13F HOLDINGS REPORT
Moody Aldrich Partners LLC
Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001085146-24-003200
Total Value
$513.0M
Positions
194
Other Managers
0
Confidential Omitted
No
Holdings (194)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WINTRUST FINL CORP | 97650W108 | 116,018 | $11.4M | 2.23% |
| 2 | SCORPIO TANKERS INC | STNG | 112,642 | $9.2M | 1.78% |
| 3 | SOUTHWEST GAS HLDGS INC | SWX | 117,346 | $8.3M | 1.61% |
| 4 | ATI INC | ATI | 148,345 | $8.2M | 1.60% |
| 5 | LIGHT & WONDER INC | LAWIL | 78,305 | $8.2M | 1.60% |
| 6 | ELEMENT SOLUTIONS INC | ESI | 287,694 | $7.8M | 1.52% |
| 7 | FTAI AVIATION LTD | FTAIN | 75,272 | $7.8M | 1.51% |
| 8 | VAXCYTE INC | PCVX | 100,286 | $7.6M | 1.48% |
| 9 | SPS COMM INC | SPSC | 39,783 | $7.5M | 1.46% |
| 10 | HALOZYME THERAPEUTICS INC | HALO | 135,512 | $7.1M | 1.38% |
| 11 | LEONARDO DRS INC | DRS | 273,065 | $7.0M | 1.36% |
| 12 | ICF INTL INC | 44925C103 | 46,155 | $6.9M | 1.34% |
| 13 | MAGNOLIA OIL & GAS CORP | MGY | 268,686 | $6.8M | 1.33% |
| 14 | EVERCORE INC | EVR | 32,628 | $6.8M | 1.33% |
| 15 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 99,012 | $6.8M | 1.32% |
| 16 | CRINETICS PHARMACEUTICALS IN | CRNX | 150,183 | $6.7M | 1.31% |
| 17 | CACTUS INC | WHD | 126,277 | $6.7M | 1.30% |
| 18 | MR COOPER GROUP INC | 62482R107 | 81,763 | $6.6M | 1.29% |
| 19 | BOOT BARN HLDGS INC | BOOT | 51,159 | $6.6M | 1.29% |
| 20 | CADENCE BANK | 12740C103 | 229,337 | $6.5M | 1.26% |
| 21 | TIDEWATER INC NEW | TDGMW | 67,872 | $6.5M | 1.26% |
| 22 | ALTAIR ENGR INC | 021369103 | 65,326 | $6.4M | 1.25% |
| 23 | CONSTRUCTION PARTNERS INC | ROAD | 115,077 | $6.4M | 1.24% |
| 24 | VIRTU FINL INC | 928254101 | 272,073 | $6.1M | 1.19% |
| 25 | SL GREEN RLTY CORP | 78440X887 | 104,499 | $5.9M | 1.15% |
| 26 | LANCASTER COLONY CORP | MZTI | 30,679 | $5.8M | 1.13% |
| 27 | PORTLAND GEN ELEC CO | 736508847 | 129,794 | $5.6M | 1.09% |
| 28 | CHART INDS INC | 16115Q308 | 38,752 | $5.6M | 1.09% |
| 29 | VITA COCO CO INC | COCO | 200,680 | $5.6M | 1.09% |
| 30 | COLUMBIA BKG SYS INC | 197236102 | 280,901 | $5.6M | 1.09% |
| 31 | FORESTAR GROUP INC | FOR | 170,104 | $5.4M | 1.06% |
| 32 | MODINE MFG CO | 607828100 | 53,686 | $5.4M | 1.05% |
| 33 | PATHWARD FINANCIAL INC | CASH | 94,241 | $5.3M | 1.04% |
| 34 | FABRINET | FN | 20,655 | $5.1M | 0.99% |
| 35 | LOAR HOLDINGS INC | LOAR | 94,141 | $5.0M | 0.98% |
| 36 | HEALTHEQUITY INC | HQY | 58,046 | $5.0M | 0.98% |
