13F HOLDINGS REPORT
Moody Aldrich Partners LLC
Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001085146-25-002404
Total Value
$477.6M
Positions
168
Other Managers
0
Confidential Omitted
No
Holdings (168)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WINTRUST FINL CORP | 97650W108 | 108,466 | $12.2M | 2.55% |
| 2 | CLEARWATER ANALYTICS HLDGS I | CWAN | 378,420 | $10.1M | 2.12% |
| 3 | PATHWARD FINANCIAL INC | CASH | 136,355 | $9.9M | 2.08% |
| 4 | PALOMAR HLDGS INC | PLMR | 70,491 | $9.7M | 2.02% |
| 5 | SKYWARD SPECIALTY INS GROUP | 830940102 | 182,584 | $9.7M | 2.02% |
| 6 | SOUTHWEST GAS HLDGS INC | SWX | 128,173 | $9.2M | 1.93% |
| 7 | MR COOPER GROUP INC | 62482R107 | 76,698 | $9.2M | 1.92% |
| 8 | INDEPENDENT BK CORP MASS | 453836108 | 145,666 | $9.1M | 1.91% |
| 9 | CADENCE BANK | 12740C103 | 282,433 | $8.6M | 1.80% |
| 10 | LEONARDO DRS INC | DRS | 255,965 | $8.4M | 1.76% |
| 11 | COLUMBIA BKG SYS INC | 197236102 | 332,054 | $8.3M | 1.73% |
| 12 | PROTAGONIST THERAPEUTICS INC | PTGX | 163,483 | $7.9M | 1.66% |
| 13 | VIRTU FINL INC | 928254101 | 200,935 | $7.7M | 1.60% |
| 14 | KNIFE RIVER CORP | KNF | 82,913 | $7.5M | 1.57% |
| 15 | PORTLAND GEN ELEC CO | 736508847 | 165,327 | $7.4M | 1.54% |
| 16 | AXSOME THERAPEUTICS INC | AXSM | 62,339 | $7.3M | 1.52% |
| 17 | INSMED INC | INSM | 89,020 | $6.8M | 1.42% |
| 18 | SL GREEN RLTY CORP | 78440X887 | 111,482 | $6.4M | 1.35% |
| 19 | HALOZYME THERAPEUTICS INC | HALO | 96,737 | $6.2M | 1.29% |
| 20 | VERONA PHARMA PLC | 925050106 | 96,603 | $6.1M | 1.28% |
| 21 | ELEMENT SOLUTIONS INC | ESI | 266,857 | $6.0M | 1.26% |
| 22 | HEALTHEQUITY INC | HQY | 67,880 | $6.0M | 1.26% |
| 23 | OSI SYSTEMS INC | OSIS | 30,512 | $5.9M | 1.24% |
| 24 | PIPER SANDLER COMPANIES | PIPR | 23,151 | $5.7M | 1.20% |
| 25 | SPROUTS FMRS MKT INC | 85208M102 | 37,099 | $5.7M | 1.19% |
| 26 | ADVANCED ENERGY INDS | 007973100 | 58,670 | $5.6M | 1.17% |
| 27 | VARONIS SYS INC | VRNS | 138,137 | $5.6M | 1.17% |
| 28 | SPORTRADAR GROUP AG | SRAD | 254,966 | $5.5M | 1.15% |
| 29 | CHART INDS INC | 16115Q308 | 35,778 | $5.2M | 1.08% |
| 30 | MAGNOLIA OIL & GAS CORP | MGY | 201,350 | $5.1M | 1.06% |
| 31 | LANCASTER COLONY CORP | MZTI | 28,376 | $5.0M | 1.04% |
| 32 | ENERPAC TOOL GROUP CORP | EPAC | 109,793 | $4.9M | 1.03% |
| 33 | ARCHROCK INC | AROC | 187,465 | $4.9M | 1.03% |
| 34 | SPS COMM INC | SPSC | 36,862 | $4.9M | 1.02% |
| 35 | AVISTA CORP | AVA | 116,791 | $4.9M | 1.02% |
| 36 | SIMPLY GOOD FOODS CO | SMPL | 136,990 | $4.7M | 0.99% |
| 37 | BALCHEM CORP | BCPC | 28,307 | $4.7M | 0.98% |
| 38 | CRINETICS PHARMACEUTICALS IN | CRNX | 139,905 | $4.7M | 0.98% |
| 39 | MERUS N V | N5749R100 | 108,281 | $4.6M | 0.95% |
| 40 | FTAI AVIATION LTD | FTAIN | 40,867 | $4.5M | 0.95% |
| 41 | ACUSHNET HLDGS CORP | GOLF | 64,883 | $4.5M | 0.93% |
| 42 | ITRON INC | ITRI | 42,428 | $4.4M | 0.93% |
| 43 | CATALYST PHARMACEUTICALS INC | CPRX | 182,571 | $4.4M | 0.93% |
| 44 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 119,281 | $4.4M | 0.92% |
| 45 | MAREX GROUP PLC | MRX | 123,298 | $4.4M | 0.91% |
| 46 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 19,257 | $4.3M | 0.91% |
| 47 | INTERPARFUMS INC | INTR | 36,565 | $4.2M | 0.87% |
| 48 | TERRENO RLTY CORP | 88146M101 | 65,490 | $4.1M | 0.87% |
| 49 | BOOT BARN HLDGS INC | BOOT | 38,516 | $4.1M | 0.87% |
| 50 | CARGURUS INC | CARG | 140,751 | $4.1M | 0.86% |
| 51 | FRONTDOOR INC | FTDR | 105,612 | $4.1M | 0.85% |
| 52 | SM ENERGY CO | SM | 135,058 | $4.0M | 0.85% |
| 53 | EDGEWISE THERAPEUTICS INC | EWTX | 182,095 | $4.0M | 0.84% |
| 54 | CSW INDUSTRIALS INC | CSW | 12,847 | $3.7M | 0.78% |
| 55 | LOAR HOLDINGS INC | LOAR | 52,768 | $3.7M | 0.78% |
| 56 | WAVE LIFE SCIENCES LTD | WVE | 439,827 | $3.6M | 0.74% |
| 57 | LANTHEUS HLDGS INC | LNTH | 36,205 | $3.5M | 0.74% |
| 58 | SEMTECH CORP | SMTC | 98,904 | $3.4M | 0.71% |
| 59 | CACTUS INC | WHD | 73,758 | $3.4M | 0.71% |
| 60 | BRIDGEBIO PHARMA INC | BBIO | 96,915 | $3.4M | 0.70% |
| 61 | WALKER & DUNLOP INC | WD | 38,199 | $3.3M | 0.68% |
| 62 | ATI INC | ATI | 60,853 | $3.2M | 0.66% |
| 63 | VITA COCO CO INC | COCO | 101,067 | $3.1M | 0.65% |
| 64 | NCINO INC | NCNO | 111,652 | $3.1M | 0.64% |
| 65 | CONSTRUCTION PARTNERS INC | ROAD | 42,560 | $3.1M | 0.64% |
| 66 | MYR GROUP INC DEL | MYRG | 26,172 | $3.0M | 0.62% |
| 67 | ARCBEST CORP | ARCB | 39,839 | $2.8M | 0.59% |
| 68 | LIMBACH HLDGS INC | LMB | 37,007 | $2.8M | 0.58% |
| 69 | ALKERMES PLC | ALKS | 81,234 | $2.7M | 0.56% |
| 70 | NOVANTA INC | NOVTU | 20,844 | $2.7M | 0.56% |
| 71 | CORE SCIENTIFIC INC NEW | 21874A106 | 365,462 | $2.6M | 0.55% |
| 72 | ALBANY INTL CORP | 012348108 | 37,937 | $2.6M | 0.55% |
| 73 | FABRINET | FN | 13,124 | $2.6M | 0.54% |
| 74 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 64,115 | $2.6M | 0.54% |
| 75 | RAMBUS INC DEL | RMBS | 45,038 | $2.3M | 0.49% |
| 76 | ASBURY AUTOMOTIVE GROUP INC | ABG | 10,391 | $2.3M | 0.48% |
| 77 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 59,294 | $2.3M | 0.48% |
| 78 | MERITAGE HOMES CORP | MTH | 31,798 | $2.3M | 0.47% |
| 79 | INSTALLED BLDG PRODS INC | 45780R101 | 13,020 | $2.2M | 0.47% |
| 80 | FORESTAR GROUP INC | FOR | 103,667 | $2.2M | 0.46% |
| 81 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 55,245 | $2.2M | 0.45% |
| 82 | PLAINS ALL AMERN PIPELINE L | 726503105 | 107,166 | $2.1M | 0.45% |
| 83 | SOLENO THERAPEUTICS INC | SLNO | 29,810 | $2.1M | 0.45% |
| 84 | ENACT HLDGS INC | ACT | 60,904 | $2.1M | 0.44% |
| 85 | REV GROUP INC | 749527107 | 66,475 | $2.1M | 0.44% |
| 86 | BLUEPRINT MEDICINES CORP | 09627Y109 | 22,331 | $2.0M | 0.41% |
| 87 | VAXCYTE INC | PCVX | 51,157 | $1.9M | 0.40% |
| 88 | ARROW ELECTRS INC | 042735100 | 18,591 | $1.9M | 0.40% |
| 89 | REPLIMUNE GROUP INC | REPL | 197,385 | $1.9M | 0.40% |
| 90 | SLM CORP | SLMBP | 64,408 | $1.9M | 0.40% |
| 91 | EBAY INC. | EBAY | 27,740 | $1.9M | 0.39% |
| 92 | ASSOCIATED BANC CORP | ASBA | 81,775 | $1.8M | 0.39% |
| 93 | AFFILIATED MANAGERS GROUP IN | MGRE | 10,948 | $1.8M | 0.39% |
| 94 | VALERO ENERGY CORP | VLO | 13,818 | $1.8M | 0.38% |
| 95 | SOLARIS ENERGY INFRAS INC | SEI | 82,971 | $1.8M | 0.38% |
| 96 | CATHAY GEN BANCORP | 149150104 | 41,585 | $1.8M | 0.37% |
| 97 | MOLSON COORS BEVERAGE CO | TAP-A | 28,756 | $1.8M | 0.37% |
| 98 | GENWORTH FINL INC | 37247D106 | 245,291 | $1.7M | 0.36% |
| 99 | WERNER ENTERPRISES INC | WERN | 57,488 | $1.7M | 0.35% |
| 100 | HARTFORD INSURANCE GROUP INC | HIG-PG | 13,465 | $1.7M | 0.35% |
| 101 | ANAPTYSBIO INC | ANABV | 83,224 | $1.5M | 0.32% |
| 102 | SCORPIO TANKERS INC | STNG | 40,502 | $1.5M | 0.32% |
| 103 | TOLL BROTHERS INC | TOL | 14,059 | $1.5M | 0.31% |
| 104 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 62,464 | $1.4M | 0.30% |
| 105 | VIATRIS INC | VTRS | 157,316 | $1.4M | 0.29% |
| 106 | DIANTHUS THERAPEUTICS INC | DNTH | 74,372 | $1.3M | 0.28% |
| 107 | JANUS HENDERSON GROUP PLC | JHG | 34,911 | $1.3M | 0.26% |
| 108 | PRAXIS PRECISION MEDICINES I | PRAX | 30,221 | $1.1M | 0.24% |
| 109 | AURORA INNOVATION INC | AUROW | 142,854 | $960,693 | 0.20% |
| 110 | PHILIP MORRIS INTL INC | 718172109 | 5,709 | $906,260 | 0.19% |
| 111 | SCHOLAR ROCK HLDG CORP | SRRK | 27,366 | $879,817 | 0.18% |
| 112 | VIRIDIAN THERAPEUTICS INC | VRDN | 57,841 | $779,697 | 0.16% |
| 113 | FINVOLUTION GROUP | FVGPY | 74,927 | $721,547 | 0.15% |
| 114 | RIOT PLATFORMS INC | RIOT | 98,570 | $701,818 | 0.15% |
| 115 | IONQ INC | IONQ-WT | 29,559 | $652,367 | 0.14% |
| 116 | ABBVIE INC | ABBV | 3,103 | $650,174 | 0.14% |
| 117 | JPMORGAN CHASE & CO. | VYLD | 2,593 | $636,090 | 0.13% |
| 118 | JOYY INC | JOYY | 13,940 | $585,201 | 0.12% |
| 119 | NVIDIA CORPORATION | NVDA | 5,339 | $578,641 | 0.12% |
| 120 | AMAZON COM INC | AMZN | 2,913 | $554,227 | 0.12% |
| 121 | WALMART INC | WMT | 6,106 | $536,046 | 0.11% |
| 122 | EAST WEST BANCORP INC | EWBC | 5,727 | $514,056 | 0.11% |
| 123 | BLACKSTONE INC | BX | 3,588 | $501,531 | 0.11% |
| 124 | MICROSOFT CORP | MSFT | 1,333 | $500,426 | 0.10% |
| 125 | ELI LILLY & CO | LLY | 508 | $419,577 | 0.09% |
| 126 | HEICO CORP NEW | HEI-A | 1,970 | $415,611 | 0.09% |
| 127 | GOLDMAN SACHS GROUP INC | GSCE | 750 | $409,758 | 0.09% |
| 128 | APPLE INC | AAPL | 1,837 | $408,053 | 0.09% |
| 129 | ALPHABET INC | GOOG | 2,571 | $397,593 | 0.08% |
| 130 | CLEAN HARBORS INC | CLH | 1,995 | $393,215 | 0.08% |
| 131 | APPFOLIO INC | APPF | 1,739 | $382,406 | 0.08% |
| 132 | LOCKHEED MARTIN CORP | LMT | 855 | $381,937 | 0.08% |
| 133 | TELEDYNE TECHNOLOGIES INC | TDY | 715 | $355,863 | 0.07% |
| 134 | ABBOTT LABS | ABLZF | 2,670 | $354,176 | 0.07% |
| 135 | IDACORP INC | IDA | 2,933 | $340,873 | 0.07% |
| 136 | CROWDSTRIKE HLDGS INC | CRWD | 961 | $338,829 | 0.07% |
| 137 | INTERNATIONAL BUSINESS MACHS | INTR | 1,276 | $317,343 | 0.07% |
| 138 | MCKESSON CORP | MCK | 455 | $306,210 | 0.06% |
| 139 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 4,955 | $302,205 | 0.06% |
| 140 | TJX COS INC NEW | 872540109 | 2,467 | $300,481 | 0.06% |
| 141 | BOSTON SCIENTIFIC CORP | BSX | 2,904 | $292,956 | 0.06% |
| 142 | AMERICAN TOWER CORP NEW | 03027X100 | 1,343 | $292,237 | 0.06% |
| 143 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,196 | $289,982 | 0.06% |
| 144 | PROLOGIS INC. | PLDGP | 2,581 | $288,530 | 0.06% |
| 145 | BJS WHSL CLUB HLDGS INC | 05550J101 | 2,490 | $284,109 | 0.06% |
| 146 | T-MOBILE US INC | TMUSZ | 1,051 | $279,261 | 0.06% |
| 147 | PACKAGING CORP AMER | 695156109 | 1,408 | $278,831 | 0.06% |
| 148 | PNC FINL SVCS GROUP INC | 693475105 | 1,572 | $276,310 | 0.06% |
| 149 | RANGE RES CORP | RRC | 6,773 | $270,446 | 0.06% |
| 150 | KINSALE CAP GROUP INC | 49714P108 | 555 | $270,124 | 0.06% |
| 151 | EATON CORP PLC | ETN | 989 | $268,840 | 0.06% |
| 152 | HENRY JACK & ASSOC INC | 426281101 | 1,457 | $266,048 | 0.06% |
| 153 | QUALCOMM INC | QCOM | 1,671 | $256,682 | 0.05% |
| 154 | NUTANIX INC | NTNX | 3,565 | $248,873 | 0.05% |
| 155 | CAMDEN PPTY TR | 133131102 | 1,986 | $242,888 | 0.05% |
| 156 | ARISTA NETWORKS INC | ANET | 2,920 | $226,242 | 0.05% |
| 157 | PRECISION DRILLING CORP | PDS | 4,800 | $223,116 | 0.05% |
| 158 | WEX INC | WEX | 1,394 | $218,886 | 0.05% |
| 159 | BWX TECHNOLOGIES INC | BWXT | 2,216 | $218,608 | 0.05% |
| 160 | JEFFERIES FINL GROUP INC | 47233W109 | 4,074 | $218,244 | 0.05% |
| 161 | ISHARES TR | 46429B598 | 4,152 | $213,745 | 0.04% |
| 162 | REGENERON PHARMACEUTICALS | REGN | 327 | $207,393 | 0.04% |
| 163 | DECKERS OUTDOOR CORP | DECK | 1,846 | $206,401 | 0.04% |
| 164 | SHARKNINJA INC | SN | 2,473 | $206,273 | 0.04% |
| 165 | STIFEL FINL CORP | 860630102 | 2,156 | $203,225 | 0.04% |
| 166 | NOVO-NORDISK A S | NONOF | 2,916 | $202,487 | 0.04% |
| 167 | EVERCORE INC | EVR | 1,013 | $202,316 | 0.04% |
| 168 | EXPAND ENERGY CORPORATION | EXE | 1,809 | $201,378 | 0.04% |