Q3 2026 13F · SEC CIK 936941

Moody Aldrich Partners LLC

Asset managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $523.1M
Reported positions: 179
Top holdings a year, 3 yrs: +20.4%
Assets under management: $864.3M

Moody Aldrich Partners LLC is an asset manager that reported 179 positions worth $523.1M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Umb Finl Corp (UMBF, 1.8%), Independent Bk Corp Mass (INDB, 1.8%), Terreno Rlty Corp (TRNO, 1.7%). A portfolio copying its top holdings returned 20.4% a year over the last 3 years, against 20.4% for the S&P 500.

Moody Aldrich Partners LLC holdings largest 50 of 179 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Moody Aldrich Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
UMBFUmb Finl Corp	1.8%	—	72,559	—	$9.4M
INDBIndependent Bk Corp Mass	1.8%	1.7%	118,716	+3.9%	$9.2M
TRNOTerreno Rlty Corp	1.7%	1.1%	138,027	+39.7%	$8.9M
ONBOld Natl Bancorp Ind	1.6%	1.5%	344,037	+4.2%	$8.5M
WTFCWintrust Finl Corp	1.6%	1.7%	59,657	+3.9%	$8.5M
SWKSSkyworks Solutions Inc	1.6%	1.2%	98,792	+0.0%	$8.4M
COLBColumbia Bkg Sys Inc Com	1.5%	1.5%	271,306	+3.9%	$7.8M
SMSm Energy Company	1.5%	—	229,073	—	$7.7M
LTHLife Time Group Holdings Inc	1.5%	—	193,409	—	$7.7M
MRXMarex Group Ltd	1.4%	—	103,746	—	$7.2M
CASHPathward Financial Inc	1.3%	1.5%	96,864	+4.2%	$6.9M
PLMRPalomar Hldgs Inc	1.3%	—	53,499	—	$6.6M
TRVTravelers Companies Inc	1.3%	0.9%	18,447	+17.0%	$6.6M
MGYMagnolia Oil & Gas Corp	1.2%	—	270,544	—	$6.4M
SIGSignet Jewelers Ltd	1.2%	1.0%	62,004	+0.0%	$6.3M
ORKAOruka Therapeutics Inc	1.2%	1.7%	74,806	-26.2%	$6.2M
SLGSl Green Rlty Corp	1.2%	—	126,982	—	$6.2M
PTGXProtagonist Therapeutics Inc	1.2%	1.3%	43,649	-26.8%	$6.1M
CPKChesapeake Utils Corp	1.2%	0.9%	47,616	+11.8%	$6.1M
BTSGBrightspring Health Services I	1.2%	—	107,757	—	$6.1M
PORPortland Gen Elec Co	1.2%	1.1%	135,317	+14.4%	$6.0M
UBSIUnited Bankshares Incorporated West Va	1.1%	1.1%	128,882	-6.9%	$5.9M
LGNDLigand Pharmaceuticals Inc	1.1%	1.6%	18,952	-32.7%	$5.9M
INVXInnovex International Inc	1.1%	—	216,732	—	$5.9M
VTRSViatris Inc	1.1%	0.9%	326,336	+0.0%	$5.8M
DNTHDianthus Therapeutics Inc	1.1%	1.3%	65,620	-12.0%	$5.8M
CATYCathay Gen Bancorp	1.1%	1.2%	97,030	-7.1%	$5.8M
BPOPPopular Inc	1.1%	—	36,744	—	$5.7M
24477V105Definium Therapeutics Inc	1.1%	—	148,870	—	$5.7M
FIBKFirst Intst Bancsystem Inc	1.1%	1.2%	158,506	-7.0%	$5.7M
SWXSouthwest Gas Hldgs Inc	1.1%	1.1%	69,010	+4.1%	$5.6M
PRAXPraxis Precision Medicines I	1.1%	1.1%	19,193	+0.7%	$5.6M
LXPLxp Industrial Trust	1.1%	—	91,084	—	$5.5M
VIAVViavi Solutions Inc	1.0%	1.0%	126,424	+6.1%	$5.3M
ARCBArcbest Corp	1.0%	—	41,389	—	$5.3M
AMGAffiliated Managers Group	1.0%	0.9%	13,870	-8.2%	$5.1M
AMLXAmylyx Pharmaceuticals Inc	1.0%	—	172,420	—	$5.0M
ACTEnact Hldgs Inc	1.0%	1.0%	115,819	+0.0%	$5.0M
EGPEastgroup Pptys Inc	1.0%	—	25,305	—	$5.0M
PIPRPiper Sandler Companies	0.9%	0.9%	75,105	+4.2%	$5.0M
CSWCsw Industrials Inc	0.9%	—	16,964	—	$4.9M
AVAAvista Corp	0.9%	1.0%	138,420	+4.2%	$4.9M
ENSEnersys	0.9%	1.0%	25,045	+4.3%	$4.6M
BKUBankunited Inc	0.9%	1.0%	106,500	-9.5%	$4.5M
FROGJfrog Ltd	0.8%	—	45,421	—	$4.4M
AROCArchrock Inc	0.8%	1.0%	145,308	+3.9%	$4.4M
FORForestar Group Inc	0.8%	—	168,993	—	$4.4M
COCOVita Coco Co Inc	0.8%	—	75,990	—	$4.4M
TEXTerex Corp New	0.8%	1.0%	82,579	+4.2%	$4.3M
HQYHealthequity Inc	0.8%	—	48,967	—	$4.3M

