Moody Aldrich Partners LLC reported 175 positions worth $520.60M for the quarter ended Sep 30, 2026, down 4.7% on the prior quarter. It opened 37 new positions, added to 69, trimmed 38 and exited 32. Its largest holding is Umb Financial Corp at 1.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLMR Palomar Holdings, Inc. | +53.5K | – | $6.60M | 1.27% |
| UMBF Umb Financial Corp | +49.3K | +211.4% | $6.40M | 1.81% |
| BTSG BrightSpring Health Services, Inc. | +107.8K | – | $6.12M | 1.17% |
| BPOP Popular, Inc. | +36.7K | – | $5.71M | 1.1% |
| EGP Eastgroup Properties Inc | +25.3K | – | $5.00M | 0.96% |
| FROG JFrog Ltd | +45.4K | – | $4.41M | 0.847% |
| LTH Life Time Group Holdings, Inc. | +106.8K | +123.4% | $4.26M | 1.48% |
| SU Suncor Energy Inc | +60.7K | – | $4.13M | 0.793% |
| SSRM Ssr Mining Inc. | +114.9K | – | $3.83M | 0.736% |
| DFTX Definium Therapeutics, Inc. | +97.8K | +191.8% | $3.72M | 1.09% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ESI Element Solutions Inc | -215.1K | -97.1% | $7.80M | 0.044% |
| CIFR Cipher Digital Inc. | -295.7K | -100.0% | $7.24M | Exited |
| PNC Pnc Financial Services Group, Inc. | -20.4K | -100.0% | $5.01M | Exited |
| CAPR Capricor Therapeutics, Inc. | -177.8K | -100.0% | $4.28M | Exited |
| BAP Credicorp Ltd | -10.8K | -100.0% | $4.21M | Exited |
| RIOT Riot Platforms, Inc. | -208.5K | -69.4% | $4.20M | 0.356% |
| CORZ Core Scientific, Inc. | -216.4K | -69.2% | $3.46M | 0.296% |
| KNF Knife River Corp | -39.3K | -100.0% | $3.29M | Exited |
| HUT Hut 8 Corp. | -37.8K | -63.0% | $3.25M | 0.366% |
| OVV Ovintiv Inc. | -61.2K | -100.0% | $3.22M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PLMR Palomar Holdings, Inc. | +53.5K | $6.60M | 1.27% |
| BTSG BrightSpring Health Services, Inc. | +107.8K | $6.12M | 1.17% |
| BPOP Popular, Inc. | +36.7K | $5.71M | 1.1% |
| EGP Eastgroup Properties Inc | +25.3K | $5.00M | 0.96% |
| FROG JFrog Ltd | +45.4K | $4.41M | 0.847% |
| SU Suncor Energy Inc | +60.7K | $4.13M | 0.793% |
| SSRM Ssr Mining Inc. | +114.9K | $3.83M | 0.736% |
| SAIL SailPoint, Inc. | +177.2K | $3.61M | 0.693% |
| ALL Allstate Corp | +16.2K | $3.59M | 0.69% |
| FPS Forgent Power Solutions, Inc. | +94.2K | $3.53M | 0.678% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CIFR Cipher Digital Inc. | -295.7K | $7.24M | 1.33% |
| PNC Pnc Financial Services Group, Inc. | -20.4K | $5.01M | 0.917% |
| CAPR Capricor Therapeutics, Inc. | -177.8K | $4.28M | 0.784% |
| BAP Credicorp Ltd | -10.8K | $4.21M | 0.771% |
| KNF Knife River Corp | -39.3K | $3.29M | 0.602% |
| OVV Ovintiv Inc. | -61.2K | $3.22M | 0.59% |
| LEU Centrus Energy Corp | -14.4K | $2.41M | 0.442% |
| CWST Casella Waste Systems Inc | -22.7K | $2.20M | 0.402% |
| MZTI Marzetti Co | -18.6K | $2.12M | 0.389% |
| ERO Ero Copper Corp. | -78.8K | $2.11M | 0.386% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | UMBF Umb Financial Corp | Financial Services | 72.6K | $9.43M | 1.81% | +49.3K | +211.4% | Added | 0.1% |
| 2 | INDB Independent Bank Corp | Financial Services | 118.7K | $9.22M | 1.77% | +4,497 | +3.9% | Added | 0.25% |
| 3 | TRNO Terreno Realty Corp | Real Estate | 138.0K | $8.91M | 1.71% | +39.2K | +39.7% | Added | 0.13% |
| 4 | ONB Old National Bancorp | Financial Services | 344.0K | $8.48M | 1.63% | +13.8K | +4.2% | Added | 0.09% |
| 5 | WTFC Wintrust Financial Corp | Financial Services | 59.7K | $8.46M | 1.63% | +2,243 | +3.9% | Added | 0.09% |
| 6 | SWKS Skyworks Solutions, Inc. | Technology | 98.8K | $8.44M | 1.62% | 0 | 0.0% | Unchanged | 0.07% |
| 7 | COLB Columbia Banking System, Inc. | Financial Services | 271.3K | $7.76M | 1.49% | +10.1K | +3.9% | Added | 0.1% |
| 8 | SM SM Energy Co | Energy | 229.1K | $7.74M | 1.49% | +69.5K | +43.5% | Added | 0.1% |
| 9 | LTH Life Time Group Holdings, Inc. | Consumer Discretionary | 193.4K | $7.71M | 1.48% | +106.8K | +123.4% | Added | 0.09% |
| 10 | MRX Marex Group Ltd | Financial Services | 103.7K | $7.24M | 1.39% | -5,987 | -5.5% | Reduced | 0.15% |
| 11 | CASH Pathward Financial, Inc. | Financial Services | 96.9K | $6.89M | 1.32% | +3,903 | +4.2% | Added | 0.46% |
| 12 | PLMR Palomar Holdings, Inc. | Financial Services | 53.5K | $6.60M | 1.27% | +53.5K | – | New | 0.2% |
| 13 | TRV Travelers Companies, Inc. | Financial Services | 18.4K | $6.58M | 1.26% | +2,686 | +17.0% | Added | 0.01% |
| 14 | MGY Magnolia Oil & Gas Corp | Energy | 270.5K | $6.36M | 1.22% | +103.5K | +62.0% | Added | 0.15% |
| 15 | SIG Signet Jewelers Ltd | Consumer Discretionary | 62.0K | $6.34M | 1.22% | 0 | 0.0% | Unchanged | 0.16% |
Tip. Select a row to see that position’s full history at Moody Aldrich Partners.
As of its Q3 2026 13F filing, Moody Aldrich Partners LLC’s five largest positions were Umb Financial Corp (UMBF) at 1.8%, Independent Bank Corp (INDB) at 1.8%, Terreno Realty Corp (TRNO) at 1.7%, Old National Bancorp (ONB) at 1.6%, Wintrust Financial Corp (WTFC) at 1.6% of the reported portfolio.
Moody Aldrich Partners LLC reported a 13F portfolio worth $520.60M across 175 positions for Q3 2026. That is down 4.7% from the previous quarter.
Its largest purchases by value were Palomar Holdings, Inc. ($6.60M), Umb Financial Corp ($6.40M), BrightSpring Health Services, Inc. ($6.12M). It opened 37 new positions.
Its largest sales by value were Element Solutions Inc ($7.80M), Cipher Digital Inc. ($7.24M), Pnc Financial Services Group, Inc. ($5.01M). It exited 32 positions entirely.
From the Form 13F-HR reports Moody Aldrich Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.