Moody Aldrich Partners as of June 30, 2025
Portfolio Holdings for Moody Aldrich Partners
Moody Aldrich Partners holds 178 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Financial (CASH) | 2.1 | $11M | 134k | 79.12 | |
| Protagonist Therapeutics (PTGX) | 1.8 | $9.4M | 171k | 55.27 | |
| Sportradar Group Class A Ord Shs (SRAD) | 1.8 | $9.1M | 324k | 28.08 | |
| Independent Bank (INDB) | 1.7 | $9.0M | 144k | 62.88 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.7 | $9.0M | 411k | 21.93 | |
| Virtu Finl Cl A (VIRT) | 1.7 | $8.9M | 199k | 44.79 | |
| Cadence Bank (CADE) | 1.7 | $8.9M | 278k | 31.98 | |
| Palomar Hldgs (PLMR) | 1.6 | $8.2M | 53k | 154.25 | |
| Skyward Specialty Insurance Gr (SKWD) | 1.5 | $7.8M | 136k | 57.79 | |
| Columbia Banking System (COLB) | 1.5 | $7.6M | 327k | 23.38 | |
| Healthequity (HQY) | 1.4 | $7.5M | 71k | 104.76 | |
| Core Scientific (CORZ) | 1.4 | $7.4M | 436k | 17.07 | |
| Lancaster Colony (MZTI) | 1.4 | $7.4M | 43k | 172.77 | |
| Advanced Energy Industries (AEIS) | 1.4 | $7.1M | 53k | 132.50 | |
| Element Solutions (ESI) | 1.4 | $7.1M | 312k | 22.65 | |
| Piper Jaffray Companies (PIPR) | 1.4 | $7.0M | 25k | 277.94 | |
| Southwest Gas Corporation (SWX) | 1.4 | $7.0M | 94k | 74.39 | |
| Varonis Sys (VRNS) | 1.3 | $6.9M | 136k | 50.75 | |
| Marex Group Ord (MRX) | 1.3 | $6.9M | 174k | 39.47 | |
| Sl Green Realty Corp (SLG) | 1.3 | $6.8M | 110k | 61.90 | |
| Knife River Corp Common Stock (KNF) | 1.3 | $6.7M | 82k | 81.64 | |
| Portland Gen Elec Com New (POR) | 1.3 | $6.6M | 163k | 40.63 | |
| Axsome Therapeutics (AXSM) | 1.2 | $6.4M | 61k | 104.39 | |
| Wintrust Financial Corporation (WTFC) | 1.2 | $6.3M | 51k | 123.98 | |
| Karman Hldgs Common Stock (KRMN) | 1.2 | $6.2M | 124k | 50.37 | |
| Rev (REVG) | 1.2 | $6.2M | 130k | 47.59 | |
| Frontdoor (FTDR) | 1.2 | $6.1M | 104k | 58.94 | |
| VSE Corporation (VSEC) | 1.2 | $6.1M | 47k | 130.98 | |
| Cargurus Com Cl A (CARG) | 1.1 | $5.9M | 177k | 33.47 | |
| OSI Systems (OSIS) | 1.1 | $5.9M | 26k | 224.86 | |
| Loar Holdings Com Shs (LOAR) | 1.1 | $5.9M | 68k | 86.17 | |
| Chart Industries (GTLS) | 1.1 | $5.8M | 35k | 164.65 | |
| Acushnet Holdings Corp (GOLF) | 1.1 | $5.8M | 79k | 72.82 | |
| Inter Parfums (IPAR) | 1.1 | $5.6M | 43k | 131.31 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 1.1 | $5.5M | 246k | 22.48 | |
| Avista Corporation (AVA) | 1.1 | $5.5M | 145k | 37.95 | |
| Itron (ITRI) | 1.1 | $5.5M | 42k | 131.63 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.0 | $5.2M | 56k | 92.59 | |
| Rambus (RMBS) | 1.0 | $5.1M | 79k | 64.02 | |
| Chesapeake Utilities Corporation (CPK) | 1.0 | $5.0M | 42k | 120.22 | |
| Riot Blockchain (RIOT) | 1.0 | $5.0M | 444k | 11.30 | |
| SPS Commerce (SPSC) | 1.0 | $4.9M | 36k | 136.09 | |
| Merus N V (MRUS) | 0.9 | $4.8M | 92k | 52.60 | |
| Csw Industrials (CSW) | 0.9 | $4.8M | 17k | 286.83 | |
| Modine Manufacturing (MOD) | 0.9 | $4.8M | 48k | 98.50 | |
| Spx Corp (SPXC) | 0.9 | $4.7M | 28k | 167.68 | |
| Myr (MYRG) | 0.9 | $4.7M | 26k | 181.45 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.9 | $4.7M | 49k | 94.58 | |
| Casella Waste Sys Cl A (CWST) | 0.9 | $4.6M | 40k | 115.38 | |
| Archrock (AROC) | 0.9 | $4.6M | 185k | 24.83 | |
| Boot Barn Hldgs (BOOT) | 0.9 | $4.6M | 30k | 152.00 | |
| Terreno Realty Corporation (TRNO) | 0.9 | $4.5M | 81k | 56.07 | |
| Balchem Corporation (BCPC) | 0.9 | $4.4M | 28k | 159.20 | |
| Semtech Corporation (SMTC) | 0.9 | $4.4M | 97k | 45.14 | |
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.8 | $4.4M | 108k | 40.56 | |
| SM Energy (SM) | 0.8 | $4.4M | 177k | 24.71 | |
| Fabrinet SHS (FN) | 0.8 | $4.3M | 15k | 294.68 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.8 | $4.3M | 118k | 36.42 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.8 | $4.3M | 92k | 46.45 | |
| Simply Good Foods (SMPL) | 0.8 | $4.3M | 135k | 31.59 | |
| Bridgebio Pharma (BBIO) | 0.8 | $4.1M | 95k | 43.18 | |
| Mr Cooper Group | 0.8 | $4.1M | 27k | 149.21 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.8 | $4.0M | 138k | 28.76 | |
| Vita Coco Co Inc/the (COCO) | 0.7 | $3.6M | 100k | 36.10 | |
| Albany Intl Corp Cl A (AIN) | 0.7 | $3.5M | 50k | 70.13 | |
| Soleno Therapeutics (SLNO) | 0.7 | $3.5M | 42k | 83.78 | |
| Installed Bldg Prods (IBP) | 0.7 | $3.5M | 19k | 180.32 | |
| Asbury Automotive (ABG) | 0.7 | $3.4M | 14k | 238.54 | |
| Construction Partners Com Cl A (ROAD) | 0.7 | $3.4M | 32k | 106.28 | |
| Arrow Electronics (ARW) | 0.6 | $3.2M | 25k | 127.43 | |
| Cactus Cl A (WHD) | 0.6 | $3.2M | 73k | 43.72 | |
| Limbach Hldgs (LMB) | 0.6 | $3.1M | 22k | 140.10 | |
| Ncino (NCNO) | 0.6 | $3.1M | 110k | 27.97 | |
| Arcbest (ARCB) | 0.6 | $3.0M | 39k | 77.01 | |
| Genius Sports Shares Cl A (GENI) | 0.6 | $3.0M | 291k | 10.40 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.6 | $2.9M | 36k | 81.86 | |
| Wave Life Sciences SHS (WVE) | 0.5 | $2.7M | 422k | 6.50 | |
| Viatris (VTRS) | 0.5 | $2.7M | 300k | 8.93 | |
| Walker & Dunlop (WD) | 0.5 | $2.7M | 38k | 70.48 | |
| Novanta (NOVT) | 0.5 | $2.6M | 21k | 128.93 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.5 | $2.6M | 60k | 44.33 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.5 | $2.6M | 121k | 21.70 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.5 | $2.6M | 54k | 47.20 | |
| Scorpio Tankers SHS (STNG) | 0.5 | $2.6M | 66k | 39.13 | |
| Silicon Laboratories (SLAB) | 0.5 | $2.5M | 17k | 147.36 | |
| Forestar Group (FOR) | 0.5 | $2.5M | 124k | 20.00 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.5 | $2.4M | 59k | 40.83 | |
| Scholar Rock Hldg Corp (SRRK) | 0.5 | $2.3M | 66k | 35.42 | |
| Solaris Energy Infras Com Cl A (SEI) | 0.4 | $2.3M | 82k | 28.29 | |
