13F HOLDINGS REPORT
Moody Aldrich Partners LLC
Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001085146-25-000418
Total Value
$539.8M
Positions
196
Other Managers
0
Confidential Omitted
No
Holdings (196)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WINTRUST FINL CORP | 97650W108 | 111,651 | $13.9M | 2.58% |
| 2 | VIRTU FINL INC | 928254101 | 310,751 | $11.1M | 2.05% |
| 3 | CLEARWATER ANALYTICS HLDGS I | CWAN | 386,424 | $10.6M | 1.97% |
| 4 | PATHWARD FINANCIAL INC | CASH | 138,409 | $10.2M | 1.89% |
| 5 | CADENCE BANK | 12740C103 | 286,663 | $9.9M | 1.83% |
| 6 | INDEPENDENT BK CORP MASS | 453836108 | 150,042 | $9.6M | 1.78% |
| 7 | SOUTHWEST GAS HLDGS INC | SWX | 130,871 | $9.3M | 1.71% |
| 8 | COLUMBIA BKG SYS INC | 197236102 | 337,033 | $9.1M | 1.69% |
| 9 | KNIFE RIVER CORP | KNF | 85,622 | $8.7M | 1.61% |
| 10 | LEONARDO DRS INC | DRS | 259,820 | $8.4M | 1.56% |
| 11 | SL GREEN RLTY CORP | 78440X887 | 114,781 | $7.8M | 1.44% |
| 12 | SKYWARD SPECIALTY INS GROUP | 830940102 | 150,507 | $7.6M | 1.41% |
| 13 | BOOT BARN HLDGS INC | BOOT | 49,411 | $7.5M | 1.39% |
| 14 | MR COOPER GROUP INC | 62482R107 | 77,867 | $7.5M | 1.38% |
| 15 | PORTLAND GEN ELEC CO | 736508847 | 170,542 | $7.4M | 1.38% |
| 16 | CRINETICS PHARMACEUTICALS IN | CRNX | 144,366 | $7.4M | 1.37% |
| 17 | CHART INDS INC | 16115Q308 | 36,955 | $7.1M | 1.31% |
| 18 | PIPER SANDLER COMPANIES | PIPR | 23,512 | $7.1M | 1.31% |
| 19 | CACTUS INC | WHD | 120,554 | $7.0M | 1.30% |
| 20 | MAGNOLIA OIL & GAS CORP | MGY | 300,713 | $7.0M | 1.30% |
| 21 | SPS COMM INC | SPSC | 38,039 | $7.0M | 1.30% |
| 22 | ELEMENT SOLUTIONS INC | ESI | 274,174 | $7.0M | 1.29% |
| 23 | SUMMIT MATLS INC | 86614U100 | 131,710 | $6.7M | 1.23% |
| 24 | PALOMAR HLDGS INC | PLMR | 62,322 | $6.6M | 1.22% |
| 25 | WALKER & DUNLOP INC | WD | 65,193 | $6.3M | 1.17% |
| 26 | ADVANCED ENERGY INDS | 007973100 | 51,726 | $6.0M | 1.11% |
| 27 | SIMPLY GOOD FOODS CO | SMPL | 141,410 | $5.5M | 1.02% |
| 28 | OSI SYSTEMS INC | OSIS | 32,390 | $5.4M | 1.00% |
| 29 | FORESTAR GROUP INC | FOR | 207,978 | $5.4M | 1.00% |
| 30 | LOAR HOLDINGS INC | LOAR | 72,310 | $5.3M | 0.99% |
| 31 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 63,931 | $5.3M | 0.99% |
| 32 | FRONTDOOR INC | FTDR | 97,415 | $5.3M | 0.99% |
| 33 | HALOZYME THERAPEUTICS INC | HALO | 107,615 | $5.1M | 0.95% |
| 34 | SM ENERGY CO | SM | 132,267 | $5.1M | 0.95% |
| 35 | CONSTRUCTION PARTNERS INC | ROAD | 57,689 | $5.1M | 0.95% |
