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Disclosery

13F-HR filed by Moody Aldrich Partners LLC

Moody Aldrich Partners LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-21, with 188 holding rows worth $527,177,083.

Accession
0000936941-25-000013
Filer
CIK 936941
Filed
2025-10-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 188 entries on the cover page, a total value of $527,177,083 stated on the cover page (in dollars after the unit check, H1), rows summing to $527,177,083 with VALUE read as dollars as filed, 13F file number 028-04634. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CADENCE BANK12740C103COM291,393$10,938,893dollars as filed
INDEPENDENT BK CORP MASS453836108COM152,377$10,539,917dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM143,060$9,503,476dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW103,580$9,464,105dollars as filed
PIPER SANDLER COMPANIES724078100COM24,316$8,437,409dollars as filed
PATHWARD FINANCIAL INC59100U108COM111,573$8,257,518dollars as filed
MODINE MFG CO COM607828100Stock52,800$7,506,048dollars as filed
ELEMENT SOLUTIONS INC COM28618M106Stock294,453$7,411,382dollars as filed
MERUS N VN5749R100COM76,444$7,197,203dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM399,706$7,170,726dollars as filed
RIOT PLATFORMS INC767292105COM373,925$7,115,793dollars as filed
COLUMBIA BKG SYS INC197236102COM271,719$6,994,047dollars as filed
SCORPIO TANKERS INCY7542C130SHS120,862$6,774,315dollars as filed
CARGURUS INC COM CL A141788109Stock175,453$6,532,115dollars as filed
VSE CORP COM918284100Stock38,867$6,461,250dollars as filed
SPX TECHNOLOGIES INC78473E103COM33,475$6,252,461dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock51,476$6,251,760dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A342,713$6,175,688dollars as filed
SOUTHWEST GAS HLDGS INC COM844895102Stock78,395$6,141,464dollars as filed
VARONIS SYS INC922280102COM106,162$6,101,130dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock84,062$6,069,276dollars as filed
PORTLAND GEN ELEC CO736508847COM NEW136,399$6,001,556dollars as filed
ADVANCED ENERGY INDS COM007973100Stock34,927$5,942,480dollars as filed
OSI SYSTEMS INC671044105COM23,712$5,909,979dollars as filed
ARROW ELECTRS INC042735100COM48,170$5,828,570dollars as filed
FRONTDOOR INC COM35905A109Stock86,475$5,818,903dollars as filed
SEMTECH CORP COM816850101Stock80,949$5,783,806dollars as filed
COEUR MNG INC COM NEW192108504Stock307,451$5,767,781dollars as filed
VIATRIS INC COM92556V106Stock578,576$5,727,902dollars as filed
WINTRUST FINL CORP COM97650W108Stock43,192$5,720,348dollars as filed
OVINTIV INC69047Q102COM140,423$5,670,281dollars as filed
HEALTHEQUITY INC COM42226A107Stock59,685$5,656,347dollars as filed
SL GREEN RLTY CORP COM78440X887REIT91,880$5,495,343dollars as filed
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN137,341$5,249,173dollars as filed
ACUSHNET HLDGS CORP005098108COM65,898$5,172,334dollars as filed
RAMBUS INC DEL COM750917106Stock47,803$4,981,073dollars as filed
REV Group Inc749527107Common Stock86,804$4,919,183dollars as filed
ARTISAN PARTNERS ASSET MGMT I CL A04316A108Stock113,059$4,906,761dollars as filed
MAGNOLIA OIL & GAS CORP559663109CL A204,279$4,876,140dollars as filed
CRINETICS PHARMACEUTICALS INC COM22663K107Stock115,543$4,812,366dollars as filed
SPORTRADAR GROUP AGH8088L103COM177,698$4,780,076dollars as filed
CONAGRA FOODS INC205887102COM256,974$4,705,194dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock32,283$4,700,728dollars as filed
PVH CORPORATION COM693656100Stock56,076$4,697,487dollars as filed
CHESAPEAKE UTILS CORP165303108COM34,740$4,679,131dollars as filed
MGIC INVT CORP WIS COM552848103Stock163,841$4,648,169dollars as filed
VITA COCO CO INC92846Q107COM109,100$4,633,477dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW25,884$4,585,092dollars as filed
AVISTA CORP COM05379B107Stock120,755$4,565,747dollars as filed
CYTOKINETICS INC23282W605COM NEW82,460$4,532,002dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock56,444$4,515,520dollars as filed
MYR GROUP INC55405W104COM21,433$4,458,707dollars as filed
ENACT HLDGS INC COM29249E109Stock115,819$4,440,500dollars as filed
ATMUS FILTRATION TECHNOLOGIE04956D107COM97,635$4,402,362dollars as filed
ITRON INC COM465741106Stock34,724$4,325,221dollars as filed
MARZETTI COMPANY513847103COM24,740$4,274,825dollars as filed
NEKTAR THERAPEUTICS640268306COMMON STOCK73,716$4,194,440dollars as filed
BOOT BARN HLDGS INC099406100COM25,267$4,187,247dollars as filed
WALKER&DUNLOPINC93148P102STOK48,990$4,096,544dollars as filed
ARCHROCK INC03957W106COM154,858$4,074,314dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock52,176$4,010,769dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock98,650$3,943,041dollars as filed
BLOOM ENERGY CORP093712107COM46,522$3,934,366dollars as filed
CATHAY GEN BANCORP149150104COM81,799$3,927,170dollars as filed
TERRENO RLTY CORP88146M101COM67,992$3,858,546dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM101,742$3,788,872dollars as filed
MAREX GROUP PLCG5S37H101COMMON STOCK112,300$3,775,526dollars as filed
ARGAN INC04010E109COM13,969$3,772,328dollars as filed
TOLL BROTHERS INC COM889478103Stock27,234$3,762,105dollars as filed
BRIDGEBIO PHARMA INC10806X102COM71,580$3,717,865dollars as filed
INNODATA INC457642205COM NEW48,240$3,717,857dollars as filed
FORESTAR GROUP INC346232101COMMON STOCK139,057$3,697,526dollars as filed
ENERPAC TOOL GROUP CORP CL A COM292765104Stock89,804$3,681,964dollars as filed
VIRTU FINL INC928254101CL A103,621$3,678,546dollars as filed
SM ENERGY COMPANY COM78454L100Stock147,144$3,674,186dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock15,111$3,602,916dollars as filed
INTERPARFUMS INC COM458334109Stock35,454$3,487,965dollars as filed
BALCHEM CORP057665200COM23,167$3,476,440dollars as filed
SOLENO THERAPEUTICS INC834203309COM51,274$3,466,122dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A26,786$3,401,822dollars as filed
NOMAD FOODS LTD USD ORD SHSG6564A105Stock247,558$3,255,388dollars as filed
SPS COMM INC COM78463M107Stock30,418$3,167,731dollars as filed
CASELLA WASTE SYS INC147448104CL A33,239$3,153,716dollars as filed
OKLO INC COM CL A02156V109Stock28,045$3,130,663dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock68,052$3,079,353dollars as filed
CENTRUS ENERGY CORP15643U104CL A9,753$3,024,113dollars as filed
INSTALLED BLDG PRODS INC45780R101COM12,100$2,984,586dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock240,105$2,972,500dollars as filed
ASBURY AUTOMOTIVE GROUP INC COM043436104Stock11,935$2,917,511dollars as filed
SIMPLY GOOD FOODS CO COM82900L102Stock113,114$2,807,489dollars as filed
MERITAGE HOMES CORP COM59001A102Stock36,710$2,658,905dollars as filed
ARCBEST CORP COM03937C105Stock37,703$2,634,309dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock350,548$2,566,011dollars as filed
NCINO INC63947X101COM91,385$2,477,447dollars as filed
FABRINET SHSG3323L100Stock6,707$2,445,506dollars as filed
ENERGY FUELS INC292671708COM NEW154,336$2,369,058dollars as filed
MAXLINEAR INC57776J100COM142,499$2,291,384dollars as filed
NOVANTA INC67000B104COM22,466$2,249,970dollars as filed
CATALYST PHARMACEUTICALS INC14888U101COM100,334$1,976,580dollars as filed
CSW INDUSTRIALS INC126402106COM8,113$1,969,431dollars as filed
SILICON LABORATORIES INC COM826919102Stock14,366$1,883,814dollars as filed
ABERCROMBIE & FITCH CO CL A002896207Stock21,970$1,879,534dollars as filed
IONQ INC COM46222L108Stock30,211$1,857,977dollars as filed
LIMBACH HLDGS INC53263P105COM18,575$1,804,004dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM43,291$1,703,501dollars as filed
ALKERMES PLCG01767105SHS55,615$1,668,450dollars as filed
KYMERA THERAPEUTICS INC501575104COM28,910$1,636,306dollars as filed
VIRIDIAN THERAPEUTICS INC92790C104COM74,113$1,599,359dollars as filed
ANAPTYSBIO INC032724106COM49,882$1,527,387dollars as filed
EDGEWISE THERAPEUTICS INC28036F105COM82,941$1,345,303dollars as filed
NEXTDECADE CORP65342K105COM177,730$1,206,787dollars as filed
ARRIVENT BIOPHARMA INC04272N102COM59,454$1,096,926dollars as filed
Philip Morris International Inc.718172109COM5,721$927,975dollars as filed
NVIDIA Corp67066G104COM4,317$805,469dollars as filed
INSMED INC COM PAR $.01457669307Stock5,551$799,400dollars as filed
JPMorgan Chase & Co46625H100COM2,283$720,241dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock18,012$715,617dollars as filed
JOYY INC ADS REPSTG COM A46591M109ADR11,949$700,331dollars as filed
Eli Lilly and Company532457108COM907$692,076dollars as filed
Microsoft Corp594918104COM1,333$690,504dollars as filed
NEWMONT CORP651639106COM8,061$679,623dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR865$637,989dollars as filed
