Moody Aldrich Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Moody Aldrich Partners LLC reported 168 stock positions worth $477.6 million. Its top holding was Wintrust Financial (WTFC) at 2.6% of the portfolio, followed by Clearwater Analytics HDS-A (CWAN, 2.1%) and Pathward Financial (CASH, 2.1%). Compared with Q4 2024, it opened 26 new positions, sold out of 54, added to 34 and reduced 97. The biggest buy was a new position in Sprouts Farmers Market (SFM) and the biggest sale an exit from Summit Materials Class A (SUM).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $477.6M (Q1 2025)
- SEC Filing
- 0001085146-25-002404 ↗ filed Apr 29, 2025
Holdings Value
Holdings 168 stocks · $477.6M
| WTFC Wintrust Financial Corp. | 2.55% | 108,466 | $12.2M | Reduce -2.9% |
| CWAN Clearwater Analytics HDS-A | 2.12% | 378,420 | $10.1M | Reduce -2.1% |
| CASH Pathward Financial Inc. | 2.08% | 136,355 | $9.9M | Reduce -1.5% |
| PLMR Palomar Holdings Inc. | 2.02% | 70,491 | $9.7M | Add +13.1% |
| SKWD Skyward Specialty Insurance | 2.02% | 182,584 | $9.7M | Add +21.3% |
| SWX Southwest Gas Holdings Inc. | 1.93% | 128,173 | $9.2M | Reduce -2.1% |
| COOP Mr Cooper Group Inc. | 1.92% | 76,698 | $9.2M | Reduce -1.5% |
| INDB Independent Bank Corp. | 1.91% | 145,666 | $9.1M | Reduce -2.9% |
| CADE Cadence Bank | 1.80% | 282,433 | $8.6M | Reduce -1.5% |
| DRS Leonardo DRS Inc. | 1.76% | 255,965 | $8.4M | Reduce -1.5% |
| COLB Columbia Banking System Inc. | 1.73% | 332,054 | $8.3M | Reduce -1.5% |
| PTGX Protagonist Therapeutics Inc. | 1.66% | 163,483 | $7.9M | Add +142.5% |
| VIRT Virtu Financial Inc. Class A | 1.60% | 200,935 | $7.7M | Reduce -35.3% |
| KNF Knife River Corp. | 1.57% | 82,913 | $7.5M | Reduce -3.2% |
| POR Portland General Electric Co. | 1.54% | 165,327 | $7.4M | Reduce -3.1% |
| AXSM Axsome Therapeutics Inc. | 1.52% | 62,339 | $7.3M | Add +38.1% |
| INSM Insmed Inc. | 1.42% | 89,020 | $6.8M | Add +150.9% |
| SLG SL Green Realty Corp. | 1.35% | 111,482 | $6.4M | Reduce -2.9% |
| HALO Halozyme Therapeutics Inc. | 1.29% | 96,737 | $6.2M | Reduce -10.1% |
| VRNA Verona Pharma Ltd. | 1.28% | 96,603 | $6.1M | Add +1.8% |
| ESI Element Solutions Inc. | 1.26% | 266,857 | $6.0M | Reduce -2.7% |
| HQY Healthequity Inc. | 1.26% | 67,880 | $6.0M | Add +47.9% |
| OSIS Osi Systems Inc. | 1.24% | 30,512 | $5.9M | Reduce -5.8% |
| PIPR Piper Sandler Cos | 1.20% | 23,151 | $5.7M | Reduce -1.5% |
| SFM Sprouts Farmers Market Inc. | 1.19% | 37,099 | $5.7M | New |
| AEIS Advanced Energy Industries | 1.17% | 58,670 | $5.6M | Add +13.4% |
| VRNS Varonis Systems Inc. | 1.17% | 138,137 | $5.6M | Add +48.7% |
| SRAD Sportradar Group AG-A | 1.15% | 254,966 | $5.5M | Add +78.2% |
