13F HOLDINGS REPORT
Moody Aldrich Partners LLC
Quarter ended Q3 2024 · Filed October 22, 2024 · Accession 0001085146-24-005046
Total Value
$549.7M
Positions
192
Other Managers
0
Confidential Omitted
No
Holdings (192)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WINTRUST FINL CORP | 97650W108 | 114,847 | $12.5M | 2.27% |
| 2 | SOUTHWEST GAS HLDGS INC | SWX | 134,573 | $9.9M | 1.81% |
| 3 | ATI INC | ATI | 145,563 | $9.7M | 1.77% |
| 4 | CADENCE BANK | 12740C103 | 294,932 | $9.4M | 1.71% |
| 5 | PORTLAND GEN ELEC CO | 736508847 | 175,157 | $8.4M | 1.53% |
| 6 | COLUMBIA BKG SYS INC | 197236102 | 314,999 | $8.2M | 1.50% |
| 7 | SL GREEN RLTY CORP | 78440X887 | 117,926 | $8.2M | 1.49% |
| 8 | PATHWARD FINANCIAL INC | CASH | 124,117 | $8.2M | 1.49% |
| 9 | INDEPENDENT BK CORP MASS | 453836108 | 133,538 | $7.9M | 1.44% |
| 10 | VIRTU FINL INC | 928254101 | 255,649 | $7.8M | 1.42% |
| 11 | ELEMENT SOLUTIONS INC | ESI | 282,321 | $7.7M | 1.39% |
| 12 | WALKER & DUNLOP INC | WD | 67,122 | $7.6M | 1.39% |
| 13 | SPS COMM INC | SPSC | 39,094 | $7.6M | 1.38% |
| 14 | LEONARDO DRS INC | DRS | 267,805 | $7.6M | 1.37% |
| 15 | MAGNOLIA OIL & GAS CORP | MGY | 309,433 | $7.6M | 1.37% |
| 16 | ICF INTL INC | 44925C103 | 45,263 | $7.5M | 1.37% |
| 17 | CACTUS INC | WHD | 124,025 | $7.4M | 1.35% |
| 18 | MR COOPER GROUP INC | 62482R107 | 80,169 | $7.4M | 1.34% |
| 19 | CLEARWATER ANALYTICS HLDGS I | CWAN | 291,970 | $7.4M | 1.34% |
| 20 | VERONA PHARMA PLC | 925050106 | 252,752 | $7.3M | 1.32% |
| 21 | ALTAIR ENGR INC | 021369103 | 75,233 | $7.2M | 1.31% |
| 22 | TERRENO RLTY CORP | 88146M101 | 106,741 | $7.1M | 1.30% |
| 23 | CRINETICS PHARMACEUTICALS IN | CRNX | 139,130 | $7.1M | 1.29% |
| 24 | FORESTAR GROUP INC | FOR | 216,354 | $7.0M | 1.27% |
| 25 | PIPER SANDLER COMPANIES | PIPR | 24,202 | $6.9M | 1.25% |
| 26 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 91,104 | $6.7M | 1.21% |
| 27 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 208,908 | $6.4M | 1.17% |
| 28 | CONSTRUCTION PARTNERS INC | ROAD | 91,369 | $6.4M | 1.16% |
| 29 | HALOZYME THERAPEUTICS INC | HALO | 110,558 | $6.3M | 1.15% |
| 30 | SKYWARD SPECIALTY INS GROUP | 830940102 | 154,867 | $6.3M | 1.15% |
| 31 | MERITAGE HOMES CORP | MTH | 30,505 | $6.3M | 1.14% |
| 32 | VAXCYTE INC | PCVX | 54,169 | $6.2M | 1.13% |
| 33 | KNIFE RIVER CORP | KNF | 66,877 | $6.0M | 1.09% |
| 34 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 156,154 | $5.9M | 1.07% |
