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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BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.9K

Value:$293.0K

% of Portfolio:0.1% ($293.0K/$477.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.3K

Value:$292.2K

% of Portfolio:0.1% ($292.2K/$477.6M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.2K

Value:$290.0K

% of Portfolio:0.1% ($290.0K/$477.6M)

Prologis, Inc.

PLD|74340W103

Shares:2.6K

Value:$288.5K

% of Portfolio:0.1% ($288.5K/$477.6M)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:2.5K

Value:$284.1K

% of Portfolio:0.1% ($284.1K/$477.6M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.1K

Value:$279.3K

% of Portfolio:0.1% ($279.3K/$477.6M)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:1.4K

Value:$278.8K

% of Portfolio:0.1% ($278.8K/$477.6M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.6K

Value:$276.3K

% of Portfolio:0.1% ($276.3K/$477.6M)

RANGE RESOURCES CORP

RRC|75281A109

Shares:6.8K

Value:$270.4K

% of Portfolio:0.1% ($270.4K/$477.6M)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:555

Value:$270.1K

% of Portfolio:0.1% ($270.1K/$477.6M)

Eaton Corp plc

ETN|G29183103

Shares:989

Value:$268.8K

% of Portfolio:0.1% ($268.8K/$477.6M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:1.5K

Value:$266.0K

% of Portfolio:0.1% ($266.0K/$477.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.7K

Value:$256.7K

% of Portfolio:0.1% ($256.7K/$477.6M)

Nutanix, Inc.

NTNX|67059N108

Shares:3.6K

Value:$248.9K

% of Portfolio:0.1% ($248.9K/$477.6M)

CAMDEN PROPERTY TRUST

CPT|133131102

Shares:2.0K

Value:$242.9K

% of Portfolio:0.1% ($242.9K/$477.6M)

Arista Networks, Inc.

ANET|040413205

Shares:2.9K

Value:$226.2K

% of Portfolio:0.0% ($226.2K/$477.6M)

PRECISION DRILLING Corp

PDS|74022D407

Shares:4.8K

Value:$223.1K

% of Portfolio:0.0% ($223.1K/$477.6M)

WEX Inc.

WEX|96208T104

Shares:1.4K

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$477.6M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:2.2K

Value:$218.6K

% of Portfolio:0.0% ($218.6K/$477.6M)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:4.1K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$477.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.9K	QoQ -13.23% (-443) YoY -60.03% (-4.4K)	All Managers (Combined)	$293.0K	0.1% ($293.0K/$477.6M)	QoQ -2.00% (-$6.0K) YoY -41.14% (-$204.8K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.3K	QoQ +1.43% (+19) YoY +13.14% (+156)	All Managers (Combined)	$292.2K	0.1% ($292.2K/$477.6M)	QoQ +20.34% (+$49.4K) YoY +24.60% (+$57.7K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.2K	QoQ -27.60% (-456) YoY -42.05% (-868)	All Managers (Combined)	$290.0K	0.1% ($290.0K/$477.6M)	QoQ -22.36% (-$83.5K) YoY -31.41% (-$132.8K)
Prologis, Inc.(PLDcusip74340W103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$288.5K	0.1% ($288.5K/$477.6M)	QoQ NEW(+$288.5K) YoY NEW(+$288.5K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	2.5K	QoQ -27.97% (-967) YoY -28.44% (-990)	All Managers (Combined)	$284.1K	0.1% ($284.1K/$477.6M)	QoQ -8.02% (-$24.8K) YoY +7.91% (-$20.8K)
T-Mobile US, Inc.(TMUScusip872590104)	1.1K	QoQ -21.27% (-284) YoY NEW(+1.1K)	All Managers (Combined)	$279.3K	0.1% ($279.3K/$477.6M)	QoQ -5.23% (-$15.4K) YoY NEW(+$279.3K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	1.4K	QoQ -0.84% (-12) YoY -25.89% (-492)	All Managers (Combined)	$278.8K	0.1% ($278.8K/$477.6M)	QoQ -12.77% (-$40.9K) YoY -22.67% (-$81.8K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$276.3K	0.1% ($276.3K/$477.6M)	QoQ NEW(+$276.3K) YoY NEW(+$276.3K)
RANGE RESOURCES CORP(RRCcusip75281A109)	6.8K	QoQ -28.10% (-2.6K) YoY NEW(+6.8K)	All Managers (Combined)	$270.4K	0.1% ($270.4K/$477.6M)	QoQ -20.21% (-$68.5K) YoY NEW(+$270.4K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	555	QoQ NEW(+555) YoY -64.71% (-1.0K)	All Managers (Combined)	$270.1K	0.1% ($270.1K/$477.6M)	QoQ NEW(+$270.1K) YoY -67.27% (-$555.3K)
Eaton Corp plc(ETNcusipG29183103)	989	QoQ 0.00% (-0) YoY NEW(+989)	All Managers (Combined)	$268.8K	0.1% ($268.8K/$477.6M)	QoQ -18.09% (-$59.4K) YoY NEW(+$268.8K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	1.5K	QoQ -28.19% (-572) YoY -28.61% (-584)	All Managers (Combined)	$266.0K	0.1% ($266.0K/$477.6M)	QoQ -25.20% (-$89.6K) YoY -24.96% (-$88.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$256.7K	0.1% ($256.7K/$477.6M)	QoQ NEW(+$256.7K) YoY NEW(+$256.7K)
Nutanix, Inc.(NTNXcusip67059N108)	3.6K	QoQ -28.15% (-1.4K) YoY -28.54% (-1.4K)	All Managers (Combined)	$248.9K	0.1% ($248.9K/$477.6M)	QoQ -18.01% (-$54.7K) YoY -19.17% (-$59.0K)
CAMDEN PROPERTY TRUST(CPTcusip133131102)	2.0K	QoQ -28.12% (-777) YoY NEW(+2.0K)	All Managers (Combined)	$242.9K	0.1% ($242.9K/$477.6M)	QoQ -24.24% (-$77.7K) YoY NEW(+$242.9K)
Arista Networks, Inc.(ANETcusip040413205)	2.9K	QoQ +4.28% (-120) YoY NEW(+2.9K)	All Managers (Combined)	$226.2K	0.0% ($226.2K/$477.6M)	QoQ -26.89% (-$83.2K) YoY NEW(+$226.2K)
PRECISION DRILLING Corp(PDScusip74022D407)	4.8K	QoQ -35.13% (-2.6K) YoY NEW(+4.8K)	All Managers (Combined)	$223.1K	0.0% ($223.1K/$477.6M)	QoQ -50.67% (-$229.3K) YoY NEW(+$223.1K)
WEX Inc.(WEXcusip96208T104)	1.4K	QoQ -27.54% (-530) YoY -27.99% (-542)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$477.6M)	QoQ -35.10% (-$118.4K) YoY -52.40% (-$241.0K)
BWX Technologies, Inc.(BWXTcusip05605H100)	2.2K	QoQ -58.86% (-3.2K) YoY -97.69% (-93.8K)	All Managers (Combined)	$218.6K	0.0% ($218.6K/$477.6M)	QoQ -63.56% (-$381.4K) YoY -97.78% (-$9.6M)
Jefferies Financial Group Inc.(JEFcusip47233W109)	4.1K	QoQ -28.03% (-1.6K) YoY NEW(+4.1K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$477.6M)	QoQ -50.82% (-$225.6K) YoY NEW(+$218.2K)