Moody Aldrich Partners as of Sept. 30, 2020
Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 153 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stifel Financial (SF) | 2.5 | $12M | 241k | 50.56 | |
| Mesa Laboratories (MLAB) | 2.5 | $12M | 46k | 254.76 | |
| Walker & Dunlop (WD) | 1.9 | $9.3M | 175k | 53.00 | |
| Focus Finl Partners Com Cl A | 1.8 | $8.7M | 265k | 32.79 | |
| Qts Rlty Tr Com Cl A | 1.8 | $8.7M | 138k | 63.02 | |
| Essent (ESNT) | 1.7 | $8.1M | 220k | 37.01 | |
| Frontdoor (FTDR) | 1.7 | $7.9M | 204k | 38.91 | |
| Eagle Materials (EXP) | 1.6 | $7.7M | 89k | 86.32 | |
| KB Home (KBH) | 1.6 | $7.5M | 196k | 38.39 | |
| Lancaster Colony (LANC) | 1.5 | $7.3M | 41k | 178.79 | |
| Wintrust Financial Corporation (WTFC) | 1.5 | $7.2M | 180k | 40.05 | |
| Rexford Industrial Realty Inc reit (REXR) | 1.5 | $7.2M | 158k | 45.76 | |
| Louisiana-Pacific Corporation (LPX) | 1.5 | $7.2M | 243k | 29.51 | |
| South Jersey Industries | 1.4 | $6.9M | 359k | 19.27 | |
| Chesapeake Utilities Corporation (CPK) | 1.4 | $6.8M | 80k | 84.31 | |
| Invitae (NVTAQ) | 1.4 | $6.7M | 154k | 43.35 | |
| Bandwidth Com Cl A (BAND) | 1.4 | $6.7M | 38k | 174.58 | |
| Triumph Ban (TFIN) | 1.4 | $6.6M | 213k | 31.14 | |
| Silicon Laboratories (SLAB) | 1.4 | $6.6M | 67k | 97.86 | |
| Terreno Realty Corporation (TRNO) | 1.4 | $6.5M | 119k | 54.76 | |
| LivePerson (LPSN) | 1.3 | $6.3M | 122k | 51.99 | |
| EnerSys (ENS) | 1.3 | $6.1M | 91k | 67.12 | |
| UniFirst Corporation (UNF) | 1.3 | $6.0M | 32k | 189.36 | |
| WSFS Financial Corporation (WSFS) | 1.2 | $5.9M | 220k | 26.97 | |
| Deckers Outdoor Corporation (DECK) | 1.2 | $5.9M | 27k | 220.01 | |
| Siteone Landscape Supply (SITE) | 1.2 | $5.8M | 47k | 121.96 | |
| Switch Cl A | 1.2 | $5.7M | 368k | 15.61 | |
| Altra Holdings | 1.2 | $5.7M | 155k | 36.97 | |
| Bj's Wholesale Club Holdings (BJ) | 1.2 | $5.6M | 135k | 41.55 | |
| Marten Transport (MRTN) | 1.1 | $5.5M | 336k | 16.32 | |
| Marriott Vacations Wrldwde Cp (VAC) | 1.1 | $5.4M | 60k | 90.82 | |
| Independent Bank (INDB) | 1.1 | $5.4M | 103k | 52.38 | |
| Natera (NTRA) | 1.1 | $5.3M | 74k | 72.24 | |
| Fox Factory Hldg (FOXF) | 1.1 | $5.3M | 71k | 74.33 | |
| Blackline (BL) | 1.1 | $5.2M | 58k | 89.64 | |
| LHC | 1.1 | $5.1M | 24k | 212.58 | |
| Southwest Gas Corporation (SWX) | 1.1 | $5.0M | 80k | 63.10 | |
| KAR Auction Services (KAR) | 1.0 | $5.0M | 345k | 14.40 | |
| Cerence (CRNC) | 1.0 | $4.9M | 101k | 48.87 | |
| Balchem Corporation (BCPC) | 1.0 | $4.9M | 50k | 97.64 | |
| Installed Bldg Prods (IBP) | 1.0 | $4.9M | 48k | 101.75 | |
| ICF International (ICFI) | 1.0 | $4.8M | 79k | 61.53 | |
| Malibu Boats Com Cl A (MBUU) | 1.0 | $4.7M | 95k | 49.56 | |
| Healthequity (HQY) | 1.0 | $4.7M | 91k | 51.37 | |
| Nomad Foods Usd Ord Shs (NOMD) | 1.0 | $4.6M | 179k | 25.48 | |
| Renewable Energy Group Com New | 0.9 | $4.5M | 84k | 53.42 | |
| Parsons Corporation (PSN) | 0.9 | $4.5M | 134k | 33.54 | |
| Helen Of Troy (HELE) | 0.9 | $4.4M | 23k | 193.50 | |
| Forward Air Corporation (FWRD) | 0.9 | $4.2M | 73k | 57.38 | |