| 35 | MODINE MFG CO | 607828100 | 41,996 | $5.6M | 1.01% |
| 36 | VITA COCO CO INC | COCO | 196,847 | $5.6M | 1.01% |
| 37 | LOAR HOLDINGS INC | LOAR | 74,404 | $5.5M | 1.01% |
| 38 | CATALYST PHARMACEUTICALS INC | CPRX | 276,647 | $5.5M | 1.00% |
| 39 | AXSOME THERAPEUTICS INC | AXSM | 60,644 | $5.5M | 0.99% |
| 40 | VARONIS SYS INC | VRNS | 95,728 | $5.4M | 0.98% |
| 41 | PROTAGONIST THERAPEUTICS INC | PTGX | 119,287 | $5.4M | 0.98% |
| 42 | LANCASTER COLONY CORP | MZTI | 30,089 | $5.3M | 0.97% |
| 43 | BALCHEM CORP | BCPC | 29,662 | $5.2M | 0.95% |
| 44 | SIMPSON MFG INC | 829073105 | 26,839 | $5.1M | 0.93% |
| 45 | OSI SYSTEMS INC | OSIS | 33,274 | $5.1M | 0.92% |
| 46 | INTER PARFUMS INC | INTR | 38,157 | $4.9M | 0.90% |
| 47 | CSW INDUSTRIALS INC | CSW | 13,311 | $4.9M | 0.89% |
| 48 | AMPHASTAR PHARMACEUTICALS IN | AMPH | 100,340 | $4.9M | 0.89% |
| 49 | FRONTDOOR INC | FTDR | 100,227 | $4.8M | 0.87% |
| 50 | ENERPAC TOOL GROUP CORP | EPAC | 114,638 | $4.8M | 0.87% |
| 51 | TIDEWATER INC NEW | TDGMW | 66,637 | $4.8M | 0.87% |
| 52 | AVISTA CORP | AVA | 121,926 | $4.7M | 0.86% |
| 53 | CHART INDS INC | 16115Q308 | 38,040 | $4.7M | 0.86% |
| 54 | HEALTHEQUITY INC | HQY | 56,895 | $4.7M | 0.85% |
| 55 | FTAI AVIATION LTD | FTAIN | 34,501 | $4.6M | 0.83% |
| 56 | ARCBEST CORP | ARCB | 42,265 | $4.6M | 0.83% |
| 57 | SUMMIT MATLS INC | 86614U100 | 114,130 | $4.5M | 0.81% |
| 58 | ACUSHNET HLDGS CORP | GOLF | 67,810 | $4.3M | 0.79% |
| 59 | ADVANCED ENERGY INDS | 007973100 | 40,779 | $4.3M | 0.78% |
| 60 | ITRON INC | ITRI | 40,108 | $4.3M | 0.78% |
| 61 | LANTHEUS HLDGS INC | LNTH | 38,371 | $4.2M | 0.77% |
| 62 | TRANSMEDICS GROUP INC | TMDX | 25,733 | $4.0M | 0.73% |
| 63 | EDGEWISE THERAPEUTICS INC | EWTX | 151,157 | $4.0M | 0.73% |
| 64 | SM ENERGY CO | SM | 100,685 | $4.0M | 0.73% |
| 65 | INSTALLED BLDG PRODS INC | 45780R101 | 16,161 | $4.0M | 0.72% |
| 66 | NOVANTA INC | NOVTU | 21,726 | $3.9M | 0.71% |
| 67 | LAZARD INC | LAZ | 73,365 | $3.7M | 0.67% |
| 68 | NCINO INC | NCNO | 116,573 | $3.7M | 0.67% |
| 69 | BOOT BARN HLDGS INC | BOOT | 21,531 | $3.6M | 0.66% |
| 70 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 216,493 | $3.6M | 0.65% |
| 71 | ALBANY INTL CORP | 012348108 | 39,663 | $3.5M | 0.64% |
| 72 | SIMPLY GOOD FOODS CO | SMPL | 95,672 | $3.3M | 0.61% |
| 73 | FABRINET | FN | 13,952 | $3.3M | 0.60% |
| 74 | AMERICAN WOODMARK CORPORATIO | AMWD | 35,193 | $3.3M | 0.60% |
