Moody Aldrich Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Moody Aldrich Partners LLC reported 196 stock positions worth $539.8 million. Its top holding was Wintrust Financial (WTFC) at 2.6% of the portfolio, followed by Virtu Financial Class A (VIRT, 2.1%) and Clearwater Analytics HDS-A (CWAN, 2.0%). Compared with Q3 2024, it opened 29 new positions, sold out of 26, added to 26 and reduced 119. The biggest buy was a new position in Core Scientific (CORZ) and the biggest sale an exit from Icf International (ICFI).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $539.8M (Q4 2024)
- SEC Filing
- 0001085146-25-000418 ↗ filed Jan 23, 2025
Holdings Value
Holdings 196 stocks · $539.8M
| WTFC Wintrust Financial Corp. | 2.58% | 111,651 | $13.9M | Reduce -2.8% |
| VIRT Virtu Financial Inc. Class A | 2.05% | 310,751 | $11.1M | Add +21.6% |
| CWAN Clearwater Analytics HDS-A | 1.97% | 386,424 | $10.6M | Add +32.4% |
| CASH Pathward Financial Inc. | 1.89% | 138,409 | $10.2M | Add +11.5% |
| CADE Cadence Bank | 1.83% | 286,663 | $9.9M | Reduce -2.8% |
| INDB Independent Bank Corp. | 1.78% | 150,042 | $9.6M | Add +12.4% |
| SWX Southwest Gas Holdings Inc. | 1.71% | 130,871 | $9.3M | Reduce -2.8% |
| COLB Columbia Banking System Inc. | 1.69% | 337,033 | $9.1M | Add +7.0% |
| KNF Knife River Corp. | 1.61% | 85,622 | $8.7M | Add +28.0% |
| DRS Leonardo DRS Inc. | 1.56% | 259,820 | $8.4M | Reduce -3.0% |
| SLG SL Green Realty Corp. | 1.44% | 114,781 | $7.8M | Reduce -2.7% |
| SKWD Skyward Specialty Insurance | 1.41% | 150,507 | $7.6M | Reduce -2.8% |
| BOOT Boot Barn Holdings Inc. | 1.39% | 49,411 | $7.5M | Add +129.5% |
| COOP Mr Cooper Group Inc. | 1.38% | 77,867 | $7.5M | Reduce -2.9% |
| POR Portland General Electric Co. | 1.38% | 170,542 | $7.4M | Reduce -2.6% |
| CRNX Crinetics Pharmaceuticals Inc. | 1.37% | 144,366 | $7.4M | Add +3.8% |
| GTLS Chart Industries Inc. | 1.31% | 36,955 | $7.1M | Reduce -2.9% |
| PIPR Piper Sandler Cos | 1.31% | 23,512 | $7.1M | Reduce -2.9% |
| WHD Cactus Inc. Class A | 1.30% | 120,554 | $7.0M | Reduce -2.8% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.30% | 300,713 | $7.0M | Reduce -2.8% |
| SPSC SPS Commerce Inc. | 1.30% | 38,039 | $7.0M | Reduce -2.7% |
| ESI Element Solutions Inc. | 1.29% | 274,174 | $7.0M | Reduce -2.9% |
| SUM Summit Materials Inc. Class A | 1.23% | 131,710 | $6.7M | Add +15.4% |
| PLMR Palomar Holdings Inc. | 1.22% | 62,322 | $6.6M | Add +130.4% |
| WD Walker & Dunlop Inc. | 1.17% | 65,193 | $6.3M | Reduce -2.9% |
| AEIS Advanced Energy Industries | 1.11% | 51,726 | $6.0M | Add +26.8% |
| SMPL The Simply Good Foods Co. | 1.02% | 141,410 | $5.5M | Add +47.8% |
| OSIS Osi Systems Inc. | 1.00% | 32,390 | $5.4M | Reduce -2.7% |
| FOR Forestar Group Inc. | 1.00% | 207,978 | $5.4M | Reduce -3.9% |
| LOAR Loar Holdings Inc. | 0.99% | 72,310 | $5.3M | Reduce -2.8% |
| ITCI Intra-Cellular Therapies Inc. | 0.99% | 63,931 | $5.3M | Reduce -29.8% |
| FTDR Frontdoor Inc. | 0.99% | 97,415 | $5.3M | Reduce -2.8% |
| HALO Halozyme Therapeutics Inc. | 0.95% | 107,615 | $5.1M | Reduce -2.7% |
| SM SM Energy Co. | 0.95% | 132,267 | $5.1M | Add +31.4% |
| ROAD Construction Partners Inc. Class A | 0.95% | 57,689 | $5.1M | Reduce -36.9% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.94% | 29,212 | $5.1M | Reduce -2.9% |
| EWTX Edgewise Therapeutics Inc. | 0.93% | 187,932 | $5.0M | Add +24.3% |
| WVE Wave Life Sciences Ltd. | 0.91% | 398,475 | $4.9M | Add +31.5% |
| IPAR Interparfums Inc. | 0.90% | 37,103 | $4.9M | Reduce -2.8% |
| CORZ Core Scientific Inc. | 0.90% | 345,389 | $4.9M | New |
| ATMU Atmus Filtration Technologie | 0.88% | 121,084 | $4.7M | Reduce -22.5% |
| MOD Modine Manufacturing Co. | 0.88% | 40,897 | $4.7M | Reduce -2.6% |
| BCPC Balchem Corp. | 0.87% | 28,741 | $4.7M | Reduce -3.1% |
| GOLF Acushnet Holdings Corp. | 0.87% | 65,862 | $4.7M | Reduce -2.9% |
| ITRI Itron Inc. | 0.87% | 43,053 | $4.7M | Add +7.3% |
| LAZ Lazard Inc. | 0.85% | 89,486 | $4.6M | Add +22.0% |
| CSW CSW Industrials Inc. | 0.85% | 13,022 | $4.6M | Reduce -2.2% |
| EPAC Enerpac Tool Group Corp. | 0.85% | 111,447 | $4.6M | Reduce -2.8% |
| MTH Meritage Homes Corp. | 0.85% | 29,701 | $4.6M | Reduce -2.6% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.83% | 215,657 | $4.5M | Reduce -22.1% |
| CRDO Credo Technology Group Holdi | 0.82% | 66,179 | $4.4M | Reduce -68.3% |
| LMB Limbach Holdings Inc. | 0.82% | 51,786 | $4.4M | New |
| VRNA Verona Pharma Ltd. | 0.82% | 94,942 | $4.4M | Reduce -62.4% |
| HQY Healthequity Inc. | 0.82% | 45,897 | $4.4M | Reduce -19.3% |
| ECG Everus Construction Group | 0.81% | 66,289 | $4.4M | Add +2284.9% |
| SSD Simpson Manufacturing Co. Inc. | 0.80% | 26,051 | $4.3M | Reduce -2.9% |
| PCVX Vaxcyte Inc. | 0.80% | 52,686 | $4.3M | Reduce -2.7% |
| ATI Ati Inc. | 0.79% | 77,783 | $4.3M | Reduce -46.6% |
| AVA Avista Corp. | 0.79% | 116,098 | $4.3M | Reduce -4.8% |
| FTAI Ftai Aviation Ltd. | 0.78% | 29,225 | $4.2M | Reduce -15.3% |
| VRNS Varonis Systems Inc. | 0.76% | 92,897 | $4.1M | Reduce -3.0% |
| TRNO Terreno Realty Corp. | 0.74% | 67,784 | $4.0M | Reduce -36.5% |
| AROC Archrock Inc. | 0.73% | 159,355 | $4.0M | New |
| MYRG MYR Group Inc./Delaware | 0.73% | 26,565 | $4.0M | New |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.72% | 125,135 | $3.9M | New |
| CARG Cargurus Inc. | 0.71% | 105,411 | $3.9M | New |
| ARCB Arcbest Corp. | 0.71% | 41,131 | $3.8M | Reduce -2.7% |
| AXSM Axsome Therapeutics Inc. | 0.71% | 45,138 | $3.8M | Reduce -25.6% |
| NCNO Ncino Inc. | 0.70% | 113,316 | $3.8M | Reduce -2.8% |
| COCO The Vita Coco Co. Inc. | 0.70% | 102,577 | $3.8M | Reduce -47.9% |
| IBP Installed Building Products | 0.67% | 20,729 | $3.6M | Add +28.3% |
| SMTC Semtech Corp. | 0.65% | 56,317 | $3.5M | New |
| NOVT Novanta Inc. | 0.60% | 21,145 | $3.2M | Reduce -2.7% |
| LNTH Lantheus Holdings Inc. | 0.60% | 35,988 | $3.2M | Reduce -6.2% |
| AIN Albany Intl Corp. Class A | 0.57% | 38,497 | $3.1M | Reduce -2.9% |
| FN Fabrinet | 0.55% | 13,524 | $3.0M | Reduce -3.1% |
| NSSC Napco Security Technologies | 0.52% | 79,382 | $2.8M | Add +9.6% |
| BBIO Bridgebio Pharma Inc. | 0.51% | 99,684 | $2.7M | Reduce -19.3% |
| FELE Franklin Electric Co. Inc. | 0.51% | 28,048 | $2.7M | Reduce -3.1% |
| AMWD American Woodmark Corp. | 0.49% | 33,239 | $2.6M | Reduce -5.5% |
| PTGX Protagonist Therapeutics Inc. | 0.48% | 67,415 | $2.6M | Reduce -43.5% |
| HGV Hilton Grand Vacations Inc. | 0.48% | 66,249 | $2.6M | Reduce -2.8% |
| ABG Asbury Automotive Group | 0.47% | 10,545 | $2.6M | Reduce -2.6% |
| JHG Janus Henderson Group PLC | 0.46% | 58,828 | $2.5M | No change |
| SRAD Sportradar Group AG-A | 0.46% | 143,064 | $2.5M | New |
| INSM Insmed Inc. | 0.45% | 35,478 | $2.4M | New |
| RMBS Rambus Inc. | 0.45% | 45,712 | $2.4M | Reduce -2.9% |
| ALKS Alkermes PLC | 0.44% | 82,473 | $2.4M | Reduce -2.9% |
| GNW Genworth Financial Inc. | 0.44% | 339,172 | $2.4M | No change |
| PRAX Praxis Precision Medicines I | 0.44% | 30,677 | $2.4M | Reduce -2.9% |
| AB Alliancebernstein Holding LP | 0.41% | 59,294 | $2.2M | No change |
| WERN Werner Enterprises Inc. | 0.39% | 58,353 | $2.1M | Reduce -2.8% |
| NAMS Newamsterdam Pharma Co. NV | 0.38% | 79,145 | $2.0M | Reduce -63.4% |
| AMG Affiliated Managers Group | 0.38% | 10,948 | $2.0M | New |
| HIG Hartford Insurance Group Inc. | 0.37% | 18,494 | $2.0M | No change |
| ACT Enact Holdings Inc. | 0.37% | 60,904 | $2.0M | No change |
| VTRS Viatris Inc. | 0.36% | 157,316 | $2.0M | No change |
| PAA Plains All Amer Pipeline LP | 0.34% | 107,166 | $1.8M | No change |
| SLM SLM Corp. | 0.33% | 64,408 | $1.8M | New |
| TOL Toll Brothers Inc. | 0.33% | 14,059 | $1.8M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| ICFI Icf International Inc. | Sold out | 0.00% | −1.37 |
| ALTR Altair Engineering Inc. Class A | Sold out | 0.00% | −1.31 |
| ATI Ati Inc. | Reduce -46.6% | 0.79% | −0.98 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.89 |
| TDW Tidewater Inc. | Sold out | 0.00% | −0.87 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.73 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.57 |