| 36 | LANCASTER COLONY CORP | MZTI | 29,212 | $5.1M | 0.94% |
| 37 | EDGEWISE THERAPEUTICS INC | EWTX | 187,932 | $5.0M | 0.93% |
| 38 | WAVE LIFE SCIENCES LTD | WVE | 398,475 | $4.9M | 0.91% |
| 39 | INTERPARFUMS INC | INTR | 37,103 | $4.9M | 0.90% |
| 40 | CORE SCIENTIFIC INC NEW | 21874A106 | 345,389 | $4.9M | 0.90% |
| 41 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 121,084 | $4.7M | 0.88% |
| 42 | MODINE MFG CO | 607828100 | 40,897 | $4.7M | 0.88% |
| 43 | BALCHEM CORP | BCPC | 28,741 | $4.7M | 0.87% |
| 44 | ACUSHNET HLDGS CORP | GOLF | 65,862 | $4.7M | 0.87% |
| 45 | ITRON INC | ITRI | 43,053 | $4.7M | 0.87% |
| 46 | LAZARD INC | LAZ | 89,486 | $4.6M | 0.85% |
| 47 | CSW INDUSTRIALS INC | CSW | 13,022 | $4.6M | 0.85% |
| 48 | ENERPAC TOOL GROUP CORP | EPAC | 111,447 | $4.6M | 0.85% |
| 49 | MERITAGE HOMES CORP | MTH | 29,701 | $4.6M | 0.85% |
| 50 | CATALYST PHARMACEUTICALS INC | CPRX | 215,657 | $4.5M | 0.83% |
| 51 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 66,179 | $4.4M | 0.82% |
| 52 | LIMBACH HLDGS INC | LMB | 51,786 | $4.4M | 0.82% |
| 53 | VERONA PHARMA PLC | 925050106 | 94,942 | $4.4M | 0.82% |
| 54 | HEALTHEQUITY INC | HQY | 45,897 | $4.4M | 0.82% |
| 55 | EVERUS CONSTR GROUP | EVEX-WT | 66,289 | $4.4M | 0.81% |
| 56 | SIMPSON MFG INC | 829073105 | 26,051 | $4.3M | 0.80% |
| 57 | VAXCYTE INC | PCVX | 52,686 | $4.3M | 0.80% |
| 58 | ATI INC | ATI | 77,783 | $4.3M | 0.79% |
| 59 | AVISTA CORP | AVA | 116,098 | $4.3M | 0.79% |
| 60 | FTAI AVIATION LTD | FTAIN | 29,225 | $4.2M | 0.78% |
| 61 | VARONIS SYS INC | VRNS | 92,897 | $4.1M | 0.76% |
| 62 | TERRENO RLTY CORP | 88146M101 | 67,784 | $4.0M | 0.74% |
| 63 | ARCHROCK INC | AROC | 159,355 | $4.0M | 0.73% |
| 64 | MYR GROUP INC DEL | MYRG | 26,565 | $4.0M | 0.73% |
| 65 | MAREX GROUP PLC | MRX | 125,135 | $3.9M | 0.72% |
| 66 | CARGURUS INC | CARG | 105,411 | $3.9M | 0.71% |
| 67 | ARCBEST CORP | ARCB | 41,131 | $3.8M | 0.71% |
| 68 | AXSOME THERAPEUTICS INC | AXSM | 45,138 | $3.8M | 0.71% |
| 69 | NCINO INC | NCNO | 113,316 | $3.8M | 0.70% |
| 70 | VITA COCO CO INC | COCO | 102,577 | $3.8M | 0.70% |
| 71 | INSTALLED BLDG PRODS INC | 45780R101 | 20,729 | $3.6M | 0.67% |
| 72 | SEMTECH CORP | SMTC | 56,317 | $3.5M | 0.65% |
| 73 | NOVANTA INC | NOVTU | 21,145 | $3.2M | 0.60% |
| 74 | LANTHEUS HLDGS INC | LNTH | 35,988 | $3.2M | 0.60% |
| 75 | ALBANY INTL CORP | 012348108 | 38,497 | $3.1M | 0.57% |
| 76 | FABRINET | FN | 13,524 | $3.0M | 0.55% |
| 77 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 79,382 | $2.8M | 0.52% |
