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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Moody-Aldrich-Partners
Data Enrichment
98% identified164 identified4 unidentified
Holdings
168 positions • $477.6M total value
Manager:
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Page 5 of 9
Shares:107.2K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$477.6M)
Shares:10.9K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$477.6M)
83418M103
Shares:83.0K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$477.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
55.2K | QoQ NEW(+55.2K) YoY NEW(+55.2K) | All Managers (Combined) | $2.2M | 0.5% ($2.2M/$477.6M) | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) | |
107.2K | QoQ 0.00% (+0) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$477.6M) | ||
29.8K | QoQ +0.66% (+196)YoY NEW(+29.8K) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$477.6M) | YoY NEW(+$2.1M) | |
60.9K | QoQ 0.00% (+0)YoY NEW(+60.9K) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$477.6M) | YoY NEW(+$2.1M) | |
REV Group, Inc.(REVGcusip749527107) | 66.5K | QoQ NEW(+66.5K) YoY NEW(+66.5K) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$477.6M) | QoQ NEW(+$2.1M) YoY NEW(+$2.1M) |
22.3K | QoQ NEW(+22.3K) YoY NEW(+22.3K) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$477.6M) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) | |
Vaxcyte, Inc.(PCVXcusip92243G108) | 51.2K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$477.6M) | ||
18.6K | YoY NEW(+18.6K) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$477.6M) | YoY NEW(+$1.9M) | |
197.4K | QoQ NEW(+197.4K) YoY NEW(+197.4K) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$477.6M) | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) | |
64.4K | QoQ 0.00% (+0)YoY NEW(+64.4K) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$477.6M) | YoY NEW(+$1.9M) | |
27.7K | QoQ 0.00% (+0) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$477.6M) | ||
81.8K | QoQ NEW(+81.8K) YoY NEW(+81.8K) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$477.6M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
10.9K | QoQ 0.00% (-0)YoY NEW(+10.9K) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$477.6M) | YoY NEW(+$1.8M) | |
13.8K | QoQ 0.00% (+0)YoY NEW(+13.8K) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$477.6M) | YoY NEW(+$1.8M) | |
(cusip83418M103)✕ | 83.0K | QoQ NEW(+83.0K) YoY NEW(+83.0K) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$477.6M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
41.6K | QoQ NEW(+41.6K) YoY NEW(+41.6K) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$477.6M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
28.8K | QoQ NEW(+28.8K) YoY NEW(+28.8K) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$477.6M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
245.3K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$477.6M) | |||
57.5K | QoQ -1.48% (-865)YoY NEW(+57.5K) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$477.6M) | YoY NEW(+$1.7M) | |
13.5K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$477.6M) |