| TRNO Terreno Realty Corp. | Reduce -36.5% | 0.74% | −0.56 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.51 |
| VRNA Verona Pharma Ltd. | Reduce -62.4% | 0.82% | −0.51 |
| PTGX Protagonist Therapeutics Inc. | Reduce -43.5% | 0.48% | −0.49 |
| QLYS Qualys Inc. | Sold out | 0.00% | −0.47 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.45 |
| ATKR Atkore Inc. | Sold out | 0.00% | −0.44 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.44 |
| CRDO Credo Technology Group Holdi | Reduce -68.3% | 0.82% | −0.35 |
| PCVX Vaxcyte Inc. | Reduce -2.7% | 0.80% | −0.33 |
| COCO The Vita Coco Co. Inc. | Reduce -47.9% | 0.70% | −0.31 |
| MTH Meritage Homes Corp. | Reduce -2.6% | 0.85% | −0.29 |
| AXSM Axsome Therapeutics Inc. | Reduce -25.6% | 0.71% | −0.28 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -63.4% | 0.38% | −0.28 |
| FOR Forestar Group Inc. | Reduce -3.9% | 1.00% | −0.28 |
| EVH Evolent Health Inc. Class A | Sold out | 0.00% | −0.26 |
| ACLX Arcellx Inc. | Reduce -60.1% | 0.15% | −0.26 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -29.8% | 0.99% | −0.22 |
| VRNS Varonis Systems Inc. | Reduce -3.0% | 0.76% | −0.22 |
| ROAD Construction Partners Inc. Class A | Reduce -36.9% | 0.95% | −0.21 |
| WD Walker & Dunlop Inc. | Reduce -2.9% | 1.17% | −0.21 |
| HALO Halozyme Therapeutics Inc. | Reduce -2.7% | 0.95% | −0.20 |
| EBAY eBay Inc. | Reduce -36.0% | 0.32% | −0.19 |
| ATMU Atmus Filtration Technologie | Reduce -22.5% | 0.88% | −0.19 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.17 |
| LNTH Lantheus Holdings Inc. | Reduce -6.2% | 0.60% | −0.17 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -22.1% | 0.83% | −0.17 |
| KBH KB Home | Reduce -22.7% | 0.25% | −0.16 |
| BBY Best Buy Co. Inc. | Reduce -27.4% | 0.24% | −0.15 |
| POR Portland General Electric Co. | Reduce -2.6% | 1.38% | −0.15 |
| MOD Modine Manufacturing Co. | Reduce -2.6% | 0.88% | −0.14 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -2.9% | 0.80% | −0.13 |
| ARCB Arcbest Corp. | Reduce -2.7% | 0.71% | −0.12 |
| NOVT Novanta Inc. | Reduce -2.7% | 0.60% | −0.11 |
| AMWD American Woodmark Corp. | Reduce -5.5% | 0.49% | −0.11 |
| ESI Element Solutions Inc. | Reduce -2.9% | 1.29% | −0.10 |
| SWX Southwest Gas Holdings Inc. | Reduce -2.8% | 1.71% | −0.09 |
| SPSC SPS Commerce Inc. | Reduce -2.7% | 1.30% | −0.08 |
| WMS Advanced Drainage Systems Inc. | Sold out | 0.00% | −0.08 |
| BCPC Balchem Corp. | Reduce -3.1% | 0.87% | −0.08 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.08 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -2.8% | 1.30% | −0.07 |
| AVA Avista Corp. | Reduce -4.8% | 0.79% | −0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| CORZ Core Scientific Inc. | New | 0.90% | +0.90 |
