Moody Aldrich Partners LLC Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Moody Aldrich Partners LLCInvestment ActivityMoody Aldrich Partners LLC has $587.89 million in total holdings as of March 31, 2024.Moody Aldrich Partners LLC owns shares of 215 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 18.18% of the portfolio was purchased this quarter.About 20.64% of the portfolio was sold this quarter.This quarter, Moody Aldrich Partners LLC has purchased 195 new stocks and bought additional shares in 44 stocks.Moody Aldrich Partners LLC sold shares of 112 stocks and completely divested from 29 stocks this quarter.Largest Holdings Scorpio Tankers $12,190,045Evercore $11,773,027Wintrust Financial $10,721,166Terreno Realty $10,617,094Leonardo DRS $9,985,144 Largest New Holdings this Quarter Modine Manufacturing $6,670,344 HoldingHalozyme Therapeutics $5,041,228 HoldingViking Therapeutics $4,570,270 HoldingFabrinet $4,151,257 HoldingFTAI Aviation $4,028,376 Holding Largest Purchases this Quarter Modine Manufacturing 70,074 shares (about $6.67M)Halozyme Therapeutics 123,924 shares (about $5.04M)AppFolio 19,602 shares (about $4.84M)Viking Therapeutics 55,735 shares (about $4.57M)Fabrinet 21,962 shares (about $4.15M) Largest Sales this Quarter Super Micro Computer 8,383 shares (about $8.47M)SL Green Realty 61,688 shares (about $3.40M)Nextracker 47,678 shares (about $2.68M)e.l.f. Beauty 11,823 shares (about $2.32M)Chart Industries 13,840 shares (about $2.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoody Aldrich Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTNGScorpio Tankers$12,190,045$3,376,015 ▲38.3%170,3712.1%TransportationEVREvercore$11,773,027$1,174,414 ▼-9.1%61,1302.0%FinanceWTFCWintrust Financial$10,721,166$241,037 ▼-2.2%102,7031.8%FinanceTRNOTerreno Realty$10,617,094$242,028 ▼-2.2%159,8961.8%FinanceDRSLeonardo DRS$9,985,144$231,857 ▼-2.3%452,0211.7%AerospaceBWXTBWX Technologies$9,854,496$212,937 ▼-2.1%96,0291.7%Computer and TechnologyKNFKnife River$9,666,033$215,997 ▼-2.2%119,2161.6%ConstructionSWXSouthwest Gas$9,515,869$1,259,419 ▼-11.7%124,9951.6%UtilitiesCNSCohen & Steers$9,407,107$1,038,323 ▼-9.9%122,3451.6%FinanceATIATI$9,117,880$1,075,491 ▲13.4%178,1881.6%Basic MaterialsSUMSummit Materials$8,985,267$204,487 ▼-2.2%201,5991.5%ConstructionLNWLight & Wonder$8,893,162$378,346 ▲4.4%87,1111.5%Consumer DiscretionarySNSharkNinja$8,854,897$199,702 ▼-2.2%142,1561.5%Consumer DiscretionaryPCVXVaxcyte$8,101,703$2,003,191 ▼-19.8%118,6021.4%MedicalSPSCSPS Commerce$7,811,285$799,323 ▲11.4%42,2461.3%Business ServicesICFIICF International$7,774,014$174,279 ▼-2.2%51,6101.3%Business ServicesSKWDSkyward Specialty Insurance Group$7,769,309$182,299 ▼-2.3%207,6801.3%FinanceSMPLSimply Good Foods$7,547,718$409,313 ▲5.7%221,7961.3%Consumer StaplesMTHMeritage Homes$7,435,118$1,550,891 ▲26.4%42,3751.3%ConstructionROADConstruction Partners$6,892,806$1,368,600 ▲24.8%122,7571.2%ConstructionFORForestar Group$6,837,685$159,916 ▼-2.3%170,1341.2%FinanceGTLSChart Industries$6,785,476$2,279,725 ▼-25.1%41,1941.2%Industrial ProductsLANCLancaster Colony$6,777,251$149,909 ▼-2.2%32,6411.2%Consumer StaplesESIElement Solutions$6,754,042$68,870 ▼-1.0%270,3781.1%Basic MaterialsMODModine Manufacturing$6,670,344$6,670,344 ▲New Holding70,0741.1%Auto/Tires/TrucksSTAGSTAG Industrial$6,589,077$854,406 ▲14.9%171,4121.1%FinancePRPermian Resources$6,562,085$1,307,052 ▼-16.6%371,5791.1%Oils/EnergyATKRAtkore$5,975,020$138,011 ▼-2.3%31,3881.0%Industrial ProductsHELEHelen of Troy$5,936,934$139,556 ▼-2.3%51,5181.0%Consumer StaplesCACICACI International$5,810,873$179,944 ▼-3.0%15,3391.0%Computer and TechnologyDODiamond Offshore Drilling$5,795,500$697,127 ▲13.7%424,8901.0%Oils/EnergyAINAlbany International$5,729,732$135,028 ▼-2.3%61,2741.0%Industrial ProductsWHDCactus$5,580,577$1,644,204 ▲41.8%111,4110.9%Oils/EnergyCHRDChord Energy$5,535,778$842,006 ▼-13.2%31,0580.9%Oils/EnergySMCISuper Micro Computer$5,514,764$8,467,082 ▼-60.6%5,4600.9%Computer and TechnologyAPPFAppFolio$5,438,890$4,836,598 ▲803.0%22,0430.9%Computer and TechnologyVRNSVaronis Systems$5,396,767$614,059 ▼-10.2%114,4110.9%Computer and TechnologyFIXComfort Systems USA$5,326,726$1,735,650 ▼-24.6%16,7660.9%ConstructionCOLBColumbia Banking System$5,303,196$1,193,508 ▼-18.4%274,0670.9%FinanceINDBIndependent Bank$5,274,360$1,957,149 ▼-27.1%101,3910.9%FinanceAXSMAxsome Therapeutics$5,239,588$96,319 ▼-1.8%65,6590.9%MedicalARCBArcBest$5,155,650$118,133 ▼-2.2%36,1800.9%TransportationCYTKCytokinetics$5,110,808$3,016,552 ▲144.0%72,8970.9%MedicalCASHPathward Financial$5,076,016$1,350,895 ▼-21.0%100,5550.9%FinanceVRNAVerona Pharma$5,066,934$100,546 ▼-1.9%314,9120.9%MedicalHALOHalozyme Therapeutics$5,041,228$5,041,228 ▲New Holding123,9240.9%MedicalBCPCBalchem$5,011,703$120,396 ▼-2.3%32,3440.9%Basic MaterialsHGVHilton Grand Vacations$5,010,775$1,134,173 ▲29.3%106,1380.9%Consumer DiscretionaryWDWalker & Dunlop$4,991,657$1,789,369 ▼-26.4%49,3930.8%FinanceSLGSL Green Realty$4,969,253$3,400,860 ▼-40.6%90,1370.8%FinanceNXTNextracker$4,877,427$2,682,841 ▼-35.5%86,6790.8%Oils/EnergyCRDOCredo Technology Group$4,866,517$571,155 ▲13.3%229,6610.8%Business ServicesCPRXCatalyst Pharmaceuticals$4,797,159$110,958 ▼-2.3%300,9510.8%MedicalPORPortland General Electric$4,624,872$93,282 ▼-2.0%110,1160.8%UtilitiesBBIOBridgeBio Pharma$4,613,944$749,439 ▲19.4%149,2220.8%MedicalSSDSimpson Manufacturing$4,609,369$105,257 ▼-2.2%22,4650.8%ConstructionELFe.l.f. Beauty$4,573,772$2,317,663 ▼-33.6%23,3320.8%Consumer StaplesVKTXViking Therapeutics$4,570,270$4,570,270 ▲New Holding55,7350.8%MedicalCLHClean Harbors$4,471,900$97,233 ▼-2.1%22,2140.8%Business ServicesTRIPTripadvisor$4,439,286$104,185 ▼-2.3%159,7440.8%Retail/WholesaleBRBRBellRing