| 75 | OSCAR HEALTH INC | OSCR | 148,318 | $3.1M | 0.57% |
| 76 | BRIDGEBIO PHARMA INC | BBIO | 123,509 | $3.1M | 0.57% |
| 77 | FRANKLIN ELEC INC | FELE | 28,943 | $3.0M | 0.55% |
| 78 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 72,428 | $2.9M | 0.53% |
| 79 | EBAY INC. | EBAY | 43,311 | $2.8M | 0.51% |
| 80 | AXCELIS TECHNOLOGIES INC | ACLS | 26,874 | $2.8M | 0.51% |
| 81 | ASBURY AUTOMOTIVE GROUP INC | ABG | 10,830 | $2.6M | 0.47% |
| 82 | QUALYS INC | QLYS | 19,937 | $2.6M | 0.47% |
| 83 | PALOMAR HLDGS INC | PLMR | 27,052 | $2.6M | 0.47% |
| 84 | WAVE LIFE SCIENCES LTD | WVE | 303,062 | $2.5M | 0.45% |
| 85 | HILTON GRAND VACATIONS INC | HGV | 68,136 | $2.5M | 0.45% |
| 86 | CYTOKINETICS INC | CYTK | 46,731 | $2.5M | 0.45% |
| 87 | ATKORE INC | ATKR | 28,840 | $2.4M | 0.44% |
| 88 | AFLAC INC | AFL | 21,509 | $2.4M | 0.44% |
| 89 | ALKERMES PLC | ALKS | 84,907 | $2.4M | 0.43% |
| 90 | GENWORTH FINL INC | 37247D106 | 339,172 | $2.3M | 0.42% |
| 91 | WERNER ENTERPRISES INC | WERN | 60,019 | $2.3M | 0.42% |
| 92 | KB HOME | KBH | 26,458 | $2.3M | 0.41% |
| 93 | JANUS HENDERSON GROUP PLC | JHG | 58,828 | $2.2M | 0.41% |
| 94 | ARCELLX INC | ACLX | 26,805 | $2.2M | 0.41% |
| 95 | ENACT HLDGS INC | ACT | 60,904 | $2.2M | 0.40% |
| 96 | SCORPIO TANKERS INC | STNG | 30,600 | $2.2M | 0.40% |
| 97 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 18,494 | $2.2M | 0.40% |
| 98 | TOLL BROTHERS INC | TOL | 14,059 | $2.2M | 0.40% |
| 99 | BEST BUY INC | BBY | 20,661 | $2.1M | 0.39% |
| 100 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 59,294 | $2.1M | 0.38% |
| 101 | RAMBUS INC DEL | RMBS | 47,059 | $2.0M | 0.36% |
| 102 | KURA ONCOLOGY INC | KURA | 100,875 | $2.0M | 0.36% |
| 103 | PLAINS ALL AMERN PIPELINE L | 726503105 | 107,166 | $1.9M | 0.34% |
| 104 | VIATRIS INC | VTRS | 157,316 | $1.8M | 0.33% |
| 105 | PRAXIS PRECISION MEDICINES I | PRAX | 31,605 | $1.8M | 0.33% |
| 106 | CONOCOPHILLIPS | COP | 15,856 | $1.7M | 0.30% |
| 107 | MERUS N V | N5749R100 | 30,571 | $1.5M | 0.28% |
| 108 | EVOLENT HEALTH INC | EVH | 50,259 | $1.4M | 0.26% |
| 109 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 48,961 | $948,375 | 0.17% |
| 110 | MICROSOFT CORP | MSFT | 2,086 | $897,606 | 0.16% |
| 111 | NVIDIA CORPORATION | NVDA | 6,504 | $789,846 | 0.14% |
| 112 | BWX TECHNOLOGIES INC | BWXT | 6,835 | $742,965 | 0.14% |
| 113 | FINVOLUTION GROUP | FVGPY | 114,663 | $708,617 | 0.13% |
| 114 | HOWMET AEROSPACE INC | HWM | 6,880 | $689,720 | 0.13% |