| LMB Limbach Holdings Inc. | New | 0.82% | +0.82 |
| ECG Everus Construction Group | Add +2284.9% | 0.81% | +0.77 |
| PLMR Palomar Holdings Inc. | Add +130.4% | 1.22% | +0.75 |
| AROC Archrock Inc. | New | 0.73% | +0.73 |
| BOOT Boot Barn Holdings Inc. | Add +129.5% | 1.39% | +0.73 |
| MYRG MYR Group Inc./Delaware | New | 0.73% | +0.73 |
| MRX Marex UK Holdings Ltd. | New | 0.72% | +0.72 |
| CARG Cargurus Inc. | New | 0.71% | +0.71 |
| SMTC Semtech Corp. | New | 0.65% | +0.65 |
| VIRT Virtu Financial Inc. Class A | Add +21.6% | 2.05% | +0.64 |
| CWAN Clearwater Analytics HDS-A | Add +32.4% | 1.97% | +0.63 |
| KNF Knife River Corp. | Add +28.0% | 1.61% | +0.52 |
| WVE Wave Life Sciences Ltd. | Add +31.5% | 0.91% | +0.46 |
| SRAD Sportradar Group AG-A | New | 0.46% | +0.46 |
| INSM Insmed Inc. | New | 0.45% | +0.45 |
| SUM Summit Materials Inc. Class A | Add +15.4% | 1.23% | +0.42 |
| SMPL The Simply Good Foods Co. | Add +47.8% | 1.02% | +0.42 |
| CASH Pathward Financial Inc. | Add +11.5% | 1.89% | +0.40 |
| AMG Affiliated Managers Group | New | 0.38% | +0.38 |
| INDB Independent Bank Corp. | Add +12.4% | 1.78% | +0.35 |
| SLM SLM Corp. | New | 0.33% | +0.33 |
| AEIS Advanced Energy Industries | Add +26.8% | 1.11% | +0.33 |
| VLO Valero Energy Corp. | New | 0.31% | +0.31 |
| ARW Arrow Electronics Inc. | New | 0.29% | +0.29 |
| SLNO Soleno Therapeutics Inc. | New | 0.25% | +0.25 |
| UPB Upstream Bio Inc. | New | 0.23% | +0.23 |
| SRRK Scholar Rock Holding Corp. | New | 0.22% | +0.22 |
| SM SM Energy Co. | Add +31.4% | 0.95% | +0.22 |
| VRDN Viridian Therapeutics Inc. | New | 0.21% | +0.21 |
| IWM iShares Russell 2000 ETF | New | 0.20% | +0.20 |
| EWTX Edgewise Therapeutics Inc. | Add +24.3% | 0.93% | +0.20 |
| COLB Columbia Banking System Inc. | Add +7.0% | 1.69% | +0.19 |
| LAZ Lazard Inc. | Add +22.0% | 0.85% | +0.18 |
| ITRI Itron Inc. | Add +7.3% | 0.87% | +0.09 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +3.8% | 1.37% | +0.07 |
| RRC Range Resources Corp. | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.06% | +0.06 |
| PLNT Planet Fitness Inc. Class A | New | 0.06% | +0.06 |
| ATR Aptargroup Inc. | New | 0.06% | +0.06 |
| ELF Elf Beauty Inc. | New | 0.05% | +0.05 |
| ESTC Elastic NV | New | 0.05% | +0.05 |
| EXE Expand Energy Corp. | New | 0.05% | +0.05 |
| MTZ Mastec Inc. | New | 0.04% | +0.04 |
| CIEN Ciena Corp. | New | 0.04% | +0.04 |
| LAD Lithia Motors Inc. | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | Add +53.0% | 0.05% | +0.01 |
| SN Sharkninja Inc. | Add +18.9% | 0.11% | +0.01 |
| BSX Boston Scientific Corp. | Add +5.1% | 0.06% | +0.01 |
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 |