| 78 | BRIDGEBIO PHARMA INC | BBIO | 99,684 | $2.7M | 0.51% |
| 79 | FRANKLIN ELEC INC | FELE | 28,048 | $2.7M | 0.51% |
| 80 | AMERICAN WOODMARK CORPORATIO | AMWD | 33,239 | $2.6M | 0.49% |
| 81 | PROTAGONIST THERAPEUTICS INC | PTGX | 67,415 | $2.6M | 0.48% |
| 82 | HILTON GRAND VACATIONS INC | HGV | 66,249 | $2.6M | 0.48% |
| 83 | ASBURY AUTOMOTIVE GROUP INC | ABG | 10,545 | $2.6M | 0.47% |
| 84 | JANUS HENDERSON GROUP PLC | JHG | 58,828 | $2.5M | 0.46% |
| 85 | SPORTRADAR GROUP AG | SRAD | 143,064 | $2.5M | 0.46% |
| 86 | INSMED INC | INSM | 35,478 | $2.4M | 0.45% |
| 87 | RAMBUS INC DEL | RMBS | 45,712 | $2.4M | 0.45% |
| 88 | ALKERMES PLC | ALKS | 82,473 | $2.4M | 0.44% |
| 89 | GENWORTH FINL INC | 37247D106 | 339,172 | $2.4M | 0.44% |
| 90 | PRAXIS PRECISION MEDICINES I | PRAX | 30,677 | $2.4M | 0.44% |
| 91 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 59,294 | $2.2M | 0.41% |
| 92 | WERNER ENTERPRISES INC | WERN | 58,353 | $2.1M | 0.39% |
| 93 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 79,145 | $2.0M | 0.38% |
| 94 | AFFILIATED MANAGERS GROUP IN | MGRE | 10,948 | $2.0M | 0.38% |
| 95 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 18,494 | $2.0M | 0.37% |
| 96 | ENACT HLDGS INC | ACT | 60,904 | $2.0M | 0.37% |
| 97 | VIATRIS INC | VTRS | 157,316 | $2.0M | 0.36% |
| 98 | PLAINS ALL AMERN PIPELINE L | 726503105 | 107,166 | $1.8M | 0.34% |
| 99 | SLM CORP | SLMBP | 64,408 | $1.8M | 0.33% |
| 100 | TOLL BROTHERS INC | TOL | 14,059 | $1.8M | 0.33% |
| 101 | EBAY INC. | EBAY | 27,740 | $1.7M | 0.32% |
| 102 | VALERO ENERGY CORP | VLO | 13,818 | $1.7M | 0.31% |
| 103 | ARROW ELECTRS INC | 042735100 | 13,904 | $1.6M | 0.29% |
| 104 | SCORPIO TANKERS INC | STNG | 30,600 | $1.5M | 0.28% |
| 105 | CONOCOPHILLIPS | COP | 14,950 | $1.5M | 0.27% |
| 106 | KB HOME | KBH | 20,455 | $1.3M | 0.25% |
| 107 | SOLENO THERAPEUTICS INC | SLNO | 29,614 | $1.3M | 0.25% |
| 108 | BEST BUY INC | BBY | 15,004 | $1.3M | 0.24% |
| 109 | KURA ONCOLOGY INC | KURA | 143,587 | $1.3M | 0.23% |
| 110 | UPSTREAM BIO INC | UPB | 74,773 | $1.2M | 0.23% |
| 111 | MERUS N V | N5749R100 | 28,995 | $1.2M | 0.23% |
| 112 | SCHOLAR ROCK HLDG CORP | SRRK | 27,786 | $1.2M | 0.22% |
| 113 | VIRIDIAN THERAPEUTICS INC | VRDN | 58,688 | $1.1M | 0.21% |
| 114 | ISHARES TR | 464287655 | 5,006 | $1.1M | 0.20% |
| 115 | ARCELLX INC | ACLX | 10,683 | $819,279 | 0.15% |
| 116 | EAST WEST BANCORP INC | EWBC | 7,964 | $762,633 | 0.14% |
