Inc. WMS1.8K$225,4170.04%no change
Semtech Corp. SMTC1.3K$224,8990.04%new
Pagseguro Digital Ltd PAGS24.4K$217,3470.04%no change
Stifel Financial Corp. SF3.1K$216,1430.04%no change
Howard Hughes Holdings Inc. HHH2.8K$204,7370.04%new
PulteGroup Inc. PHM1.8K$204,1500.04%no change
Finvolution Group FINV58.3K$176,7580.03%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 37 it sold out of are in the box above.