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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Acushnet Holdings Corp.

GOLF|005098108

Shares:64.9K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$477.6M)

ITRON, INC.

ITRI|465741106

Shares:42.4K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$477.6M)

CATALYST PHARMACEUTICALS, INC.

CPRX|14888U101

Shares:182.6K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$477.6M)

Atmus Filtration Technologies Inc.

ATMU|04956D107

Shares:119.3K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$477.6M)

G5S37H101

Shares:123.3K

Value:$4.4M

% of Portfolio:0.9% ($4.4M/$477.6M)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

Shares:19.3K

Value:$4.3M

% of Portfolio:0.9% ($4.3M/$477.6M)

INTERPARFUMS INC

IPAR|458334109

Shares:36.6K

Value:$4.2M

% of Portfolio:0.9% ($4.2M/$477.6M)

Terreno Realty Corp

TRNO|88146M101

Shares:65.5K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$477.6M)

Boot Barn Holdings, Inc.

BOOT|099406100

Shares:38.5K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$477.6M)

CarGurus, Inc.

CARG|141788109

Shares:140.8K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$477.6M)

Frontdoor, Inc.

FTDR|35905A109

Shares:105.6K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$477.6M)

SM Energy Co

SM|78454L100

Shares:135.1K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$477.6M)

Edgewise Therapeutics, Inc.

EWTX|28036F105

Shares:182.1K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$477.6M)

CSW INDUSTRIALS, INC.

CSWI|126402106

Shares:12.8K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$477.6M)

Loar Holdings Inc.

LOAR|53947R105

Shares:52.8K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$477.6M)

Wave Life Sciences Ltd.

WVE|Y95308105

Shares:439.8K

Value:$3.6M

% of Portfolio:0.7% ($3.6M/$477.6M)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:36.2K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$477.6M)

SEMTECH CORP

SMTC|816850101

Shares:98.9K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$477.6M)

Cactus, Inc.

WHD|127203107

Shares:73.8K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$477.6M)

BridgeBio Pharma, Inc.

BBIO|10806X102

Shares:96.9K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$477.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Acushnet Holdings Corp.(GOLFcusip005098108)	64.9K	QoQ -1.48% (-979) YoY NEW(+64.9K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$477.6M)	QoQ -4.84% (-$226.6K) YoY NEW(+$4.5M)
ITRON, INC.(ITRIcusip465741106)	42.4K	QoQ -1.45% (-625) YoY NEW(+42.4K)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$477.6M)	QoQ -4.91% (-$229.9K) YoY NEW(+$4.4M)
CATALYST PHARMACEUTICALS, INC.(CPRXcusip14888U101)	182.6K	QoQ -15.34% (-33.1K) YoY -39.33% (-118.4K)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$477.6M)	QoQ -1.63% (-$73.4K) YoY -7.70% (-$369.8K)
Atmus Filtration Technologies Inc.(ATMUcusip04956D107)	119.3K	QoQ -1.48% (-1.8K) YoY NEW(+119.3K)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$477.6M)	QoQ -7.64% (-$362.9K) YoY NEW(+$4.4M)
(cusipG5S37H101)✕	123.3K	QoQ -1.46% (-1.8K) YoY NEW(+123.3K)	All Managers (Combined)	$4.4M	0.9% ($4.4M/$477.6M)	QoQ +11.65% (-$454.4K) YoY NEW(+$4.4M)
APPLIED INDUSTRIAL TECHNOLOGIES INC(AITcusip03820C105)	19.3K	QoQ NEW(+19.3K) YoY NEW(+19.3K)	All Managers (Combined)	$4.3M	0.9% ($4.3M/$477.6M)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
INTERPARFUMS INC(IPARcusip458334109)	36.6K	QoQ -1.45% (-538) YoY NEW(+36.6K)	All Managers (Combined)	$4.2M	0.9% ($4.2M/$477.6M)	QoQ -14.66% (-$715.8K) YoY NEW(+$4.2M)
Terreno Realty Corp(TRNOcusip88146M101)	65.5K	QoQ -3.38% (-2.3K) YoY -59.04% (-94.4K)	All Managers (Combined)	$4.1M	0.9% ($4.1M/$477.6M)	QoQ +3.28% (-$131.5K) YoY -61.00% (-$6.5M)
Boot Barn Holdings, Inc.(BOOTcusip099406100)	38.5K	QoQ -22.04% (-10.9K) YoY -4.32% (-1.7K)	All Managers (Combined)	$4.1M	0.9% ($4.1M/$477.6M)	QoQ -44.84% (-$3.4M) YoY +8.02% (-$307.2K)
CarGurus, Inc.(CARGcusip141788109)	140.8K	QoQ +33.52% (+35.3K) YoY NEW(+140.8K)	All Managers (Combined)	$4.1M	0.9% ($4.1M/$477.6M)	QoQ +6.44% (+$248.4K) YoY NEW(+$4.1M)
Frontdoor, Inc.(FTDRcusip35905A109)	105.6K	QoQ +8.41% (-8.2K) YoY NEW(+105.6K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$477.6M)	QoQ -23.81% (-$1.3M) YoY NEW(+$4.1M)
SM Energy Co(SMcusip78454L100)	135.1K	QoQ +2.11% (-2.8K) YoY NEW(+135.1K)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$477.6M)	QoQ -21.09% (-$1.1M) YoY NEW(+$4.0M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	182.1K	QoQ -3.10% (-5.8K) YoY NEW(+182.1K)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$477.6M)	QoQ -20.16% (-$1.0M) YoY NEW(+$4.0M)
CSW INDUSTRIALS, INC.(CSWIcusip126402106)	12.8K	QoQ -1.34% (-175) YoY NEW(+12.8K)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$477.6M)	QoQ -18.48% (-$849.0K) YoY NEW(+$3.7M)
Loar Holdings Inc.(LOARcusip53947R105)	52.8K	QoQ -27.02% (-19.5K) YoY NEW(+52.8K)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$477.6M)	QoQ -30.24% (-$1.6M) YoY NEW(+$3.7M)
Wave Life Sciences Ltd.(WVEcusipY95308105)	439.8K	QoQ +10.37% (-41.4K) YoY NEW(+439.8K)	All Managers (Combined)	$3.6M	0.7% ($3.6M/$477.6M)	QoQ -27.90% (-$1.4M) YoY NEW(+$3.6M)
Lantheus Holdings, Inc.(LNTHcusip516544103)	36.2K	QoQ +0.60% (+217) YoY NEW(+36.2K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$477.6M)	QoQ +9.75% (+$314.1K) YoY NEW(+$3.5M)
SEMTECH CORP(SMTCcusip816850101)	98.9K	QoQ +75.62% (-42.6K) YoY NEW(+98.9K)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$477.6M)	QoQ -2.32% (-$80.9K) YoY NEW(+$3.4M)
Cactus, Inc.(WHDcusip127203107)	73.8K	QoQ -38.81% (-46.8K) YoY -33.79% (-37.7K)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$477.6M)	QoQ -51.95% (-$3.7M) YoY -39.42% (-$2.2M)
BridgeBio Pharma, Inc.(BBIOcusip10806X102)	96.9K	QoQ -2.77% (-2.8K) YoY -35.05% (-52.3K)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$477.6M)	QoQ +22.48% (-$615.0K) YoY -27.38% (-$1.3M)