| GTLS Chart Industries Inc. | 1.08% | 35,778 | $5.2M | Reduce -3.2% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.06% | 201,350 | $5.1M | Reduce -33.0% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 1.04% | 28,376 | $5.0M | Reduce -2.9% |
| EPAC Enerpac Tool Group Corp. | 1.03% | 109,793 | $4.9M | Reduce -1.5% |
| AROC Archrock Inc. | 1.03% | 187,465 | $4.9M | Add +17.6% |
| SPSC SPS Commerce Inc. | 1.02% | 36,862 | $4.9M | Reduce -3.1% |
| AVA Avista Corp. | 1.02% | 116,791 | $4.9M | Add +0.6% |
| SMPL The Simply Good Foods Co. | 0.99% | 136,990 | $4.7M | Reduce -3.1% |
| BCPC Balchem Corp. | 0.98% | 28,307 | $4.7M | Reduce -1.5% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.98% | 139,905 | $4.7M | Reduce -3.1% |
| MRUS Merus NV | 0.95% | 108,281 | $4.6M | Add +273.4% |
| FTAI Ftai Aviation Ltd. | 0.95% | 40,867 | $4.5M | Add +39.8% |
| GOLF Acushnet Holdings Corp. | 0.93% | 64,883 | $4.5M | Reduce -1.5% |
| ITRI Itron Inc. | 0.93% | 42,428 | $4.4M | Reduce -1.4% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.93% | 182,571 | $4.4M | Reduce -15.3% |
| ATMU Atmus Filtration Technologie | 0.92% | 119,281 | $4.4M | Reduce -1.5% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.91% | 123,298 | $4.4M | Reduce -1.5% |
| AIT Applied Industrial Tech Inc. | 0.91% | 19,257 | $4.3M | New |
| IPAR Interparfums Inc. | 0.87% | 36,565 | $4.2M | Reduce -1.4% |
| TRNO Terreno Realty Corp. | 0.87% | 65,490 | $4.1M | Reduce -3.4% |
| BOOT Boot Barn Holdings Inc. | 0.87% | 38,516 | $4.1M | Reduce -22.1% |
| CARG Cargurus Inc. | 0.86% | 140,751 | $4.1M | Add +33.5% |
| FTDR Frontdoor Inc. | 0.85% | 105,612 | $4.1M | Add +8.4% |
| SM SM Energy Co. | 0.85% | 135,058 | $4.0M | Add +2.1% |
| EWTX Edgewise Therapeutics Inc. | 0.84% | 182,095 | $4.0M | Reduce -3.1% |
| CSW CSW Industrials Inc. | 0.78% | 12,847 | $3.7M | Reduce -1.3% |
| LOAR Loar Holdings Inc. | 0.78% | 52,768 | $3.7M | Reduce -27.0% |
| WVE Wave Life Sciences Ltd. | 0.74% | 439,827 | $3.6M | Add +10.4% |
| LNTH Lantheus Holdings Inc. | 0.74% | 36,205 | $3.5M | Add +0.6% |
| SMTC Semtech Corp. | 0.71% | 98,904 | $3.4M | Add +75.6% |
| WHD Cactus Inc. Class A | 0.71% | 73,758 | $3.4M | Reduce -38.8% |
| BBIO Bridgebio Pharma Inc. | 0.70% | 96,915 | $3.4M | Reduce -2.8% |
| WD Walker & Dunlop Inc. | 0.68% | 38,199 | $3.3M | Reduce -41.4% |
| ATI Ati Inc. | 0.66% | 60,853 | $3.2M | Reduce -21.8% |
| COCO The Vita Coco Co. Inc. | 0.65% | 101,067 | $3.1M | Reduce -1.5% |
| NCNO Ncino Inc. | 0.64% | 111,652 | $3.1M | Reduce -1.5% |
| ROAD Construction Partners Inc. Class A | 0.64% | 42,560 | $3.1M | Reduce -26.2% |
| MYRG MYR Group Inc./Delaware | 0.62% | 26,172 | $3.0M | Reduce -1.5% |
| ARCB Arcbest Corp. | 0.59% | 39,839 | $2.8M | Reduce -3.1% |
| LMB Limbach Holdings Inc. | 0.58% | 37,007 | $2.8M | Reduce -28.5% |
| ALKS Alkermes PLC | 0.56% | 81,234 | $2.7M | Reduce -1.5% |
| NOVT Novanta Inc. | 0.56% | 20,844 | $2.7M | Reduce -1.4% |
| CORZ Core Scientific Inc. | 0.55% | 365,462 | $2.6M | Add +5.8% |
| AIN Albany Intl Corp. Class A | 0.55% | 37,937 | $2.6M | Reduce -1.4% |
| FN Fabrinet | 0.54% | 13,124 | $2.6M | Reduce -3.0% |
| CRDO Credo Technology Group Holdi | 0.54% | 64,115 | $2.6M | Reduce -3.1% |
| RMBS Rambus Inc. | 0.49% | 45,038 | $2.3M | Reduce -1.5% |
| ABG Asbury Automotive Group | 0.48% | 10,391 | $2.3M | Reduce -1.5% |
| AB Alliancebernstein Holding LP | 0.48% | 59,294 | $2.3M | No change |
| MTH Meritage Homes Corp. | 0.47% | 31,798 | $2.3M | Reduce -46.5% |
| IBP Installed Building Products | 0.47% | 13,020 | $2.2M | Reduce -37.2% |
| FOR Forestar Group Inc. | 0.46% | 103,667 | $2.2M | Reduce -50.1% |
| MLTX Moonlake Immunotherapeutics | 0.45% | 55,245 | $2.2M | New |
| PAA Plains All Amer Pipeline LP | 0.45% | 107,166 | $2.1M | No change |
| SLNO Soleno Therapeutics Inc. | 0.45% | 29,810 | $2.1M | Add +0.7% |
| ACT Enact Holdings Inc. | 0.44% | 60,904 | $2.1M | No change |
| REVG Rev Group Inc. | 0.44% | 66,475 | $2.1M | New |
| BPMC Blueprint Medicines Corp. | 0.41% | 22,331 | $2.0M | New |
| PCVX Vaxcyte Inc. | 0.40% | 51,157 | $1.9M | Reduce -2.9% |
| ARW Arrow Electronics Inc. | 0.40% | 18,591 | $1.9M | Add +33.7% |
| REPL Replimune Group Inc. | 0.40% | 197,385 | $1.9M | New |
| SLM SLM Corp. | 0.40% | 64,408 | $1.9M | No change |
| EBAY eBay Inc. | 0.39% | 27,740 | $1.9M | No change |
| ASB Associated Banc-Corp. | 0.39% | 81,775 | $1.8M | New |
| AMG Affiliated Managers Group | 0.39% | 10,948 | $1.8M | No change |
| VLO Valero Energy Corp. | 0.38% | 13,818 | $1.8M | No change |
| SEI Solaris Energy Infrastructur | 0.38% | 82,971 | $1.8M | New |
| CATY Cathay General Bancorp | 0.37% | 41,585 | $1.8M | New |
| TAP Molson Coors Beverage Co. Class B | 0.37% | 28,756 | $1.8M | New |
| GNW Genworth Financial Inc. | 0.36% | 245,291 | $1.7M | Reduce -27.7% |
| WERN Werner Enterprises Inc. | 0.35% | 57,488 | $1.7M | Reduce -1.5% |
| HIG Hartford Insurance Group Inc. | 0.35% | 13,465 | $1.7M | Reduce -27.2% |
Portfolio Sells Q4 2024 → Q1 2025
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −1.23 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.99 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −0.88 |
| LAZ Lazard Inc. | Sold out | 0.00% | −0.85 |
| ECG Everus Construction Group | Sold out | 0.00% | −0.81 |
| SSD Simpson Manufacturing Co. Inc. | Sold out | 0.00% | −0.80 |
| WHD Cactus Inc. Class A | Reduce -38.8% | 0.71% | −0.60 |
