MA

MOODY ALDRICH PARTNERS LLC

13F
MOODY ALDRICH PARTNERS LLC
Last update 2025-04-29 168 Stocks (26 new)
Value $478.00 Mil Turnover 14 %
Countries:
Top Holdings: WTFC(2.55%)CWAN(2.12%)CASH(2.08%)PLMR(2.02%)SKWD(2.02%)
Summary Stock Picks Current Portfolio
MOODY ALDRICH PARTNERS LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WTFC
Wintrust Financial Corp
108,466
12,198.1
-2.85%
2.550
-0.07%
0.160
+27.46%
+9.43%
9,059.0
Banks
CWAN
Clearwater Analytics Holdings Inc
378,420
10,141.7
-2.07%
2.120
-0.04%
0.140
-3.33%
-23.04%
5,734.3
Software
CASH
Pathward Financial Inc
136,355
9,947.1
-1.48%
2.080
-0.03%
0.580
+8.14%
+9.53%
1,896.0
Banks
PLMR
Palomar Holdings Inc
70,491
9,662.9
+13.11%
2.020
+0.23%
0.260
-6.87%
+30.50%
3,685.1
Insurance
SKWD
Skyward Specialty Insurance Group Inc
Skyward Specialty Insurance Group Inc
182,584
9,662.4
+21.31%
2.020
+0.35%
0.450
-2.39%
+5.86%
2,161.6
Insurance
SWX
Southwest Gas Holdings Inc
128,173
9,202.8
-2.06%
1.930
-0.04%
0.180
+9.77%
+14.38%
5,717.1
Utilities - Regulated
COOP
Mr. Cooper Group Inc
76,698
9,173.1
-1.50%
1.920
-0.02%
0.120
+50.91%
+76.15%
10,821.2
Banks
INDB
Independent Bank Corp
145,666
9,126.0
-2.92%
1.910
-0.05%
0.340
+21.40%
+8.74%
3,427.3
Banks
CADE
Cadence Bank
282,433
8,574.7
-1.48%
1.800
-0.03%
0.150
+28.26%
+4.86%
6,509.6
Banks
DRS
Leonardo DRS Inc
255,965
8,416.1
-1.48%
1.760
-0.02%
0.100
+31.59%
+43.53%
12,275.5
Aerospace & Defense

MOODY ALDRICH PARTNERS LLC's Historical Top Holdings Breakdowns

MOODY ALDRICH PARTNERS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SUM Unlock Delisted
Summit Materials Inc
2025-03-31
Sold Out
Sold Out
-1.23%
●
50.95 ($52.09) 52.49
$52.49
0.77%
Sold Out
0
-131,710
SFM
Sprouts Farmers Market Inc
2025-03-31
New Buy
New Buy
+1.19%
●
132.75 ($149.11) 177.12
$164.48
10.31%
New holding
37,099
37,099
ITCI Unlock Delisted
Intra-Cellular Therapies Inc
2025-03-31
Sold Out
Sold Out
-0.99%
●
81.78 ($124.62) 131.92
$131.87
5.82%
Sold Out
0
-63,931
PTGX
Protagonist Therapeutics Inc
2025-03-31
Add
Add
+0.98%
●
35.09 ($41.9) 59.76
$54.99
31.24%
Add 142.5%
163,483
96,068
AIT
Applied Industrial Technologies Inc
2025-03-31
New Buy
New Buy
+0.91%
●
218.93 ($246.45) 269.18
$264.89
7.48%
New holding
19,257
19,257
MOD
Modine Manufacturing Co
2025-03-31
Sold Out
Sold Out
-0.88%
●
76.06 ($98.54) 142.68
$93.83
-4.78%
Sold Out
0
-40,897
INSM
Insmed Inc
2025-03-31
Add
Add
+0.85%
●
65.25 ($76.49) 83.83
$102.92
34.55%
Add 150.92%
89,020
53,542
LAZ
Lazard Inc
2025-03-31
Sold Out
Sold Out
-0.85%
●
43.17 ($49.73) 55.24
$53.78
8.14%
Sold Out
0
-89,486
ECG
Everus Construction Group Inc
2025-03-31
Sold Out
Sold Out
-0.81%
●
34.97 ($53.82) 76.76
$66.70
23.93%
Sold Out
0
-66,289
SSD
Simpson Manufacturing Co Inc
2025-03-31
Sold Out
Sold Out
-0.80%
●
154.39 ($164.22) 176.55
$162.12
-1.28%
Sold Out
0
-26,051

MOODY ALDRICH PARTNERS LLC Total Holding History ($B)

To

MOODY ALDRICH PARTNERS LLC's Asset Allocation

To

MOODY ALDRICH PARTNERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MOODY ALDRICH PARTNERS LLC's Hypothetical Growth since 2025-03-31

MOODY ALDRICH PARTNERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MOODY ALDRICH PARTNERS LLC's Holdings Heat Map

Size field:

MOODY ALDRICH PARTNERS LLC's Holdings Bubble Chart

MOODY ALDRICH PARTNERS LLC News

  • 1

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