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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

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

Map of 500 Largest Holdings ofMoody Aldrich Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Wintrust Financial Co. stock logo
WTFC
Wintrust Financial
$12,464,345$127,089 -1.0%114,8472.3%Finance
Southwest Gas Holdings, Inc. stock logo
SWX
Southwest Gas
$9,926,104$1,270,663 14.7%134,5731.8%Utilities
ATI Inc. stock logo
ATI
ATI
$9,739,620$186,144 -1.9%145,5631.8%Basic Materials
Cadence Bank stock logo
CADE
Cadence Bank
$9,393,584$2,089,201 28.6%294,9321.7%Finance
Portland General Electric stock logo
POR
Portland General Electric
$8,390,020$2,172,888 34.9%175,1571.5%Utilities
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
$8,224,624$890,299 12.1%314,9991.5%Finance
SL Green Realty Corp. stock logo
SLG
SL Green Realty
$8,208,829$934,653 12.8%117,9261.5%Finance
Pathward Financial, Inc. stock logo
CASH
Pathward Financial
$8,192,963$1,972,115 31.7%124,1171.5%Finance
Independent Bank Corp. stock logo
INDB
Independent Bank
$7,896,102$2,247,768 39.8%133,5381.4%Finance
Virtu Financial, Inc. stock logo
VIRT
Virtu Financial
$7,787,069$500,275 -6.0%255,6491.4%Finance
Element Solutions Inc stock logo
ESI
Element Solutions
$7,667,838$145,931 -1.9%282,3211.4%Basic Materials
Walker & Dunlop, Inc. stock logo
WD
Walker & Dunlop
$7,624,388$3,658,393 92.2%67,1221.4%Finance
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$7,590,882$133,783 -1.7%39,0941.4%Business Services
Leonardo DRS, Inc. stock logo
DRS
Leonardo DRS
$7,557,457$148,437 -1.9%267,8051.4%Aerospace
Magnolia Oil & Gas Co. stock logo
MGY
Magnolia Oil & Gas
$7,556,354$995,042 15.2%309,4331.4%Oils/Energy
ICF International, Inc. stock logo
ICFI
ICF International
$7,549,416$148,777 -1.9%45,2631.4%Business Services
Cactus, Inc. stock logo
WHD
Cactus
$7,400,572$134,377 -1.8%124,0251.3%Oils/Energy
Mr. Cooper Group Inc. stock logo
COOP
Mr. Cooper Group
$7,389,978$146,935 -1.9%80,1691.3%Finance
Clearwater Analytics Holdings, Inc. stock logo
CWAN
Clearwater Analytics
$7,372,243$7,372,243 New Holding291,9701.3%Computer and Technology
Verona Pharma plc stock logo
VRNA
Verona Pharma
$7,271,675$1,242,663 -14.6%252,7521.3%Medical
Altair Engineering Inc. stock logo
ALTR
Altair Engineering
$7,185,504$946,218 15.2%75,2331.3%Construction
Terreno Realty Co. stock logo
TRNO
Terreno Realty
$7,133,501$1,845,644 34.9%106,7411.3%Finance
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$7,109,543$564,808 -7.4%139,1301.3%Medical
Forestar Group Inc. stock logo
FOR
Forestar Group
$7,003,379$1,497,113 27.2%216,3541.3%Finance
Piper Sandler Companies stock logo
PIPR
Piper Sandler Companies
$6,868,770$886,622 14.8%24,2021.2%Finance
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$6,666,080$578,628 -8.0%91,1041.2%Medical
Credo Technology Group Holding Ltd stock logo
CRDO
Credo Technology Group
$6,434,366$1,797,211 38.8%208,9081.2%Business Services
Construction Partners, Inc. stock logo
ROAD
Construction Partners
$6,377,556$1,654,818 -20.6%91,3691.2%Construction
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$6,328,340$1,428,367 -18.4%110,5581.2%Medical
Skyward Specialty Insurance Group, Inc. stock logo
SKWD
Skyward Specialty Insurance Group
$6,307,733$2,528,518 66.9%154,8671.1%Finance
Meritage Homes Co. stock logo
MTH
Meritage Homes
$6,255,660$405,834 6.9%30,5051.1%Construction