| 37 | AXSOME THERAPEUTICS INC | AXSM | 61,751 | $5.0M | 0.97% |
| 38 | CHORD ENERGY CORPORATION | CHRD | 29,172 | $4.9M | 0.95% |
| 39 | PIPER SANDLER COMPANIES | PIPR | 21,078 | $4.9M | 0.95% |
| 40 | INDEPENDENT BK CORP MASS | 453836108 | 95,524 | $4.8M | 0.94% |
| 41 | APPFOLIO INC | APPF | 19,809 | $4.8M | 0.94% |
| 42 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 150,557 | $4.8M | 0.94% |
| 43 | KNIFE RIVER CORP | KNF | 68,056 | $4.8M | 0.93% |
| 44 | TERRENO RLTY CORP | 88146M101 | 79,124 | $4.7M | 0.91% |
| 45 | VARONIS SYS INC | VRNS | 97,564 | $4.7M | 0.91% |
| 46 | BALCHEM CORP | BCPC | 30,313 | $4.7M | 0.91% |
| 47 | PROTAGONIST THERAPEUTICS INC | PTGX | 134,215 | $4.7M | 0.91% |
| 48 | MERITAGE HOMES CORP | MTH | 28,526 | $4.6M | 0.90% |
| 49 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 159,117 | $4.6M | 0.89% |
| 50 | SUMMIT MATLS INC | 86614U100 | 124,063 | $4.5M | 0.89% |
| 51 | ADVANCED ENERGY INDS | 007973100 | 41,496 | $4.5M | 0.88% |
| 52 | ENERPAC TOOL GROUP CORP | EPAC | 116,807 | $4.5M | 0.87% |
| 53 | CSW INDUSTRIALS INC | CSW | 16,784 | $4.5M | 0.87% |
| 54 | HILTON GRAND VACATIONS INC | HGV | 109,729 | $4.4M | 0.86% |
| 55 | CATALYST PHARMACEUTICALS INC | CPRX | 282,074 | $4.4M | 0.85% |
| 56 | VERONA PHARMA PLC | 925050106 | 295,945 | $4.3M | 0.83% |
| 57 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 220,667 | $4.2M | 0.83% |
| 58 | OSI SYSTEMS INC | OSIS | 30,221 | $4.2M | 0.81% |
| 59 | ITRON INC | ITRI | 40,843 | $4.0M | 0.79% |
| 60 | ATKORE INC | ATKR | 29,415 | $4.0M | 0.77% |
| 61 | TRANSMEDICS GROUP INC | TMDX | 26,181 | $3.9M | 0.77% |
| 62 | BELLRING BRANDS INC | BRBR | 68,365 | $3.9M | 0.76% |
| 63 | CYTOKINETICS INC | CYTK | 69,905 | $3.8M | 0.74% |
| 64 | AZEK CO INC | 05478C105 | 87,592 | $3.7M | 0.72% |
| 65 | ARCBEST CORP | ARCB | 34,015 | $3.6M | 0.71% |
| 66 | NOVANTA INC | NOVTU | 22,116 | $3.6M | 0.70% |
| 67 | SIMPSON MFG INC | 829073105 | 21,043 | $3.5M | 0.69% |
| 68 | SIMPLY GOOD FOODS CO | SMPL | 97,370 | $3.5M | 0.69% |
| 69 | WALKER & DUNLOP INC | WD | 34,915 | $3.4M | 0.67% |
| 70 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 65,187 | $3.4M | 0.66% |
| 71 | ALBANY INTL CORP | 012348108 | 40,069 | $3.4M | 0.66% |
| 72 | SKYWARD SPECIALTY INS GROUP | 830940102 | 92,787 | $3.4M | 0.65% |
| 73 | AXCELIS TECHNOLOGIES INC | ACLS | 23,582 | $3.4M | 0.65% |
| 74 | OXFORD INDS INC | 691497309 | 33,250 | $3.3M | 0.65% |
| 75 | INTER PARFUMS INC | INTR | 28,383 | $3.3M | 0.64% |
| 76 | ACUSHNET HLDGS CORP | GOLF | 50,588 | $3.2M | 0.63% |
| 77 | BRIDGEBIO PHARMA INC | BBIO | 125,829 | $3.2M | 0.62% |
| 78 | ACADEMY SPORTS & OUTDOORS IN | ASO | 58,351 | $3.1M | 0.61% |
| 79 | RAMBUS INC DEL | RMBS | 50,655 | $3.0M | 0.58% |
| 80 | QUALYS INC | QLYS | 20,349 | $2.9M | 0.57% |
| 81 | FRANKLIN ELEC INC | FELE | 29,554 | $2.8M | 0.55% |
| 82 | AMERICAN WOODMARK CORPORATIO | AMWD | 35,922 | $2.8M | 0.55% |
| 83 | TRIPADVISOR INC | TRIP | 149,699 | $2.7M | 0.52% |
| 84 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 23,004 | $2.6M | 0.50% |
| 85 | OSCAR HEALTH INC | OSCR | 151,230 | $2.4M | 0.47% |
| 86 | EBAY INC. | EBAY | 43,311 | $2.3M | 0.45% |
| 87 | AMPHASTAR PHARMACEUTICALS IN | AMPH | 55,734 | $2.2M | 0.43% |
| 88 | VISTEON CORP | VC | 20,455 | $2.2M | 0.43% |
| 89 | ALLETE INC | 018522300 | 34,451 | $2.1M | 0.42% |
| 90 | KURA ONCOLOGY INC | KURA | 102,917 | $2.1M | 0.41% |
| 91 | AMKOR TECHNOLOGY INC | AMKR | 52,740 | $2.1M | 0.41% |
| 92 | ASBURY AUTOMOTIVE GROUP INC | ABG | 9,203 | $2.1M | 0.41% |
| 93 | GENWORTH FINL INC | 37247D106 | 339,172 | $2.0M | 0.40% |
| 94 | AFLAC INC | AFL | 21,509 | $1.9M | 0.37% |
| 95 | PLAINS ALL AMERN PIPELINE L | 726503105 | 107,166 | $1.9M | 0.37% |
| 96 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 18,494 | $1.9M | 0.36% |
| 97 | KB HOME | KBH | 26,458 | $1.9M | 0.36% |
| 98 | TAYLOR MORRISON HOME CORP | TMHC | 33,384 | $1.9M | 0.36% |
| 99 | CONOCOPHILLIPS | COP | 16,032 | $1.8M | 0.36% |
| 100 | DISCOVER FINL SVCS | 254709108 | 13,923 | $1.8M | 0.35% |
| 101 | COTERRA ENERGY INC | CTRA | 66,529 | $1.8M | 0.35% |
| 102 | BEST BUY INC | BBY | 20,661 | $1.7M | 0.34% |
| 103 | CALIFORNIA RES CORP | CRC | 31,700 | $1.7M | 0.33% |
| 104 | VIATRIS INC | VTRS | 157,316 | $1.7M | 0.33% |
| 105 | TOLL BROTHERS INC | TOL | 14,059 | $1.6M | 0.32% |
| 106 | ARCELLX INC | ACLX | 27,337 | $1.5M | 0.29% |
| 107 | ALKERMES PLC | ALKS | 62,066 | $1.5M | 0.29% |
| 108 | MADRIGAL PHARMACEUTICALS INC | MDGL | 4,814 | $1.3M | 0.26% |
| 109 | MICROSOFT CORP | MSFT | 2,986 | $1.3M | 0.26% |
| 110 | CF INDS HLDGS INC | 125269100 | 17,819 | $1.3M | 0.26% |
| 111 | VIKING THERAPEUTICS INC | VKTX | 24,465 | $1.3M | 0.25% |
| 112 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 49,879 | $1.3M | 0.25% |
| 113 | STRUCTURE THERAPEUTICS INC | GPCR | 27,684 | $1.1M | 0.21% |
| 114 | NVIDIA CORPORATION | NVDA | 8,745 | $1.1M | 0.21% |
| 115 | PRAXIS PRECISION MEDICINES I | PRAX | 24,381 | $1.0M | 0.20% |
