Moody Aldrich Partners
Latest statistics and disclosures from Moody Aldrich Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FOCS, SWCH, CNS, SLAB, CHK, and represent 14.26% of Moody Aldrich Partners's stock portfolio.
- Added to shares of these 10 stocks: SLAB (+$14M), CPK (+$8.7M), FOCS (+$8.3M), ESTE (+$7.6M), AWR (+$6.4M), SWAV (+$5.8M), AZEK (+$5.6M), AZTA (+$5.6M), HHC (+$5.1M), HGV.
- Started 22 new stock positions in HPE, FTI, FANG, GXO, KSA, AWR, KHC, FIVN, CVS, AYI. LEN, WFG, AGNC, CPK, MRVI, ONTO, AMBA, ASAN, CPRI, SWAV, ESTE, MAN.
- Reduced shares in these 10 stocks: PUBM (-$9.4M), ARVN (-$7.7M), ROLL (-$6.1M), CCMP (-$5.9M), BAND (-$5.7M), KMT, OSTK, OAS, SWCH, SJI.
- Sold out of its positions in ALLY, ARVN, AXSM, BAND, CCMP, CNO, CRNC, GGAL, IAA, INTC.
- Moody Aldrich Partners was a net buyer of stock by $55M.
- Moody Aldrich Partners has $711M in assets under management (AUM), dropping by -0.91%.
- Central Index Key (CIK): 0000936941
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Portfolio Holdings for Moody Aldrich Partners
Companies in the Moody Aldrich Partners portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Focus Finl Partners Com Cl A (FOCS) | 3.5 | $25M | +49% | 544k | 45.74 | |
| Switch Cl A (SWCH) | 2.9 | $20M | -12% | 660k | 30.82 | |
| Cohen & Steers (CNS) | 2.8 | $20M | +12% | 228k | 85.89 | |
| Silicon Laboratories (SLAB) | 2.6 | $19M | +255% | 125k | 150.20 | |
| Chesapeake Energy Corp (CHK) | 2.5 | $18M | +13% | 205k | 87.00 | |
| Independent Bank (INDB) | 2.3 | $16M | +12% | 198k | 81.69 | |
| Cactus Cl A (WHD) | 1.9 | $14M | +13% | 241k | 56.74 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 1.9 | $14M | +14% | 279k | 48.89 | |
| Walker & Dunlop (WD) | 1.9 | $13M | +12% | 103k | 129.42 | |
| Hudson Pacific Properties (HPP) | 1.8 | $13M | +13% | 473k | 27.75 | |
| Columbia Banking System (COLB) | 1.8 | $13M | +13% | 400k | 32.27 | |
| Evercore Class A (EVR) | 1.8 | $13M | +19% | 115k | 111.32 | |
| Hilton Grand Vacations (HGV) | 1.8 | $13M | +51% | 246k | 52.01 | |
| Brooks Automation (AZTA) | 1.8 | $13M | +77% | 153k | 82.88 | |
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| Azek Cl A (AZEK) | 1.7 | $12M | +84% | 494k | 24.84 | |
| Power Integrations (POWI) | 1.7 | $12M | +11% | 131k | 92.68 | |
| Chart Industries (GTLS) | 1.6 | $12M | +48% | 68k | 171.77 | |
| Oasis Petroleum Com New (OAS) | 1.6 | $11M | -23% | 77k | 146.31 | |
| Terreno Realty Corporation (TRNO) | 1.6 | $11M | +12% | 150k | 74.05 | |
| Mesa Laboratories (MLAB) | 1.5 | $11M | +11% | 42k | 254.87 | |
| H&E Equipment Services (HEES) | 1.5 | $11M | +11% | 241k | 43.52 | |
| CONMED Corporation (CNMD) | 1.4 | $10M | +24% | 69k | 148.55 | |
| Howard Hughes (HHC) | 1.4 | $10M | +100% | 99k | 103.61 | |
| Bj's Wholesale Club Holdings (BJ) | 1.4 | $10M | +11% | 150k | 67.61 | |
| Summit Matls Cl A (SUM) | 1.4 | $10M | +12% | 325k | 31.06 | |
| Asbury Automotive (ABG) | 1.4 | $9.9M | +13% | 62k | 160.19 | |