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$6,189,892$5,269,790 -46.0%54,1691.1%Medical
Knife River Co. stock logo
KNF
Knife River
$5,978,135$105,391 -1.7%66,8771.1%Construction
Atmus Filtration Technologies Inc. stock logo
ATMU
Atmus Filtration Technologies
$5,860,460$111,201 -1.9%156,1541.1%Industrial Products
Modine Manufacturing stock logo
MOD
Modine Manufacturing
$5,576,649$1,552,315 -21.8%41,9961.0%Auto/Tires/Trucks
The Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$5,572,739$108,512 -1.9%196,8471.0%Consumer Staples
LOAR HOLDINGS INC
$5,549,794$1,472,183 -21.0%74,4041.0%COM SHS
Catalyst Pharmaceuticals, Inc. stock logo
CPRX
Catalyst Pharmaceuticals
$5,499,742$107,889 -1.9%276,6471.0%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$5,450,076$99,486 -1.8%60,6441.0%Medical
Varonis Systems, Inc. stock logo
VRNS
Varonis Systems
$5,408,632$103,734 -1.9%95,7281.0%Computer and Technology
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$5,367,915$671,760 -11.1%119,2871.0%Medical
Lancaster Colony Co. stock logo
LANC
Lancaster Colony
$5,312,815$104,176 -1.9%30,0891.0%Consumer Staples
Balchem Co. stock logo
BCPC
Balchem
$5,220,512$114,576 -2.1%29,6620.9%Basic Materials
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$5,133,496$1,108,601 27.5%26,8390.9%Construction
OSI Systems, Inc. stock logo
OSIS
OSI Systems
$5,051,991$463,537 10.1%33,2740.9%Computer and Technology
Inter Parfums, Inc. stock logo
IPAR
Inter Parfums
$4,940,568$1,265,537 34.4%38,1570.9%Consumer Discretionary
CSW Industrials, Inc. stock logo
CSWI
CSW Industrials
$4,877,017$1,272,472 -20.7%13,3110.9%Basic Materials
Amphastar Pharmaceuticals, Inc. stock logo
AMPH
Amphastar Pharmaceuticals
$4,869,500$2,164,729 80.0%100,3400.9%Medical
Frontdoor, Inc. stock logo
FTDR
Frontdoor
$4,809,894$4,809,894 New Holding100,2270.9%Construction
Enerpac Tool Group Corp. stock logo
EPAC
Enerpac Tool Group
$4,802,186$90,859 -1.9%114,6380.9%Industrial Products
Tidewater Inc. stock logo
TDW
Tidewater
$4,783,870$88,661 -1.8%66,6370.9%Oils/Energy
Avista Co. stock logo
AVA
Avista
$4,724,633$4,724,633 New Holding121,9260.9%Utilities
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$4,722,286$88,388 -1.8%38,0400.9%Industrial Products
HealthEquity, Inc. stock logo
HQY
HealthEquity
$4,656,856$94,209 -2.0%56,8950.8%Medical
FTAI Aviation Ltd. stock logo
FTAI
FTAI Aviation
$4,585,183$5,418,466 -54.2%34,5010.8%Aerospace
ArcBest Co. stock logo
ARCB
ArcBest
$4,583,639$894,712 24.3%42,2650.8%Transportation
Summit Materials, Inc. stock logo
SUM
Summit Materials
$4,454,494$387,685 -8.0%114,1300.8%Construction
Acushnet Holdings Corp. stock logo
GOLF
Acushnet
$4,322,888$1,097,903 34.0%67,8100.8%Consumer Discretionary
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$4,291,582$75,457 -1.7%40,7790.8%Computer and Technology
Itron, Inc. stock logo
ITRI
Itron
$4,283,935$78,505 -1.8%40,1080.8%Computer and Technology
Lantheus Holdings, Inc. stock logo
LNTH
Lantheus
$4,211,217$4,211,217 New Holding38,3710.8%Medical
TransMedics Group, Inc. stock logo
TMDX
TransMedics Group
$4,040,081$70,336 -1.7%25,7330.7%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$4,034,380$4,034,380 New Holding151,1570.7%Medical
SM Energy stock logo
SM
SM Energy
$4,024,379$4,024,379 New Holding100,6850.7%Oils/Energy
Installed Building Products, Inc. stock logo
IBP
Installed Building Products
$3,979,969$3,979,969 New Holding16,1610.7%Construction
Novanta Inc. stock logo
NOVT
Novanta