Amazon.com, Inc023135106COM2,895$635,655dollars as filed
Walmart Inc.931142103COM6,106$629,284dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,612$597,397dollars as filed
PRECISION DRILLING CORP COM NEW74022D407Stock10,100$568,951dollars as filed
TORM PLC SHS CL AG89479102Stock27,269$560,807dollars as filed
Apple Inc037833100COM2,040$519,445dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock882$516,887dollars as filed
Goldman Sachs Group,Inc.38141G104COM643$512,053dollars as filed
HEICO CORP NEW422806208CL A1,929$490,140dollars as filed
International Business Machines Corporation459200101COM1,733$489,102dollars as filed
APPFOLIO INC03783C100COM CL A1,706$470,276dollars as filed
AbbVie,Inc.00287Y109COM1,954$452,542dollars as filed
FINVOLUTION GROUP SPONSORED ADS31810T101ADR58,336$429,936dollars as filed
BWX TECHNOLOGIES INC05605H100COM2,175$401,005dollars as filed
IDACORP INC451107106COM2,956$390,635dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM775$380,045dollars as filed
Prologis,Inc.74340W103COM3,226$369,539dollars as filed
TJX Companies Inc872540109COM2,467$356,580dollars as filed
ROBINHOOD MKTS INC770700102COM2,476$354,514dollars as filed
Applied Materials,Inc.038222105COM1,729$353,995dollars as filed
ENBRIDGE INC COM29250N105Stock6,872$346,788dollars as filed
EVERCORE INC CLASS A29977A105Stock989$333,609dollars as filed
BLACKSTONE INC09260D107COM1,912$326,665dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,572$315,862dollars as filed
CLEAN HARBORS INC COM184496107Stock1,323$307,227dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM1,244$305,452dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock3,190$297,468dollars as filed
EVERPURE INC CL A74624M102Stock3,523$295,263dollars as filed
CIENA CORP COM NEW171779309Stock1,931$281,289dollars as filed
ARISTA NETWORKS INC040413205COM1,924$280,346dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,166$277,706dollars as filed
MCKESSON CORP COM58155Q103Stock353$272,707dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,373$269,424dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock2,367$260,252dollars as filed
NUTANIX INC CL A67059N108Stock3,492$259,770dollars as filed
MASTEC INC COM576323109Stock1,215$258,564dollars as filed
MDU RES GROUP INC552690109COM14,436$257,105dollars as filed
ENERFLEX LTD29269R105COM23,600$254,590dollars as filed
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR1,280$254,477dollars as filed
AMETEK INC COM031100100Stock1,344$252,672dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock1,134$251,997dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock2,423$249,932dollars as filed
RANGE RES CORP COM75281A109Stock6,632$249,628dollars as filed
T-Mobile US,Inc.872590104COM1,039$248,772dollars as filed
Netflix, Inc64110L106COM205$245,779dollars as filed
STIFEL FINL CORP860630102COM2,116$240,103dollars as filed
COREBRIDGE FINL INC COM21871X109Stock7,428$238,067dollars as filed
HOWARD HUGHES HOLDINGS INC COM44267T102Stock2,860$235,006dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock1,144$234,886dollars as filed
COMFORT SYS USA INC COM199908104Stock284$234,351dollars as filed
LEONARDO DRS INC COM52661A108Stock4,958$225,093dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock859$224,242dollars as filed
CELSIUS HLDGS INC15118V207COM NEW3,840$220,762dollars as filed
CACI INTL INC CL A127190304Stock442$220,461dollars as filed
BIO-TECHNE CORP09073M104COM3,947$219,572dollars as filed
Duke Energy Corporation26441C204COM1,772$219,285dollars as filed
ISHARES TR46429B598MSCI INDIA ETF4,152$216,153dollars as filed
Boston Scientific Corporation101137107COM2,210$215,762dollars as filed
WEX INC96208T104COM1,363$214,713dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM874$212,502dollars as filed
HENRY JACK & ASSOC INC426281101COM1,425$212,225dollars as filed
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock2,030$210,714dollars as filed
Eaton Corp. PlcG29183103COM560$209,580dollars as filed
CAMDEN PPTY TR SH BEN INT133131102REIT1,945$207,687dollars as filed
Caterpillar Inc.149123101COM435$207,560dollars as filed
ABIVAX SA-00370M103SPONSORED ADS2,438$206,986dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000936941-25-000013this filing2025-10-21acceptance time not in the bulk data set