| FOR Forestar Group Inc. | Reduce -50.1% | 0.46% | −0.54 |
| BOOT Boot Barn Holdings Inc. | Reduce -22.1% | 0.87% | −0.52 |
| FELE Franklin Electric Co. Inc. | Sold out | 0.00% | −0.51 |
| WD Walker & Dunlop Inc. | Reduce -41.4% | 0.68% | −0.49 |
| AMWD American Woodmark Corp. | Sold out | 0.00% | −0.49 |
| HGV Hilton Grand Vacations Inc. | Sold out | 0.00% | −0.48 |
| VIRT Virtu Financial Inc. Class A | Reduce -35.3% | 1.60% | −0.45 |
| PCVX Vaxcyte Inc. | Reduce -2.9% | 0.40% | −0.39 |
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -3.1% | 0.98% | −0.38 |
| NAMS Newamsterdam Pharma Co. NV | Sold out | 0.00% | −0.38 |
| MTH Meritage Homes Corp. | Reduce -46.5% | 0.47% | −0.37 |
| ROAD Construction Partners Inc. Class A | Reduce -26.2% | 0.64% | −0.30 |
| CRDO Credo Technology Group Holdi | Reduce -3.1% | 0.54% | −0.28 |
| COP Conocophillips | Sold out | 0.00% | −0.27 |
| SPSC SPS Commerce Inc. | Reduce -3.1% | 1.02% | −0.27 |
| KBH KB Home | Sold out | 0.00% | −0.25 |
| LMB Limbach Holdings Inc. | Reduce -28.5% | 0.58% | −0.24 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.24 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -33.0% | 1.06% | −0.24 |
| KURA Kura Oncology Inc. | Sold out | 0.00% | −0.23 |
| UPB Upstream Bio Inc. | Sold out | 0.00% | −0.23 |
| GTLS Chart Industries Inc. | Reduce -3.2% | 1.08% | −0.23 |
| NSSC Napco Security Technologies | Reduce -21.3% | 0.30% | −0.22 |
| LOAR Loar Holdings Inc. | Reduce -27.0% | 0.78% | −0.21 |
| IBP Installed Building Products | Reduce -37.2% | 0.47% | −0.21 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.20 |
| JHG Janus Henderson Group PLC | Reduce -40.7% | 0.26% | −0.20 |
| PRAX Praxis Precision Medicines I | Reduce -1.5% | 0.24% | −0.20 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −0.15 |
| ATI Ati Inc. | Reduce -21.8% | 0.66% | −0.13 |
| ARCB Arcbest Corp. | Reduce -3.1% | 0.59% | −0.12 |
| MYRG MYR Group Inc./Delaware | Reduce -1.5% | 0.62% | −0.11 |
| PIPR Piper Sandler Cos | Reduce -1.5% | 1.20% | −0.11 |
| SLG SL Green Realty Corp. | Reduce -2.9% | 1.35% | −0.10 |
| EWTX Edgewise Therapeutics Inc. | Reduce -3.1% | 0.84% | −0.09 |
| LNWO Light & Wonder Inc. | Sold out | 0.00% | −0.09 |
| EVR Evercore Inc. Class A | Reduce -59.4% | 0.04% | −0.09 |
| SF Stifel Financial Corp. | Reduce -64.6% | 0.04% | −0.08 |
| GNW Genworth Financial Inc. | Reduce -27.7% | 0.36% | −0.07 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.07 |
| VET Vermilion Energy Inc. | Sold out | 0.00% | −0.07 |
| SN Sharkninja Inc. | Reduce -59.6% | 0.04% | −0.07 |
| CSW CSW Industrials Inc. | Reduce -1.3% | 0.78% | −0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| SFM Sprouts Farmers Market Inc. | New | 1.19% | +1.19 |
