Moody Aldrich Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Moody Aldrich Partners LLC reported 194 stock positions worth $513.0 million. Its top holding was Wintrust Financial (WTFC) at 2.2% of the portfolio, followed by Scorpio Tankers (STNG, 1.8%) and Southwest Gas (SWX, 1.6%). Compared with Q1 2024, it opened 34 new positions, sold out of 55, added to 44 and reduced 101. The biggest buy was a new position in Magnolia Oil & Gas Class A (MGY) and the biggest sale an exit from Cohen & Steers (CNS).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $513.0M (Q2 2024)
- SEC Filing
- 0001085146-24-003200 ↗ filed Jul 24, 2024
Holdings Value
Holdings 194 stocks · $513.0M
| WTFC Wintrust Financial Corp. | 2.23% | 116,018 | $11.4M | Add +13.0% |
| STNG Scorpio Tankers Inc. | 1.78% | 112,642 | $9.2M | Reduce -33.9% |
| SWX Southwest Gas Holdings Inc. | 1.61% | 117,346 | $8.3M | Reduce -6.1% |
| ATI Ati Inc. | 1.60% | 148,345 | $8.2M | Reduce -16.8% |
| LNWO Light & Wonder Inc. | 1.60% | 78,305 | $8.2M | Reduce -10.1% |
| ESI Element Solutions Inc. | 1.52% | 287,694 | $7.8M | Add +6.4% |
| FTAI Ftai Aviation Ltd. | 1.51% | 75,272 | $7.8M | Add +25.8% |
| PCVX Vaxcyte Inc. | 1.48% | 100,286 | $7.6M | Reduce -15.4% |
| SPSC SPS Commerce Inc. | 1.46% | 39,783 | $7.5M | Reduce -5.8% |
| HALO Halozyme Therapeutics Inc. | 1.38% | 135,512 | $7.1M | Add +9.3% |
| DRS Leonardo DRS Inc. | 1.36% | 273,065 | $7.0M | Reduce -39.6% |
| ICFI Icf International Inc. | 1.34% | 46,155 | $6.9M | Reduce -10.6% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.33% | 268,686 | $6.8M | New |
| EVR Evercore Inc. Class A | 1.33% | 32,628 | $6.8M | Reduce -46.6% |
| ITCI Intra-Cellular Therapies Inc. | 1.32% | 99,012 | $6.8M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 1.31% | 150,183 | $6.7M | Add +166.3% |
| WHD Cactus Inc. Class A | 1.30% | 126,277 | $6.7M | Add +13.3% |
| COOP Mr Cooper Group Inc. | 1.29% | 81,763 | $6.6M | Add +73.3% |
| BOOT Boot Barn Holdings Inc. | 1.29% | 51,159 | $6.6M | Add +27.1% |
| CADE Cadence Bank | 1.26% | 229,337 | $6.5M | New |
| TDW Tidewater Inc. | 1.26% | 67,872 | $6.5M | New |
| ALTR Altair Engineering Inc. Class A | 1.25% | 65,326 | $6.4M | Add +121.5% |
| ROAD Construction Partners Inc. Class A | 1.24% | 115,077 | $6.4M | Reduce -6.3% |
| VIRT Virtu Financial Inc. Class A | 1.19% | 272,073 | $6.1M | Add +189.7% |
| SLG SL Green Realty Corp. | 1.15% | 104,499 | $5.9M | Add +15.9% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 1.13% | 30,679 | $5.8M | Reduce -6.0% |
| POR Portland General Electric Co. | 1.09% | 129,794 | $5.6M | Add +17.9% |
| GTLS Chart Industries Inc. | 1.09% | 38,752 | $5.6M | Reduce -5.9% |
| COCO The Vita Coco Co. Inc. | 1.09% | 200,680 | $5.6M | New |
| COLB Columbia Banking System Inc. | 1.09% | 280,901 | $5.6M | Add +2.5% |
| FOR Forestar Group Inc. | 1.06% | 170,104 | $5.4M | Reduce -0.0% |
| MOD Modine Manufacturing Co. | 1.05% | 53,686 | $5.4M | Reduce -23.4% |
| CASH Pathward Financial Inc. | 1.04% | 94,241 | $5.3M | Reduce -6.3% |
| FN Fabrinet | 0.99% | 20,655 | $5.1M | Reduce -6.0% |
| LOAR Loar Holdings Inc. | 0.98% | 94,141 | $5.0M | New |
| HQY Healthequity Inc. | 0.98% | 58,046 | $5.0M | New |
| AXSM Axsome Therapeutics Inc. | 0.97% | 61,751 | $5.0M | Reduce -6.0% |
| CHRD Chord Energy Corp. | 0.95% | 29,172 | $4.9M | Reduce -6.1% |
| PIPR Piper Sandler Cos | 0.95% | 21,078 | $4.9M | New |
| INDB Independent Bank Corp. | 0.94% | 95,524 | $4.8M | Reduce -5.8% |
| APPF Appfolio Inc. Class A | 0.94% | 19,809 | $4.8M | Reduce -10.1% |
| CRDO Credo Technology Group Holdi | 0.94% | 150,557 | $4.8M | Reduce -34.4% |
| KNF Knife River Corp. | 0.93% | 68,056 | $4.8M | Reduce -42.9% |
| TRNO Terreno Realty Corp. | 0.91% | 79,124 | $4.7M | Reduce -50.5% |
| VRNS Varonis Systems Inc. | 0.91% | 97,564 | $4.7M | Reduce -14.7% |
| BCPC Balchem Corp. | 0.91% | 30,313 | $4.7M | Reduce -6.3% |
| PTGX Protagonist Therapeutics Inc. | 0.91% | 134,215 | $4.7M | Add +33.5% |
| MTH Meritage Homes Corp. | 0.90% | 28,526 | $4.6M | Reduce -32.7% |
| ATMU Atmus Filtration Technologie | 0.89% | 159,117 | $4.6M | New |
| SUM Summit Materials Inc. Class A | 0.89% | 124,063 | $4.5M | Reduce -38.5% |
| AEIS Advanced Energy Industries | 0.88% | 41,496 | $4.5M | Add +111.0% |
| EPAC Enerpac Tool Group Corp. | 0.87% | 116,807 | $4.5M | New |
| CSW CSW Industrials Inc. | 0.87% | 16,784 | $4.5M | New |
| HGV Hilton Grand Vacations Inc. | 0.86% | 109,729 | $4.4M | Add +3.4% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.85% | 282,074 | $4.4M | Reduce -6.3% |
| VRNA Verona Pharma Ltd. | 0.83% | 295,945 | $4.3M | Reduce -6.0% |
| NAMS Newamsterdam Pharma Co. NV | 0.83% | 220,667 | $4.2M | Add +98.3% |
| OSIS Osi Systems Inc. | 0.81% | 30,221 | $4.2M | New |
| ITRI Itron Inc. | 0.79% | 40,843 | $4.0M | New |
| ATKR Atkore Inc. | 0.77% | 29,415 | $4.0M | Reduce -6.3% |
| TMDX Transmedics Group Inc. | 0.77% | 26,181 | $3.9M | Reduce -24.2% |
| BRBR Bellring Brands Inc. | 0.76% | 68,365 | $3.9M | Reduce -5.9% |
| CYTK Cytokinetics Inc. | 0.74% | 69,905 | $3.8M | Reduce -4.1% |
| AZEK The Azek Co. Inc. | 0.72% | 87,592 | $3.7M | Add +13.2% |
| ARCB Arcbest Corp. | 0.71% | 34,015 | $3.6M | Reduce -6.0% |
| NOVT Novanta Inc. | 0.70% | 22,116 | $3.6M | Add +8.7% |
| SSD Simpson Manufacturing Co. Inc. | 0.69% | 21,043 | $3.5M | Reduce -6.3% |
| SMPL The Simply Good Foods Co. | 0.69% | 97,370 | $3.5M | Reduce -56.1% |
| WD Walker & Dunlop Inc. | 0.67% | 34,915 | $3.4M | Reduce -29.3% |
| NSSC Napco Security Technologies | 0.66% | 65,187 | $3.4M | New |
| AIN Albany Intl Corp. Class A | 0.66% | 40,069 | $3.4M | Reduce -34.6% |
| SKWD Skyward Specialty Insurance | 0.65% | 92,787 | $3.4M | Reduce -55.3% |
| ACLS Axcelis Technologies Inc. | 0.65% | 23,582 | $3.4M | New |
| OXM Oxford Industries Inc. | 0.65% | 33,250 | $3.3M | Reduce -6.3% |
| IPAR Interparfums Inc. | 0.64% | 28,383 | $3.3M | New |
| GOLF Acushnet Holdings Corp. | 0.63% | 50,588 | $3.2M | New |
| BBIO Bridgebio Pharma Inc. | 0.62% | 125,829 | $3.2M | Reduce -15.7% |
| ASO Academy Sports & Outdoors Inc. | 0.61% | 58,351 | $3.1M | Add +4.4% |
| RMBS Rambus Inc. | 0.58% | 50,655 | $3.0M | Reduce -5.9% |
| QLYS Qualys Inc. | 0.57% | 20,349 | $2.9M | Reduce -17.1% |
| FELE Franklin Electric Co. Inc. | 0.55% | 29,554 | $2.8M | Reduce -6.3% |
| AMWD American Woodmark Corp. | 0.55% | 35,922 | $2.8M | Reduce -6.4% |
| TRIP Tripadvisor Inc. | 0.52% | 149,699 | $2.7M | Reduce -6.3% |
| MTSI Macom Technology Solutions H | 0.50% | 23,004 | $2.6M | Reduce -16.4% |
| OSCR Oscar Health Inc. Class A | 0.47% | 151,230 | $2.4M | New |
| EBAY eBay Inc. | 0.45% | 43,311 | $2.3M | No change |
| AMPH Amphastar Pharmaceuticals Inc. | 0.43% | 55,734 | $2.2M | Reduce -26.2% |
| VC Visteon Corp. | 0.43% | 20,455 | $2.2M | Reduce -32.9% |
| ALE Allete Inc. | 0.42% | 34,451 | $2.1M | New |
| KURA Kura Oncology Inc. | 0.41% | 102,917 | $2.1M | Reduce -6.3% |
| AMKR Amkor Technology Inc. | 0.41% | 52,740 | $2.1M | New |
| ABG Asbury Automotive Group | 0.41% | 9,203 | $2.1M | New |
| GNW Genworth Financial Inc. | 0.40% | 339,172 | $2.0M | No change |
| AFL Aflac Inc. | 0.37% | 21,509 | $1.9M | No change |
| PAA Plains All Amer Pipeline LP | 0.37% | 107,166 | $1.9M | Reduce -18.9% |
| HIG Hartford Insurance Group Inc. | 0.36% | 18,494 | $1.9M | No change |
| KBH KB Home | 0.36% | 26,458 | $1.9M | No change |
| TMHC Taylor Morrison Home Corp. | 0.36% | 33,384 | $1.9M | New |
| COP Conocophillips | 0.36% | 16,032 | $1.8M | Reduce -19.3% |
| DFS Discover Financial Services | 0.35% | 13,923 | $1.8M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| CNS Cohen & Steers Inc. | Sold out | 0.00% | −1.60 |
| BWXT BWX Technologies Inc. | Reduce -92.9% | 0.13% | −1.55 |
| SN Sharkninja Inc. | Reduce -94.4% | 0.12% | −1.39 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −1.12 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −1.12 |
| HELE Helen of Troy Ltd. | Sold out | 0.00% | −1.01 |
| DO Diamond Offshore Drilling Inc. | Sold out | 0.00% | −0.99 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.94 |
| CACI Caci International Inc. Class A | Reduce -94.4% | 0.07% | −0.92 |
| TRNO Terreno Realty Corp. | Reduce -50.5% | 0.91% | −0.89 |
| FIX Comfort Systems USA Inc. | Reduce -94.4% | 0.06% | −0.85 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.83 |
| ELF Elf Beauty Inc. | Reduce -94.2% | 0.06% | −0.72 |
| KNF Knife River Corp. | Reduce -42.9% | 0.93% | −0.71 |
| EVR Evercore Inc. Class A | Reduce -46.6% | 1.33% | −0.68 |
| SKWD Skyward Specialty Insurance | Reduce -55.3% | 0.65% | −0.67 |
| OPCH Option Care Health Inc. | Sold out | 0.00% | −0.65 |
| SUM Summit Materials Inc. Class A | Reduce -38.5% | 0.89% | −0.64 |
| CLH Clean Harbors Inc. | Reduce -87.4% | 0.12% | −0.64 |
| WK Workiva Inc. | Sold out | 0.00% | −0.60 |
| SMPL The Simply Good Foods Co. | Reduce -56.1% | 0.69% | −0.60 |
| ONTO Onto Innovation Inc. | Reduce -94.4% | 0.05% | −0.59 |
| IOVA Iovance Biotherapeutics Inc. | Sold out | 0.00% | −0.57 |
| ALT Altimmune Inc. | Sold out | 0.00% | −0.53 |
| VKTX Viking Therapeutics Inc. | Reduce -56.1% | 0.25% | −0.52 |
| SIBN Si-Bone Inc. | Sold out | 0.00% | −0.38 |
| MTH Meritage Homes Corp. | Reduce -32.7% | 0.90% | −0.36 |
| ALPN Alpine Immune Sciences Inc. | Sold out | 0.00% | −0.34 |
| DRS Leonardo DRS Inc. | Reduce -39.6% | 1.36% | −0.34 |
| AIN Albany Intl Corp. Class A | Reduce -34.6% | 0.66% | −0.32 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.31 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.30 |
| STNG Scorpio Tankers Inc. | Reduce -33.9% | 1.78% | −0.29 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −0.28 |
| SIG Signet Jewelers Ltd. | Sold out | 0.00% | −0.27 |
| POWI Power Integrations Inc. | Sold out | 0.00% | −0.26 |
| ATKR Atkore Inc. | Reduce -6.3% | 0.77% | −0.24 |
| REGN Regeneron Pharmaceuticals | Reduce -82.9% | 0.06% | −0.24 |
| TRIP Tripadvisor Inc. | Reduce -6.3% | 0.52% | −0.24 |
| ABBV Abbvie Inc. | Reduce -68.2% | 0.10% | −0.20 |
| SLAB Silicon Laboratories Inc. | Sold out | 0.00% | −0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.20 |
| VC Visteon Corp. | Reduce -32.9% | 0.43% | −0.18 |
| WD Walker & Dunlop Inc. | Reduce -29.3% | 0.67% | −0.18 |
| ARCB Arcbest Corp. | Reduce -6.0% | 0.71% | −0.17 |
| BBIO Bridgebio Pharma Inc. | Reduce -15.7% | 0.62% | −0.16 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.15 |
| SWTX Springworks Therapeutics Inc. | Sold out | 0.00% | −0.15 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.14 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.14 |
Portfolio Buys Q1 2024 → Q2 2024
| MGY Magnolia Oil & Gas Corp. Class A | New | 1.33% | +1.33 |
| ITCI Intra-Cellular Therapies Inc. | New | 1.32% | +1.32 |
| CADE Cadence Bank | New | 1.26% | +1.26 |
| TDW Tidewater Inc. | New | 1.26% | +1.26 |
| COCO The Vita Coco Co. Inc. | New | 1.09% | +1.09 |
| LOAR Loar Holdings Inc. | New | 0.98% | +0.98 |
| HQY Healthequity Inc. | New | 0.98% | +0.98 |
| PIPR Piper Sandler Cos | New | 0.95% | +0.95 |
| ATMU Atmus Filtration Technologie | New | 0.89% | +0.89 |
| EPAC Enerpac Tool Group Corp. | New | 0.87% | +0.87 |
| CSW CSW Industrials Inc. | New | 0.87% | +0.87 |
| VIRT Virtu Financial Inc. Class A | Add +189.7% | 1.19% | +0.86 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +166.3% | 1.31% | +0.86 |
| FTAI Ftai Aviation Ltd. | Add +25.8% | 1.51% | +0.83 |
| ALTR Altair Engineering Inc. Class A | Add +121.5% | 1.25% | +0.82 |
| OSIS Osi Systems Inc. | New | 0.81% | +0.81 |
| ITRI Itron Inc. | New | 0.79% | +0.79 |
| COOP Mr Cooper Group Inc. | Add +73.3% | 1.29% | +0.67 |
| NSSC Napco Security Technologies | New | 0.66% | +0.66 |
| ACLS Axcelis Technologies Inc. | New | 0.65% | +0.65 |
| IPAR Interparfums Inc. | New | 0.64% | +0.64 |
| BOOT Boot Barn Holdings Inc. | Add +27.1% | 1.29% | +0.63 |
| GOLF Acushnet Holdings Corp. | New | 0.63% | +0.63 |
| AEIS Advanced Energy Industries | Add +111.0% | 0.88% | +0.54 |
| HALO Halozyme Therapeutics Inc. | Add +9.3% | 1.38% | +0.53 |
| OSCR Oscar Health Inc. Class A | New | 0.47% | +0.47 |
| ALE Allete Inc. | New | 0.42% | +0.42 |
| PTGX Protagonist Therapeutics Inc. | Add +33.5% | 0.91% | +0.41 |
| AMKR Amkor Technology Inc. | New | 0.41% | +0.41 |
| ABG Asbury Automotive Group | New | 0.41% | +0.41 |
| WTFC Wintrust Financial Corp. | Add +13.0% | 2.23% | +0.41 |
| NAMS Newamsterdam Pharma Co. NV | Add +98.3% | 0.83% | +0.38 |
| ESI Element Solutions Inc. | Add +6.4% | 1.52% | +0.37 |
| TMHC Taylor Morrison Home Corp. | New | 0.36% | +0.36 |
| WHD Cactus Inc. Class A | Add +13.3% | 1.30% | +0.35 |
| CRC California Resources Corp. | New | 0.33% | +0.33 |
| SLG SL Green Realty Corp. | Add +15.9% | 1.15% | +0.31 |
| POR Portland General Electric Co. | Add +17.9% | 1.09% | +0.31 |
| GPCR Structure Therapeutics Inc. | New | 0.21% | +0.21 |
| PRAX Praxis Precision Medicines I | New | 0.20% | +0.20 |
| COLB Columbia Banking System Inc. | Add +2.5% | 1.09% | +0.19 |
| WVE Wave Life Sciences Ltd. | New | 0.17% | +0.17 |
| FINV Finvolution Group-ADR | New | 0.11% | +0.11 |
| PDS Precision Drilling Corp. | New | 0.10% | +0.10 |
| NOVT Novanta Inc. | Add +8.7% | 0.70% | +0.10 |
| CPT Camden Property Trust | New | 0.06% | +0.06 |
| AZEK The Azek Co. Inc. | Add +13.2% | 0.72% | +0.06 |
| IDA Idacorp Inc. | New | 0.06% | +0.06 |
| ACLX Arcellx Inc. | Add +33.0% | 0.29% | +0.05 |
| INDA iShares MSCI India ETF | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $556.6M | ESI, ORKA, INDB, WTFC, LGND |
| Q1 2026 | 190 | $554.5M | INDB, ESI, CASH, ONB, WTFC |
| Q4 2025 | 186 | $535.8M | PRAX, CADE, INDB, BBIO, COLB |
| Q3 2025 | 188 | $527.2M | CADE, INDB, PTGX, KTOS, PIPR |
| Q2 2025 | 178 | $516.6M | CASH, PTGX, SRAD, INDB, CWAN |
| Q1 2025 | 168 | $477.6M | WTFC, CWAN, CASH, PLMR, SKWD |
| Q4 2024 | 196 | $539.8M | WTFC, VIRT, CWAN, CASH, CADE |
| Q3 2024 | 192 | $549.7M | WTFC, SWX, ATI, CADE, POR |
| Q2 2024 | 194 | $513.0M | WTFC, STNG, SWX, ATI, LNWO |
| Q1 2024 | 215 | $587.9M | STNG, EVR, WTFC, TRNO, DRS |