Institutional Fund
Moody Aldrich Partners LLC
Marblehead, MACIK 9369415 filings on record
Portfolio Value
$554.52M
Q1 2026
Holdings
190
Reported positions
New Buys
29
Opened this quarter
QoQ Change
+3.5%
from $535.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Independent Bk Corp Mass2.0%
- Element Solutions Inc1.7%
- Pathward Financial Inc1.7%
- Old Natl Bancorp Ind1.7%
- Wintrust Finl Corp1.6%
- Columbia Bkg Sys Inc1.6%
- Other89.7%
Portfolio Holdings
190 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Independent Bk Corp Mass | 144.0K | $10.83M | 2.0% | −1.6K | Reduced |
| 2 | Element Solutions Inc | 278.4K | $9.51M | 1.7% | −3.0K | Reduced |
| 3 | Pathward Financial Inc | 105.3K | $9.40M | 1.7% | −1.1K | Reduced |
| 4 | Old Natl Bancorp Ind | 419.0K | $9.26M | 1.7% | +419.0K | New |
| 5 | Wintrust Finl Corp | 65.2K | $9.05M | 1.6% | −677 | Reduced |
| 6 | Columbia Bkg Sys Inc | 327.4K | $8.98M | 1.6% | −3.4K | Reduced |
| 7 | Portland Gen Elec Co | 148.8K | $7.85M | 1.4% | −1.6K | Reduced |
| 8 | Southwest Gas Hldgs Inc | 84.0K | $7.30M | 1.3% | +9.1K | Added |
| 9 | Piper Sandler Companies | 91.8K | $7.03M | 1.3% | +91.8K | New |
| 10 | Praxis Precision Medicines I | 21.7K | $6.99M | 1.3% | −20.0K | Reduced |
180 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio