Moody Aldrich Partners
Latest statistics and disclosures from Moody Aldrich Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WTFC, SWX, ATI, CADE, POR, and represent 9.08% of Moody Aldrich Partners's stock portfolio.
- Added to shares of these 10 stocks: CWAN (+$7.4M), FTDR, AVA, LNTH, EWTX, SM, IBP, LAZ, NCNO, WD.
- Started 24 new stock positions in YY, JEF, SM, JHG, PRU, CWAN, TMUS, JLL, FTDR, EWTX. CRUS, AVA, EVH, LAZ, MRUS, NCNO, ACT, LNTH, RGEN, PLMR, AB, WERN, ETN, IBP.
- Reduced shares in these 10 stocks: EVR (-$7.6M), LNW (-$6.6M), STNG (-$5.8M), FTAI (-$5.4M), PCVX (-$5.3M), BOOT, APPF, BRBR, AZEK, CHRD.
- Sold out of its positions in ASO, ALE, AZEK, AVGO, CF, CTRA, CRC, CRWD, DFS, ELF.
- Moody Aldrich Partners was a net seller of stock by $-11M.
- Moody Aldrich Partners has $550M in assets under management (AUM), dropping by 7.16%.
- Central Index Key (CIK): 0000936941
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Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 192 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wintrust Financial Corporation (WTFC) | 2.3 | $13M | 115k | 108.53 |
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| Southwest Gas Corporation (SWX) | 1.8 | $9.9M | +14% | 135k | 73.76 |
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| Allegheny Technologies Incorporated (ATI) | 1.8 | $9.7M | 146k | 66.91 |
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| Cadence Bank (CADE) | 1.7 | $9.4M | +28% | 295k | 31.85 |
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| Portland Gen Elec Com New (POR) | 1.5 | $8.4M | +34% | 175k | 47.90 |
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| Columbia Banking System (COLB) | 1.5 | $8.2M | +12% | 315k | 26.11 |
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| Sl Green Realty Corp (SLG) | 1.5 | $8.2M | +12% | 118k | 69.61 |
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| Meta Financial (CASH) | 1.5 | $8.2M | +31% | 124k | 66.01 |
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| Independent Bank (INDB) | 1.4 | $7.9M | +39% | 134k | 59.13 |
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| Virtu Finl Cl A (VIRT) | 1.4 | $7.8M | -6% | 256k | 30.46 |
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| Element Solutions (ESI) | 1.4 | $7.7M | 282k | 27.16 |
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| Walker & Dunlop (WD) | 1.4 | $7.6M | +92% | 67k | 113.59 |
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| SPS Commerce (SPSC) | 1.4 | $7.6M | 39k | 194.17 |
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| D R S Technologies (DRS) | 1.4 | $7.6M | 268k | 28.22 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 1.4 | $7.6M | +15% | 309k | 24.42 |
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| ICF International (ICFI) | 1.4 | $7.5M | 45k | 166.79 |
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| Cactus Cl A (WHD) | 1.3 | $7.4M | 124k | 59.67 |
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| Mr Cooper Group (COOP) | 1.3 | $7.4M | 80k | 92.18 |
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| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.3 | $7.4M | NEW | 292k | 25.25 |
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| Verona Pharma Sponsored Ads (VRNA) | 1.3 | $7.3M | -14% | 253k | 28.77 |
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| Altair Engr Com Cl A (ALTR) | 1.3 | $7.2M | +15% | 75k | 95.51 |
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| Terreno Realty Corporation (TRNO) | 1.3 | $7.1M | +34% | 107k | 66.83 |
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| Crinetics Pharmaceuticals In (CRNX) | 1.3 | $7.1M | -7% | 139k | 51.10 |
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| Forestar Group (FOR) | 1.3 | $7.0M | +27% | 216k | 32.37 |
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| Piper Jaffray Companies (PIPR) | 1.2 | $6.9M | +14% | 24k | 283.81 |
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| Intra Cellular Therapies (ITCI) | 1.2 | $6.7M | -7% | 91k | 73.17 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.2 | $6.4M | +38% | 209k | 30.80 |
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| Construction Partners Com Cl A (ROAD) | 1.2 | $6.4M | -20% | 91k | 69.80 |
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| Halozyme Therapeutics (HALO) | 1.2 | $6.3M | -18% | 111k | 57.24 |
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| Skyward Specialty Insurance Gr (SKWD) | 1.1 | $6.3M | +66% | 155k | 40.73 |
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| Meritage Homes Corporation (MTH) | 1.1 | $6.3M | +6% | 31k | 205.07 |
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| Vaxcyte (PCVX) | 1.1 | $6.2M | -45% | 54k | 114.27 |
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| Knife River Corp Common Stock (KNF) | 1.1 | $6.0M | 67k | 89.39 |
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| Atmus Filtration Technologies Ord (ATMU) | 1.1 | $5.9M | 156k | 37.53 |
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| Modine Manufacturing (MOD) | 1.0 | $5.6M | -21% | 42k | 132.79 |
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| Vita Coco Co Inc/the (COCO) | 1.0 | $5.6M | 197k | 28.31 |
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| Loar Holdings Com Shs (LOAR) | 1.0 | $5.5M | -20% | 74k | 74.59 |
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| Catalyst Pharmaceutical Partners (CPRX) | 1.0 | $5.5M | 277k | 19.88 |
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| Axsome Therapeutics (AXSM) | 1.0 | $5.5M | 61k | 89.87 |
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| Varonis Sys (VRNS) | 1.0 | $5.4M | 96k | 56.50 |
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| Protagonist Therapeutics (PTGX) | 1.0 | $5.4M | -11% | 119k | 45.00 |
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| Lancaster Colony (LANC) | 1.0 | $5.3M | 30k | 176.57 |
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| Balchem Corporation (BCPC) | 0.9 | $5.2M | -2% | 30k | 176.00 |
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| Simpson Manufacturing (SSD) | 0.9 | $5.1M | +27% | 27k | 191.27 |
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| OSI Systems (OSIS) | 0.9 | $5.1M | +10% | 33k | 151.83 |
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| Inter Parfums (IPAR) | 0.9 | $4.9M | +34% | 38k | 129.48 |
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| Csw Industrials (CSWI) | 0.9 | $4.9M | -20% | 13k | 366.39 |
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| Amphastar Pharmaceuticals (AMPH) | 0.9 | $4.9M | +80% | 100k | 48.53 |
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| Frontdoor (FTDR) | 0.9 | $4.8M | NEW | 100k | 47.99 |
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| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.9 | $4.8M | 115k | 41.89 |
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| Tidewater (TDW) | 0.9 | $4.8M | 67k | 71.79 |
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| Avista Corporation (AVA) | 0.9 | $4.7M | NEW | 122k | 38.75 |
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| Chart Industries (GTLS) | 0.9 | $4.7M | 38k | 124.14 |
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| Healthequity (HQY) | 0.8 | $4.7M | 57k | 81.85 |
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| Ftai Aviation SHS (FTAI) | 0.8 | $4.6M | -54% | 35k | 132.90 |
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| Arcbest (ARCB) | 0.8 | $4.6M | +24% | 42k | 108.45 |
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| Summit Matls Cl A (SUM) | 0.8 | $4.5M | -8% | 114k | 39.03 |
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| Acushnet Holdings Corp (GOLF) | 0.8 | $4.3M | +34% | 68k | 63.75 |
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| Advanced Energy Industries (AEIS) | 0.8 | $4.3M | 41k | 105.24 |
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| Itron (ITRI) | 0.8 | $4.3M | 40k | 106.81 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.8 | $4.2M | NEW | 38k | 109.75 |
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| Transmedics Group (TMDX) | 0.7 | $4.0M | 26k | 157.00 |
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| Edgewise Therapeutics (EWTX) | 0.7 | $4.0M | NEW | 151k | 26.69 |
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| SM Energy (SM) | 0.7 | $4.0M | NEW | 101k | 39.97 |
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| Installed Bldg Prods (IBP) | 0.7 | $4.0M | NEW | 16k | 246.27 |
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| Novanta (NOVT) | 0.7 | $3.9M | 22k | 178.92 |
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| Lazard Ltd Shs -a - (LAZ) | 0.7 | $3.7M | NEW | 73k | 50.38 |
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| Ncino (NCNO) | 0.7 | $3.7M | NEW | 117k | 31.59 |
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| Boot Barn Hldgs (BOOT) | 0.7 | $3.6M | -57% | 22k | 167.28 |
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| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.7 | $3.6M | 217k | 16.60 |
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| Albany Intl Corp Cl A (AIN) | 0.6 | $3.5M | 40k | 88.85 |
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| Simply Good Foods (SMPL) | 0.6 | $3.3M | 96k | 34.77 |
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| Fabrinet SHS (FN) | 0.6 | $3.3M | -32% | 14k | 236.44 |
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| American Woodmark Corporation (AMWD) | 0.6 | $3.3M | -2% | 35k | 93.45 |
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| Oscar Health Cl A (OSCR) | 0.6 | $3.1M | 148k | 21.21 |
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| Bridgebio Pharma (BBIO) | 0.6 | $3.1M | 124k | 25.46 |
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| Franklin Electric (FELE) | 0.6 | $3.0M | -2% | 29k | 104.82 |
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| Napco Security Systems (NSSC) | 0.5 | $2.9M | +11% | 72k | 40.46 |
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| eBay (EBAY) | 0.5 | $2.8M | 43k | 65.11 |
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| Axcelis Technologies Com New (ACLS) | 0.5 | $2.8M | +13% | 27k | 104.85 |
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| Asbury Automotive (ABG) | 0.5 | $2.6M | +17% | 11k | 238.59 |
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| Qualys (QLYS) | 0.5 | $2.6M | -2% | 20k | 128.46 |
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| Palomar Hldgs (PLMR) | 0.5 | $2.6M | NEW | 27k | 94.67 |
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| Wave Life Sciences SHS (WVE) | 0.5 | $2.5M | +68% | 303k | 8.20 |
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| Hilton Grand Vacations (HGV) | 0.5 | $2.5M | -37% | 68k | 36.32 |
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| Cytokinetics Com New (CYTK) | 0.4 | $2.5M | -33% | 47k | 52.80 |
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| Atkore Intl (ATKR) | 0.4 | $2.4M | 29k | 84.74 |
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| AFLAC Incorporated (AFL) | 0.4 | $2.4M | 22k | 111.80 |
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| Alkermes SHS (ALKS) | 0.4 | $2.4M | +36% | 85k | 27.99 |
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| Genworth Finl Com Shs (GNW) | 0.4 | $2.3M | 339k | 6.85 |
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| Werner Enterprises (WERN) | 0.4 | $2.3M | NEW | 60k | 38.59 |
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| KB Home (KBH) | 0.4 | $2.3M | 27k | 85.69 |
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| Janus Henderson Group Ord Shs (JHG) | 0.4 | $2.2M | NEW | 59k | 38.07 |
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| Arcellx Common Stock (ACLX) | 0.4 | $2.2M | 27k | 83.51 |
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| Enact Hldgs (ACT) | 0.4 | $2.2M | NEW | 61k | 36.33 |
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| Scorpio Tankers SHS (STNG) | 0.4 | $2.2M | -72% | 31k | 71.30 |
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| Hartford Financial Services (HIG) | 0.4 | $2.2M | 19k | 117.61 |
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| Toll Brothers (TOL) | 0.4 | $2.2M | 14k | 154.49 |
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| Best Buy (BBY) | 0.4 | $2.1M | 21k | 103.30 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.4 | $2.1M | NEW | 59k | 34.89 |
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| Rambus (RMBS) | 0.4 | $2.0M | -7% | 47k | 42.22 |
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| Kura Oncology (KURA) | 0.4 | $2.0M | 101k | 19.54 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.3 | $1.9M | 107k | 17.37 |
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| Viatris (VTRS) | 0.3 | $1.8M | 157k | 11.61 |
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| Praxis Precision Medicines I Com New (PRAX) | 0.3 | $1.8M | +29% | 32k | 57.54 |
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| ConocoPhillips (COP) | 0.3 | $1.7M | 16k | 105.28 |
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| Merus N V (MRUS) | 0.3 | $1.5M | NEW | 31k | 49.96 |
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| Evolent Health Cl A (EVH) | 0.3 | $1.4M | NEW | 50k | 28.28 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $948k | 49k | 19.37 |
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| Microsoft Corporation (MSFT) | 0.2 | $898k | -30% | 2.1k | 430.30 |
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| NVIDIA Corporation (NVDA) | 0.1 | $790k | -25% | 6.5k | 121.44 |
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| Bwx Technologies (BWXT) | 0.1 | $743k | 6.8k | 108.70 |
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| Finvolution Group Sponsored Ads (FINV) | 0.1 | $709k | 115k | 6.18 |
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| Howmet Aerospace (HWM) | 0.1 | $690k | 6.9k | 100.25 |
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| Amazon (AMZN) | 0.1 | $676k | -13% | 3.6k | 186.33 |
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| Clean Harbors (CLH) | 0.1 | $674k | 2.8k | 241.71 |
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| East West Ban (EWBC) | 0.1 | $662k | 8.0k | 82.74 |
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| Evercore Class A (EVR) | 0.1 | $635k | -92% | 2.5k | 253.34 |
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| Stifel Financial (SF) | 0.1 | $575k | 6.1k | 93.90 |
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| Abbvie (ABBV) | 0.1 | $574k | -7% | 2.9k | 197.48 |
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| Eli Lilly & Co. (LLY) | 0.1 | $571k | -13% | 645.00 | 885.94 |
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| Appfolio Com Cl A (APPF) | 0.1 | $571k | -87% | 2.4k | 235.40 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $561k | 2.8k | 203.76 |
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| Sharkninja Com Shs (SN) | 0.1 | $560k | -35% | 5.2k | 108.71 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $557k | -4% | 2.6k | 210.86 |
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| Diamondback Energy (FANG) | 0.1 | $519k | +41% | 3.0k | 172.40 |
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| Scientific Games (LNW) | 0.1 | $506k | -92% | 5.6k | 90.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $483k | -11% | 3.2k | 153.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $481k | +2% | 2.9k | 165.85 |
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| International Business Machines (IBM) | 0.1 | $480k | 2.2k | 221.08 |
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| Precision Drilling Corp Com New (PDS) | 0.1 | $456k | 7.4k | 61.65 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $455k | 2.9k | 157.16 |
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| Pepsi (PEP) | 0.1 | $447k | -9% | 2.6k | 170.05 |
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| Broadridge Financial Solutions (BR) | 0.1 | $443k | 2.1k | 215.03 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $436k | 995.00 | 437.66 |
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| Goldman Sachs (GS) | 0.1 | $434k | 876.00 | 495.11 |
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| Caci Intl Cl A (CACI) | 0.1 | $430k | 853.00 | 504.56 |
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| Ida (IDA) | 0.1 | $423k | +33% | 4.1k | 103.09 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $410k | +332% | 2.6k | 159.45 |
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| Wright Express (WEX) | 0.1 | $405k | 1.9k | 209.73 |
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| Natera (NTRA) | 0.1 | $399k | 3.1k | 126.95 |
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| Philip Morris International (PM) | 0.1 | $392k | +18% | 3.2k | 121.40 |
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| Vermilion Energy (VET) | 0.1 | $385k | 39k | 9.77 |
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| Pulte (PHM) | 0.1 | $383k | 2.7k | 143.53 |
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| Pfizer (PFE) | 0.1 | $381k | 13k | 28.94 |
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| Packaging Corporation of America (PKG) | 0.1 | $365k | -11% | 1.7k | 215.40 |
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| Comfort Systems USA (FIX) | 0.1 | $363k | 930.00 | 390.35 |
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| Jack Henry & Associates (JKHY) | 0.1 | $360k | 2.0k | 176.54 |
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| Jefferies Finl Group (JEF) | 0.1 | $350k | NEW | 5.7k | 61.55 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $343k | 2.8k | 123.53 |
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| Prudential Financial (PRU) | 0.1 | $341k | NEW | 2.8k | 121.10 |
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| Joyy Ads Repstg Com A (YY) | 0.1 | $332k | NEW | 9.2k | 36.24 |
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| Eaton Corp SHS (ETN) | 0.1 | $328k | NEW | 989.00 | 331.44 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $327k | -10% | 2.8k | 117.22 |
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| Bio-techne Corporation (TECH) | 0.1 | $320k | 4.0k | 79.93 |
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| American Tower Reit (AMT) | 0.1 | $318k | -8% | 1.4k | 232.56 |
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| Lowe's Companies (LOW) | 0.1 | $309k | -12% | 1.1k | 270.85 |
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| Avery Dennison Corporation (AVY) | 0.1 | $308k | 1.4k | 220.76 |
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| MDU Resources (MDU) | 0.1 | $305k | 11k | 27.41 |
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| Entegris (ENTG) | 0.1 | $303k | 2.7k | 112.53 |
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| Metropcs Communications (TMUS) | 0.1 | $298k | NEW | 1.4k | 206.36 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $298k | 5.7k | 52.07 |
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| Nutanix Cl A (NTNX) | 0.1 | $295k | 5.0k | 59.25 |
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| Msa Safety Inc equity (MSA) | 0.1 | $287k | 1.6k | 177.34 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $287k | 3.5k | 82.48 |
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| Topbuild (BLD) | 0.1 | $286k | 703.00 | 406.81 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $285k | -14% | 271.00 | 1051.24 |
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| Merck & Co (MRK) | 0.1 | $282k | -10% | 2.5k | 113.56 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.1 | $278k | 3.8k | 73.48 |
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| Trex Company (TREX) | 0.0 | $270k | 4.1k | 66.58 |
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| Arista Networks (ANET) | 0.0 | $269k | -17% | 700.00 | 383.82 |
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| Boston Scientific Corporation (BSX) | 0.0 | $267k | -14% | 3.2k | 83.80 |
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| Pool Corporation (POOL) | 0.0 | $261k | -33% | 692.00 | 376.80 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $258k | 1.6k | 162.76 |
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| Pure Storage Cl A (PSTG) | 0.0 | $256k | 5.1k | 50.24 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $250k | NEW | 928.00 | 269.81 |
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| Bellring Brands Common Stock (BRBR) | 0.0 | $250k | -93% | 4.1k | 60.72 |
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| Graphic Packaging Holding Company (GPK) | 0.0 | $248k | 8.4k | 29.59 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $243k | 4.2k | 58.53 |
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| Onto Innovation (ONTO) | 0.0 | $241k | 1.2k | 207.56 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $233k | -37% | 471.00 | 493.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $232k | 3.7k | 62.32 |
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| Chord Energy Corporation Com New (CHRD) | 0.0 | $228k | -94% | 1.8k | 130.23 |
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| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $227k | 1.5k | 149.31 |
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| Repligen Corporation (RGEN) | 0.0 | $224k | NEW | 1.5k | 148.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $222k | 1.9k | 116.96 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $220k | -17% | 377.00 | 584.56 |
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| S&p Global (SPGI) | 0.0 | $219k | -16% | 423.00 | 516.62 |
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| Cirrus Logic (CRUS) | 0.0 | $211k | NEW | 1.7k | 124.21 |
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| Amkor Technology (AMKR) | 0.0 | $206k | -87% | 6.7k | 30.60 |
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| General Dynamics Corporation (GD) | 0.0 | $201k | -18% | 665.00 | 302.20 |
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| Lyft Cl A Com (LYFT) | 0.0 | $196k | 15k | 12.75 |
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Past Filings by Moody Aldrich Partners
SEC 13F filings are viewable for Moody Aldrich Partners going back to 2010
- Moody Aldrich Partners 2024 Q3 filed Oct. 22, 2024
- Moody Aldrich Partners 2024 Q2 filed July 24, 2024
- Moody Aldrich Partners 2024 Q1 filed April 30, 2024
- Moody Aldrich Partners 2023 Q4 filed Jan. 26, 2024
- Moody Aldrich Partners 2023 Q3 filed Nov. 8, 2023
- Moody Aldrich Partners 2023 Q2 filed July 28, 2023
- Moody Aldrich Partners 2023 Q1 filed April 27, 2023
- Moody Aldrich Partners 2022 Q4 filed Jan. 24, 2023
- Moody Aldrich Partners 2022 Q3 filed Oct. 18, 2022
- Moody Aldrich Partners 2022 Q2 filed July 18, 2022
- Moody Aldrich Partners 2022 Q1 filed May 10, 2022
- Moody Aldrich Partners 2021 Q4 filed Feb. 2, 2022
- Moody Aldrich Partners 2021 Q3 filed Oct. 29, 2021
- Moody Aldrich Partners 2021 Q2 filed Aug. 4, 2021
- Moody Aldrich Partners 2021 Q1 filed May 10, 2021
- Moody Aldrich Partners 2020 Q4 filed Feb. 16, 2021