What Moody Aldrich Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

TRNO Terreno Rlty Corp+39.7% shares
TRV Travelers Companies Inc+17.0% shares
POR Portland Gen Elec Co+14.4% shares
CPK Chesapeake Utils Corp+11.8% shares
VIAV Viavi Solutions Inc+6.1% shares

Reduced

LGND Ligand Pharmaceuticals Inc-32.7% shares
PTGX Protagonist Therapeutics Inc-26.8% shares
ORKA Oruka Therapeutics Inc-26.2% shares
DNTH Dianthus Therapeutics Inc-12.0% shares
BKU Bankunited Inc-9.5% shares
AMG Affiliated Managers Group-8.2% shares
CATY Cathay Gen Bancorp-7.1% shares
FIBK First Intst Bancsystem Inc-7.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +30.9% /yr; S&P 500 +20.1%
3 years: +20.4% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$523.1M	179
Q2 2026	$556.6M	175
Q1 2026	$554.5M	190
Q4 2025	$535.8M	186
Q3 2025	$527.2M	188
Q2 2025	$516.6M	178
Q1 2025	$477.6M	168
Q4 2024	$539.8M	196
Q3 2024	$549.7M	192
Q2 2024	$513.0M	194
Q1 2024	$587.9M	215
Q4 2023	$555.9M	195

Questions about Moody Aldrich Partners LLC's portfolio

What stocks does Moody Aldrich Partners LLC own?

Moody Aldrich Partners LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 179 positions worth $523.1M. The largest are Umb Finl Corp (UMBF) at 1.8%, Independent Bk Corp Mass (INDB) at 1.8%, Terreno Rlty Corp (TRNO) at 1.7%, Old Natl Bancorp Ind (ONB) at 1.6% and Wintrust Finl Corp (WTFC) at 1.6%.

What did Moody Aldrich Partners LLC buy last quarter?

In Q3 2026, Moody Aldrich Partners LLC added Terreno Rlty Corp (TRNO) (+39.7% shares), Travelers Companies Inc (TRV) (+17.0% shares) and Portland Gen Elec Co (POR) (+14.4% shares), compared with its Q2 2026 filing.

What did Moody Aldrich Partners LLC sell last quarter?

In Q3 2026, Moody Aldrich Partners LLC cut from its top 50 Element Solutions Inc (ESI), cut from its top 50 Riot Platforms Inc (RIOT), cut from its top 50 Core Scientific Inc New (CORZ), cut from its top 50 Cipher Digital Inc (CIFR), cut from its top 50 Ambiq Micro Inc (AMBQ), Ligand Pharmaceuticals Inc (LGND) (-32.7% shares), Protagonist Therapeutics Inc (PTGX) (-26.8% shares) and Oruka Therapeutics Inc (ORKA) (-26.2% shares), compared with its Q2 2026 filing.

How has Moody Aldrich Partners LLC's portfolio performed?

A portfolio copying Moody Aldrich Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +30.9% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is Moody Aldrich Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Moody Aldrich Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Moody Aldrich Partners LLC manage?

Moody Aldrich Partners LLC reported $864.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $523.1M.