Moody Aldrich Partners LLC Top Holdings and 13F Report (2025) About Moody Aldrich Partners LLCInvestment ActivityMoody Aldrich Partners LLC has $556.60 million in total holdings as of June 30, 2025.Moody Aldrich Partners LLC owns shares of 175 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 18.93% of the portfolio was purchased this quarter.About 40.43% of the portfolio was sold this quarter.This quarter, Moody Aldrich Partners LLC has purchased 190 new stocks and bought additional shares in 18 stocks.Moody Aldrich Partners LLC sold shares of 105 stocks and completely divested from 49 stocks this quarter.Largest Holdings Element Solutions $10,572,948ORUKA THERAPEUTICS INC $9,651,285Independent Bank $9,562,415Wintrust Financial $9,227,578Ligand Pharmaceuticals $8,901,094 Largest New Holdings this Quarter 17253J106 - Cipher Mining $7,243,964 Holding023193105 - AMBIQ MICRO INC $7,187,002 Holding83088M102 - Skyworks Solutions $6,698,098 Holding29275Y102 - Enersys $5,615,655 Holding384556106 - Graham $4,720,360 Holding Largest Purchases this Quarter Cipher Mining 295,672 shares (about $7.24M)AMBIQ MICRO INC 81,393 shares (about $7.19M)Skyworks Solutions 98,792 shares (about $6.70M)Enersys 24,017 shares (about $5.62M)Graham 38,132 shares (about $4.72M) Largest Sales this Quarter MAXLINEAR INC 178,040 shares (about $22.79M)Sanmina 45,830 shares (about $11.60M)Bloom Energy 34,268 shares (about $10.37M)HUT 8 CORP 72,668 shares (about $8.39M)Axsome Therapeutics 32,313 shares (about $7.91M) 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 PortfolioSectorESIElement Solutions$10,572,948$2,722,227 â–¼-20.5%221,4231.9%MaterialsORUKA THERAPEUTICS INC$9,651,285$3,202,471 â–¼-24.9%101,4111.7%COMINDBIndependent Bank$9,562,415$2,493,935 â–¼-20.7%114,2191.7%FinanceWTFCWintrust Financial$9,227,578$1,244,294 â–¼-11.9%57,4141.7%FinanceLGNDLigand Pharmaceuticals$8,901,094$4,262,473 â–²91.9%28,1601.6%HealthcareONBOld National Bancorp$8,552,879$2,300,024 â–¼-21.2%330,2271.5%FinanceCOLBColumbia Banking System$8,370,274$2,121,293 â–¼-20.2%261,1631.5%FinanceRIOTRiot Platforms$8,224,678$4,559,701 â–¼-35.7%300,3901.5%TechnologyCASHPathward Financial$8,093,185$1,077,368 â–¼-11.7%92,9611.5%FinanceCORE SCIENTIFIC INC NEW$8,006,036$550,569 â–¼-6.4%312,8581.4%COMPTGXProtagonist Therapeutics$7,305,891$699,687 â–²10.6%59,6011.3%HealthcareDIANTHUS THERAPEUTICS INC$7,267,329$738,606 â–¼-9.2%74,5521.3%COMCIFRCipher Mining$7,243,964$7,243,964 â–²New Holding295,6721.3%TechnologyAMBIQ MICRO INC$7,187,002$7,187,002 â–²New Holding81,3931.3%COMMON STOCKHUT 8 CORP$6,917,003$8,389,158 â–¼-54.8%59,9161.2%COMSWKSSkyworks Solutions$6,698,098$6,698,098 â–²New Holding98,7921.2%TechnologyMAREX GROUP PLC$6,688,226$1,832,157 â–¼-21.5%109,7331.2%ORDVSECVSE$6,586,513$1,803,779 â–¼-21.5%28,8251.2%IndustrialsFIBKFirst Interstate BancSystem$6,568,5800.0%170,3471.2%FinanceMYRGMYR Group$6,500,196$3,625,898 â–¼-35.8%12,9901.2%IndustrialsCATYCathay General Bancorp$6,473,306$1,402,586 â–²27.7%104,4251.2%FinanceTRNOTerreno Realty$6,399,017$1,485,306 â–²30.2%98,7961.1%Real EstatePRAXIS PRECISION MEDICINES I$6,383,106$877,819 â–¼-12.1%19,0661.1%COM NEWUBSIUnited Bankshares$6,347,134$1,369,171 â–²27.5%138,4931.1%FinanceSPXCSPX Technologies$6,265,810$1,618,367 â–¼-20.5%25,5571.1%IndustrialsPORPortland General Electric$6,132,992$1,580,400 â–¼-20.5%118,3291.1%UtilitiesSOLARIS ENERGY INFRAS INC$5,881,787$1,611,372 â–¼-21.5%73,1021.1%COM CL ASWXSouthwest Gas$5,879,395$1,569,902 â–¼-21.1%66,2991.1%UtilitiesMAXLINEAR INC$5,845,978$22,794,462 â–¼-79.6%45,6611.1%COMGOLFAcushnet$5,785,805$1,584,272 â–¼-21.5%48,8131.0%Consumer DiscretionaryTEXTerex$5,738,355$71,159 â–¼-1.2%79,2701.0%IndustrialsBKUBankUnited$5,704,212$610,373 â–¼-9.7%117,7341.0%FinanceAROCArchrock$5,694,637$264,208 â–¼-4.4%139,8831.0%EnergyVIAVViavi Solutions$5,688,792$2,748,251 â–²93.5%119,1371.0%TechnologyENSEnersys$5,615,655$5,615,655 â–²New Holding24,0171.0%IndustrialsCRNXCrinetics Pharmaceuticals$5,466,201$1,398,049 â–¼-20.4%146,0771.0%HealthcareAVAAvista$5,436,857$1,485,565 â–¼-21.5%132,8981.0%UtilitiesSIGSignet Jewelers$5,344,7450.0%62,0041.0%Consumer DiscretionaryLOAR HOLDINGS INC$5,318,164$1,021,893 â–²23.8%65,9741.0%COM SHSACTEnact$5,294,0860.0%115,8191.0%ETFCPKChesapeake Utilities$5,214,831$1,428,729 â–¼-21.5%42,5770.9%UtilitiesPIPER SANDLER COMPANIES$5,214,629$1,427,268 â–¼-21.5%72,0850.9%COM NEWTRVTravelers Companies$5,203,0210.0%15,7610.9%FinanceVTRSViatris$5,182,216$1,968,421 â–¼-27.5%326,3360.9%HealthcareAMGAffiliated Managers Group$5,113,5620.0%15,1110.9%FinancePNCThe PNC Financial Services Group$5,010,8230.0%20,3510.9%FinanceFTDRFrontdoor$4,975,459$1,358,368 â–¼-21.4%64,1250.9%Consumer DiscretionarySTNGScorpio Tankers$4,970,167$296,156 â–¼-5.6%71,7610.9%EnergyABAllianceBernstein$4,837,1500.0%137,3410.9%FinanceGHMGraham$4,720,360$4,720,360 â–²New Holding38,1320.8%IndustrialsMTGMGIC Investment$4,620,3160.0%163,8410.8%FinancePLXSPlexus$4,571,687$4,571,687 â–²New Holding15,2050.8%TechnologyCSW INDUSTRIALS INC$4,537,682$1,252,628 â–¼-21.6%16,3050.8%COMAGXArgan$4,514,203$3,099,971 â–¼-40.7%5,6530.8%IndustrialsNEKTAR THERAPEUTICS$4,477,264$1,772,615 â–¼-28.4%64,1350.8%COM NEWHRIHerc$4,447,840$4,447,840 â–²New Holding31,0300.8%IndustrialsLXP INDUSTRIAL TRUST$4,345,691$4,345,691 â–²New Holding80,6550.8%COMCAPRCapricor Therapeutics$4,280,316$1,162,438 â–¼-21.4%177,7540.8%HealthcareMGYMagnolia Oil & Gas$4,272,883$654,515 â–¼-13.3%167,0400.8%EnergyEWTXEdgewise Therapeutics$4,264,200$373,349 â–¼-8.1%104,9520.8%HealthcareBAPCredicorp$4,211,360$4,211,360 