Moody Aldrich Partners LLC Top Holdings and 13F Report (2024)

About Moody Aldrich Partners LLC

Investment Activity

Moody Aldrich Partners LLC has $549.74 million in total holdings as of September 30, 2024.
Moody Aldrich Partners LLC owns shares of 192 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 17.12% of the portfolio was purchased this quarter.
About 19.12% of the portfolio was sold this quarter.
This quarter, Moody Aldrich Partners LLC has purchased 194 new stocks and bought additional shares in 34 stocks.
Moody Aldrich Partners LLC sold shares of 114 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Wintrust Financial: $12,464,345
Southwest Gas: $9,926,104
ATI: $9,739,620
Cadence Bank: $9,393,584
Portland General Electric: $8,390,020

Largest New Holdings this Quarter

Clearwater Analytics: $7,372,243 Holding
Frontdoor: $4,809,894 Holding
Avista: $4,724,633 Holding
Lantheus: $4,211,217 Holding
Edgewise Therapeutics: $4,034,380 Holding

Largest Purchases this Quarter

Clearwater Analytics: 291,970 shares (about $7.37M)
Frontdoor: 100,227 shares (about $4.81M)
Avista: 121,926 shares (about $4.72M)
Lantheus: 38,371 shares (about $4.21M)
Edgewise Therapeutics: 151,157 shares (about $4.03M)

Largest Sales this Quarter

Evercore: 30,120 shares (about $7.63M)
Light & Wonder: 72,729 shares (about $6.60M)
Scorpio Tankers: 82,042 shares (about $5.85M)
FTAI Aviation: 40,771 shares (about $5.42M)
Vaxcyte: 46,117 shares (about $5.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
WTFC Wintrust Financial	$12,464,345	$127,089 ▼	-1.0%	114,847	2.3%	Finance
SWX Southwest Gas	$9,926,104	$1,270,663 ▲	14.7%	134,573	1.8%	Utilities
ATI ATI	$9,739,620	$186,144 ▼	-1.9%	145,563	1.8%	Basic Materials
CADE Cadence Bank	$9,393,584	$2,089,201 ▲	28.6%	294,932	1.7%	Finance
POR Portland General Electric	$8,390,020	$2,172,888 ▲	34.9%	175,157	1.5%	Utilities
COLB Columbia Banking System	$8,224,624	$890,299 ▲	12.1%	314,999	1.5%	Finance
SLG SL Green Realty	$8,208,829	$934,653 ▲	12.8%	117,926	1.5%	Finance
CASH Pathward Financial	$8,192,963	$1,972,115 ▲	31.7%	124,117	1.5%	Finance
INDB Independent Bank	$7,896,102	$2,247,768 ▲	39.8%	133,538	1.4%	Finance
VIRT Virtu Financial	$7,787,069	$500,275 ▼	-6.0%	255,649	1.4%	Finance
ESI Element Solutions	$7,667,838	$145,931 ▼	-1.9%	282,321	1.4%	Basic Materials
WD Walker & Dunlop	$7,624,388	$3,658,393 ▲	92.2%	67,122	1.4%	Finance
SPSC SPS Commerce	$7,590,882	$133,783 ▼	-1.7%	39,094	1.4%	Business Services
DRS Leonardo DRS	$7,557,457	$148,437 ▼	-1.9%	267,805	1.4%	Aerospace
MGY Magnolia Oil & Gas	$7,556,354	$995,042 ▲	15.2%	309,433	1.4%	Oils/Energy
ICFI ICF International	$7,549,416	$148,777 ▼	-1.9%	45,263	1.4%	Business Services
WHD Cactus	$7,400,572	$134,377 ▼	-1.8%	124,025	1.3%	Oils/Energy
COOP Mr. Cooper Group	$7,389,978	$146,935 ▼	-1.9%	80,169	1.3%	Finance
CWAN Clearwater Analytics	$7,372,243	$7,372,243 ▲	New Holding	291,970	1.3%	Computer and Technology
VRNA Verona Pharma	$7,271,675	$1,242,663 ▼	-14.6%	252,752	1.3%	Medical
ALTR Altair Engineering	$7,185,504	$946,218 ▲	15.2%	75,233	1.3%	Construction
TRNO Terreno Realty	$7,133,501	$1,845,644 ▲	34.9%	106,741	1.3%	Finance
CRNX Crinetics Pharmaceuticals	$7,109,543	$564,808 ▼	-7.4%	139,130	1.3%	Medical
FOR Forestar Group	$7,003,379	$1,497,113 ▲	27.2%	216,354	1.3%	Finance
PIPR Piper Sandler Companies	$6,868,770	$886,622 ▲	14.8%	24,202	1.2%	Finance
ITCI Intra-Cellular Therapies	$6,666,080	$578,628 ▼	-8.0%	91,104	1.2%	Medical
CRDO Credo Technology Group	$6,434,366	$1,797,211 ▲	38.8%	208,908	1.2%	Computer and Technology
ROAD Construction Partners	$6,377,556	$1,654,818 ▼	-20.6%	91,369	1.2%	Construction
HALO Halozyme Therapeutics	$6,328,340	$1,428,367 ▼	-18.4%	110,558	1.2%	Medical
SKWD Skyward Specialty Insurance Group	$6,307,733	$2,528,518 ▲	66.9%	154,867	1.1%	Finance
MTH Meritage Homes	$6,255,660	$405,834 ▲	6.9%	30,505	1.1%	Construction
PCVX Vaxcyte	$6,189,892	$5,269,790 ▼	-46.0%	54,169	1.1%	Medical
KNF Knife River	$5,978,135	$105,391 ▼	-1.7%	66,877	1.1%	Construction
ATMU Atmus Filtration Technologies	$5,860,460	$111,201 ▼	-1.9%	156,154	1.1%	Industrial Products
MOD Modine Manufacturing	$5,576,649	$1,552,315 ▼	-21.8%	41,996	1.0%	Auto/Tires/Trucks
COCO Vita Coco	$5,572,739	$108,512 ▼	-1.9%	196,847	1.0%	Consumer Staples
LOAR HOLDINGS INC	$5,549,794	$1,472,183 ▼	-21.0%	74,404	1.0%	COM SHS
CPRX Catalyst Pharmaceuticals	$5,499,742	$107,889 ▼	-1.9%	276,647	1.0%	Medical
AXSM Axsome Therapeutics	$5,450,076	$99,486 ▼	-1.8%	60,644	1.0%	Medical
VRNS Varonis Systems	$5,408,632	$103,734 ▼	-1.9%	95,728	1.0%	Computer and Technology
PTGX Protagonist Therapeutics	$5,367,915	$671,760 ▼	-11.1%	119,287	1.0%	Medical
LANC Lancaster Colony	$5,312,815	$104,176 ▼	-1.9%	30,089	1.0%	Consumer Staples
BCPC Balchem	$5,220,512	$114,576 ▼	-2.1%	29,662	0.9%	Basic Materials
SSD Simpson Manufacturing	$5,133,496	$1,108,601 ▲	27.5%	26,839	0.9%	Construction
OSIS OSI Systems	$5,051,991	$463,537 ▲	10.1%	33,274	0.9%	Computer and Technology
IPAR Inter Parfums	$4,940,568	$1,265,537 ▲	34.4%	38,157	0.9%	Consumer Discretionary
CSWI CSW Industrials	$4,877,017	$1,272,472 ▼	-20.7%	13,311	0.9%	Basic Materials
AMPH Amphastar Pharmaceuticals	$4,869,500	$2,164,729 ▲	80.0%	100,340	0.9%	Medical
FTDR Frontdoor	$4,809,894	$4,809,894 ▲	New Holding	100,227	0.9%	Construction
EPAC Enerpac Tool Group	$4,802,186	$90,859 ▼	-1.9%	114,638	0.9%	Industrial Products
TDW Tidewater	$4,783,870	$88,661 ▼	-1.8%	66,637	0.9%	Oils/Energy
AVA Avista	$4,724,633	$4,724,633 ▲	New Holding	121,926	0.9%	Utilities
GTLS Chart Industries	$4,722,286	$88,388 ▼	-1.8%	38,040	0.9%	Industrial Products
HQY HealthEquity	$4,656,856	$94,209 ▼	-2.0%	56,895	0.8%	Medical
FTAI FTAI Aviation	$4,585,183	$5,418,466 ▼	-54.2%	34,501	0.8%	Aerospace
ARCB ArcBest	$4,583,639	$894,712 ▲	24.3%	42,265	0.8%	Transportation
SUM Summit Materials	$4,454,494	$387,685 ▼	-8.0%	114,130	0.8%	Construction
GOLF Acushnet	$4,322,888	$1,097,903 ▲	34.0%	67,810	0.8%	Consumer Discretionary
AEIS Advanced Energy Industries	$4,291,582	$75,457 ▼	-1.7%	40,779	0.8%	Computer and Technology
ITRI Itron	$4,283,935	$78,505 ▼	-1.8%	40,108	0.8%	Computer and Technology
LNTH Lantheus	$4,211,217	$4,211,217 ▲	New Holding	38,371	0.8%	Medical
TMDX TransMedics Group	$4,040,081	$70,336 ▼	-1.7%	25,733	0.7%	Medical
EWTX Edgewise Therapeutics	$4,034,380	$4,034,380 ▲	New Holding	151,157	0.7%	Medical
SM SM Energy	$4,024,379	$4,024,379 ▲	New Holding	100,685	0.7%	Oils/Energy
IBP Installed Building Products	$3,979,969	$3,979,969 ▲	New Holding	16,161	0.7%	Construction
NOVT Novanta	$3,887,216	$69,779 ▼	-1.8%	21,726	0.7%	Computer and Technology
LAZARD INC	$3,696,129	$3,696,129 ▲	New Holding	73,365	0.7%	COM
NCNO nCino	$3,682,541	$3,682,541 ▲	New Holding	116,573	0.7%	Computer and Technology
BOOT Boot Barn	$3,601,706	$4,956,172 ▼	-57.9%	21,531	0.7%	Retail/Wholesale
NAMS NewAmsterdam Pharma	$3,593,784	$69,288 ▼	-1.9%	216,493	0.7%	Medical
AIN Albany International	$3,524,058	$36,073 ▼	-1.0%	39,663	0.6%	Industrial Products
SMPL Simply Good Foods	$3,326,515	$59,039 ▼	-1.7%	95,672	0.6%	Consumer Staples
FN Fabrinet	$3,298,811	$1,584,857 ▼	-32.5%	13,952	0.6%	Computer and Technology
AMWD American Woodmark	$3,288,786	$68,125 ▼	-2.0%	35,193	0.6%	Consumer Discretionary
OSCR Oscar Health	$3,145,825	$61,764 ▼	-1.9%	148,318	0.6%	Finance
BBIO BridgeBio Pharma	$3,144,539	$59,067 ▼	-1.8%	123,509	0.6%	Medical
FELE Franklin Electric	$3,033,805	$64,045 ▼	-2.1%	28,943	0.6%	Industrial Products
NSSC Napco Security Technologies	$2,930,437	$292,971 ▲	11.1%	72,428	0.5%	Industrial Products
EBAY eBay	$2,819,979		0.0%	43,311	0.5%	Retail/Wholesale
ACLS Axcelis Technologies	$2,817,739	$345,166 ▲	14.0%	26,874	0.5%	Computer and Technology
ABG Asbury Automotive Group	$2,583,930	$388,186 ▲	17.7%	10,830	0.5%	Retail/Wholesale
QLYS Qualys	$2,561,107	$52,926 ▼	-2.0%	19,937	0.5%	Computer and Technology
PLMR Palomar	$2,561,013	$2,561,013 ▲	New Holding	27,052	0.5%	Finance
WVE Wave Life Sciences	$2,485,108	$1,014,364 ▲	69.0%	303,062	0.5%	Medical
HGV Hilton Grand Vacations	$2,474,700	$1,510,658 ▼	-37.9%	68,136	0.5%	Consumer Discretionary
CYTK Cytokinetics	$2,467,397	$1,223,587 ▼	-33.2%	46,731	0.4%	Medical
ATKR Atkore	$2,443,902	$48,726 ▼	-2.0%	28,840	0.4%	Industrial Products
AFL Aflac	$2,404,706		0.0%	21,509	0.4%	Finance
ALKS Alkermes	$2,376,547	$639,320 ▲	36.8%	84,907	0.4%	Medical
GNW Genworth Financial	$2,323,328		0.0%	339,172	0.4%	Finance
WERN Werner Enterprises	$2,316,133	$2,316,133 ▲	New Holding	60,019	0.4%	Transportation
KBH KB Home	$2,267,186		0.0%	26,458	0.4%	Construction
JHG Janus Henderson Group	$2,239,582	$2,239,582 ▲	New Holding	58,828	0.4%	Finance
ACLX Arcellx	$2,238,486	$44,427 ▼	-1.9%	26,805	0.4%	Medical
ACT Enact	$2,212,642	$2,212,642 ▲	New Holding	60,904	0.4%	Finance
STNG Scorpio Tankers	$2,181,780	$5,849,595 ▼	-72.8%	30,600	0.4%	Transportation
HIG The Hartford Financial Services Group	$2,175,079		0.0%	18,494	0.4%	Finance
TOL Toll Brothers	$2,171,975		0.0%	14,059	0.4%	Construction
BBY Best Buy	$2,134,281		0.0%	20,661	0.4%	Retail/Wholesale
AB AllianceBernstein	$2,068,768	$2,068,768 ▲	New Holding	59,294	0.4%	Finance

Showing largest 100 holdings. View all holdings.

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Moody Aldrich Partners LLC Top Holdings and 13F Report (2024)

About Moody Aldrich Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Moody Aldrich Partners LLC Top Holdings and 13F Report (2024)

About Moody Aldrich Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoody Aldrich Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools