Moody Aldrich Partners
Moody Aldrich Partners reported 179 stocks worth $523M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are UMBF (1.8%), INDB (1.8%) and TRNO (1.7%). Compared with Q2 2026, the fund opened new positions in MRX, PLMR and BTSG, added to UMBF, INDB and TRNO, trimmed ORKA, PTGX and UBSI and sold out of CIFR, MRX and PNC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UMBF Umb Finl Corp | $9.4M | 1.8% | 73K | +49K (+211%) | 2 of 8 | |
| 2 |  INDB Independent BK Corp Mass | $9.2M | 1.8% | 119K | +4,497 (+4%) | 8 of 8 | |
| 3 |  TRNO Terreno Rlty Corp | $8.9M | 1.7% | 138K | +39K (+40%) | 8 of 8 | |
| 4 |  ONB Old Natl Bancorp Ind | $8.5M | 1.6% | 344K | +14K (+4%) | 3 of 8 | |
| 5 |  WTFC Wintrust Finl Corp | $8.5M | 1.6% | 60K | +2,243 (+4%) | 8 of 8 | |
| 6 |  SWKS Skyworks Solutions Inc | $8.4M | 1.6% | 99K | No change | 2 of 8 | |
| 7 |  COLB Columbia Bkg Sys Inc | $7.8M | 1.5% | 271K | +10K (+4%) | 8 of 8 | |
| 8 |  SM SM Energy Co | $7.7M | 1.5% | 229K | +69K (+44%) | 8 of 8 | |
| 9 |  LTH Life Time Group Holdings Inc | $7.7M | 1.5% | 193K | +107K (+123%) | 2 of 8 | |
| 10 |  MRX Marex Group Limited | $7.2M | 1.4% | 104K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CIFR Cipher Mng Inc | $7.2M | 296K |
MRX Marex Group PLC | $6.7M | 110K |
CRINETICS PHARMACEUTICALS IN | $5.5M | 146K |
 PNC PNC Finl Svcs Group Inc | $5M | 20K |
 CAPR Capricor Therapeutics Inc | $4.3M | 178K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Moody Aldrich Partners 13F FAQ
What does Moody Aldrich Partners own?
Moody Aldrich Partners reported 179 stocks worth $523M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are UMBF (1.8%), INDB (1.8%) and TRNO (1.7%). The table above lists every position in the filing (the top 10 without an account).
What did Moody Aldrich Partners buy and sell in Q3 2026?
Compared with Q2 2026: 41 new positions, 69 added to, 37 trimmed and 37 sold out. New positions include MRX, PLMR and BTSG. It sold all of CIFR, MRX and PNC.
When will Moody Aldrich Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Moody Aldrich Partners's portfolio worth?
The Q3 2026 filing reports $523M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.