â–²New Holding10,8100.8%FinanceWERNWerner Enterprises$4,181,109$1,035,083 â–²32.9%95,8750.8%IndustrialsSMSM Energy$4,165,847$441,116 â–¼-9.6%159,6110.7%EnergyPVHPVH$4,164,2040.0%56,0760.7%Consumer DiscretionaryINNOVEX INTERNATIONAL INC$4,092,149$241,155 â–¼-5.6%165,0060.7%COMARCBArcBest$4,089,455$1,035,928 â–¼-20.2%28,4900.7%IndustrialsSLGSL Green Realty$4,026,153$1,030,016 â–¼-20.4%77,7700.7%Real EstateANFAbercrombie & Fitch$3,986,273$326,376 â–²8.9%44,2870.7%Consumer DiscretionaryAPAMArtisan Partners Asset Management$3,903,9270.0%113,0590.7%FinanceCOCOVita Coco$3,827,191$1,058,769 â–¼-21.7%57,8650.7%Consumer StaplesSPYRE THERAPEUTICS INC$3,769,421$3,769,421 â–²New Holding42,4580.7%COM NEWFORForestar Group$3,714,476$440,283 â–¼-10.6%117,3610.7%Real EstateATMUAtmus Filtration Technologies$3,691,574$1,006,237 â–¼-21.4%72,3980.7%IndustrialsOZKBank OZK$3,627,964$742,387 â–¼-17.0%69,6480.7%FinanceCEVACeva$3,592,932$3,592,932 â–²New Holding76,1860.6%TechnologyOSISOSI Systems$3,579,682$407,876 â–¼-10.2%16,3680.6%TechnologyLTHLife Time Group$3,536,213$3,536,213 â–²New Holding86,5870.6%Consumer DiscretionaryIBPInstalled Building Products$3,479,778$843,973 â–²32.0%15,1400.6%Consumer DiscretionaryKYMRKymera Therapeutics$3,440,788$939,033 â–¼-21.4%30,0060.6%HealthcareROADConstruction Partners$3,387,083$382,202 â–²12.7%28,5180.6%IndustrialsUMBFUMB Financial$3,326,022$3,326,022 â–²New Holding23,2980.6%FinanceBOOTBoot Barn$3,322,196$1,440,812 â–²76.6%20,2240.6%Consumer DiscretionaryKNFKnife River$3,288,783$838,842 â–¼-20.3%39,3160.6%MaterialsERASErasca$3,259,842$3,259,842 â–²New Holding177,9390.6%HealthcareOVVOvintiv$3,224,1280.0%61,2370.6%EnergyASOAcademy Sports and Outdoors$3,127,782$377,794 â–²13.7%66,3650.6%Consumer DiscretionaryEPACEnerpac Tool Group$3,098,985$838,873 â–¼-21.3%86,4190.6%IndustrialsNAMSNewAmsterdam Pharma$3,071,010$825,493 â–¼-21.2%90,6170.6%HealthcareMTHMeritage Homes$3,026,901$121,499 â–²4.2%36,0990.5%Consumer DiscretionarySVRASavara$2,974,005$809,954 â–¼-21.4%482,7930.5%HealthcareIPARInterparfums$2,932,186$804,050 â–¼-21.5%26,2130.5%Consumer StaplesBCPCBalchem$2,895,972$790,855 â–¼-21.5%17,1410.5%MaterialsBGC GROUP INC$2,715,249$2,715,249 â–²New Holding253,9990.5%CL ANOVTNovanta$2,702,756$738,841 â–¼-21.5%16,6590.5%TechnologySRRKScholar Rock$2,597,540$713,515 â–¼-21.5%47,2280.5%HealthcareCYTKCytokinetics$2,467,358$679,987 â–¼-21.6%28,9630.4%HealthcareLEUCentrus Energy$2,412,796$605,675 â–¼-20.1%14,3730.4%EnergyDEFINIUM THERAPEUTICS INC$2,400,216$2,400,216 â–²New Holding51,0250.4%COM SHSPOWIPower Integrations$2,355,247$2,355,247 â–²New Holding28,1190.4%TechnologyAVALO THERAPEUTICS INC$2,320,755$623,552 â–¼-21.2%125,5820.4%COM NEWShowing largest 100 holdings. 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