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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Walmart Inc.

WMT|931142103

Shares:6.1K

Value:$536.0K

% of Portfolio:0.1% ($536.0K/$477.6M)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:5.7K

Value:$514.1K

% of Portfolio:0.1% ($514.1K/$477.6M)

Blackstone Inc.

BX|09260D107

Shares:3.6K

Value:$501.5K

% of Portfolio:0.1% ($501.5K/$477.6M)

MICROSOFT CORP

MSFT|594918104

Shares:1.3K

Value:$500.4K

% of Portfolio:0.1% ($500.4K/$477.6M)

ELI LILLY & Co

LLY|532457108

Shares:508

Value:$419.6K

% of Portfolio:0.1% ($419.6K/$477.6M)

HEICO CORP

HEI-A|422806208

Shares:2.0K

Value:$415.6K

% of Portfolio:0.1% ($415.6K/$477.6M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:750

Value:$409.8K

% of Portfolio:0.1% ($409.8K/$477.6M)

Apple Inc.

AAPL|037833100

Shares:1.8K

Value:$408.1K

% of Portfolio:0.1% ($408.1K/$477.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.6K

Value:$397.6K

% of Portfolio:0.1% ($397.6K/$477.6M)

CLEAN HARBORS INC

CLH|184496107

Shares:2.0K

Value:$393.2K

% of Portfolio:0.1% ($393.2K/$477.6M)

APPFOLIO INC

APPF|03783C100

Shares:1.7K

Value:$382.4K

% of Portfolio:0.1% ($382.4K/$477.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:855

Value:$381.9K

% of Portfolio:0.1% ($381.9K/$477.6M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:715

Value:$355.9K

% of Portfolio:0.1% ($355.9K/$477.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.7K

Value:$354.2K

% of Portfolio:0.1% ($354.2K/$477.6M)

IDACORP INC

IDA|451107106

Shares:2.9K

Value:$340.9K

% of Portfolio:0.1% ($340.9K/$477.6M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:961

Value:$338.8K

% of Portfolio:0.1% ($338.8K/$477.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.3K

Value:$317.3K

% of Portfolio:0.1% ($317.3K/$477.6M)

MCKESSON CORP

MCK|58155Q103

Shares:455

Value:$306.2K

% of Portfolio:0.1% ($306.2K/$477.6M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.0K

Value:$302.2K

% of Portfolio:0.1% ($302.2K/$477.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.5K

Value:$300.5K

% of Portfolio:0.1% ($300.5K/$477.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$536.0K	0.1% ($536.0K/$477.6M)	QoQ NEW(+$536.0K) YoY NEW(+$536.0K)
EAST WEST BANCORP INC(EWBCcusip27579R104)	5.7K	QoQ -28.08% (-2.2K) YoY -28.51% (-2.3K)	All Managers (Combined)	$514.1K	0.1% ($514.1K/$477.6M)	QoQ -32.59% (-$248.6K) YoY -18.88% (-$119.7K)
Blackstone Inc.(BXcusip09260D107)	3.6K	QoQ +13.65% (-431) YoY -0.19% (-7)	All Managers (Combined)	$501.5K	0.1% ($501.5K/$477.6M)	QoQ -7.86% (-$42.8K) YoY +6.19% (-$29.3K)
MICROSOFT CORP(MSFTcusip594918104)	1.3K	QoQ -25.07% (-446) YoY -58.56% (-1.9K)	All Managers (Combined)	$500.4K	0.1% ($500.4K/$477.6M)	QoQ -33.26% (-$249.4K) YoY -63.02% (-$853.0K)
ELI LILLY & Co(LLYcusip532457108)	508	QoQ -0.97% (-5) YoY -61.54% (-813)	All Managers (Combined)	$419.6K	0.1% ($419.6K/$477.6M)	QoQ +5.94% (-$23.5K) YoY -59.17% (-$608.1K)
HEICO CORP(HEI-Acusip422806208)	2.0K	QoQ -28.12% (-771) YoY -28.57% (-788)	All Managers (Combined)	$415.6K	0.1% ($415.6K/$477.6M)	QoQ -18.51% (-$94.4K) YoY -2.10% (-$9.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	750	QoQ -0.53% (-4) YoY -15.25% (-135)	All Managers (Combined)	$409.8K	0.1% ($409.8K/$477.6M)	QoQ -5.09% (-$22.0K) YoY +10.84% (-$40.1K)
Apple Inc.(AAPLcusip037833100)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$408.1K	0.1% ($408.1K/$477.6M)	QoQ NEW(+$408.1K) YoY NEW(+$408.1K)
Alphabet Inc.(GOOGLcusip02079K305)	2.6K	QoQ +3.37% (-84) YoY -8.73% (-246)	All Managers (Combined)	$397.6K	0.1% ($397.6K/$477.6M)	QoQ -15.54% (-$73.2K) YoY -6.48% (-$27.6K)
CLEAN HARBORS INC(CLHcusip184496107)	2.0K	QoQ -28.13% (-781) YoY -91.01% (-20.2K)	All Managers (Combined)	$393.2K	0.1% ($393.2K/$477.6M)	QoQ -38.45% (-$245.7K) YoY -91.20% (-$4.1M)
APPFOLIO INC(APPFcusip03783C100)	1.7K	QoQ -27.99% (-676) YoY -92.11% (-20.3K)	All Managers (Combined)	$382.4K	0.1% ($382.4K/$477.6M)	QoQ -35.81% (-$213.4K) YoY -92.96% (-$5.1M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	855	QoQ +48.18% (+278) YoY +89.15% (+403)	All Managers (Combined)	$381.9K	0.1% ($381.9K/$477.6M)	QoQ +36.21% (+$101.5K) YoY +85.76% (+$176.3K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	715	QoQ -27.77% (-275) YoY -28.14% (-280)	All Managers (Combined)	$355.9K	0.1% ($355.9K/$477.6M)	QoQ -22.55% (-$103.6K) YoY -16.69% (-$71.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$354.2K	0.1% ($354.2K/$477.6M)	QoQ NEW(+$354.2K) YoY NEW(+$354.2K)
IDACORP INC(IDAcusip451107106)	2.9K	QoQ -28.27% (-1.2K) YoY NEW(+2.9K)	All Managers (Combined)	$340.9K	0.1% ($340.9K/$477.6M)	QoQ -23.71% (-$106.0K) YoY NEW(+$340.9K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	961	QoQ -0.72% (-7) YoY +20.12% (+161)	All Managers (Combined)	$338.8K	0.1% ($338.8K/$477.6M)	QoQ +2.30% (-$7.6K) YoY +32.11% (+$82.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.3K	QoQ -40.31% (-862) YoY -28.19% (-501)	All Managers (Combined)	$317.3K	0.1% ($317.3K/$477.6M)	QoQ -32.48% (-$152.7K) YoY -6.48% (-$22.0K)
MCKESSON CORP(MCKcusip58155Q103)	455	QoQ NEW(+455) YoY -3.80% (-18)	All Managers (Combined)	$306.2K	0.1% ($306.2K/$477.6M)	QoQ NEW(+$306.2K) YoY +20.58% (-$52.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$302.2K	0.1% ($302.2K/$477.6M)	QoQ NEW(+$302.2K) YoY NEW(+$302.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.5K	QoQ +47.10% (+790) YoY NEW(+2.5K)	All Managers (Combined)	$300.5K	0.1% ($300.5K/$477.6M)	QoQ +48.31% (+$97.9K) YoY NEW(+$300.5K)