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

Page 6 of 9

Sort by:

ANAPTYSBIO, INC

ANAB|032724106

Shares:83.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$477.6M)

Scorpio Tankers Inc.

STNG|Y7542C130

Shares:40.5K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$477.6M)

Toll Brothers, Inc.

TOL|889478103

Shares:14.1K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$477.6M)

NAPCO SECURITY TECHNOLOGIES, INC

NSSC|630402105

Shares:62.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$477.6M)

Viatris Inc

VTRS|92556V106

Shares:157.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$477.6M)

Dianthus Therapeutics, Inc. /DE/

DNTH|252828108

Shares:74.4K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$477.6M)

JANUS HENDERSON GROUP PLC

JHG|G4474Y214

Shares:34.9K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$477.6M)

Praxis Precision Medicines, Inc.

PRAX|74006W207

Shares:30.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$477.6M)

Aurora Innovation, Inc.

AUR|051774107

Shares:142.9K

Value:$960.7K

% of Portfolio:0.2% ($960.7K/$477.6M)

Philip Morris International Inc.

PM|718172109

Shares:5.7K

Value:$906.3K

% of Portfolio:0.2% ($906.3K/$477.6M)

Scholar Rock Holding Corp

SRRK|80706P103

Shares:27.4K

Value:$879.8K

% of Portfolio:0.2% ($879.8K/$477.6M)

Viridian Therapeutics, Inc.\DE

VRDN|92790C104

Shares:57.8K

Value:$779.7K

% of Portfolio:0.2% ($779.7K/$477.6M)

FinVolution Group

FINV|31810T101

Shares:74.9K

Value:$721.5K

% of Portfolio:0.2% ($721.5K/$477.6M)

Riot Platforms, Inc.

RIOT|767292105

Shares:98.6K

Value:$701.8K

% of Portfolio:0.1% ($701.8K/$477.6M)

IonQ, Inc.

IONQ|46222L108

Shares:29.6K

Value:$652.4K

% of Portfolio:0.1% ($652.4K/$477.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.1K

Value:$650.2K

% of Portfolio:0.1% ($650.2K/$477.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.6K

Value:$636.1K

% of Portfolio:0.1% ($636.1K/$477.6M)

JOYY Inc.

JOYY|46591M109

Shares:13.9K

Value:$585.2K

% of Portfolio:0.1% ($585.2K/$477.6M)

NVIDIA CORP

NVDA|67066G104

Shares:5.3K

Value:$578.6K

% of Portfolio:0.1% ($578.6K/$477.6M)