| 116 | WAVE LIFE SCIENCES LTD | WVE | 179,359 | $895,001 | 0.17% |
| 117 | AMAZON COM INC | AMZN | 4,219 | $815,322 | 0.16% |
| 118 | ELI LILLY & CO | LLY | 742 | $671,792 | 0.13% |
| 119 | BWX TECHNOLOGIES INC | BWXT | 6,841 | $649,895 | 0.13% |
| 120 | CLEAN HARBORS INC | CLH | 2,791 | $631,185 | 0.12% |
| 121 | SHARKNINJA INC | SN | 7,927 | $595,714 | 0.12% |
| 122 | EAST WEST BANCORP INC | EWBC | 8,007 | $586,353 | 0.11% |
| 123 | DECKERS OUTDOOR CORP | DECK | 594 | $574,962 | 0.11% |
| 124 | JPMORGAN CHASE & CO. | VYLD | 2,769 | $560,058 | 0.11% |
| 125 | FINVOLUTION GROUP | FVGPY | 114,663 | $546,943 | 0.11% |
| 126 | ABBVIE INC | ABBV | 3,136 | $537,887 | 0.10% |
| 127 | HOWMET AEROSPACE INC | HWM | 6,887 | $534,638 | 0.10% |
| 128 | PRECISION DRILLING CORP | PDS | 7,400 | $520,247 | 0.10% |
| 129 | STIFEL FINL CORP | 860630102 | 6,125 | $515,419 | 0.10% |
| 130 | ALPHABET INC | GOOG | 2,823 | $514,209 | 0.10% |
| 131 | HEICO CORP NEW | HEI-A | 2,755 | $489,068 | 0.10% |
| 132 | PEPSICO INC | PEP | 2,917 | $481,101 | 0.09% |
| 133 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 2,896 | $464,489 | 0.09% |
| 134 | BLACKSTONE INC | BX | 3,568 | $441,718 | 0.09% |
| 135 | VERMILION ENERGY INC | VET | 39,400 | $433,635 | 0.08% |
| 136 | HELLO GROUP INC | MOMO | 70,752 | $433,002 | 0.08% |
| 137 | DIAMONDBACK ENERGY INC | FANG | 2,125 | $425,403 | 0.08% |
| 138 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 2,063 | $406,411 | 0.08% |
| 139 | GOLDMAN SACHS GROUP INC | GSCE | 888 | $401,660 | 0.08% |
| 140 | UNITEDHEALTH GROUP INC | UNH | 779 | $396,714 | 0.08% |
| 141 | STERIS PLC | STE | 1,787 | $392,318 | 0.08% |
| 142 | TELEDYNE TECHNOLOGIES INC | TDY | 995 | $386,040 | 0.08% |
| 143 | INTERNATIONAL BUSINESS MACHS | INTR | 2,170 | $375,302 | 0.07% |
| 144 | PFIZER INC | PFE | 13,206 | $369,504 | 0.07% |
| 145 | CACI INTL INC | 127190304 | 856 | $368,191 | 0.07% |
| 146 | ENTEGRIS INC | ENTG | 2,694 | $364,768 | 0.07% |
| 147 | EXXON MOBIL CORP | XOM | 3,116 | $358,714 | 0.07% |
| 148 | TYLER TECHNOLOGIES INC | TYL | 698 | $350,940 | 0.07% |
| 149 | PACKAGING CORP AMER | 695156109 | 1,906 | $347,959 | 0.07% |
| 150 | MERCK & CO INC | MRK | 2,776 | $343,669 | 0.07% |
| 151 | WEX INC | WEX | 1,935 | $342,766 | 0.07% |
| 152 | NATERA INC | NTRA | 3,142 | $340,247 | 0.07% |
| 153 | HENRY JACK & ASSOC INC | 426281101 | 2,039 | $338,515 | 0.07% |
| 154 | REGENERON PHARMACEUTICALS | REGN | 317 | $333,177 | 0.06% |
