13F HOLDINGS REPORT
Moody Aldrich Partners LLC
Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001085146-25-004478
Total Value
$516.6M
Positions
178
Other Managers
0
Confidential Omitted
No
Holdings (178)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PATHWARD FINANCIAL INC | CASH | 134,307 | $10.6M | 2.06% |
| 2 | PROTAGONIST THERAPEUTICS INC | PTGX | 170,570 | $9.4M | 1.82% |
| 3 | SPORTRADAR GROUP AG | SRAD | 324,168 | $9.1M | 1.76% |
| 4 | INDEPENDENT BK CORP MASS | 453836108 | 143,467 | $9.0M | 1.75% |
| 5 | CLEARWATER ANALYTICS HLDGS I | CWAN | 410,952 | $9.0M | 1.74% |
| 6 | VIRTU FINL INC | 928254101 | 198,626 | $8.9M | 1.72% |
| 7 | CADENCE BANK | 12740C103 | 278,160 | $8.9M | 1.72% |
| 8 | PALOMAR HLDGS INC | PLMR | 53,211 | $8.2M | 1.59% |
| 9 | SKYWARD SPECIALTY INS GROUP | 830940102 | 135,635 | $7.8M | 1.52% |
| 10 | COLUMBIA BKG SYS INC | 197236102 | 327,037 | $7.6M | 1.48% |
| 11 | HEALTHEQUITY INC | HQY | 71,215 | $7.5M | 1.44% |
| 12 | CORE SCIENTIFIC INC NEW | 21874A106 | 436,357 | $7.4M | 1.44% |
| 13 | LANCASTER COLONY CORP | MZTI | 42,666 | $7.4M | 1.43% |
| 14 | ADVANCED ENERGY INDS | 007973100 | 53,355 | $7.1M | 1.37% |
| 15 | ELEMENT SOLUTIONS INC | ESI | 311,745 | $7.1M | 1.37% |
| 16 | PIPER SANDLER COMPANIES | PIPR | 25,246 | $7.0M | 1.36% |
| 17 | SOUTHWEST GAS HLDGS INC | SWX | 93,928 | $7.0M | 1.35% |
| 18 | VARONIS SYS INC | VRNS | 136,072 | $6.9M | 1.34% |
| 19 | MAREX GROUP PLC | MRX | 173,966 | $6.9M | 1.33% |
| 20 | SL GREEN RLTY CORP | 78440X887 | 109,789 | $6.8M | 1.32% |
| 21 | KNIFE RIVER CORP | KNF | 81,677 | $6.7M | 1.29% |
| 22 | PORTLAND GEN ELEC CO | 736508847 | 162,814 | $6.6M | 1.28% |
| 23 | AXSOME THERAPEUTICS INC | AXSM | 61,410 | $6.4M | 1.24% |
| 24 | WINTRUST FINL CORP | 97650W108 | 51,163 | $6.3M | 1.23% |
| 25 | KARMAN HLDGS INC | KRMN | 123,989 | $6.2M | 1.21% |
| 26 | REV GROUP INC | 749527107 | 129,850 | $6.2M | 1.20% |
| 27 | FRONTDOOR INC | FTDR | 104,051 | $6.1M | 1.19% |
| 28 | VSE CORP | VSECU | 46,740 | $6.1M | 1.19% |
| 29 | CARGURUS INC | CARG | 176,867 | $5.9M | 1.15% |
| 30 | OSI SYSTEMS INC | OSIS | 26,245 | $5.9M | 1.14% |
| 31 | LOAR HOLDINGS INC | LOAR | 67,924 | $5.9M | 1.13% |
| 32 | CHART INDS INC | 16115Q308 | 35,228 | $5.8M | 1.12% |
| 33 | ACUSHNET HLDGS CORP | GOLF | 79,344 | $5.8M | 1.12% |
| 34 | INTERPARFUMS INC | INTR | 42,715 | $5.6M | 1.09% |
| 35 | MAGNOLIA OIL & GAS CORP | MGY | 245,833 | $5.5M | 1.07% |
| 36 | AVISTA CORP | AVA | 145,336 | $5.5M | 1.07% |
| 37 | ITRON INC | ITRI | 41,794 | $5.5M | 1.06% |
| 38 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 55,861 | $5.2M | 1.00% |
| 39 | RAMBUS INC DEL | RMBS | 79,150 | $5.1M | 0.98% |
| 40 | CHESAPEAKE UTILS CORP | 165303108 | 41,818 | $5.0M | 0.97% |
| 41 | RIOT PLATFORMS INC | RIOT | 444,102 | $5.0M | 0.97% |
| 42 | SPS COMM INC | SPSC | 36,303 | $4.9M | 0.96% |
| 43 | MERUS N V | N5749R100 | 92,009 | $4.8M | 0.94% |
| 44 | CSW INDUSTRIALS INC | CSW | 16,683 | $4.8M | 0.93% |
| 45 | MODINE MFG CO | 607828100 | 48,400 | $4.8M | 0.92% |
| 46 | SPX TECHNOLOGIES INC | SPXC | 28,185 | $4.7M | 0.91% |
| 47 | MYR GROUP INC DEL | MYRG | 25,778 | $4.7M | 0.91% |
| 48 | VERONA PHARMA PLC | 925050106 | 49,302 | $4.7M | 0.90% |
| 49 | CASELLA WASTE SYS INC | CWST | 40,012 | $4.6M | 0.89% |
| 50 | ARCHROCK INC | AROC | 184,645 | $4.6M | 0.89% |
| 51 | BOOT BARN HLDGS INC | BOOT | 30,115 | $4.6M | 0.89% |
| 52 | TERRENO RLTY CORP | 88146M101 | 81,129 | $4.5M | 0.88% |
| 53 | BALCHEM CORP | BCPC | 27,882 | $4.4M | 0.86% |
| 54 | SEMTECH CORP | SMTC | 97,429 | $4.4M | 0.85% |
| 55 | ENERPAC TOOL GROUP CORP | EPAC | 108,151 | $4.4M | 0.85% |
| 56 | SM ENERGY CO | SM | 177,045 | $4.4M | 0.85% |
| 57 | FABRINET | FN | 14,684 | $4.3M | 0.84% |
| 58 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 117,469 | $4.3M | 0.83% |
| 59 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 92,040 | $4.3M | 0.83% |
| 60 | SIMPLY GOOD FOODS CO | SMPL | 134,911 | $4.3M | 0.82% |
| 61 | BRIDGEBIO PHARMA INC | BBIO | 95,435 | $4.1M | 0.80% |
| 62 | MR COOPER GROUP INC | 62482R107 | 27,227 | $4.1M | 0.79% |
| 63 | CRINETICS PHARMACEUTICALS IN | CRNX | 137,796 | $4.0M | 0.77% |
| 64 | VITA COCO CO INC | COCO | 99,523 | $3.6M | 0.70% |
| 65 | ALBANY INTL CORP | 012348108 | 49,979 | $3.5M | 0.68% |
| 66 | SOLENO THERAPEUTICS INC | SLNO | 41,517 | $3.5M | 0.67% |
| 67 | INSTALLED BLDG PRODS INC | 45780R101 | 19,219 | $3.5M | 0.67% |
| 68 | ASBURY AUTOMOTIVE GROUP INC | ABG | 14,416 | $3.4M | 0.67% |
| 69 | CONSTRUCTION PARTNERS INC | ROAD | 32,262 | $3.4M | 0.66% |
| 70 | ARROW ELECTRS INC | 042735100 | 25,264 | $3.2M | 0.62% |
| 71 | CACTUS INC | WHD | 72,636 | $3.2M | 0.61% |
| 72 | LIMBACH HLDGS INC | LMB | 22,327 | $3.1M | 0.61% |
| 73 | NCINO INC | NCNO | 109,975 | $3.1M | 0.60% |
| 74 | ARCBEST CORP | ARCB | 39,236 | $3.0M | 0.58% |
| 75 | GENIUS SPORTS LIMITED | GENI | 290,492 | $3.0M | 0.58% |
| 76 | LANTHEUS HLDGS INC | LNTH | 35,662 | $2.9M | 0.57% |
| 77 | WAVE LIFE SCIENCES LTD | WVE | 421,852 | $2.7M | 0.53% |
| 78 | VIATRIS INC | VTRS | 300,408 | $2.7M | 0.52% |
| 79 | WALKER & DUNLOP INC | WD | 37,635 | $2.7M | 0.51% |
| 80 | NOVANTA INC | NOVTU | 20,528 | $2.6M | 0.51% |
| 81 | ARTISAN PARTNERS ASSET MGMT | 04316A108 | 59,627 | $2.6M | 0.51% |
| 82 | CATALYST PHARMACEUTICALS INC | CPRX | 120,703 | $2.6M | 0.51% |
| 83 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 54,416 | $2.6M | 0.50% |
| 84 | SCORPIO TANKERS INC | STNG | 65,502 | $2.6M | 0.50% |
| 85 | SILICON LABORATORIES INC | SLAB | 17,274 | $2.5M | 0.49% |
| 86 | FORESTAR GROUP INC | FOR | 123,949 | $2.5M | 0.48% |
| 87 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 59,294 | $2.4M | 0.47% |
| 88 | SCHOLAR ROCK HLDG CORP | SRRK | 66,261 | $2.3M | 0.45% |
| 89 | SOLARIS ENERGY INFRAS INC | SEI | 81,717 | $2.3M | 0.45% |
| 90 | ENACT HLDGS INC | ACT | 60,904 | $2.3M | 0.44% |
| 91 | OVINTIV INC | OVV | 55,693 | $2.1M | 0.41% |
| 92 | MERITAGE HOMES CORP | MTH | 31,327 | $2.1M | 0.41% |
| 93 | PVH CORPORATION | PVH | 29,000 | $2.0M | 0.39% |
| 94 | ALKERMES PLC | ALKS | 66,919 | $1.9M | 0.37% |
| 95 | CATHAY GEN BANCORP | 149150104 | 41,585 | $1.9M | 0.37% |
| 96 | VALERO ENERGY CORP | VLO | 13,818 | $1.9M | 0.36% |
| 97 | REPLIMUNE GROUP INC | REPL | 194,451 | $1.8M | 0.35% |
| 98 | CONAGRA BRANDS INC | CAG | 80,044 | $1.6M | 0.32% |
| 99 | TOLL BROTHERS INC | TOL | 14,059 | $1.6M | 0.31% |
| 100 | AFFILIATED MANAGERS GROUP IN | MGRE | 7,922 | $1.6M | 0.30% |
| 101 | ARRIVENT BIOPHARMA INC | AVBP | 71,575 | $1.6M | 0.30% |
| 102 | KYMERA THERAPEUTICS INC | KYMR | 34,797 | $1.5M | 0.29% |
| 103 | NOMAD FOODS LTD | NOMD | 85,935 | $1.5M | 0.28% |
| 104 | MOLSON COORS BEVERAGE CO | TAP-A | 28,756 | $1.4M | 0.27% |
| 105 | DIANTHUS THERAPEUTICS INC | DNTH | 73,266 | $1.4M | 0.26% |
| 106 | ANAPTYSBIO INC | ANABV | 60,094 | $1.3M | 0.26% |
| 107 | EDGEWISE THERAPEUTICS INC | EWTX | 99,848 | $1.3M | 0.25% |
| 108 | IONQ INC | IONQ-WT | 29,069 | $1.2M | 0.24% |
| 109 | VIRIDIAN THERAPEUTICS INC | VRDN | 89,164 | $1.2M | 0.24% |
| 110 | NEKTAR THERAPEUTICS | NKTR | 45,412 | $1.2M | 0.23% |
| 111 | PHILIP MORRIS INTL INC | 718172109 | 5,721 | $1.0M | 0.20% |
| 112 | APOGEE THERAPEUTICS INC | APGE | 21,632 | $939,478 | 0.18% |
| 113 | NVIDIA CORPORATION | NVDA | 5,339 | $843,511 | 0.16% |
| 114 | JPMORGAN CHASE & CO. | VYLD | 2,593 | $751,809 | 0.15% |
| 115 | AURORA INNOVATION INC | AUROW | 140,716 | $737,352 | 0.14% |
| 116 | MICROSOFT CORP | MSFT | 1,333 | $663,105 | 0.13% |
| 117 | JOYY INC | JOYY | 12,886 | $656,026 | 0.13% |
| 118 | AMAZON COM INC | AMZN | 2,913 | $639,083 | 0.12% |
| 119 | ALTIMMUNE INC | ALT | 157,614 | $609,966 | 0.12% |
| 120 | WALMART INC | WMT | 6,106 | $597,045 | 0.12% |
| 121 | EAST WEST BANCORP INC | EWBC | 5,635 | $569,022 | 0.11% |
| 122 | FINVOLUTION GROUP | FVGPY | 58,336 | $553,025 | 0.11% |
| 123 | INSMED INC | INSM | 5,419 | $545,368 | 0.11% |
| 124 | GOLDMAN SACHS GROUP INC | GSCE | 750 | $530,893 | 0.10% |
| 125 | HEICO CORP NEW | HEI-A | 1,937 | $501,199 | 0.10% |
| 126 | CROWDSTRIKE HLDGS INC | CRWD | 961 | $489,447 | 0.09% |
| 127 | ARGENX SE | ARGX | 869 | $479,010 | 0.09% |
| 128 | ABBVIE INC | ABBV | 2,580 | $478,962 | 0.09% |
| 129 | TELEDYNE TECHNOLOGIES INC | TDY | 886 | $453,907 | 0.09% |
| 130 | CLEAN HARBORS INC | CLH | 1,963 | $453,806 | 0.09% |
| 131 | BLACKSTONE INC | BX | 3,031 | $453,377 | 0.09% |
| 132 | LOCKHEED MARTIN CORP | LMT | 855 | $395,985 | 0.08% |
| 133 | APPFOLIO INC | APPF | 1,712 | $394,239 | 0.08% |
| 134 | KINSALE CAP GROUP INC | 49714P108 | 798 | $386,152 | 0.07% |
| 135 | APPLE INC | AAPL | 1,837 | $376,897 | 0.07% |
| 136 | INTERNATIONAL BUSINESS MACHS | INTR | 1,276 | $376,232 | 0.07% |
| 137 | NEWMONT CORP | NEMCL | 6,337 | $369,194 | 0.07% |
| 138 | EATON CORP PLC | ETN | 989 | $353,063 | 0.07% |
| 139 | BJS WHSL CLUB HLDGS INC | 05550J101 | 3,203 | $345,379 | 0.07% |
| 140 | CARPENTER TECHNOLOGY CORP | CRS | 1,249 | $345,199 | 0.07% |
| 141 | IDACORP INC | IDA | 2,886 | $333,189 | 0.06% |
| 142 | BWX TECHNOLOGIES INC | BWXT | 2,182 | $314,339 | 0.06% |
| 143 | ELI LILLY & CO | LLY | 393 | $306,380 | 0.06% |
| 144 | TJX COS INC NEW | 872540109 | 2,467 | $304,650 | 0.06% |
| 145 | ARISTA NETWORKS INC | ANET | 2,920 | $298,745 | 0.06% |
| 146 | AMERICAN TOWER CORP NEW | 03027X100 | 1,343 | $296,830 | 0.06% |
| 147 | PNC FINL SVCS GROUP INC | 693475105 | 1,572 | $293,052 | 0.06% |
| 148 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,171 | $284,588 | 0.06% |
| 149 | SPROUTS FMRS MKT INC | 85208M102 | 1,663 | $273,796 | 0.05% |
| 150 | NETFLIX INC | NFLX | 203 | $271,843 | 0.05% |
| 151 | PROLOGIS INC. | PLDGP | 2,581 | $271,361 | 0.05% |
| 152 | RANGE RES CORP | RRC | 6,658 | $270,781 | 0.05% |
| 153 | NUTANIX INC | NTNX | 3,506 | $267,999 | 0.05% |
| 154 | EVERCORE INC | EVR | 992 | $267,860 | 0.05% |
| 155 | QUALCOMM INC | QCOM | 1,671 | $266,123 | 0.05% |
| 156 | ALPHABET INC | GOOG | 1,499 | $264,189 | 0.05% |
| 157 | HENRY JACK & ASSOC INC | 426281101 | 1,431 | $257,823 | 0.05% |
| 158 | HOWMET AEROSPACE INC | HWM | 1,378 | $256,487 | 0.05% |
| 159 | ABBOTT LABS | ABLZF | 1,863 | $253,387 | 0.05% |
| 160 | T-MOBILE US INC | TMUSZ | 1,039 | $247,594 | 0.05% |
| 161 | MDU RES GROUP INC | 552690109 | 14,494 | $241,615 | 0.05% |
| 162 | SHARKNINJA INC | SN | 2,432 | $240,744 | 0.05% |
| 163 | BOSTON SCIENTIFIC CORP | BSX | 2,210 | $237,376 | 0.05% |
| 164 | ROBINHOOD MKTS INC | 770700102 | 2,485 | $232,671 | 0.05% |
| 165 | ISHARES TR | 46429B598 | 4,152 | $231,183 | 0.04% |
| 166 | PRECISION DRILLING CORP | PDS | 4,800 | $226,861 | 0.04% |
| 167 | PLANET FITNESS INC | PLNT | 2,038 | $222,244 | 0.04% |
| 168 | ASCENDIS PHARMA A/S | ASND | 1,285 | $221,791 | 0.04% |
| 169 | MCKESSON CORP | MCK | 301 | $220,567 | 0.04% |
| 170 | STIFEL FINL CORP | 860630102 | 2,124 | $220,429 | 0.04% |
| 171 | CAMDEN PPTY TR | 133131102 | 1,953 | $220,084 | 0.04% |
| 172 | JEFFERIES FINL GROUP INC | 47233W109 | 4,008 | $219,198 | 0.04% |
| 173 | CACI INTL INC | 127190304 | 443 | $211,178 | 0.04% |
| 174 | EXPAND ENERGY CORPORATION | EXE | 1,781 | $208,270 | 0.04% |
| 175 | MASTEC INC | MTZ | 1,220 | $207,925 | 0.04% |
| 176 | PURE STORAGE INC | 74624M102 | 3,537 | $203,660 | 0.04% |
| 177 | WEX INC | WEX | 1,369 | $201,092 | 0.04% |
| 178 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 863 | $200,604 | 0.04% |