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%Basic 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%MedicalONBOld 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%FinanceCASHPathward 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%MedicalDIANTHUS 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%Business ServicesAMBIQ 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%Computer and 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%ConstructionFIBKFirst Interstate BancSystem$6,568,5800.0%170,3471.2%FinanceMYRGMYR Group$6,500,196$3,625,898 â–¼-35.8%12,9901.2%UtilitiesCATYCathay 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%FinancePRAXIS 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%Business ServicesPORPortland 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%Computer and 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%MedicalAVAAvista$5,436,857$1,485,565 â–¼-21.5%132,8981.0%UtilitiesSIGSignet Jewelers$5,344,7450.0%62,0041.0%Retail/WholesaleLOAR HOLDINGS INC$5,318,164$1,021,893 â–²23.8%65,9741.0%COM SHSACTEnact$5,294,0860.0%115,8191.0%FinanceCPKChesapeake 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%MedicalAMGAffiliated 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%ConstructionSTNGScorpio Tankers$4,970,167$296,156 â–¼-5.6%71,7610.9%TransportationABAllianceBernstein$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%Computer and 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%ConstructionNEKTAR 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%TransportationLXP 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%MedicalMGYMagnolia 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%MedicalBAPCredicorp$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%TransportationSMSM 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%TransportationSLGSL Green Realty$4,026,153$1,030,016 â–¼-20.4%77,7700.7%FinanceANFAbercrombie & Fitch$3,986,273$326,376 â–²8.9%44,2870.7%Retail/WholesaleAPAMArtisan 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%FinanceATMUAtmus 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%Computer and TechnologyOSISOSI Systems$3,579,682$407,876 â–¼-10.2%16,3680.6%Computer and 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%ConstructionKYMRKymera Therapeutics$3,440,788$939,033 â–¼-21.4%30,0060.6%MedicalROADConstruction Partners$3,387,083$382,202 â–²12.7%28,5180.6%ConstructionUMBFUMB 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%Retail/WholesaleKNFKnife River$3,288,783$838,842 â–¼-20.3%39,3160.6%ConstructionERASErasca$3,259,842$3,259,842 â–²New Holding177,9390.6%MedicalOVVOvintiv$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%MedicalMTHMeritage Homes$3,026,901$121,499 â–²4.2%36,0990.5%ConstructionSVRASavara$2,974,005$809,954 â–¼-21.4%482,7930.5%MedicalIPARInterparfums$2,932,186$804,050 â–¼-21.5%26,2130.5%Consumer DiscretionaryBCPCBalchem$2,895,972$790,855 â–¼-21.5%17,1410.5%Basic 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%Computer and TechnologySRRKScholar Rock$2,597,540$713,515 â–¼-21.5%47,2280.5%MedicalCYTKCytokinetics$2,467,358$679,987 â–¼-21.6%28,9630.4%MedicalLEUCentrus Energy$2,412,796$605,675 â–¼-20.1%14,3730.4%Basic MaterialsDEFINIUM 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%Computer and TechnologyAVALO THERAPEUTICS INC$2,320,755$623,552 â–¼-21.2%125,5820.4%COM NEWShowing largest 100 holdings. 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