| 115 | AMAZON COM INC | AMZN | 3,630 | $676,378 | 0.12% |
| 116 | CLEAN HARBORS INC | CLH | 2,788 | $673,887 | 0.12% |
| 117 | EAST WEST BANCORP INC | EWBC | 8,000 | $661,920 | 0.12% |
| 118 | EVERCORE INC | EVR | 2,508 | $635,377 | 0.12% |
| 119 | STIFEL FINL CORP | 860630102 | 6,120 | $574,668 | 0.10% |
| 120 | ABBVIE INC | ABBV | 2,908 | $574,272 | 0.10% |
| 121 | ELI LILLY & CO | LLY | 645 | $571,431 | 0.10% |
| 122 | APPFOLIO INC | APPF | 2,426 | $571,080 | 0.10% |
| 123 | HEICO CORP NEW | HEI-A | 2,753 | $560,951 | 0.10% |
| 124 | SHARKNINJA INC | SN | 5,150 | $559,857 | 0.10% |
| 125 | JPMORGAN CHASE & CO. | VYLD | 2,641 | $556,881 | 0.10% |
| 126 | DIAMONDBACK ENERGY INC | FANG | 3,010 | $518,924 | 0.09% |
| 127 | LIGHT & WONDER INC | LAWIL | 5,576 | $505,910 | 0.09% |
| 128 | BLACKSTONE INC | BX | 3,157 | $483,431 | 0.09% |
| 129 | ALPHABET INC | GOOG | 2,898 | $480,633 | 0.09% |
| 130 | INTERNATIONAL BUSINESS MACHS | INTR | 2,170 | $479,744 | 0.09% |
| 131 | PRECISION DRILLING CORP | PDS | 7,400 | $456,232 | 0.08% |
| 132 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 2,894 | $454,821 | 0.08% |
| 133 | PEPSICO INC | PEP | 2,626 | $446,551 | 0.08% |
| 134 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 2,062 | $443,392 | 0.08% |
| 135 | TELEDYNE TECHNOLOGIES INC | TDY | 995 | $435,472 | 0.08% |
| 136 | GOLDMAN SACHS GROUP INC | GSCE | 876 | $433,716 | 0.08% |
| 137 | CACI INTL INC | 127190304 | 853 | $430,390 | 0.08% |
| 138 | IDACORP INC | IDA | 4,102 | $422,875 | 0.08% |
| 139 | DECKERS OUTDOOR CORP | DECK | 2,568 | $409,468 | 0.07% |
| 140 | WEX INC | WEX | 1,933 | $405,408 | 0.07% |
| 141 | NATERA INC | NTRA | 3,139 | $398,496 | 0.07% |
| 142 | PHILIP MORRIS INTL INC | 718172109 | 3,225 | $391,515 | 0.07% |
| 143 | VERMILION ENERGY INC | VET | 39,400 | $384,974 | 0.07% |
| 144 | PULTE GROUP INC | 745867101 | 2,665 | $382,507 | 0.07% |
| 145 | PFIZER INC | PFE | 13,162 | $380,908 | 0.07% |
| 146 | PACKAGING CORP AMER | 695156109 | 1,694 | $364,888 | 0.07% |
| 147 | COMFORT SYS USA INC | 199908104 | 930 | $363,026 | 0.07% |
| 148 | HENRY JACK & ASSOC INC | 426281101 | 2,038 | $359,789 | 0.07% |
| 149 | JEFFERIES FINL GROUP INC | 47233W109 | 5,689 | $350,158 | 0.06% |
| 150 | CAMDEN PPTY TR | 133131102 | 2,774 | $342,672 | 0.06% |
| 151 | PRUDENTIAL FINL INC | PUKPF | 2,818 | $341,260 | 0.06% |
| 152 | JOYY INC | JOYY | 9,171 | $332,357 | 0.06% |
| 153 | EATON CORP PLC | ETN | 989 | $327,794 | 0.06% |
