Moody-Aldrich-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "AXSM",
  "NCNO",
  "EWTX",
  "SPSC",
  "ALKS",
  "INSM",
  "APPF",
  "ITRI",
  "PIPR",
  "VRNS",
  "MGY",
  "FN",
  "SMTC",
  "ASB",
  "NOVT",
  "PLMR",
  "FTAI",
  "ARW",
  "LOAR",
  "ARCB",
  "CASH",
  "ABT",
  "REVG",
  "ABBV",
  "PAA",
  "JEF",
  "ATI",
  "GOOGL",
  "BOOT",
  "AIN",
  "RIOT",
  "ATMU",
  "ABG",
  "AMG",
  "GOLF",
  "AROC",
  "AIT",
  "FOR",
  "BSX",
  "LMB",
  "JOYY",
  "NSSC",
  "COOP",
  "MYRG",
  "EBAY",
  "SMPL",
  "SN",
  "SRAD",
  null,
  "IPAR",
  "ANAB",
  "REPL",
  "QCOM",
  "GNW",
  "SRRK",
  "HEI-A",
  "IDA",
  "STNG",
  "IONQ",
  "KNSL",
  "DRS",
  "MSFT",
  "CORZ",
  "TMUS",
  "EVR",
  "HQY",
  "HIG",
  "BX",
  "ANET",
  "PNC",
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "PKG",
  "REGN",
  "AMT",
  "IBM",
  "TJX",
  "PTGX",
  "SM",
  "PRAX",
  "EWBC",
  "PDS",
  "OSIS",
  "POR",
  "MLTX",
  "AEIS",
  "AB",
  "SLNO",
  null,
  "NTNX",
  null,
  "SLM",
  "RRC",
  "SWX",
  "SFM",
  "SF",
  "TOL",
  "TAP",
  "WVE",
  "DECK",
  "WEX",
  "EPAC",
  "ACT",
  "INDB",
  "IBP",
  "KNF",
  "LANC",
  "NVO",
  "AMZN",
  "RMBS",
  "VLO",
  "VRNA",
  "VTRS",
  "VIRT",
  "COCO",
  "VRDN",
  "WD",
  "WMT",
  "WERN",
  "WTFC",
  "ESI",
  null,
  "JHG",
  "FINV",
  "JKHY",
  "SLG",
  "TDY",
  "SKWD",
  "FTDR",
  "HALO",
  "LNTH",
  "MCK",
  "MTH",
  "PCVX",
  "AUR",
  "BCPC",
  "AVA",
  "BJ",
  "BPMC",
  "BMY",
  "BBIO",
  "BR",
  "WHD",
  "CADE",
  "BWXT",
  "CPT",
  "CARG",
  "CATY",
  "CPRX",
  "GTLS",
  "CWAN",
  "CLH",
  "COLB",
  "ROAD",
  "CRNX",
  "CRDO",
  "CRWD",
  "CSWI",
  "DNTH",
  "TRNO",
  "ETN",
  "LLY",
  "PLD",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 168
Total Value: 477569430
Accession Number: 0001085146-25-002404
Form Type: 13F-HR
CIK: moody-aldrich-partners
Manager Name: Moody-Aldrich-Partners

Data Enrichment

98% identified

164 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

168 positions • $477.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Element Solutions Inc

ESI|28618M106

Shares:266.9K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$477.6M)

HEALTHEQUITY, INC.

