Moody Aldrich Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 168Value: $477.6MLatest: 2025Q1

MOODY ALDRICH PARTNERS LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 168 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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WINTRUST FINANCIAL CORP

WTFC|97650W108

Shares:108.5K

Value:$12.2M

% of Portfolio:2.6% ($12.2M/$477.6M)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

Shares:378.4K

Value:$10.1M

% of Portfolio:2.1% ($10.1M/$477.6M)

PATHWARD FINANCIAL, INC.

CASH|59100U108

Shares:136.4K

Value:$9.9M

% of Portfolio:2.1% ($9.9M/$477.6M)

Palomar Holdings, Inc.

PLMR|69753M105

Shares:70.5K

Value:$9.7M

% of Portfolio:2.0% ($9.7M/$477.6M)

Skyward Specialty Insurance Group, Inc.

SKWD|830940102

Shares:182.6K

Value:$9.7M

% of Portfolio:2.0% ($9.7M/$477.6M)

Southwest Gas Holdings, Inc.

SWX|844895102

Shares:128.2K

Value:$9.2M

% of Portfolio:1.9% ($9.2M/$477.6M)

Mr. Cooper Group Inc.

COOP|62482R107

Shares:76.7K

Value:$9.2M

% of Portfolio:1.9% ($9.2M/$477.6M)

INDEPENDENT BANK CORP

INDB|453836108

Shares:145.7K

Value:$9.1M

% of Portfolio:1.9% ($9.1M/$477.6M)

Cadence Bank

CADE|12740C103

Shares:282.4K

Value:$8.6M

% of Portfolio:1.8% ($8.6M/$477.6M)

Leonardo DRS, Inc.

DRS|52661A108

Shares:256.0K

Value:$8.4M

% of Portfolio:1.8% ($8.4M/$477.6M)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:332.1K

Value:$8.3M

% of Portfolio:1.7% ($8.3M/$477.6M)

Protagonist Therapeutics, Inc

PTGX|74366E102

Shares:163.5K

Value:$7.9M

% of Portfolio:1.7% ($7.9M/$477.6M)

Virtu Financial, Inc.

VIRT|928254101

Shares:200.9K

Value:$7.7M

% of Portfolio:1.6% ($7.7M/$477.6M)

Knife River Corp

KNF|498894104

Shares:82.9K

Value:$7.5M

% of Portfolio:1.6% ($7.5M/$477.6M)

PORTLAND GENERAL ELECTRIC CO /OR/

POR|736508847

Shares:165.3K

Value:$7.4M

% of Portfolio:1.5% ($7.4M/$477.6M)

Axsome Therapeutics, Inc.

AXSM|05464T104

Shares:62.3K

Value:$7.3M

% of Portfolio:1.5% ($7.3M/$477.6M)

INSMED Inc

INSM|457669307

Shares:89.0K

Value:$6.8M

% of Portfolio:1.4% ($6.8M/$477.6M)

SL GREEN REALTY CORP

SLG|78440X887

Shares:111.5K

Value:$6.4M

% of Portfolio:1.3% ($6.4M/$477.6M)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

Shares:96.7K

Value:$6.2M

% of Portfolio:1.3% ($6.2M/$477.6M)

Verona Pharma plc

VRNA|925050106

Shares:96.6K

Value:$6.1M

% of Portfolio:1.3% ($6.1M/$477.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WINTRUST FINANCIAL CORP(WTFCcusip97650W108)	108.5K	QoQ -2.85% (-3.2K) YoY +5.61% (+5.8K)	All Managers (Combined)	$12.2M	2.6% ($12.2M/$477.6M)	QoQ -12.39% (-$1.7M) YoY +13.77% (+$1.5M)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	378.4K	QoQ -2.07% (-8.0K) YoY NEW(+378.4K)	All Managers (Combined)	$10.1M	2.1% ($10.1M/$477.6M)	QoQ -4.63% (-$492.7K) YoY NEW(+$10.1M)
PATHWARD FINANCIAL, INC.(CASHcusip59100U108)	136.4K	QoQ -1.48% (-2.1K) YoY +35.60% (+35.8K)	All Managers (Combined)	$9.9M	2.1% ($9.9M/$477.6M)	QoQ -2.32% (-$237.0K) YoY +95.96% (+$4.9M)
Palomar Holdings, Inc.(PLMRcusip69753M105)	70.5K	QoQ +13.10% (+8.2K) YoY NEW(+70.5K)	All Managers (Combined)	$9.7M	2.0% ($9.7M/$477.6M)	QoQ +46.83% (+$3.1M) YoY NEW(+$9.7M)
Skyward Specialty Insurance Group, Inc.(SKWDcusip830940102)	182.6K	QoQ +21.31% (+32.1K) YoY -12.08% (-25.1K)	All Managers (Combined)	$9.7M	2.0% ($9.7M/$477.6M)	QoQ +27.02% (+$2.1M) YoY +24.36% (-$1.9M)
Southwest Gas Holdings, Inc.(SWXcusip844895102)	128.2K	QoQ -2.06% (-2.7K) YoY +2.54% (-3.2K)	All Managers (Combined)	$9.2M	1.9% ($9.2M/$477.6M)	QoQ -0.55% (-$51.1K) YoY -3.28% (-$313.0K)
Mr. Cooper Group Inc.(COOPcusip62482R107)	76.7K	QoQ -1.50% (-1.2K) YoY +62.53% (+29.5K)	All Managers (Combined)	$9.2M	1.9% ($9.2M/$477.6M)	QoQ +22.70% (-$1.7M) YoY +149.38% (+$5.5M)
INDEPENDENT BANK CORP(INDBcusip453836108)	145.7K	QoQ -2.91% (-4.4K) YoY +43.66% (+44.3K)	All Managers (Combined)	$9.1M	1.9% ($9.1M/$477.6M)	QoQ -5.24% (-$505.2K) YoY +73.02% (+$3.9M)
Cadence Bank(CADEcusip12740C103)	282.4K	QoQ -1.47% (-4.2K) YoY NEW(+282.4K)	All Managers (Combined)	$8.6M	1.8% ($8.6M/$477.6M)	QoQ -13.17% (-$1.3M) YoY NEW(+$8.6M)
Leonardo DRS, Inc.(DRScusip52661A108)	256.0K	QoQ -1.48% (-3.9K) YoY -43.37% (-196.1K)	All Managers (Combined)	$8.4M	1.8% ($8.4M/$477.6M)	QoQ +0.25% (-$21.3K) YoY -15.71% (-$1.6M)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	332.1K	QoQ -1.47% (-5.0K) YoY +21.15% (+58.0K)	All Managers (Combined)	$8.3M	1.7% ($8.3M/$477.6M)	QoQ -9.02% (-$821.8K) YoY +56.15% (+$3.0M)
Protagonist Therapeutics, Inc(PTGXcusip74366E102)	163.5K	QoQ +142.50% (+96.1K) YoY +62.63% (+63.0K)	All Managers (Combined)	$7.9M	1.7% ($7.9M/$477.6M)	QoQ +203.81% (+$5.3M) YoY +171.87% (+$5.0M)
Virtu Financial, Inc.(VIRTcusip928254101)	200.9K	QoQ -35.33% (-109.8K) YoY +113.93% (+107.0K)	All Managers (Combined)	$7.7M	1.6% ($7.7M/$477.6M)	QoQ -30.91% (-$3.4M) YoY +297.42% (+$5.7M)
Knife River Corp(KNFcusip498894104)	82.9K	QoQ -3.16% (-2.7K) YoY -30.45% (-36.3K)	All Managers (Combined)	$7.5M	1.6% ($7.5M/$477.6M)	QoQ -14.05% (-$1.2M) YoY -22.61% (-$2.2M)
PORTLAND GENERAL ELECTRIC CO /OR/(PORcusip736508847)	165.3K	QoQ -3.05% (-5.2K) YoY +50.13% (+55.2K)	All Managers (Combined)	$7.4M	1.5% ($7.4M/$477.6M)	QoQ -0.87% (-$65.5K) YoY +59.43% (+$2.7M)
Axsome Therapeutics, Inc.(AXSMcusip05464T104)	62.3K	QoQ +38.10% (+17.2K) YoY -5.05% (-3.3K)	All Managers (Combined)	$7.3M	1.5% ($7.3M/$477.6M)	QoQ +90.37% (+$3.5M) YoY +38.76% (-$2.0M)
INSMED Inc(INSMcusip457669307)	89.0K	QoQ +150.91% (+53.5K) YoY NEW(+89.0K)	All Managers (Combined)	$6.8M	1.4% ($6.8M/$477.6M)	QoQ +177.26% (+$4.3M) YoY NEW(+$6.8M)
SL GREEN REALTY CORP(SLGcusip78440X887)	111.5K	QoQ -2.87% (-3.3K) YoY +23.68% (+21.3K)	All Managers (Combined)	$6.4M	1.3% ($6.4M/$477.6M)	QoQ -17.48% (-$1.4M) YoY +29.44% (+$1.5M)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	96.7K	QoQ -10.10% (-10.9K) YoY -21.93% (-27.2K)	All Managers (Combined)	$6.2M	1.3% ($6.2M/$477.6M)	QoQ +19.97% (-$1.0M) YoY +22.44% (-$1.1M)
Verona Pharma plc(VRNAcusip925050106)	96.6K	QoQ +1.74% (+1.7K) YoY -69.32% (-218.3K)	All Managers (Combined)	$6.1M	1.3% ($6.1M/$477.6M)	QoQ +39.10% (+$1.7M) YoY +21.04% (-$1.1M)