Moody Aldrich Partners LLC Top Holdings and 13F Report (2025) About Moody Aldrich Partners LLCInvestment ActivityMoody Aldrich Partners LLC has $527.18 million in total holdings as of June 30, 2025.Moody Aldrich Partners LLC owns shares of 188 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 18.14% of the portfolio was purchased this quarter.About 25.71% of the portfolio was sold this quarter.This quarter, Moody Aldrich Partners LLC has purchased 178 new stocks and bought additional shares in 39 stocks.Moody Aldrich Partners LLC sold shares of 109 stocks and completely divested from 21 stocks this quarter.Largest Holdings Cadence Bank $10,938,893Independent Bank $10,539,917Protagonist Therapeutics $9,503,476Kratos Defense & Security Solutions $9,464,105Piper Sandler Companies $8,437,409 Largest New Holdings this Quarter 192108504 - Coeur Mining $5,767,781 Holding552848103 - MGIC Investment $4,648,169 Holding53220K504 - Ligand Pharmaceuticals $4,585,092 Holding23282W605 - Cytokinetics $4,532,002 Holding093712107 - Bloom Energy $3,934,366 Holding Largest Purchases this Quarter Coeur Mining 307,451 shares (about $5.77M)MGIC Investment 163,841 shares (about $4.65M)Ligand Pharmaceuticals 25,884 shares (about $4.59M)Cytokinetics 82,460 shares (about $4.53M)Bloom Energy 46,522 shares (about $3.93M) Largest Sales this Quarter Sportradar Group 146,470 shares (about $3.94M)Credo Technology Group 23,578 shares (about $3.43M)Virtu Financial 95,005 shares (about $3.37M)Rambus 31,347 shares (about $3.27M)Advanced Energy Industries 18,428 shares (about $3.14M) 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 PortfolioSectorCADECadence Bank$10,938,893$496,767 ▲4.8%291,3932.1%FinanceINDBIndependent Bank$10,539,917$616,305 ▲6.2%152,3772.0%FinancePTGXProtagonist Therapeutics$9,503,476$1,827,489 ▼-16.1%143,0601.8%MedicalKTOSKratos Defense & Security Solutions$9,464,105$1,054,410 ▲12.5%103,5801.8%AerospacePIPRPiper Sandler Companies$8,437,409$322,701 ▼-3.7%24,3161.6%FinanceCASHPathward Financial$8,257,518$1,682,543 ▼-16.9%111,5731.6%FinanceMODModine Manufacturing$7,506,048$625,504 ▲9.1%52,8001.4%Auto/Tires/TrucksESIElement Solutions$7,411,382$435,240 ▼-5.5%294,4531.4%Basic MaterialsMRUSMerus$7,197,203$1,465,445 ▼-16.9%76,4441.4%MedicalCORE SCIENTIFIC INC NEW$7,170,726$657,519 ▼-8.4%399,7061.4%COMRIOTRiot Platforms$7,115,793$1,335,468 ▼-15.8%373,9251.3%FinanceCOLBColumbia Banking System$6,994,047$1,423,885 ▼-16.9%271,7191.3%FinanceSTNGScorpio Tankers$6,774,315$3,102,928 ▲84.5%120,8621.3%TransportationCARGCarGurus$6,532,115$52,643 ▼-0.8%175,4531.2%Auto/Tires/TrucksVSECVSE$6,461,250$1,308,808 ▼-16.8%38,8671.2%ConstructionSPXCSPX Technologies$6,252,461$988,066 ▲18.8%33,4751.2%Business ServicesAXSMAxsome Therapeutics$6,251,760$1,206,484 ▼-16.2%51,4761.2%MedicalCWANClearwater Analytics$6,175,688$1,229,667 ▼-16.6%342,7131.2%Computer and TechnologySWXSouthwest Gas$6,141,464$1,216,855 ▼-16.5%78,3951.2%UtilitiesVRNSVaronis Systems$6,101,130$1,718,928 ▼-22.0%106,1621.2%Computer and TechnologyKARMAN HLDGS INC$6,069,276$2,882,729 ▼-32.2%84,0621.2%COMMON STOCKPORPortland General Electric$6,001,556$1,162,260 ▼-16.2%136,3991.1%UtilitiesAEISAdvanced Energy Industries$5,942,480$3,135,340 ▼-34.5%34,9271.1%Computer and TechnologyOSISOSI Systems$5,909,979$631,325 ▼-9.7%23,7121.1%Computer and TechnologyARWArrow Electronics$5,828,570$2,771,626 ▲90.7%48,1701.1%Computer and TechnologyFTDRFrontdoor$5,818,903$1,182,689 ▼-16.9%86,4751.1%ConstructionSMTCSemtech$5,783,806$1,177,496 ▼-16.9%80,9491.1%Computer and TechnologyCDECoeur Mining$5,767,781$5,767,781 ▲New Holding307,4511.1%Basic MaterialsVTRSViatris$5,727,902$2,753,863 ▲92.6%578,5761.1%MedicalWTFCWintrust Financial$5,720,348$1,055,679 ▼-15.6%43,1921.1%FinanceOVVOvintiv$5,670,281$3,421,398 ▲152.1%140,4231.1%EnergyHQYHealthEquity$5,656,347$1,092,698 ▼-16.2%59,6851.1%MedicalSLGSL Green Realty$5,495,343$1,071,137 ▼-16.3%91,8801.0%FinanceABAllianceBernstein$5,249,173$2,982,956 ▲131.6%137,3411.0%FinanceGOLFAcushnet$5,172,334$1,055,377 ▼-16.9%65,8981.0%Consumer DiscretionaryRMBSRambus$4,981,073$3,266,358 ▼-39.6%47,8030.9%Computer and TechnologyREVGREV Group$4,919,183$2,439,417 ▼-33.2%86,8040.9%TransportationAPAMArtisan Partners Asset Management$4,906,761$2,318,949 ▲89.6%113,0590.9%FinanceMGYMagnolia Oil & Gas$4,876,140$991,894 ▼-16.9%204,2790.9%EnergyCRNXCrinetics Pharmaceuticals$4,812,366$926,837 ▼-16.1%115,5430.9%MedicalSRADSportradar Group$4,780,076$3,940,043 ▼-45.2%177,6980.9%Consumer DiscretionaryCAGConagra Brands$4,705,194$3,239,588 ▲221.0%256,9740.9%Consumer StaplesCRDOCredo Technology Group$4,700,728$3,433,193 ▼-42.2%32,2830.9%Computer and TechnologyPVHPVH$4,697,487$2,268,157 ▲93.4%56,0760.9%Consumer DiscretionaryCPKChesapeake Utilities$4,679,131$953,336 ▼-16.9%34,7400.9%UtilitiesMTGMGIC Investment$4,648,169$4,648,169 ▲New Holding163,8410.9%FinanceCOCOVita Coco$4,633,477$406,735 ▲9.6%109,1000.9%Consumer StaplesLGNDLigand Pharmaceuticals$4,585,092$4,585,092 ▲New Holding25,8840.9%MedicalAVAAvista$4,565,747$929,408 ▼-16.9%120,7550.9%UtilitiesCYTKCytokinetics$4,532,002$4,532,002 ▲New Holding82,4600.9%MedicalLOAR HOLDINGS INC$4,515,520$918,400 ▼-16.9%56,4440.9%COM SHSMYRGMYR Group$4,458,707$903,890 ▼-16.9%21,4330.8%UtilitiesACTEnact$4,440,500$2,105,441 ▲90.2%115,8190.8%FinanceATMUAtmus Filtration Technologies$4,402,362$894,315 ▼-16.9%97,6350.8%IndustrialsITRIItron$4,325,221$880,639 ▼-16.9%34,7240.8%Computer and TechnologyMARZETTI COMPANY$4,274,825$3,097,434 ▼-42.0%24,7400.8%COMNEKTAR THERAPEUTICS$4,194,440$1,610,497 ▲62.3%73,7160.8%COM NEWBOOTBoot Barn$4,187,247$803,411 ▼-16.1%25,2670.8%Retail/WholesaleWDWalker & Dunlop$4,096,544$949,505 ▲30.2%48,9900.8%FinanceAROCArchrock$4,074,314$783,696 ▼-16.1%154,8580.8%EnergyKNFKnife River$4,010,769$2,267,742 ▼-36.1%52,1760.8%ConstructionSOISolaris Oilfield Infrastructure$3,943,041$676,812 ▲20.7%98,6500.7%EnergyBEBloom Energy$3,934,366$3,934,366 ▲New Holding46,5220.7%EnergyCATYCathay General Bancorp$3,927,170$1,930,674 ▲96.7%81,7990.7%FinanceTRNOTerreno Realty$3,858,546$745,525 ▼-16.2%67,9920.7%FinanceSRRKScholar Rock$3,788,872$1,321,312 ▲53.5%101,7420.7%MedicalMAREX GROUP PLC$3,775,526$2,073,211 ▼-35.4%112,3000.7%ORDAGXArgan$3,772,328$3,772,328 ▲New Holding13,9690.7%ConstructionTOLToll Brothers$3,762,105$1,819,995 ▲93.7%27,2340.7%ConstructionBBIOBridgeBio Pharma$3,717,865$1,239,029 ▼-25.0%71,5800.7%MedicalINODInnodata$3,717,857$3,717,857 ▲New Holding48,2400.7%Computer and TechnologyFORForestar Group$3,697,526$401,722 ▲12.2%139,0570.7%FinanceEPACEnerpac Tool Group$3,681,964$752,227 ▼-17.0%89,8040.7%IndustrialsVIRTVirtu Financial$3,678,546$3,372,678 ▼-47.8%103,6210.7%FinanceSMSM Energy$3,674,186$746,628 ▼-16.9%147,1440.7%EnergyAMGAffiliated Managers Group$3,602,916$1,714,073 ▲90.7%15,1110.7%FinanceIPARInterparfums$3,487,965$714,337 ▼-17.0%35,4540.7%Consumer DiscretionaryBCPCBalchem$3,476,440$707,533 ▼-16.9%23,1670.7%Basic MaterialsSLNOSoleno Therapeutics$3,466,122$659,573 ▲23.5%51,2740.7%MedicalROADConstruction Partners$3,401,822$695,452 ▼-17.0%26,7860.6%ConstructionNOMDNomad Foods$3,255,388$2,125,343 ▲188.1%247,5580.6%Consumer StaplesSPSCSPS Commerce$3,167,731$612,864 ▼-16.2%30,4180.6%Business ServicesCWSTCasella Waste Systems$3,153,716$642,622 ▼-16.9%33,2390.6%Business ServicesALCCAltC Acquisition$3,130,663$3,130,663 ▲New Holding28,0450.6%EnergyTAPMolson Coors Beverage$3,079,353$1,778,144 ▲136.7%68,0520.6%Consumer StaplesLEUCentrus Energy$3,024,113$3,024,113 ▲New Holding9,7530.6%Basic MaterialsIBPInstalled Building Products$2,984,586$1,755,973 ▼-37.0%12,1000.6%ConstructionGENIGenius Sports$2,972,500$623,791 ▼-17.3%240,1050.6%Computer and TechnologyABGAsbury Automotive Group$2,917,511$606,481 ▼-17.2%11,9350.6%Retail/WholesaleSMPLSimply Good Foods$2,807,489$541,001 ▼-16.2%113,1140.5%Consumer StaplesMTHMeritage Homes$2,658,905$389,891 ▲17.2%36,7100.5%ConstructionARCBArcBest$2,634,309$107,111 ▼-3.9%37,7030.5%TransportationWVEWAVE Life Sciences$2,566,011$521,945 ▼-16.9%350,5480.5%MedicalNCNOnCino$2,477,447$503,975 ▼-16.9%91,3850.5%Computer and TechnologyFNFabrinet$2,445,506$2,908,573 ▼-54.3%6,7070.5%Computer and TechnologyUUUUEnergy Fuels$2,369,058$2,369,058 ▲New Holding154,3360.4%Basic MaterialsMAXLINEAR INC$2,291,384$2,291,384 ▲New Holding142,4990.4%COMNOVTNovanta$2,249,970$194,091 ▲9.4%22,4660.4%Computer and TechnologyCPRXCatalyst Pharmaceuticals$1,976,580$401,269 ▼-16.9%100,3340.4%MedicalCSW INDUSTRIALS INC$1,969,431$2,080,368 ▼-51.4%8,1130.4%COMShowing largest 100 holdings. 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