| 154 | EXXON MOBIL CORP | XOM | 2,791 | $327,161 | 0.06% |
| 155 | BIO-TECHNE CORP | TECH | 4,001 | $319,800 | 0.06% |
| 156 | AMERICAN TOWER CORP NEW | 03027X100 | 1,366 | $317,677 | 0.06% |
| 157 | LOWES COS INC | 548661107 | 1,141 | $309,040 | 0.06% |
| 158 | AVERY DENNISON CORP | AVY | 1,394 | $307,739 | 0.06% |
| 159 | MDU RES GROUP INC | 552690109 | 11,118 | $304,744 | 0.06% |
| 160 | ENTEGRIS INC | ENTG | 2,692 | $302,931 | 0.06% |
| 161 | T-MOBILE US INC | TMUSZ | 1,446 | $298,397 | 0.05% |
| 162 | GXO LOGISTICS INCORPORATED | GXO | 5,716 | $297,632 | 0.05% |
| 163 | NUTANIX INC | NTNX | 4,984 | $295,302 | 0.05% |
| 164 | MSA SAFETY INC | MNESP | 1,616 | $286,581 | 0.05% |
| 165 | BJS WHSL CLUB HLDGS INC | 05550J101 | 3,473 | $286,453 | 0.05% |
| 166 | TOPBUILD CORP | BLD | 703 | $285,987 | 0.05% |
| 167 | REGENERON PHARMACEUTICALS | REGN | 271 | $284,886 | 0.05% |
| 168 | MERCK & CO INC | MRK | 2,483 | $281,969 | 0.05% |
| 169 | MARRIOTT VACATIONS WORLDWIDE | VAC | 3,788 | $278,342 | 0.05% |
| 170 | TREX CO INC | TREX | 4,053 | $269,849 | 0.05% |
| 171 | ARISTA NETWORKS INC | ANET | 700 | $268,674 | 0.05% |
| 172 | BOSTON SCIENTIFIC CORP | BSX | 3,184 | $266,819 | 0.05% |
| 173 | POOL CORP | POOL | 692 | $260,746 | 0.05% |
| 174 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,586 | $258,137 | 0.05% |
| 175 | PURE STORAGE INC | 74624M102 | 5,096 | $256,023 | 0.05% |
| 176 | JONES LANG LASALLE INC | JLL | 928 | $250,384 | 0.05% |
| 177 | BELLRING BRANDS INC | BRBR | 4,112 | $249,681 | 0.05% |
| 178 | GRAPHIC PACKAGING HLDG CO | GPK | 8,385 | $248,112 | 0.05% |
| 179 | ISHARES TR | 46429B598 | 4,152 | $243,017 | 0.04% |
| 180 | ONTO INNOVATION INC | ONTO | 1,159 | $240,562 | 0.04% |
| 181 | MASTERCARD INCORPORATED | MA | 471 | $232,580 | 0.04% |
| 182 | ISHARES TR | 464287507 | 3,725 | $232,142 | 0.04% |
| 183 | CHORD ENERGY CORPORATION | CHRD | 1,750 | $227,903 | 0.04% |
| 184 | ASCENDIS PHARMA A/S | ASND | 1,520 | $226,951 | 0.04% |
| 185 | REPLIGEN CORP | RGEN | 1,505 | $223,974 | 0.04% |
| 186 | ISHARES TR | 464287804 | 1,900 | $222,224 | 0.04% |
| 187 | LOCKHEED MARTIN CORP | LMT | 377 | $220,379 | 0.04% |
| 188 | S&P GLOBAL INC | SPGI | 423 | $218,530 | 0.04% |
| 189 | CIRRUS LOGIC INC | CRUS | 1,697 | $210,784 | 0.04% |
| 190 | AMKOR TECHNOLOGY INC | AMKR | 6,737 | $206,152 | 0.04% |
| 191 | GENERAL DYNAMICS CORP | GD | 665 | $200,963 | 0.04% |
| 192 | LYFT INC | LYFT | 15,385 | $196,159 | 0.04% |