Moody Aldrich Partners as of March 31, 2022
Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 151 positions in its portfolio as reported in 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 | 3.5 | $25M | 544k | 45.74 | |
| Switch Cl A | 2.9 | $20M | 660k | 30.82 | |
| Cohen & Steers (CNS) | 2.8 | $20M | 228k | 85.89 | |
| Silicon Laboratories (SLAB) | 2.6 | $19M | 125k | 150.20 | |
| Chesapeake Energy Corp (CHK) | 2.5 | $18M | 205k | 87.00 | |
| Independent Bank (INDB) | 2.3 | $16M | 198k | 81.69 | |
| Cactus Cl A (WHD) | 1.9 | $14M | 241k | 56.74 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 1.9 | $14M | 279k | 48.89 | |
| Walker & Dunlop (WD) | 1.9 | $13M | 103k | 129.42 | |
| Hudson Pacific Properties (HPP) | 1.8 | $13M | 473k | 27.75 | |
| Columbia Banking System (COLB) | 1.8 | $13M | 400k | 32.27 | |
| Evercore Class A (EVR) | 1.8 | $13M | 115k | 111.32 | |
| Hilton Grand Vacations (HGV) | 1.8 | $13M | 246k | 52.01 | |
| Brooks Automation (AZTA) | 1.8 | $13M | 153k | 82.88 | |
| Azek Cl A (AZEK) | 1.7 | $12M | 494k | 24.84 | |
| Power Integrations (POWI) | 1.7 | $12M | 131k | 92.68 | |
| Chart Industries (GTLS) | 1.6 | $12M | 68k | 171.77 | |
| Oasis Petroleum Com New (CHRD) | 1.6 | $11M | 77k | 146.31 | |
| Terreno Realty Corporation (TRNO) | 1.6 | $11M | 150k | 74.05 | |
| Mesa Laboratories (MLAB) | 1.5 | $11M | 42k | 254.87 | |
| H&E Equipment Services (HEES) | 1.5 | $11M | 241k | 43.52 | |
| CONMED Corporation (CNMD) | 1.4 | $10M | 69k | 148.55 | |
| Howard Hughes | 1.4 | $10M | 99k | 103.61 | |
| Bj's Wholesale Club Holdings (BJ) | 1.4 | $10M | 150k | 67.61 | |
| Summit Matls Cl A (SUM) | 1.4 | $10M | 325k | 31.06 | |
| Asbury Automotive (ABG) | 1.4 | $9.9M | 62k | 160.19 | |
| Mp Materials Corp Com Cl A (MP) | 1.3 | $9.1M | 159k | 57.34 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.3 | $8.9M | 228k | 39.13 | |
| Workiva Com Cl A (WK) | 1.2 | $8.8M | 74k | 118.00 | |
| Wintrust Financial Corporation (WTFC) | 1.2 | $8.8M | 94k | 92.93 | |
| Chesapeake Utilities Corporation (CPK) | 1.2 | $8.7M | 63k | 137.76 | |
| Eagle Materials (EXP) | 1.2 | $8.7M | 68k | 128.36 | |
| M/a (MTSI) | 1.1 | $8.0M | 133k | 59.87 | |
| On Assignment (ASGN) | 1.1 | $7.9M | 67k | 116.70 | |
| Balchem Corporation (BCPC) | 1.1 | $7.6M | 55k | 136.70 | |
| Triumph Ban (TFIN) | 1.1 | $7.6M | 81k | 94.02 | |
| Earthstone Energy Cl A | 1.1 | $7.6M | 599k | 12.63 | |
| Brookline Ban (BRKL) | 1.0 | $7.4M | 467k | 15.82 | |
| Albany Intl Corp Cl A (AIN) | 1.0 | $7.3M | 87k | 84.32 | |
| Semtech Corporation (SMTC) | 1.0 | $7.3M | 106k | 69.34 | |
| Werner Enterprises (WERN) | 1.0 | $7.2M | 175k | 41.00 | |
| Franklin Electric (FELE) | 1.0 | $7.1M | 85k | 83.05 | |
| Zurn Water Solutions Corp Zws (ZWS) | 1.0 | $7.0M | 198k | 35.40 | |
| Wolverine World Wide (WWW) | 1.0 | $7.0M | 310k | 22.56 | |
| LHC | 1.0 | $6.9M | 41k | 168.59 | |
| Eastern Bankshares (EBC) | 0.9 | $6.6M | 306k | 21.54 | |
| Leslies (LESL) | 0.9 | $6.6M | 340k | 19.36 | |
| American States Water Company (AWR) | 0.9 | $6.4M | 71k | 89.03 | |
| Comfort Systems USA (FIX) | 0.8 | $6.0M | 67k | 89.01 | |
| Shockwave Med (SWAV) | 0.8 | $5.8M | 28k | 207.37 | |
| Visteon Corp Com New (VC) | 0.8 | $5.7M | 52k | 109.14 | |
| Terex Corporation (TEX) | 0.8 | $5.6M | 158k | 35.66 | |
| TechTarget (TTGT) | 0.8 | $5.4M | 66k | 81.29 | |
| MaxLinear (MXL) | 0.7 | $5.2M | 89k | 58.35 | |
| Transmedics Group (TMDX) | 0.7 | $5.1M | 188k | 26.94 | |
| Installed Bldg Prods (IBP) | 0.7 | $5.0M | 59k | 84.49 | |
| Biolife Solutions Com New (BLFS) | 0.7 | $5.0M | 221k | 22.73 | |
| Qualys (QLYS) | 0.7 | $4.9M | 34k | 142.42 | |
| Simpson Manufacturing (SSD) | 0.7 | $4.8M | 44k | 109.04 | |
| Altra Holdings | 0.7 | $4.8M | 123k | 38.93 | |
| Cryoport Com Par $0.001 (CYRX) | 0.7 | $4.7M | 136k | 34.91 | |
| Varonis Sys (VRNS) | 0.6 | $4.6M | 97k | 47.55 | |
| Macerich Company (MAC) | 0.6 | $4.4M | 283k | 15.64 | |
| JetBlue Airways Corporation (JBLU) | 0.6 | $4.0M | 267k | 14.95 | |
| Lancaster Colony (LANC) | 0.5 | $3.9M | 26k | 149.16 | |
| KB Home (KBH) | 0.5 | $3.8M | 118k | 32.38 | |
| Hayward Hldgs (HAYW) | 0.5 | $3.7M | 225k | 16.62 | |
| American Eagle Outfitters (AEO) | 0.5 | $3.7M | 219k | 16.80 | |
| Blackline (BL) | 0.5 | $3.6M | 49k | 73.21 | |
| LivePerson (LPSN) | 0.5 | $3.5M | 145k | 24.42 | |
| Green Plains Renewable Energy (GPRE) | 0.5 | $3.5M | 114k | 31.01 | |
| Cytokinetics Com New (CYTK) | 0.5 | $3.5M | 95k | 36.81 | |
| Fox Factory Hldg (FOXF) | 0.5 | $3.4M | 35k | 97.94 | |
| Digitalbridge Group Cl A Com | 0.4 | $3.2M | 443k | 7.20 | |
| Onto Innovation (ONTO) | 0.4 | $3.1M | 36k | 86.90 | |
| Synaptics, Incorporated (SYNA) | 0.4 | $2.8M | 14k | 199.50 | |
| Intellia Therapeutics (NTLA) | 0.3 | $2.4M | 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 | 61k | 37.21 | |
| Frontdoor (FTDR) | 0.3 | $2.2M | 75k | 29.85 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.3 | $2.2M | 55k | 39.34 | |
| SEI Investments Company (SEIC) | 0.3 | $2.1M | 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 | 88k | 23.49 | |
| Wells Fargo & Company (WFC) | 0.3 | $2.0M | 42k | 48.47 | |
| Kraft Heinz (KHC) | 0.3 | $2.0M | 50k | 39.40 | |
| Lazard Shs A | 0.3 | $1.9M | 56k | 34.50 | |
| West Fraser Timb (WFG) | 0.3 | $1.9M | 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 | 106k | 16.71 | |
| F.N.B. Corporation (FNB) | 0.2 | $1.7M | 138k | 12.45 | |
| Lennar Corp Cl A (LEN) | 0.2 | $1.6M | 20k | 81.19 | |
| Old National Ban (ONB) | 0.2 | $1.6M | 99k | 16.38 | |
| Technipfmc (FTI) | 0.2 | $1.6M | 205k | 7.75 | |
| Popular Com New (BPOP) | 0.2 | $1.6M | 19k | 81.72 | |
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $1.5M | 118k | 13.10 | |
| Beam Therapeutics (BEAM) | 0.2 | $1.5M | 26k | 57.32 | |
| Manpower (MAN) | 0.2 | $1.4M | 15k | 93.95 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.2M | 12k | 101.20 | |
| Acuity Brands (AYI) | 0.1 | $995k | 5.3k | 189.34 | |
| East West Ban (EWBC) | 0.1 | $812k | 10k | 78.97 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.1 | $756k | 4.8k | 157.76 | |
| Bio-techne Corporation (TECH) | 0.1 | $747k | 1.7k | 433.29 | |
| Catalent (CTLT) | 0.1 | $721k | 6.5k | 110.96 | |
| Repligen Corporation (RGEN) | 0.1 | $629k | 3.3k | 188.15 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $596k | 2.5k | 239.45 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $591k | 2.2k | 273.99 | |
| Pool Corporation (POOL) | 0.1 | $562k | 1.3k | 422.87 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $521k | 1.1k | 472.78 | |
| Diamondback Energy (FANG) | 0.1 | $503k | 3.7k | 137.02 | |
| Alexandria Real Estate Equities (ARE) | 0.1 | $502k | 2.5k | 201.36 | |
| Littelfuse (LFUS) | 0.1 | $471k | 1.9k | 249.47 | |
| Entegris (ENTG) | 0.1 | $470k | 3.6k | 131.21 | |
| Stifel Financial (SF) | 0.1 | $462k | 6.8k | 67.97 | |
| Ishares Tr Msci China A (CNYA) | 0.1 | $456k | 12k | 36.92 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $447k | 5.4k | 82.87 | |
| Transunion (TRU) | 0.1 | $442k | 4.3k | 103.25 | |
| Finvolution Group Sponsored Ads (FINV) | 0.1 | $440k | 111k | 3.97 | |
| Nordson Corporation (NDSN) | 0.1 | $437k | 1.9k | 227.01 | |
| Monolithic Power Systems (MPWR) | 0.1 | $435k | 896.00 | 485.49 | |
| Jefferies Finl Group (JEF) | 0.1 | $428k | 13k | 32.85 | |
| Landstar System (LSTR) | 0.1 | $422k | 2.8k | 150.93 | |
| Lithia Motors (LAD) | 0.1 | $407k | 1.4k | 300.15 | |
| Regal-beloit Corporation (RRX) | 0.1 | $402k | 2.7k | 148.83 | |
| Trex Company (TREX) | 0.1 | $390k | 6.0k | 65.33 | |
| Wright Express (WEX) | 0.1 | $383k | 2.1k | 178.55 | |
| Zendesk | 0.1 | $356k | 3.0k | 120.43 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $325k | 9.2k | 35.25 | |
| Five9 (FIVN) | 0.0 | $311k | 2.8k | 110.28 | |
| Generac Holdings (GNRC) | 0.0 | $305k | 1.0k | 297.56 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $298k | 2.3k | 126.92 | |
| Fortune Brands (FBIN) | 0.0 | $296k | 4.0k | 74.37 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $294k | 1.5k | 202.06 | |
| Ambarella SHS (AMBA) | 0.0 | $293k | 2.8k | 104.87 | |
| Broadridge Financial Solutions (BR) | 0.0 | $287k | 1.8k | 155.47 | |
| Hubspot (HUBS) | 0.0 | $283k | 596.00 | 474.83 | |
| Bruker Corporation (BRKR) | 0.0 | $267k | 4.2k | 64.18 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $266k | 1.4k | 193.88 | |
| Sun Communities (SUI) | 0.0 | $265k | 1.5k | 175.15 | |
| Paycom Software (PAYC) | 0.0 | $255k | 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 | 763.00 | 298.82 | |
| Brunswick Corporation (BC) | 0.0 | $221k | 2.7k | 80.92 | |
| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $220k | 4.6k | 47.54 | |
| Capri Holdings SHS (CPRI) | 0.0 | $204k | 4.0k | 51.28 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $202k | 2.8k | 71.28 | |
| Asana Cl A (ASAN) | 0.0 | $201k | 5.0k | 40.05 | |
| Qudian Adr (QD) | 0.0 | $198k | 168k | 1.18 |