| Enact Hldgs (ACT) | 0.4 | $2.3M | 61k | 37.15 | |
| Encana Corporation (OVV) | 0.4 | $2.1M | 56k | 38.05 | |
| Meritage Homes Corporation (MTH) | 0.4 | $2.1M | 31k | 66.97 | |
| Pvh Corporation (PVH) | 0.4 | $2.0M | 29k | 68.60 | |
| Alkermes SHS (ALKS) | 0.4 | $1.9M | 67k | 28.61 | |
| Cathay General Ban (CATY) | 0.4 | $1.9M | 42k | 45.53 | |
| Valero Energy Corporation (VLO) | 0.4 | $1.9M | 14k | 134.42 | |
| Replimune Group (REPL) | 0.3 | $1.8M | 195k | 9.29 | |
| ConAgra Foods (CAG) | 0.3 | $1.6M | 80k | 20.47 | |
| Toll Brothers (TOL) | 0.3 | $1.6M | 14k | 114.13 | |
| Affiliated Managers (AMG) | 0.3 | $1.6M | 7.9k | 196.77 | |
| Arrivent Biopharma (AVBP) | 0.3 | $1.6M | 72k | 21.77 | |
| Kymera Therapeutics (KYMR) | 0.3 | $1.5M | 35k | 43.64 | |
| Nomad Foods Usd Ord Shs (NOMD) | 0.3 | $1.5M | 86k | 16.99 | |
| Molson Coors Beverage CL B (TAP) | 0.3 | $1.4M | 29k | 48.09 | |
| Dianthus Therapeutics (DNTH) | 0.3 | $1.4M | 73k | 18.63 | |
| Anaptysbio Inc Common (ANAB) | 0.3 | $1.3M | 60k | 22.20 | |
| Edgewise Therapeutics (EWTX) | 0.3 | $1.3M | 100k | 13.11 | |
| Ionq Inc Pipe (IONQ) | 0.2 | $1.2M | 29k | 42.97 | |
| Miragen Therapeutics (VRDN) | 0.2 | $1.2M | 89k | 13.98 | |
| Nektar Therapeutics Com New (NKTR) | 0.2 | $1.2M | 45k | 25.84 | |
| Philip Morris International (PM) | 0.2 | $1.0M | 5.7k | 182.12 | |
| Apogee Therapeutics (APGE) | 0.2 | $940k | 22k | 43.43 | |
| NVIDIA Corporation (NVDA) | 0.2 | $844k | 5.3k | 157.99 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $752k | 2.6k | 289.94 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $737k | 141k | 5.24 | |
| Microsoft Corporation (MSFT) | 0.1 | $663k | 1.3k | 497.45 | |
| Joyy Ads Repstg Com A (JOYY) | 0.1 | $656k | 13k | 50.91 | |
| Amazon (AMZN) | 0.1 | $639k | 2.9k | 219.39 | |
| Altimmune Com New (ALT) | 0.1 | $610k | 158k | 3.87 | |
| Wal-Mart Stores (WMT) | 0.1 | $597k | 6.1k | 97.78 | |
| East West Ban (EWBC) | 0.1 | $569k | 5.6k | 100.98 | |
| Finvolution Group Sponsored Ads (FINV) | 0.1 | $553k | 58k | 9.48 | |
| Insmed Com Par $.01 (INSM) | 0.1 | $545k | 5.4k | 100.64 | |
| Goldman Sachs (GS) | 0.1 | $531k | 750.00 | 707.86 | |
| Heico Corp Cl A (HEI.A) | 0.1 | $501k | 1.9k | 258.75 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $489k | 961.00 | 509.31 | |
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $479k | 869.00 | 551.22 | |
| Abbvie (ABBV) | 0.1 | $479k | 2.6k | 185.64 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $454k | 886.00 | 512.31 | |
| Clean Harbors (CLH) | 0.1 | $454k | 2.0k | 231.18 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $453k | 3.0k | 149.58 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $396k | 855.00 | 463.14 | |
| Appfolio Com Cl A (APPF) | 0.1 | $394k | 1.7k | 230.28 | |
| Kinsale Cap Group (KNSL) | 0.1 | $386k | 798.00 | 483.90 | |