| 117 | MICROSOFT CORP | MSFT | 1,779 | $749,862 | 0.14% |
| 118 | NVIDIA CORPORATION | NVDA | 5,397 | $724,764 | 0.13% |
| 119 | EVERCORE INC | EVR | 2,497 | $692,143 | 0.13% |
| 120 | AMAZON COM INC | AMZN | 2,973 | $652,246 | 0.12% |
| 121 | STIFEL FINL CORP | 860630102 | 6,093 | $646,345 | 0.12% |
| 122 | CLEAN HARBORS INC | CLH | 2,776 | $638,869 | 0.12% |
| 123 | BWX TECHNOLOGIES INC | BWXT | 5,387 | $600,058 | 0.11% |
| 124 | FINVOLUTION GROUP | FVGPY | 88,355 | $599,930 | 0.11% |
| 125 | SHARKNINJA INC | SN | 6,126 | $596,427 | 0.11% |
| 126 | APPFOLIO INC | APPF | 2,415 | $595,829 | 0.11% |
| 127 | JPMORGAN CHASE & CO. | VYLD | 2,360 | $565,716 | 0.10% |
| 128 | BLACKSTONE INC | BX | 3,157 | $544,330 | 0.10% |
| 129 | ABBVIE INC | ABBV | 3,000 | $533,100 | 0.10% |
| 130 | DECKERS OUTDOOR CORP | DECK | 2,560 | $519,910 | 0.10% |
| 131 | HEICO CORP NEW | HEI-A | 2,741 | $510,045 | 0.09% |
| 132 | LIGHT & WONDER INC | LAWIL | 5,552 | $479,582 | 0.09% |
| 133 | ALPHABET INC | GOOG | 2,487 | $470,795 | 0.09% |
| 134 | INTERNATIONAL BUSINESS MACHS | INTR | 2,138 | $470,020 | 0.09% |
| 135 | TELEDYNE TECHNOLOGIES INC | TDY | 990 | $459,489 | 0.09% |
| 136 | PRECISION DRILLING CORP | PDS | 7,400 | $452,377 | 0.08% |
| 137 | IDACORP INC | IDA | 4,089 | $446,846 | 0.08% |
| 138 | JEFFERIES FINL GROUP INC | 47233W109 | 5,661 | $443,822 | 0.08% |
| 139 | GOLDMAN SACHS GROUP INC | GSCE | 754 | $431,755 | 0.08% |
| 140 | ELI LILLY & CO | LLY | 513 | $396,041 | 0.07% |
| 141 | COMFORT SYS USA INC | 199908104 | 928 | $393,528 | 0.07% |
| 142 | JOYY INC | JOYY | 9,171 | $383,806 | 0.07% |
| 143 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,652 | $373,501 | 0.07% |
| 144 | VERMILION ENERGY INC | VET | 39,400 | $370,659 | 0.07% |
| 145 | HENRY JACK & ASSOC INC | 426281101 | 2,029 | $355,684 | 0.07% |
| 146 | PHILIP MORRIS INTL INC | 718172109 | 2,919 | $351,302 | 0.07% |
| 147 | PEPSICO INC | PEP | 2,304 | $350,346 | 0.06% |
| 148 | PFIZER INC | PFE | 13,136 | $348,498 | 0.06% |
| 149 | RANGE RES CORP | RRC | 9,421 | $338,968 | 0.06% |
| 150 | MARRIOTT VACATIONS WORLDWIDE | VAC | 3,772 | $338,726 | 0.06% |
| 151 | HOWMET AEROSPACE INC | HWM | 3,095 | $338,500 | 0.06% |
| 152 | WEX INC | WEX | 1,924 | $337,316 | 0.06% |
| 153 | PRUDENTIAL FINL INC | PUKPF | 2,818 | $334,018 | 0.06% |
| 154 | CROWDSTRIKE HLDGS INC | CRWD | 968 | $331,211 | 0.06% |
| 155 | PLANET FITNESS INC | PLNT | 3,334 | $329,633 | 0.06% |
| 156 | EATON CORP PLC | ETN | 989 | $328,219 | 0.06% |