| Realreal (REAL) | 0.9 | $4.2M | 288k | 14.47 | |
| Allete Com New (ALE) | 0.9 | $4.1M | 80k | 51.74 | |
| Power Integrations (POWI) | 0.8 | $4.0M | 72k | 55.40 | |
| Us Ecology | 0.8 | $4.0M | 122k | 32.67 | |
| Myokardia | 0.8 | $3.9M | 29k | 136.33 | |
| Sprout Social Com Cl A (SPT) | 0.8 | $3.9M | 102k | 38.50 | |
| MaxLinear (MXL) | 0.8 | $3.9M | 167k | 23.24 | |
| ESCO Technologies (ESE) | 0.8 | $3.9M | 48k | 80.56 | |
| Esperion Therapeutics (ESPR) | 0.8 | $3.8M | 101k | 37.17 | |
| Workhorse Group Com New (WKHS) | 0.8 | $3.8M | 149k | 25.28 | |
| Brookline Ban (BRKL) | 0.8 | $3.7M | 424k | 8.65 | |
| Chart Inds Com Par $0.01 (GTLS) | 0.8 | $3.7M | 52k | 70.26 | |
| Brooks Automation (AZTA) | 0.7 | $3.6M | 78k | 46.27 | |
| Plug Power Com New (PLUG) | 0.7 | $3.6M | 265k | 13.41 | |
| Tpi Composites (TPIC) | 0.7 | $3.4M | 119k | 28.96 | |
| Vertex Cl A (VERX) | 0.7 | $3.4M | 148k | 23.00 | |
| Varonis Sys (VRNS) | 0.7 | $3.4M | 29k | 115.41 | |
| Neogenomics Com New (NEO) | 0.7 | $3.4M | 91k | 36.89 | |
| On Assignment (ASGN) | 0.7 | $3.3M | 51k | 63.57 | |
| Semtech Corporation (SMTC) | 0.7 | $3.2M | 61k | 52.96 | |
| Deciphera Pharmaceuticals (DCPH) | 0.7 | $3.2M | 62k | 51.30 | |
| CONMED Corporation (CNMD) | 0.7 | $3.1M | 40k | 78.66 | |
| Axsome Therapeutics (AXSM) | 0.7 | $3.1M | 44k | 71.26 | |
| Msc Indl Direct Cl A (MSM) | 0.6 | $3.1M | 49k | 63.27 | |
| Qualys (QLYS) | 0.6 | $3.1M | 31k | 98.00 | |
| Columbia Banking System (COLB) | 0.6 | $3.1M | 128k | 23.85 | |
| Visteon Corp Com New (VC) | 0.6 | $2.8M | 41k | 69.23 | |
| Albany Intl Corp Cl A (AIN) | 0.6 | $2.8M | 57k | 49.51 | |
| Quanterix Ord (QTRX) | 0.6 | $2.8M | 83k | 33.74 | |
| Igm Biosciences (IGMS) | 0.6 | $2.8M | 38k | 73.80 | |
| Comfort Systems USA (FIX) | 0.6 | $2.8M | 54k | 51.52 | |
| Kennametal (KMT) | 0.5 | $2.6M | 89k | 28.94 | |
| Emergent BioSolutions (EBS) | 0.5 | $2.4M | 24k | 103.35 | |
| Karuna Therapeutics Ord | 0.5 | $2.4M | 31k | 77.33 | |
| Novavax Com New (NVAX) | 0.5 | $2.4M | 22k | 108.34 | |
| Meridian Bioscience | 0.5 | $2.3M | 137k | 16.98 | |
| Fibrogen (FGEN) | 0.5 | $2.3M | 56k | 41.12 | |
| Iovance Biotherapeutics (IOVA) | 0.5 | $2.2M | 66k | 32.92 | |
| Ultragenyx Pharmaceutical (RARE) | 0.4 | $2.1M | 26k | 82.19 | |
| Synaptics, Incorporated (SYNA) | 0.4 | $2.1M | 26k | 80.41 | |
| Dicerna Pharmaceuticals | 0.4 | $1.7M | 96k | 18.00 | |
| Zymeworks | 0.3 | $1.5M | 33k | 46.58 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.3 | $1.5M | 56k | 27.04 | |
| eHealth (EHTH) | 0.3 | $1.3M | 17k | 78.99 | |
| Synchrony Financial (SYF) | 0.3 | $1.3M | 51k | 26.17 | |
| Reliance Steel & Aluminum (RS) | 0.3 | $1.3M | 13k | 102.05 | |
| Robert Half International (RHI) | 0.3 | $1.2M | 24k | 52.95 | |
| Lazard Shs A | 0.3 | $1.2M | 37k | 33.05 | |
| Hanover Insurance (THG) | 0.2 | $1.2M | 12k | 93.19 | |
| Chemocentryx | 0.2 | $1.1M | 21k | 54.78 | |
| Discover Financial Services (DFS) | 0.2 | $1.1M | 19k | 57.78 | |
| Ally Financial (ALLY) | 0.2 | $1.1M | 44k | 25.07 | |