| Mp Materials Corp Com Cl A (MP) | 1.3 | $9.1M | +12% | 159k | 57.34 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.3 | $8.9M | +11% | 228k | 39.13 | |
| Workiva Com Cl A (WK) | 1.2 | $8.8M | +13% | 74k | 118.00 | |
| Wintrust Financial Corporation (WTFC) | 1.2 | $8.8M | +11% | 94k | 92.93 | |
| Chesapeake Utilities Corporation (CPK) | 1.2 | $8.7M | NEW | 63k | 137.76 | |
| Eagle Materials (EXP) | 1.2 | $8.7M | +12% | 68k | 128.36 | |
| M/a (MTSI) | 1.1 | $8.0M | +11% | 133k | 59.87 | |
| On Assignment (ASGN) | 1.1 | $7.9M | +11% | 67k | 116.70 | |
| Balchem Corporation (BCPC) | 1.1 | $7.6M | +11% | 55k | 136.70 | |
| Triumph Ban (TBK) | 1.1 | $7.6M | +11% | 81k | 94.02 | |
| Earthstone Energy Cl A (ESTE) | 1.1 | $7.6M | NEW | 599k | 12.63 | |
| Brookline Ban (BRKL) | 1.0 | $7.4M | +11% | 467k | 15.82 | |
| Albany Intl Corp Cl A (AIN) | 1.0 | $7.3M | +11% | 87k | 84.32 | |
| Semtech Corporation (SMTC) | 1.0 | $7.3M | +11% | 106k | 69.34 | |
| Werner Enterprises (WERN) | 1.0 | $7.2M | +11% | 175k | 41.00 | |
| Franklin Electric (FELE) | 1.0 | $7.1M | +11% | 85k | 83.05 | |
| Zurn Water Solutions Corp Zws (ZWS) | 1.0 | $7.0M | +12% | 198k | 35.40 | |
| Wolverine World Wide (WWW) | 1.0 | $7.0M | +12% | 310k | 22.56 | |
| LHC (LHCG) | 1.0 | $6.9M | +12% | 41k | 168.59 | |
| Eastern Bankshares (EBC) | 0.9 | $6.6M | +31% | 306k | 21.54 | |
| Leslies (LESL) | 0.9 | $6.6M | +13% | 340k | 19.36 | |
| American States Water Company (AWR) | 0.9 | $6.4M | NEW | 71k | 89.03 | |
| Comfort Systems USA (FIX) | 0.8 | $6.0M | +11% | 67k | 89.01 | |
| Shockwave Med (SWAV) | 0.8 | $5.8M | NEW | 28k | 207.37 | |
| Visteon Corp Com New (VC) | 0.8 | $5.7M | +12% | 52k | 109.14 | |
| Terex Corporation (TEX) | 0.8 | $5.6M | +12% | 158k | 35.66 | |
| TechTarget (TTGT) | 0.8 | $5.4M | -25% | 66k | 81.29 | |
| MaxLinear (MXL) | 0.7 | $5.2M | +12% | 89k | 58.35 | |
| Transmedics Group (TMDX) | 0.7 | $5.1M | +13% | 188k | 26.94 | |
| Installed Bldg Prods (IBP) | 0.7 | $5.0M | +11% | 59k | 84.49 | |
| Biolife Solutions Com New (BLFS) | 0.7 | $5.0M | +13% | 221k | 22.73 | |
| Qualys (QLYS) | 0.7 | $4.9M | +11% | 34k | 142.42 | |
| Simpson Manufacturing (SSD) | 0.7 | $4.8M | -23% | 44k | 109.04 | |
| Altra Holdings (AIMC) | 0.7 | $4.8M | -34% | 123k | 38.93 | |
| Cryoport Com Par $0.001 (CYRX) | 0.7 | $4.7M | +42% | 136k | 34.91 | |
| Varonis Sys (VRNS) | 0.6 | $4.6M | +11% | 97k | 47.55 | |
| Macerich Company (MAC) | 0.6 | $4.4M | +11% | 283k | 15.64 | |
| JetBlue Airways Corporation (JBLU) | 0.6 | $4.0M | -42% | 267k | 14.95 | |
| Lancaster Colony (LANC) | 0.5 | $3.9M | +11% | 26k | 149.16 | |
| KB Home (KBH) | 0.5 | $3.8M | +11% | 118k | 32.38 | |
| Hayward Hldgs (HAYW) | 0.5 | $3.7M | -24% | 225k | 16.62 | |
| American Eagle Outfitters (AEO) | 0.5 | $3.7M | -29% | 219k | 16.80 | |
| Blackline (BL) | 0.5 | $3.6M | +11% | 49k | 73.21 | |
| LivePerson (LPSN) | 0.5 | $3.5M | +11% | 145k | 24.42 | |
| Green Plains Renewable Energy (GPRE) | 0.5 | $3.5M | +13% | 114k | 31.01 | |
| Cytokinetics Com New (CYTK) | 0.5 | $3.5M | +11% | 95k | 36.81 | |
| Fox Factory Hldg (FOXF) | 0.5 | $3.4M | -20% | 35k | 97.94 | |
| Digitalbridge Group Cl A Com (DBRG) | 0.4 | $3.2M | +11% | 443k | 7.20 | |
| Onto Innovation (ONTO) | 0.4 | $3.1M | NEW | 36k | 86.90 | |
| Synaptics, Incorporated (SYNA) | 0.4 | $2.8M | +12% | 14k | 199.50 | |
| Intellia Therapeutics (NTLA) | 0.3 | $2.4M | +12% | 33k | 72.67 | |
| Xerox Holdings Corp Com New (XRX) | 0.3 | $2.3M | 114k | 20.17 | ||
| Virtu Finl Cl A (VIRT) | 0.3 | $2.3M | -30% | 61k | 37.21 | |
| Frontdoor (FTDR) | 0.3 | $2.2M | +12% | 75k | 29.85 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.3 | $2.2M | +55% | 55k | 39.34 | |
| SEI Investments Company (SEIC) | 0.3 | $2.1M | +33% | 35k | 60.20 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.3 | $2.1M | 44k | 47.03 | ||
| First Horizon National Corporation (FHN) | 0.3 | $2.1M | -31% | 88k | 23.49 | |
| Wells Fargo & Company (WFC) | 0.3 | $2.0M | 42k | 48.47 | ||
| Kraft Heinz (KHC) | 0.3 | $2.0M | NEW | 50k | 39.40 | |
| Lazard Shs A (LAZ) | 0.3 | $1.9M | +39% | 56k | 34.50 | |
| West Fraser Timb (WFG) | 0.3 | $1.9M | NEW | 24k | 82.34 | |
| Associated Banc- (ASB) | 0.3 | $1.9M | 82k | 22.77 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $1.9M | 13k | 138.29 | ||
| Federated Hermes CL B (FHI) | 0.2 | $1.8M | 52k | 34.06 | ||
| Hewlett Packard Enterprise (HPE) | 0.2 | $1.8M | NEW | 106k | 16.71 | |
| F.N.B. Corporation (FNB) | 0.2 | $1.7M | 138k | 12.45 | ||
| Lennar Corp Cl A (LEN) | 0.2 | $1.6M | NEW | 20k | 81.19 | |
| Old National Ban (ONB) | 0.2 | $1.6M | 99k | 16.38 | ||
| Technipfmc (FTI) | 0.2 | $1.6M | NEW | 205k | 7.75 | |
| Popular Com New (BPOP) | 0.2 | $1.6M | 19k | 81.72 | ||
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $1.5M | NEW | 118k | 13.10 | |
| Beam Therapeutics (BEAM) | 0.2 | $1.5M | +7% | 26k | 57.32 | |
| Manpower (MAN) | 0.2 | $1.4M | NEW | 15k | 93.95 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.2M | NEW | 12k | 101.20 | |
| Acuity Brands (AYI) | 0.1 | $995k | NEW | 5.3k | 189.34 | |
| East West Ban (EWBC) | 0.1 | $812k | +32% | 10k | 78.97 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.1 | $756k | +32% | 4.8k | 157.76 | |
| Bio-techne Corporation (TECH) | 0.1 | $747k | +32% | 1.7k | 433.29 | |
| Catalent (CTLT) | 0.1 | $721k | +165% | 6.5k | 110.96 | |
| Repligen Corporation (RGEN) | 0.1 | $629k | +64% | 3.3k | 188.15 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $596k | 2.5k | 239.45 | ||
| Deckers Outdoor Corporation (DECK) | 0.1 | $591k | +32% | 2.2k | 273.99 | |
| Pool Corporation (POOL) | 0.1 | $562k | +32% | 1.3k | 422.87 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $521k | +131% | 1.1k | 472.78 | |
| Diamondback Energy (FANG) | 0.1 | $503k | NEW | 3.7k | 137.02 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $502k | +32% | 2.5k | 201.36 | |
| Littelfuse (LFUS) | 0.1 | $471k | +32% | 1.9k | 249.47 | |
| Entegris (ENTG) | 0.1 | $470k | +32% | 3.6k | 131.21 | |
| Stifel Financial (SF) | 0.1 | $462k | -16% | 6.8k | 67.97 | |
| Ishares Tr Msci China A (CNYA) | 0.1 | $456k | 12k | 36.92 | ||