HQY|42226A107

Shares:67.9K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$477.6M)

OSI SYSTEMS INC

OSIS|671044105

Shares:30.5K

Value:$5.9M

% of Portfolio:1.2% ($5.9M/$477.6M)

PIPER SANDLER COMPANIES

PIPR|724078100

Shares:23.2K

Value:$5.7M

% of Portfolio:1.2% ($5.7M/$477.6M)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:37.1K

Value:$5.7M

% of Portfolio:1.2% ($5.7M/$477.6M)

ADVANCED ENERGY INDUSTRIES INC

AEIS|007973100

Shares:58.7K

Value:$5.6M

% of Portfolio:1.2% ($5.6M/$477.6M)

VARONIS SYSTEMS INC

VRNS|922280102

Shares:138.1K

Value:$5.6M

% of Portfolio:1.2% ($5.6M/$477.6M)

Sportradar Group AG

SRAD|H8088L103

Shares:255.0K

Value:$5.5M

% of Portfolio:1.2% ($5.5M/$477.6M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:35.8K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$477.6M)

Magnolia Oil & Gas Corp

MGY|559663109

Shares:201.3K

Value:$5.1M

% of Portfolio:1.1% ($5.1M/$477.6M)

LANCASTER COLONY CORP

LANC|513847103

Shares:28.4K

Value:$5.0M

% of Portfolio:1.0% ($5.0M/$477.6M)

ENERPAC TOOL GROUP CORP

EPAC|292765104

Shares:109.8K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$477.6M)

Archrock, Inc.

AROC|03957W106

Shares:187.5K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$477.6M)

SPS COMMERCE INC

SPSC|78463M107

Shares:36.9K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$477.6M)

AVISTA CORP

AVA|05379B107

Shares:116.8K

Value:$4.9M

% of Portfolio:1.0% ($4.9M/$477.6M)

Simply Good Foods Co

SMPL|82900L102

Shares:137.0K

Value:$4.7M

% of Portfolio:1.0% ($4.7M/$477.6M)

BALCHEM CORP

BCPC|057665200

Shares:28.3K

Value:$4.7M

% of Portfolio:1.0% ($4.7M/$477.6M)

Crinetics Pharmaceuticals, Inc.

CRNX|22663K107

Shares:139.9K

Value:$4.7M

% of Portfolio:1.0% ($4.7M/$477.6M)

Merus N.V.

MRUS|N5749R100

Shares:108.3K

Value:$4.6M

% of Portfolio:1.0% ($4.6M/$477.6M)

FTAI Aviation Ltd.