$3,887,216$69,779 -1.8%21,7260.7%Computer and Technology
LAZARD INC
$3,696,129$3,696,129 New Holding73,3650.7%COM
nCino, Inc. stock logo
NCNO
nCino
$3,682,541$3,682,541 New Holding116,5730.7%Computer and Technology
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$3,601,706$4,956,172 -57.9%21,5310.7%Retail/Wholesale
NewAmsterdam Pharma stock logo
NAMS
NewAmsterdam Pharma
$3,593,784$69,288 -1.9%216,4930.7%Medical
Albany International Corp. stock logo
AIN
Albany International
$3,524,058$36,073 -1.0%39,6630.6%Industrial Products
The Simply Good Foods Company stock logo
SMPL
Simply Good Foods
$3,326,515$59,039 -1.7%95,6720.6%Consumer Staples
Fabrinet stock logo
FN
Fabrinet
$3,298,811$1,584,857 -32.5%13,9520.6%Computer and Technology
American Woodmark Co. stock logo
AMWD
American Woodmark
$3,288,786$68,125 -2.0%35,1930.6%Consumer Discretionary
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$3,145,825$61,764 -1.9%148,3180.6%Finance
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$3,144,539$59,067 -1.8%123,5090.6%Medical
Franklin Electric Co., Inc. stock logo
FELE
Franklin Electric
$3,033,805$64,045 -2.1%28,9430.6%Industrial Products
Napco Security Technologies, Inc. stock logo
NSSC
Napco Security Technologies
$2,930,437$292,971 11.1%72,4280.5%Industrial Products
eBay Inc. stock logo
EBAY
eBay
$2,819,9790.0%43,3110.5%Retail/Wholesale
Axcelis Technologies, Inc. stock logo
ACLS
Axcelis Technologies
$2,817,739$345,166 14.0%26,8740.5%Computer and Technology
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$2,583,930$388,186 17.7%10,8300.5%Retail/Wholesale
Qualys, Inc. stock logo
QLYS
Qualys
$2,561,107$52,926 -2.0%19,9370.5%Computer and Technology
Palomar Holdings, Inc. stock logo
PLMR
Palomar
$2,561,013$2,561,013 New Holding27,0520.5%Finance
Wave Life Sciences Ltd. stock logo
WVE
Wave Life Sciences
$2,485,108$1,014,364 69.0%303,0620.5%Medical
Hilton Grand Vacations Inc. stock logo
HGV
Hilton Grand Vacations
$2,474,700$1,510,658 -37.9%68,1360.5%Consumer Discretionary
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$2,467,397$1,223,587 -33.2%46,7310.4%Medical
Atkore Inc. stock logo
ATKR
Atkore
$2,443,902$48,726 -2.0%28,8400.4%Industrial Products
Aflac Incorporated stock logo
AFL
Aflac
$2,404,7060.0%21,5090.4%Finance
Alkermes plc stock logo
ALKS
Alkermes
$2,376,547$639,320 36.8%84,9070.4%Medical
Genworth Financial, Inc. stock logo
GNW
Genworth Financial
$2,323,3280.0%339,1720.4%Finance
Werner Enterprises, Inc. stock logo
WERN
Werner Enterprises
$2,316,133$2,316,133 New Holding60,0190.4%Transportation
KB Home stock logo
KBH
KB Home
$2,267,1860.0%26,4580.4%Construction
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$2,239,582$2,239,582 New Holding58,8280.4%Finance
Arcellx, Inc. stock logo
ACLX
Arcellx
$2,238,486$44,427 -1.9%26,8050.4%Medical
Enact Holdings, Inc. stock logo
ACT
Enact
$2,212,642$2,212,642 New Holding60,9040.4%Finance
Scorpio Tankers Inc. stock logo
STNG
Scorpio Tankers
$2,181,780$5,849,595 -72.8%30,6000.4%Transportation
The Hartford Financial Services Group, Inc. stock logo
HIG
The Hartford Financial Services Group
$2,175,0790.0%18,4940.4%Finance
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$2,171,9750.0%14,0590.4%Construction
Best Buy Co., Inc. stock logo
BBY
Best Buy
$2,134,2810.0%20,6610.4%Retail/Wholesale
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
$2,068,768$2,068,768 New Holding59,2940.4%Finance

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