| PTGX Protagonist Therapeutics Inc. | Add +142.5% | 1.66% | +1.17 |
| INSM Insmed Inc. | Add +150.9% | 1.42% | +0.97 |
| AIT Applied Industrial Tech Inc. | New | 0.91% | +0.91 |
| AXSM Axsome Therapeutics Inc. | Add +38.1% | 1.52% | +0.81 |
| PLMR Palomar Holdings Inc. | Add +13.1% | 2.02% | +0.80 |
| MRUS Merus NV | Add +273.4% | 0.95% | +0.73 |
| SRAD Sportradar Group AG-A | Add +78.2% | 1.15% | +0.69 |
| SKWD Skyward Specialty Insurance | Add +21.3% | 2.02% | +0.61 |
| VRNA Verona Pharma Ltd. | Add +1.8% | 1.28% | +0.47 |
| MLTX Moonlake Immunotherapeutics | New | 0.45% | +0.45 |
| HQY Healthequity Inc. | Add +47.9% | 1.26% | +0.44 |
| REVG Rev Group Inc. | New | 0.44% | +0.44 |
| BPMC Blueprint Medicines Corp. | New | 0.41% | +0.41 |
| VRNS Varonis Systems Inc. | Add +48.7% | 1.17% | +0.41 |
| REPL Replimune Group Inc. | New | 0.40% | +0.40 |
| ASB Associated Banc-Corp. | New | 0.39% | +0.39 |
| SEI Solaris Energy Infrastructur | New | 0.38% | +0.38 |
| CATY Cathay General Bancorp | New | 0.37% | +0.37 |
| TAP Molson Coors Beverage Co. Class B | New | 0.37% | +0.37 |
| ANAB Anaptysbio Inc. | New | 0.32% | +0.32 |
| AROC Archrock Inc. | Add +17.6% | 1.03% | +0.30 |
| DNTH Dianthus Therapeutics Inc. | New | 0.28% | +0.28 |
| AVA Avista Corp. | Add +0.6% | 1.02% | +0.24 |
| AUR Aurora Innovation Inc. | New | 0.20% | +0.20 |
| SLNO Soleno Therapeutics Inc. | Add +0.7% | 0.45% | +0.20 |
| FTAI Ftai Aviation Ltd. | Add +39.8% | 0.95% | +0.17 |
| RIOT Riot Platforms Inc. | New | 0.15% | +0.15 |
| CARG Cargurus Inc. | Add +33.5% | 0.86% | +0.14 |
| LNTH Lantheus Holdings Inc. | Add +0.6% | 0.74% | +0.14 |
| IONQ Ionq Inc. | New | 0.14% | +0.14 |
| PM Philip Morris International | Add +95.6% | 0.19% | +0.12 |
| ARW Arrow Electronics Inc. | Add +33.7% | 0.40% | +0.11 |
| WMT Walmart Inc. | New | 0.11% | +0.11 |
| AAPL Apple Inc. | New | 0.09% | +0.09 |
| ABT Abbott Laboratories | New | 0.07% | +0.07 |
| SMTC Semtech Corp. | Add +75.6% | 0.71% | +0.07 |
| MCK McKesson Corp. | New | 0.06% | +0.06 |
| BMY Bristol-Myers Squibb Co. | New | 0.06% | +0.06 |
| AEIS Advanced Energy Industries | Add +13.4% | 1.17% | +0.06 |
| PLD Prologis Inc. | New | 0.06% | +0.06 |
| PNC PNC Financial Services Group | New | 0.06% | +0.06 |
| KNSL Kinsale Capital Group Inc. | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | New | 0.05% | +0.05 |
| JOYY Joyy Inc.-ADR | Add +52.0% | 0.12% | +0.05 |
| REGN Regeneron Pharmaceuticals | New | 0.04% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +3.4% | 0.14% | +0.04 |
| STNG Scorpio Tankers Inc. | Add +32.4% | 0.32% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +9.9% | 0.13% | +0.03 |
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 |