| 157 | CAMDEN PPTY TR | 133131102 | 2,763 | $320,619 | 0.06% |
| 158 | PACKAGING CORP AMER | 695156109 | 1,420 | $319,685 | 0.06% |
| 159 | PURE STORAGE INC | 74624M102 | 5,072 | $311,573 | 0.06% |
| 160 | ARISTA NETWORKS INC | ANET | 2,800 | $309,484 | 0.06% |
| 161 | BJS WHSL CLUB HLDGS INC | 05550J101 | 3,457 | $308,883 | 0.06% |
| 162 | NUTANIX INC | NTNX | 4,962 | $303,575 | 0.06% |
| 163 | EXXON MOBIL CORP | XOM | 2,791 | $300,228 | 0.06% |
| 164 | APTARGROUP INC | ATR | 1,906 | $299,433 | 0.06% |
| 165 | BOSTON SCIENTIFIC CORP | BSX | 3,347 | $298,954 | 0.06% |
| 166 | T-MOBILE US INC | TMUSZ | 1,335 | $294,688 | 0.05% |
| 167 | PULTE GROUP INC | 745867101 | 2,653 | $288,912 | 0.05% |
| 168 | BIO-TECHNE CORP | TECH | 3,984 | $286,968 | 0.05% |
| 169 | DIAMONDBACK ENERGY INC | FANG | 1,722 | $282,115 | 0.05% |
| 170 | LOWES COS INC | 548661107 | 1,141 | $281,599 | 0.05% |
| 171 | LOCKHEED MARTIN CORP | LMT | 577 | $280,387 | 0.05% |
| 172 | TREX CO INC | TREX | 4,037 | $278,674 | 0.05% |
| 173 | MSA SAFETY INC | MNESP | 1,609 | $266,724 | 0.05% |
| 174 | ENTEGRIS INC | ENTG | 2,683 | $265,778 | 0.05% |
| 175 | NATERA INC | NTRA | 1,665 | $263,570 | 0.05% |
| 176 | AVERY DENNISON CORP | AVY | 1,390 | $260,111 | 0.05% |
| 177 | E L F BEAUTY INC | ELF | 2,037 | $255,745 | 0.05% |
| 178 | ELASTIC N V | ESTC | 2,570 | $254,636 | 0.05% |
| 179 | EXPAND ENERGY CORPORATION | EXE | 2,514 | $250,269 | 0.05% |
| 180 | GXO LOGISTICS INCORPORATED | GXO | 5,693 | $247,646 | 0.05% |
| 181 | AMERICAN TOWER CORP NEW | 03027X100 | 1,324 | $242,835 | 0.04% |
| 182 | POOL CORP | POOL | 689 | $234,908 | 0.04% |
| 183 | JONES LANG LASALLE INC | JLL | 925 | $234,155 | 0.04% |
| 184 | MASTEC INC | MTZ | 1,718 | $233,889 | 0.04% |
| 185 | CIENA CORP | CIEN | 2,744 | $232,719 | 0.04% |
| 186 | ISHARES TR | 464287507 | 3,725 | $232,105 | 0.04% |
| 187 | GRAPHIC PACKAGING HLDG CO | GPK | 8,348 | $226,732 | 0.04% |
| 188 | LITHIA MTRS INC | 536797103 | 625 | $223,394 | 0.04% |
| 189 | ISHARES TR | 464287804 | 1,900 | $218,918 | 0.04% |
| 190 | ISHARES TR | 46429B598 | 4,152 | $218,561 | 0.04% |
| 191 | TOPBUILD CORP | BLD | 700 | $217,938 | 0.04% |
| 192 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,660 | $213,646 | 0.04% |
| 193 | S&P GLOBAL INC | SPGI | 423 | $210,667 | 0.04% |
| 194 | MASTERCARD INCORPORATED | MA | 399 | $210,101 | 0.04% |
| 195 | TJX COS INC NEW | 872540109 | 1,677 | $202,598 | 0.04% |
| 196 | MDU RES GROUP INC | 552690109 | 11,068 | $199,445 | 0.04% |