Brands$4,288,766$97,459 ▼-2.2%72,6540.7%MedicalFNFabrinet$4,151,257$4,151,257 ▲New Holding21,9620.7%Computer and TechnologyQLYSQualys$4,096,825$96,117 ▼-2.3%24,5510.7%Computer and TechnologyFTAIFTAI Aviation$4,028,376$4,028,376 ▲New Holding59,8570.7%AerospaceOXMOxford Industries$3,989,413$1,426,918 ▲55.7%35,4930.7%Consumer DiscretionaryAMWDAmerican Woodmark$3,902,931$3,902,931 ▲New Holding38,3920.7%Consumer DiscretionaryAZEKAZEK$3,887,329$90,848 ▼-2.3%77,4060.7%ConstructionBOOTBoot Barn$3,830,549$1,142,181 ▲42.5%40,2580.7%Retail/WholesaleOPCHOption Care Health$3,795,722$881,062 ▼-18.8%113,1700.6%MedicalASOAcademy Sports and Outdoors$3,775,824$3,775,824 ▲New Holding55,9050.6%Consumer DiscretionaryONTOOnto Innovation$3,732,059$650,258 ▼-14.8%20,6100.6%Computer and TechnologyCOOPMr. Cooper Group$3,678,305$3,678,305 ▲New Holding47,1880.6%FinanceVCVisteon$3,585,458$81,621 ▼-2.2%30,4860.6%Auto/Tires/TrucksNOVTNovanta$3,556,395$84,414 ▼-2.3%20,3490.6%Computer and TechnologyWKWorkiva$3,538,958$297,987 ▼-7.8%41,7330.6%Computer and TechnologyFELEFranklin Electric$3,368,574$79,894 ▼-2.3%31,5380.6%Industrial ProductsIOVAIovance Biotherapeutics$3,331,995$3,331,995 ▲New Holding224,8310.6%MedicalRMBSRambus$3,328,407$311,152 ▲10.3%53,8490.6%Computer and TechnologyAMPHAmphastar Pharmaceuticals$3,314,239$542,903 ▲19.6%75,4780.6%MedicalALTAltimmune$3,128,497$3,128,497 ▲New Holding307,3180.5%MedicalPTGXProtagonist Therapeutics$2,908,015$1,104,895 ▲61.3%100,5190.5%MedicalCRNXCrinetics Pharmaceuticals$2,640,178$2,640,178 ▲New Holding56,4020.4%MedicalNAMSNewAmsterdam Pharma$2,631,465$2,631,465 ▲New Holding111,2670.4%MedicalMTSIMACOM Technology Solutions$2,630,100$59,966 ▼-2.2%27,5000.4%Computer and TechnologyTMDXTransMedics Group$2,553,148$871,161 ▼-25.4%34,5300.4%MedicalALTRAltair Engineering$2,540,908$2,540,908 ▲New Holding29,4940.4%ConstructionCOPConocoPhillips$2,527,144$136,444 ▲5.7%19,8550.4%Oils/EnergyTOLToll Brothers$2,437,072$778,161 ▼-24.2%18,8380.4%ConstructionKURAKura Oncology$2,343,122$2,343,122 ▲New Holding109,8510.4%MedicalPAAPlains All American Pipeline$2,321,397$459,932 ▼-16.5%132,1980.4%Oils/EnergyEBAYeBay$2,285,955$2,285,955 ▲New Holding43,3110.4%Retail/WholesaleSIBNSI-BONE$2,230,527$340,349 ▲18.0%136,2570.4%MedicalGNWGenworth Financial$2,180,8760.0%339,1720.4%FinanceALPNAlpine Immune Sciences$2,013,633$2,013,633 ▲New Holding50,7980.3%MedicalAEISAdvanced Energy Industries$2,005,233$1,338,692 ▼-40.0%19,6630.3%Computer and TechnologyCFCF Industries$1,996,0410.0%23,9880.3%Basic MaterialsVIRTVirtu Financial$1,927,3410.0%93,9250.3%FinanceHIGThe Hartford Financial Services Group$1,905,807$403,029 ▼-17.5%18,4940.3%FinanceVTRSViatris$1,878,353$1,878,353 ▲New Holding157,3160.3%MedicalKBHKB Home$1,875,343$1,875,343 ▲New Holding26,4580.3%ConstructionShowing largest 100 holdings. 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