FTAI|G3730V105

Shares:40.9K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$477.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Element Solutions Inc(ESIcusip28618M106)	266.9K	QoQ -2.66% (-7.3K) YoY -1.30% (-3.5K)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$477.6M)	QoQ -13.46% (-$938.6K) YoY -10.66% (-$720.4K)
HEALTHEQUITY, INC.(HQYcusip42226A107)	67.9K	QoQ +47.89% (+22.0K) YoY NEW(+67.9K)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$477.6M)	QoQ +36.21% (+$1.6M) YoY NEW(+$6.0M)
OSI SYSTEMS INC(OSIScusip671044105)	30.5K	QoQ -5.79% (-1.9K) YoY NEW(+30.5K)	All Managers (Combined)	$5.9M	1.2% ($5.9M/$477.6M)	QoQ +9.34% (-$506.6K) YoY NEW(+$5.9M)
PIPER SANDLER COMPANIES(PIPRcusip724078100)	23.2K	QoQ -1.53% (-361) YoY NEW(+23.2K)	All Managers (Combined)	$5.7M	1.2% ($5.7M/$477.6M)	QoQ -18.70% (-$1.3M) YoY NEW(+$5.7M)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	37.1K	QoQ NEW(+37.1K) YoY NEW(+37.1K)	All Managers (Combined)	$5.7M	1.2% ($5.7M/$477.6M)	QoQ NEW(+$5.7M) YoY NEW(+$5.7M)
ADVANCED ENERGY INDUSTRIES INC(AEIScusip007973100)	58.7K	QoQ +13.42% (-6.9K) YoY +198.37% (+39.0K)	All Managers (Combined)	$5.6M	1.2% ($5.6M/$477.6M)	QoQ -6.50% (-$389.2K) YoY +178.86% (+$3.6M)
VARONIS SYSTEMS INC(VRNScusip922280102)	138.1K	QoQ +48.69% (+45.2K) YoY +20.73% (+23.7K)	All Managers (Combined)	$5.6M	1.2% ($5.6M/$477.6M)	QoQ +35.37% (+$1.5M) YoY +3.53% (+$190.9K)
Sportradar Group AG(SRADcusipH8088L103)	255.0K	QoQ +78.21% (+111.9K) YoY NEW(+255.0K)	All Managers (Combined)	$5.5M	1.2% ($5.5M/$477.6M)	QoQ +122.20% (+$3.0M) YoY NEW(+$5.5M)
CHART INDUSTRIES INC(GTLScusip16115Q308)	35.8K	QoQ -3.18% (-1.2K) YoY -13.14% (-5.4K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$477.6M)	QoQ -26.76% (-$1.9M) YoY -23.88% (-$1.6M)
Magnolia Oil & Gas Corp(MGYcusip559663109)	201.3K	QoQ -33.04% (-99.4K) YoY NEW(+201.3K)	All Managers (Combined)	$5.1M	1.1% ($5.1M/$477.6M)	QoQ -27.65% (-$1.9M) YoY NEW(+$5.1M)
LANCASTER COLONY CORP(LANCcusip513847103)	28.4K	QoQ -2.86% (-836) YoY -13.06% (-4.3K)	All Managers (Combined)	$5.0M	1.0% ($5.0M/$477.6M)	QoQ -1.81% (-$92.0K) YoY -26.72% (-$1.8M)
ENERPAC TOOL GROUP CORP(EPACcusip292765104)	109.8K	QoQ -1.48% (-1.7K) YoY NEW(+109.8K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$477.6M)	QoQ +7.55% (-$346.0K) YoY NEW(+$4.9M)
Archrock, Inc.(AROCcusip03957W106)	187.5K	QoQ +17.63% (+28.1K) YoY NEW(+187.5K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$477.6M)	QoQ +24.02% (+$952.7K) YoY NEW(+$4.9M)
SPS COMMERCE INC(SPSCcusip78463M107)	36.9K	QoQ -3.09% (-1.2K) YoY -12.74% (-5.4K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$477.6M)	QoQ -30.09% (-$2.1M) YoY -37.36% (-$2.9M)
AVISTA CORP(AVAcusip05379B107)	116.8K	QoQ +0.59% (+693) YoY NEW(+116.8K)	All Managers (Combined)	$4.9M	1.0% ($4.9M/$477.6M)	QoQ +14.98% (+$637.4K) YoY NEW(+$4.9M)
Simply Good Foods Co(SMPLcusip82900L102)	137.0K	QoQ -3.12% (-4.4K) YoY -38.23% (-84.8K)	All Managers (Combined)	$4.7M	1.0% ($4.7M/$477.6M)	QoQ -14.28% (-$787.4K) YoY -37.40% (-$2.8M)
BALCHEM CORP(BCPCcusip057665200)	28.3K	QoQ -1.51% (-434) YoY -12.48% (-4.0K)	All Managers (Combined)	$4.7M	1.0% ($4.7M/$477.6M)	QoQ +0.30% (-$14.3K) YoY -6.24% (-$312.7K)
Crinetics Pharmaceuticals, Inc.(CRNXcusip22663K107)	139.9K	QoQ -3.09% (-4.5K) YoY +148.04% (+83.5K)	All Managers (Combined)	$4.7M	1.0% ($4.7M/$477.6M)	QoQ -36.42% (-$2.7M) YoY +77.73% (+$2.1M)
Merus N.V.(MRUScusipN5749R100)	108.3K	QoQ +273.44% (+79.3K) YoY NEW(+108.3K)	All Managers (Combined)	$4.6M	1.0% ($4.6M/$477.6M)	QoQ +273.80% (+$3.3M) YoY NEW(+$4.6M)
FTAI Aviation Ltd.(FTAIcusipG3730V105)	40.9K	QoQ +39.83% (+11.6K) YoY -31.72% (-19.0K)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$477.6M)	QoQ +7.78% (+$327.9K) YoY +12.63% (-$509.1K)