| Western Alliance Bancorporation (WAL) | 0.1 | $447k | +32% | 5.4k | 82.87 | |
| Transunion (TRU) | 0.1 | $442k | +32% | 4.3k | 103.25 | |
| Finvolution Group Sponsored Ads (FINV) | 0.1 | $440k | +126% | 111k | 3.97 | |
| Nordson Corporation (NDSN) | 0.1 | $437k | +32% | 1.9k | 227.01 | |
| Monolithic Power Systems (MPWR) | 0.1 | $435k | +32% | 896.00 | 485.49 | |
| Jefferies Finl Group (JEF) | 0.1 | $428k | +32% | 13k | 32.85 | |
| Landstar System (LSTR) | 0.1 | $422k | +32% | 2.8k | 150.93 | |
| Lithia Motors (LAD) | 0.1 | $407k | +33% | 1.4k | 300.15 | |
| Regal-beloit Corporation (RRX) | 0.1 | $402k | +32% | 2.7k | 148.83 | |
| Trex Company (TREX) | 0.1 | $390k | +63% | 6.0k | 65.33 | |
| Wright Express (WEX) | 0.1 | $383k | +32% | 2.1k | 178.55 | |
| Zendesk (ZEN) | 0.1 | $356k | +32% | 3.0k | 120.43 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $325k | NEW | 9.2k | 35.25 | |
| Five9 (FIVN) | 0.0 | $311k | NEW | 2.8k | 110.28 | |
| Generac Holdings (GNRC) | 0.0 | $305k | +32% | 1.0k | 297.56 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $298k | +32% | 2.3k | 126.92 | |
| Fortune Brands (FBHS) | 0.0 | $296k | +33% | 4.0k | 74.37 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $294k | +32% | 1.5k | 202.06 | |
| Ambarella SHS (AMBA) | 0.0 | $293k | NEW | 2.8k | 104.87 | |
| Broadridge Financial Solutions (BR) | 0.0 | $287k | +32% | 1.8k | 155.47 | |
| Hubspot (HUBS) | 0.0 | $283k | -4% | 596.00 | 474.83 | |
| Bruker Corporation (BRKR) | 0.0 | $267k | +32% | 4.2k | 64.18 | |
| RBC Bearings Incorporated (ROLL) | 0.0 | $266k | -95% | 1.4k | 193.88 | |
| Sun Communities (SUI) | 0.0 | $265k | +32% | 1.5k | 175.15 | |
| Paycom Software (PAYC) | 0.0 | $255k | +31% | 736.00 | 346.47 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $243k | 905.00 | 268.51 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $233k | 2.2k | 107.87 | ||
| Old Dominion Freight Line (ODFL) | 0.0 | $228k | +32% | 763.00 | 298.82 | |
| Brunswick Corporation (BC) | 0.0 | $221k | +31% | 2.7k | 80.92 | |
| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $220k | NEW | 4.6k | 47.54 | |
| Capri Holdings SHS (CPRI) | 0.0 | $204k | NEW | 4.0k | 51.28 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $202k | NEW | 2.8k | 71.28 | |
| Asana Cl A (ASAN) | 0.0 | $201k | NEW | 5.0k | 40.05 | |
| Qudian Adr (QD) | 0.0 | $198k | 168k | 1.18 | ||
Past Filings by Moody Aldrich Partners
SEC 13F filings are viewable for Moody Aldrich Partners going back to 2010
- 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
- Moody Aldrich Partners 2020 Q3 filed Nov. 12, 2020
- Moody Aldrich Partners 2020 Q2 filed July 30, 2020
- Moody Aldrich Partners 2020 Q1 filed May 7, 2020
- Moody Aldrich Partners 2019 Q4 filed Feb. 7, 2020
- Moody Aldrich Partners 2019 Q3 filed Nov. 12, 2019
- Moody Aldrich Partners 2019 Q2 filed July 26, 2019
- Moody Aldrich Partners 2019 Q1 filed May 3, 2019
- Moody Aldrich Partners 2018 Q4 filed Feb. 12, 2019
- Moody Aldrich Partners 2018 Q3 filed Oct. 31, 2018
- Moody Aldrich Partners 2018 Q2 restated filed Sept. 7, 2018