| Apple (AAPL) | 0.1 | $377k | 1.8k | 205.17 | |
| International Business Machines (IBM) | 0.1 | $376k | 1.3k | 294.85 | |
| Newmont Mining Corporation (NEM) | 0.1 | $369k | 6.3k | 58.26 | |
| Eaton Corp SHS (ETN) | 0.1 | $353k | 989.00 | 356.99 | |
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $345k | 3.2k | 107.83 | |
| Carpenter Technology Corporation (CRS) | 0.1 | $345k | 1.2k | 276.38 | |
| Ida (IDA) | 0.1 | $333k | 2.9k | 115.45 | |
| Bwx Technologies (BWXT) | 0.1 | $314k | 2.2k | 144.06 | |
| Eli Lilly & Co. (LLY) | 0.1 | $306k | 393.00 | 779.59 | |
| TJX Companies (TJX) | 0.1 | $305k | 2.5k | 123.49 | |
| Arista Networks Com Shs (ANET) | 0.1 | $299k | 2.9k | 102.31 | |
| American Tower Reit (AMT) | 0.1 | $297k | 1.3k | 221.02 | |
| PNC Financial Services (PNC) | 0.1 | $293k | 1.6k | 186.42 | |
| Broadridge Financial Solutions (BR) | 0.1 | $285k | 1.2k | 243.03 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $274k | 1.7k | 164.64 | |
| Netflix (NFLX) | 0.1 | $272k | 203.00 | 1339.13 | |
| Prologis (PLD) | 0.1 | $271k | 2.6k | 105.14 | |
| Range Resources (RRC) | 0.1 | $271k | 6.7k | 40.67 | |
| Nutanix Cl A (NTNX) | 0.1 | $268k | 3.5k | 76.44 | |
| Evercore Class A (EVR) | 0.1 | $268k | 992.00 | 270.02 | |
| Qualcomm (QCOM) | 0.1 | $266k | 1.7k | 159.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $264k | 1.5k | 176.24 | |
| Jack Henry & Associates (JKHY) | 0.0 | $258k | 1.4k | 180.17 | |
| Howmet Aerospace (HWM) | 0.0 | $257k | 1.4k | 186.13 | |
| Abbott Laboratories (ABT) | 0.0 | $253k | 1.9k | 136.01 | |
| Metropcs Communications (TMUS) | 0.0 | $248k | 1.0k | 238.30 | |
| MDU Resources (MDU) | 0.0 | $242k | 15k | 16.67 | |
| Sharkninja Com Shs (SN) | 0.0 | $241k | 2.4k | 98.99 | |
| Boston Scientific Corporation (BSX) | 0.0 | $237k | 2.2k | 107.41 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $233k | 2.5k | 93.63 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $231k | 4.2k | 55.68 | |
| Precision Drilling Corp Com New (PDS) | 0.0 | $227k | 4.8k | 47.26 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $222k | 2.0k | 109.05 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $222k | 1.3k | 172.60 | |
| McKesson Corporation (MCK) | 0.0 | $221k | 301.00 | 732.78 | |
| Stifel Financial (SF) | 0.0 | $220k | 2.1k | 103.78 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $220k | 2.0k | 112.69 | |
| Jefferies Finl Group (JEF) | 0.0 | $219k | 4.0k | 54.69 | |
| Caci Intl Cl A (CACI) | 0.0 | $211k | 443.00 | 476.70 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $208k | 1.8k | 116.94 | |
| MasTec (MTZ) | 0.0 | $208k | 1.2k | 170.43 | |
| Pure Storage Cl A (PSTG) | 0.0 | $204k | 3.5k | 57.58 | |
| Wright Express (WEX) | 0.0 | $201k | 1.4k | 146.89 | |
| Applied Industrial Technologies (AIT) | 0.0 | $201k | 863.00 | 232.45 |
