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 6 of 9
Shares:62.5K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$477.6M)
Shares:74.4K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$477.6M)
Shares:30.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$477.6M)
Shares:5.7K
Value:$906.3K
% of Portfolio:0.2% ($906.3K/$477.6M)
Shares:27.4K
Value:$879.8K
% of Portfolio:0.2% ($879.8K/$477.6M)
Shares:57.8K
Value:$779.7K
% of Portfolio:0.2% ($779.7K/$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) |
40.5K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$477.6M) | |||
14.1K | QoQ 0.00% (-0) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$477.6M) | ||
62.5K | YoY NEW(+62.5K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$477.6M) | YoY NEW(+$1.4M) | |
Viatris Inc(VTRScusip92556V106) | 157.3K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$477.6M) | ||
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) | |
34.9K | YoY NEW(+34.9K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$477.6M) | YoY NEW(+$1.3M) | |
30.2K | QoQ -1.48% (-456)YoY NEW(+30.2K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$477.6M) | YoY NEW(+$1.1M) | |
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) | |
5.7K | All Managers (Combined) | $906.3K | 0.2% ($906.3K/$477.6M) | |||
27.4K | QoQ -1.51% (-420)YoY NEW(+27.4K) | All Managers (Combined) | $879.8K | 0.2% ($879.8K/$477.6M) | YoY NEW(+$879.8K) | |
57.8K | QoQ -1.44% (-847)YoY NEW(+57.8K) | All Managers (Combined) | $779.7K | 0.2% ($779.7K/$477.6M) | YoY NEW(+$779.7K) | |
74.9K | YoY NEW(+74.9K) | All Managers (Combined) | $721.5K | 0.2% ($721.5K/$477.6M) | YoY NEW(+$721.5K) | |
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 | All Managers (Combined) | $650.2K | 0.1% ($650.2K/$477.6M) | ||
2.6K | QoQ +9.87% (+233)YoY -6.15% (-170) | All Managers (Combined) | $636.1K | 0.1% ($636.1K/$477.6M) | ||
13.9K | YoY NEW(+13.9K) | All Managers (Combined) | $585.2K | 0.1% ($585.2K/$477.6M) | YoY NEW(+$585.2K) | |
NVIDIA CORP(NVDAcusip67066G104) | 5.3K | All Managers (Combined) | $578.6K | 0.1% ($578.6K/$477.6M) | ||
AMAZON COM INC(AMZNcusip023135106) | 2.9K | All Managers (Combined) | $554.2K | 0.1% ($554.2K/$477.6M) |