Skip to content

13F-HR filed by Moody Aldrich Partners LLC

Moody Aldrich Partners LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-04, with 178 holding rows worth $516,608,119.

Accession
0001085146-25-004478
Filed
2025-08-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 178 entries on the cover page, a total value of $516,608,119 stated on the cover page (in dollars after the unit check, H1), rows summing to $516,608,119 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
PATHWARD FINANCIAL INC59100U108COM134,307$10,626,370dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM170,570$9,427,404dollars as filed
SPORTRADAR GROUP AGH8088L103COM324,168$9,102,637dollars as filed
INDEPENDENT BK CORP MASS453836108COM143,467$9,021,922dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A410,952$9,012,177dollars as filed
VIRTU FINL INC928254101CL A198,626$8,896,459dollars as filed
CADENCE BANK12740C103COM278,160$8,895,557dollars as filed
PALOMAR HLDGS INC COM69753M105Stock53,211$8,207,797dollars as filed
SKYWARD SPECIALTY INS GROUP830940102COM135,635$7,838,347dollars as filed
COLUMBIA BKG SYS INC197236102COM327,037$7,646,125dollars as filed
HEALTHEQUITY INC COM42226A107Stock71,215$7,460,483dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM436,357$7,448,614dollars as filed
MARZETTI COMPANY513847103COM42,666$7,371,405dollars as filed
ADVANCED ENERGY INDS COM007973100Stock53,355$7,069,538dollars as filed
ELEMENT SOLUTIONS INC COM28618M106Stock311,745$7,061,024dollars as filed
PIPER SANDLER COMPANIES724078100COM25,246$7,016,873dollars as filed
SOUTHWEST GAS HLDGS INC COM844895102Stock93,928$6,987,304dollars as filed
VARONIS SYS INC922280102COM136,072$6,905,654dollars as filed
MAREX GROUP PLCG5S37H101COMMON STOCK173,966$6,866,438dollars as filed
SL GREEN RLTY CORP COM78440X887REIT109,789$6,795,939dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock81,677$6,668,110dollars as filed
PORTLAND GEN ELEC CO736508847COM NEW162,814$6,615,133dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock61,410$6,410,590dollars as filed
WINTRUST FINL CORP COM97650W108Stock51,163$6,343,189dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock123,989$6,245,326dollars as filed
REV Group Inc749527107Common Stock129,850$6,179,562dollars as filed
FRONTDOOR INC COM35905A109Stock104,051$6,132,766dollars as filed
VSE CORP COM918284100Stock46,740$6,122,005dollars as filed
CARGURUS INC COM CL A141788109Stock176,867$5,919,738dollars as filed
OSI SYSTEMS INC671044105COM26,245$5,901,451dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock67,924$5,853,011dollars as filed
CHART INDS INC16115Q308COM35,228$5,800,290dollars as filed
ACUSHNET HLDGS CORP005098108COM79,344$5,777,830dollars as filed
INTERPARFUMS INC COM458334109Stock42,715$5,608,907dollars as filed
MAGNOLIA OIL & GAS CORP559663109CL A245,833$5,526,326dollars as filed
AVISTA CORP COM05379B107Stock145,336$5,515,501dollars as filed
ITRON INC COM465741106Stock41,794$5,501,344dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock55,861$5,172,170dollars as filed
RAMBUS INC DEL COM750917106Stock79,150$5,067,183dollars as filed
CHESAPEAKE UTILS CORP165303108COM41,818$5,027,360dollars as filed
RIOT PLATFORMS INC767292105COM444,102$5,018,353dollars as filed
SPS COMM INC COM78463M107Stock36,303$4,940,475dollars as filed
MERUS N VN5749R100COM92,009$4,839,673dollars as filed
CSW INDUSTRIALS INC126402106COM16,683$4,785,185dollars as filed
MODINE MFG CO COM607828100Stock48,400$4,767,400dollars as filed
SPX TECHNOLOGIES INC78473E103COM28,185$4,726,061dollars as filed
MYR GROUP INC55405W104COM25,778$4,677,418dollars as filed
VERONA PHARMA PLC925050106SPONSORED ADS49,302$4,662,983dollars as filed
CASELLA WASTE SYS INC147448104CL A40,012$4,616,585dollars as filed
ARCHROCK INC03957W106COM184,645$4,584,735dollars as filed
BOOT BARN HLDGS INC099406100COM30,115$4,577,480dollars as filed
TERRENO RLTY CORP88146M101COM81,129$4,548,903dollars as filed
BALCHEM CORP057665200COM27,882$4,438,814dollars as filed
SEMTECH CORP COM816850101Stock97,429$4,397,945dollars as filed
ENERPAC TOOL GROUP CORP CL A COM292765104Stock108,151$4,386,605dollars as filed
SM ENERGY COMPANY COM78454L100Stock177,045$4,374,782dollars as filed
FABRINET SHSG3323L100Stock14,684$4,327,081dollars as filed
ATMUS FILTRATION TECHNOLOGIE04956D107COM117,469$4,278,221dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW92,040$4,275,258dollars as filed
SIMPLY GOOD FOODS CO COM82900L102Stock134,911$4,261,838dollars as filed
BRIDGEBIO PHARMA INC10806X102COM95,435$4,120,883dollars as filed
MR COOPER GROUP INC62482R107COM27,227$4,062,541dollars as filed
CRINETICS PHARMACEUTICALS INC COM22663K107Stock137,796$3,963,013dollars as filed
VITA COCO CO INC92846Q107COM99,523$3,592,780dollars as filed
ALBANY INTL CORP012348108CL A49,979$3,505,027dollars as filed
SOLENO THERAPEUTICS INC834203309COM41,517$3,478,294dollars as filed
INSTALLED BLDG PRODS INC45780R101COM19,219$3,465,570dollars as filed
ASBURY AUTOMOTIVE GROUP INC COM043436104Stock14,416$3,438,793dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A32,262$3,428,805dollars as filed
ARROW ELECTRS INC042735100COM25,264$3,219,392dollars as filed
CACTUS INC127203107CL A72,636$3,175,646dollars as filed
LIMBACH HLDGS INC53263P105COM22,327$3,128,013dollars as filed
NCINO INC63947X101COM109,975$3,076,001dollars as filed
ARCBEST CORP COM03937C105Stock39,236$3,021,564dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock290,492$3,021,117dollars as filed
LANTHEUS HLDGS INC516544103COM35,662$2,919,291dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock421,852$2,742,038dollars as filed
VIATRIS INC COM92556V106Stock300,408$2,682,643dollars as filed
WALKER&DUNLOPINC93148P102STOK37,635$2,652,515dollars as filed
NOVANTA INC67000B104COM20,528$2,646,675dollars as filed
ARTISAN PARTNERS ASSET MGMT I CL A04316A108Stock59,627$2,643,265dollars as filed
CATALYST PHARMACEUTICALS INC14888U101COM120,703$2,619,255dollars as filed
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD61559X104Stock54,416$2,568,435dollars as filed
SCORPIO TANKERS INCY7542C130SHS65,502$2,563,093dollars as filed
SILICON LABORATORIES INC COM826919102Stock17,274$2,545,497dollars as filed
FORESTAR GROUP INC346232101COMMON STOCK123,949$2,478,980dollars as filed
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN59,294$2,420,974dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM66,261$2,346,965dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock81,717$2,311,774dollars as filed
ENACT HLDGS INC COM29249E109Stock60,904$2,262,584dollars as filed
OVINTIV INC69047Q102COM55,693$2,119,119dollars as filed
MERITAGE HOMES CORP COM59001A102Stock31,327$2,097,969dollars as filed
PVH CORPORATION COM693656100Stock29,000$1,989,400dollars as filed
ALKERMES PLCG01767105SHS66,919$1,914,553dollars as filed
CATHAY GEN BANCORP149150104COM41,585$1,893,365dollars as filed
VALERO ENERGY CORP COM91913Y100Stock13,818$1,857,416dollars as filed
REPLIMUNE GROUP INC76029N106COMMON STOCK194,451$1,806,450dollars as filed
CONAGRA FOODS INC205887102COM80,044$1,638,501dollars as filed
TOLL BROTHERS INC COM889478103Stock14,059$1,604,554dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock7,922$1,558,812dollars as filed
ARRIVENT BIOPHARMA INC04272N102COM71,575$1,558,188dollars as filed
KYMERA THERAPEUTICS INC501575104COM34,797$1,518,541dollars as filed
NOMAD FOODS LTD USD ORD SHSG6564A105Stock85,935$1,460,036dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock28,756$1,382,876dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM73,266$1,364,946dollars as filed
ANAPTYSBIO INC032724106COM60,094$1,334,087dollars as filed
EDGEWISE THERAPEUTICS INC28036F105COM99,848$1,309,007dollars as filed
IONQ INC COM46222L108Stock29,069$1,249,095dollars as filed
VIRIDIAN THERAPEUTICS INC92790C104COM89,164$1,246,513dollars as filed
NEKTAR THERAPEUTICS640268306COMMON STOCK45,412$1,173,446dollars as filed
Philip Morris International Inc.718172109COM5,721$1,041,929dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock21,632$939,478dollars as filed
NVIDIA Corp67066G104COM5,339$843,511dollars as filed
JPMorgan Chase & Co46625H100COM2,593$751,809dollars as filed
AURORA INNOVATION INC CLASS A COM051774107Stock140,716$737,352dollars as filed
Microsoft Corp594918104COM1,333$663,105dollars as filed
JOYY INC ADS REPSTG COM A46591M109ADR12,886$656,026dollars as filed
Amazon.com, Inc023135106COM2,913$639,083dollars as filed
ALTIMMUNE INC02155H200COM NEW157,614$609,966dollars as filed
Walmart Inc.931142103COM6,106$597,045dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,635$569,022dollars as filed
FINVOLUTION GROUP SPONSORED ADS31810T101ADR58,336$553,025dollars as filed
INSMED INC COM PAR $.01457669307Stock5,419$545,368dollars as filed
Goldman Sachs Group,Inc.38141G104COM750$530,893dollars as filed
HEICO CORP NEW422806208CL A1,937$501,199dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM961$489,447dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR869$479,010dollars as filed
AbbVie,Inc.00287Y109COM2,580$478,962dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock886$453,907dollars as filed
CLEAN HARBORS INC COM184496107Stock1,963$453,806dollars as filed
BLACKSTONE INC09260D107COM3,031$453,377dollars as filed
Lockheed Martin Corporation539830109COM855$395,985dollars as filed
APPFOLIO INC03783C100COM CL A1,712$394,239dollars as filed
KINSALECAPGROUPINC49714P108STOK798$386,152dollars as filed
Apple Inc037833100COM1,837$376,897dollars as filed
International Business Machines Corporation459200101COM1,276$376,232dollars as filed
NEWMONT CORP651639106COM6,337$369,194dollars as filed
Eaton Corp. PlcG29183103COM989$353,063dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock3,203$345,379dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM1,249$345,199dollars as filed
IDACORP INC451107106COM2,886$333,189dollars as filed
BWX TECHNOLOGIES INC05605H100COM2,182$314,339dollars as filed
Eli Lilly and Company532457108COM393$306,380dollars as filed
TJX Companies Inc872540109COM2,467$304,650dollars as filed
ARISTA NETWORKS INC040413205COM2,920$298,745dollars as filed
American Tower Corporation03027X100COM1,343$296,830dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,572$293,052dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,171$284,588dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock1,663$273,796dollars as filed
Netflix, Inc64110L106COM203$271,843dollars as filed
Prologis,Inc.74340W103COM2,581$271,361dollars as filed
RANGE RES CORP COM75281A109Stock6,658$270,781dollars as filed
NUTANIX INC CL A67059N108Stock3,506$267,999dollars as filed
EVERCORE INC CLASS A29977A105Stock992$267,860dollars as filed
Qualcomm Incorporated747525103COM1,671$266,123dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,499$264,189dollars as filed
HENRY JACK & ASSOC INC426281101COM1,431$257,823dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,378$256,487dollars as filed
Abbott Laboratories002824100COM1,863$253,387dollars as filed
T-Mobile US,Inc.872590104COM1,039$247,594dollars as filed
MDU RES GROUP INC552690109COM14,494$241,615dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock2,432$240,744dollars as filed
Boston Scientific Corporation101137107COM2,210$237,376dollars as filed
ROBINHOOD MKTS INC770700102COM2,485$232,671dollars as filed
ISHARES TR46429B598MSCI INDIA ETF4,152$231,183dollars as filed
PRECISION DRILLING CORP COM NEW74022D407Stock4,800$226,861dollars as filed
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock2,038$222,244dollars as filed
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR1,285$221,791dollars as filed
MCKESSON CORP COM58155Q103Stock301$220,567dollars as filed
STIFEL FINL CORP860630102COM2,124$220,429dollars as filed
CAMDEN PPTY TR SH BEN INT133131102REIT1,953$220,084dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM4,008$219,198dollars as filed
CACI INTL INC CL A127190304Stock443$211,178dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock1,781$208,270dollars as filed
MASTEC INC COM576323109Stock1,220$207,925dollars as filed
EVERPURE INC CL A74624M102Stock3,537$203,660dollars as filed
WEX INC96208T104COM1,369$201,092dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock863$200,604dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-004478this filing2025-08-04acceptance time not in the bulk data set