AMAZON COM INC

AMZN|023135106

Shares:2.9K

Value:$554.2K

% of Portfolio:0.1% ($554.2K/$477.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ANAPTYSBIO, INC(ANABcusip032724106)	83.2K	QoQ NEW(+83.2K) YoY NEW(+83.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$477.6M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Scorpio Tankers Inc.(STNGcusipY7542C130)	40.5K	QoQ +32.35% (+9.9K) YoY -76.22% (-129.9K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$477.6M)	QoQ +0.10% (+$1.6K) YoY -87.51% (-$10.7M)
Toll Brothers, Inc.(TOLcusip889478103)	14.1K	QoQ 0.00% (-0) YoY -25.36% (-4.8K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$477.6M)	QoQ -16.16% (-$286.2K) YoY -39.08% (-$952.6K)
NAPCO SECURITY TECHNOLOGIES, INC(NSSCcusip630402105)	62.5K	QoQ -21.31% (-16.9K) YoY NEW(+62.5K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$477.6M)	QoQ -49.06% (-$1.4M) YoY NEW(+$1.4M)
Viatris Inc(VTRScusip92556V106)	157.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$477.6M)	QoQ -30.04% (-$588.4K) YoY -27.05% (-$508.1K)
Dianthus Therapeutics, Inc. /DE/(DNTHcusip252828108)	74.4K	QoQ NEW(+74.4K) YoY NEW(+74.4K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$477.6M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
JANUS HENDERSON GROUP PLC(JHGcusipG4474Y214)	34.9K	QoQ -40.65% (-23.9K) YoY NEW(+34.9K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$477.6M)	QoQ -49.55% (-$1.2M) YoY NEW(+$1.3M)
Praxis Precision Medicines, Inc.(PRAXcusip74006W207)	30.2K	QoQ -1.48% (-456) YoY NEW(+30.2K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$477.6M)	QoQ -51.52% (-$1.2M) YoY NEW(+$1.1M)
Aurora Innovation, Inc.(AURcusip051774107)	142.9K	QoQ NEW(+142.9K) YoY NEW(+142.9K)	All Managers (Combined)	$960.7K	0.2% ($960.7K/$477.6M)	QoQ NEW(+$960.7K) YoY NEW(+$960.7K)
Philip Morris International Inc.(PMcusip718172109)	5.7K	QoQ +95.58% (+2.8K) YoY +111.36% (+3.0K)	All Managers (Combined)	$906.3K	0.2% ($906.3K/$477.6M)	QoQ +157.97% (+$555.0K) YoY +266.21% (+$658.8K)
Scholar Rock Holding Corp(SRRKcusip80706P103)	27.4K	QoQ -1.51% (-420) YoY NEW(+27.4K)	All Managers (Combined)	$879.8K	0.2% ($879.8K/$477.6M)	QoQ -26.73% (-$321.1K) YoY NEW(+$879.8K)
Viridian Therapeutics, Inc.\DE(VRDNcusip92790C104)	57.8K	QoQ -1.44% (-847) YoY NEW(+57.8K)	All Managers (Combined)	$779.7K	0.2% ($779.7K/$477.6M)	QoQ -30.69% (-$345.4K) YoY NEW(+$779.7K)
FinVolution Group(FINVcusip31810T101)	74.9K	QoQ -15.19% (-13.4K) YoY NEW(+74.9K)	All Managers (Combined)	$721.5K	0.2% ($721.5K/$477.6M)	QoQ +20.27% (-$121.6K) YoY NEW(+$721.5K)
Riot Platforms, Inc.(RIOTcusip767292105)	98.6K	QoQ NEW(+98.6K) YoY NEW(+98.6K)	All Managers (Combined)	$701.8K	0.1% ($701.8K/$477.6M)	QoQ NEW(+$701.8K) YoY NEW(+$701.8K)
IonQ, Inc.(IONQcusip46222L108)	29.6K	QoQ NEW(+29.6K) YoY NEW(+29.6K)	All Managers (Combined)	$652.4K	0.1% ($652.4K/$477.6M)	QoQ NEW(+$652.4K) YoY NEW(+$652.4K)
AbbVie Inc.(ABBVcusip00287Y109)	3.1K	QoQ +3.43% (+103) YoY -68.48% (-6.7K)	All Managers (Combined)	$650.2K	0.1% ($650.2K/$477.6M)	QoQ +21.96% (+$117.1K) YoY -63.74% (-$1.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.6K	QoQ +9.87% (+233) YoY -6.15% (-170)	All Managers (Combined)	$636.1K	0.1% ($636.1K/$477.6M)	QoQ +12.43% (+$70.4K) YoY +14.93% (-$82.7K)
JOYY Inc.(JOYYcusip46591M109)	13.9K	QoQ +52.00% (+4.8K) YoY NEW(+13.9K)	All Managers (Combined)	$585.2K	0.1% ($585.2K/$477.6M)	QoQ +52.47% (+$201.4K) YoY NEW(+$585.2K)
NVIDIA CORP(NVDAcusip67066G104)	5.3K	QoQ -1.07% (-58) YoY +308.80% (-4.0K)	All Managers (Combined)	$578.6K	0.1% ($578.6K/$477.6M)	QoQ -20.16% (-$146.1K) YoY -50.96% (-$601.4K)
AMAZON COM INC(AMZNcusip023135106)	2.9K	QoQ -2.01% (-60) YoY -30.85% (-1.3K)	All Managers (Combined)	$554.2K	0.1% ($554.2K/$477.6M)	QoQ -15.02% (-$98.0K) YoY -27.06% (-$205.7K)