| 155 | MARRIOTT VACATIONS WORLDWIDE | VAC | 3,791 | $331,030 | 0.06% |
| 156 | MASTERCARD INCORPORATED | MA | 748 | $329,988 | 0.06% |
| 157 | PURE STORAGE INC | 74624M102 | 5,100 | $327,471 | 0.06% |
| 158 | POOL CORP | POOL | 1,040 | $319,623 | 0.06% |
| 159 | CROWDSTRIKE HLDGS INC | CRWD | 804 | $308,085 | 0.06% |
| 160 | BJS WHSL CLUB HLDGS INC | 05550J101 | 3,476 | $305,332 | 0.06% |
| 161 | AVERY DENNISON CORP | AVY | 1,396 | $305,235 | 0.06% |
| 162 | MSA SAFETY INC | MNESP | 1,616 | $303,307 | 0.06% |
| 163 | CAMDEN PPTY TR | 133131102 | 2,776 | $302,889 | 0.06% |
| 164 | TREX CO INC | TREX | 4,056 | $300,631 | 0.06% |
| 165 | ARISTA NETWORKS INC | ANET | 850 | $297,908 | 0.06% |
| 166 | ELASTIC N V | ESTC | 2,584 | $294,343 | 0.06% |
| 167 | PULTE GROUP INC | 745867101 | 2,668 | $293,747 | 0.06% |
| 168 | AMERICAN TOWER CORP NEW | 03027X100 | 1,496 | $290,792 | 0.06% |
| 169 | GXO LOGISTICS INCORPORATED | GXO | 5,720 | $288,860 | 0.06% |
| 170 | LOWES COS INC | 548661107 | 1,310 | $288,803 | 0.06% |
| 171 | BOSTON SCIENTIFIC CORP | BSX | 3,734 | $287,555 | 0.06% |
| 172 | BIO-TECHNE CORP | TECH | 3,996 | $286,313 | 0.06% |
| 173 | IDACORP INC | IDA | 3,067 | $285,691 | 0.06% |
| 174 | E L F BEAUTY INC | ELF | 1,348 | $284,051 | 0.06% |
| 175 | COMFORT SYS USA INC | 199908104 | 933 | $283,744 | 0.06% |
| 176 | NUTANIX INC | NTNX | 4,986 | $283,454 | 0.06% |
| 177 | MDU RES GROUP INC | 552690109 | 11,129 | $279,338 | 0.05% |
| 178 | PHILIP MORRIS INTL INC | 718172109 | 2,712 | $274,807 | 0.05% |
| 179 | TOPBUILD CORP | BLD | 703 | $270,845 | 0.05% |
| 180 | ONTO INNOVATION INC | ONTO | 1,160 | $254,690 | 0.05% |
| 181 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,586 | $244,085 | 0.05% |
| 182 | GENERAL DYNAMICS CORP | GD | 813 | $235,884 | 0.05% |
| 183 | ISHARES TR | 46429B598 | 4,152 | $231,599 | 0.05% |
| 184 | S&P GLOBAL INC | SPGI | 509 | $227,014 | 0.04% |
| 185 | MKS INSTRS INC | MKSI | 1,706 | $222,769 | 0.04% |
| 186 | GRAPHIC PACKAGING HLDG CO | GPK | 8,393 | $219,981 | 0.04% |
| 187 | ISHARES TR | 464287507 | 3,725 | $217,987 | 0.04% |
| 188 | LYFT INC | LYFT | 15,399 | $217,126 | 0.04% |
| 189 | LOCKHEED MARTIN CORP | LMT | 455 | $212,531 | 0.04% |
| 190 | MICROCHIP TECHNOLOGY INC. | MCHPP | 2,310 | $211,365 | 0.04% |
| 191 | ASCENDIS PHARMA A/S | ASND | 1,523 | $207,707 | 0.04% |
| 192 | BROADCOM INC | AVGO | 127 | $203,902 | 0.04% |
| 193 | ISHARES TR | 464287804 | 1,900 | $202,654 | 0.04% |
| 194 | GENTEX CORP | GNTX | 5,997 | $202,159 | 0.04% |