| Foot Locker (FL) | 0.2 | $1.1M | 32k | 33.02 | |
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $1.1M | 10k | 102.22 | |
| MetLife (MET) | 0.2 | $1.0M | 27k | 37.18 | |
| Magna Intl Inc cl a (MGA) | 0.2 | $994k | 22k | 45.60 | |
| Evercore Class A (EVR) | 0.2 | $981k | 15k | 65.47 | |
| BlackRock (BLK) | 0.2 | $937k | 1.7k | 563.78 | |
| Assured Guaranty (AGO) | 0.2 | $923k | 43k | 21.49 | |
| Bioxcel Therapeutics (BTAI) | 0.2 | $862k | 20k | 43.38 | |
| T. Rowe Price (TROW) | 0.2 | $861k | 6.7k | 128.16 | |
| Xerox Holdings Corp Com New (XRX) | 0.2 | $853k | 45k | 18.77 | |
| Commercial Metals Company (CMC) | 0.2 | $845k | 42k | 19.97 | |
| Best Buy (BBY) | 0.2 | $778k | 7.0k | 111.32 | |
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $668k | 31k | 21.73 | |
| Franklin Resources (BEN) | 0.1 | $654k | 32k | 20.35 | |
| Merck & Co (MRK) | 0.1 | $642k | 7.7k | 82.90 | |
| Manpower (MAN) | 0.1 | $627k | 8.6k | 73.31 | |
| Sun Life Financial (SLF) | 0.1 | $626k | 15k | 40.65 | |
| Juniper Networks (JNPR) | 0.1 | $623k | 29k | 21.51 | |
| A. O. Smith Corporation (AOS) | 0.1 | $605k | 12k | 52.82 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $601k | 11k | 57.44 | |
| CNO Financial (CNO) | 0.1 | $576k | 36k | 16.03 | |
| Primerica (PRI) | 0.1 | $575k | 5.1k | 113.14 | |
| Steel Dynamics (STLD) | 0.1 | $557k | 20k | 28.62 | |
| Cummins (CMI) | 0.1 | $530k | 2.5k | 210.99 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $523k | 16k | 33.56 | |
| Travelers Companies (TRV) | 0.1 | $509k | 4.7k | 108.18 | |
| Ishares Tr Msci China A (CNYA) | 0.1 | $454k | 12k | 36.72 | |
| Pulte (PHM) | 0.1 | $362k | 7.8k | 46.23 | |
| Ringcentral Cl A (RNG) | 0.1 | $339k | 1.2k | 274.27 | |
| Cyrusone | 0.1 | $312k | 4.4k | 70.13 | |
| Catalent (CTLT) | 0.1 | $300k | 3.5k | 85.64 | |
| Twilio Cl A (TWLO) | 0.1 | $293k | 1.2k | 247.26 | |
| Generac Holdings (GNRC) | 0.1 | $283k | 1.5k | 193.84 | |
| Bio-techne Corporation (TECH) | 0.1 | $281k | 1.1k | 248.01 | |
| West Pharmaceutical Services (WST) | 0.1 | $268k | 976.00 | 274.59 | |
| Repligen Corporation (RGEN) | 0.1 | $260k | 1.8k | 147.64 | |
| Livongo Health | 0.1 | $258k | 1.8k | 139.99 | |
| SVB Financial (SIVBQ) | 0.1 | $245k | 1.0k | 240.67 | |
| Atmos Energy Corporation (ATO) | 0.1 | $244k | 2.6k | 95.61 | |
| Nordson Corporation (NDSN) | 0.1 | $242k | 1.3k | 192.06 | |
| Transunion (TRU) | 0.0 | $237k | 2.8k | 84.13 | |
| Landstar System (LSTR) | 0.0 | $230k | 1.8k | 125.55 | |
| Trex Company (TREX) | 0.0 | $227k | 3.2k | 71.70 | |
| Littelfuse (LFUS) | 0.0 | $220k | 1.2k | 177.71 | |
| Pool Corporation (POOL) | 0.0 | $216k | 646.00 | 334.37 | |
| Five9 (FIVN) | 0.0 | $216k | 1.7k | 129.42 | |
| Etsy (ETSY) | 0.0 | $213k | 1.8k | 121.71 | |
| Coupa Software | 0.0 | $213k | 775.00 | 274.84 | |
| Iaa | 0.0 | $208k | 4.0k | 52.18 | |
| Monolithic Power Systems (MPWR) | 0.0 | $206k | 737.00 | 279.51 | |
| MDU Resources (MDU) | 0.0 | $205k | 9.1k | 22.45 | |
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $155k | 84k | 1.85 |
