Moody Aldrich Partners LLC Top Holdings and 13F Report (2025) About Moody Aldrich Partners LLCInvestment ActivityMoody Aldrich Partners LLC has $523.14 million in total holdings as of June 30, 2025.Moody Aldrich Partners LLC owns shares of 179 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 26.67% of the portfolio was purchased this quarter.About 23.33% of the portfolio was sold this quarter.This quarter, Moody Aldrich Partners LLC has purchased 175 new stocks and bought additional shares in 69 stocks.Moody Aldrich Partners LLC sold shares of 37 stocks and completely divested from 37 stocks this quarter.Largest Holdings UMB Financial $9,433,396Independent Bank $9,218,297Terreno Realty $8,909,643Old National Bancorp $8,477,072Wintrust Financial $8,460,556 Largest New Holdings this Quarter G5T40M104 - MAREX GROUP LTD $7,237,321 Holding69753M105 - Palomar $6,595,892 Holding10950A106 - BRIGHTSPRING HEALTH SVCS INC $6,115,210 Holding733174700 - Popular $5,711,855 Holding277276101 - EastGroup Properties $4,996,472 Holding Largest Purchases this Quarter MAREX GROUP LTD 103,746 shares (about $7.24M)Palomar 53,499 shares (about $6.60M)UMB Financial 49,261 shares (about $6.40M)BRIGHTSPRING HEALTH SVCS INC 107,757 shares (about $6.12M)Popular 36,744 shares (about $5.71M) Largest Sales this Quarter Element Solutions 215,078 shares (about $7.80M)Riot Platforms 208,502 shares (about $4.20M)CORE SCIENTIFIC INC NEW 216,445 shares (about $3.46M)HUT 8 CORP 37,768 shares (about $3.25M)Abercrombie & Fitch 23,026 shares (about $3.10M) 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 PortfolioSectorUMBFUMB Financial$9,433,396$6,404,423 ▲211.4%72,5591.8%FinanceINDBIndependent Bank$9,218,297$349,192 ▲3.9%118,7161.8%FinanceTRNOTerreno Realty$8,909,643$2,532,361 ▲39.7%138,0271.7%Real EstateONBOld National Bancorp$8,477,072$340,278 ▲4.2%344,0371.6%FinanceWTFCWintrust Financial$8,460,556$318,102 ▲3.9%59,6571.6%FinanceSWKSSkyworks Solutions$8,444,7400.0%98,7921.6%TechnologyCOLBColumbia Banking System$7,759,352$290,090 ▲3.9%271,3061.5%FinanceSMSM Energy$7,738,086$2,346,426 ▲43.5%229,0731.5%EnergyLTHLife Time Group$7,713,151$4,260,061 ▲123.4%193,4091.5%Consumer DiscretionaryMAREX GROUP LTD$7,237,321$7,237,321 ▲New Holding103,7461.4%ORDCASHPathward Financial$6,890,905$277,659 ▲4.2%96,8641.3%FinancePLMRPalomar$6,595,892$6,595,892 ▲New Holding53,4991.3%FinanceTRVTravelers Companies$6,576,540$957,586 ▲17.0%18,4471.3%FinanceMGYMagnolia Oil & Gas$6,355,079$2,431,309 ▲62.0%270,5441.2%EnergySIGSignet Jewelers$6,344,8690.0%62,0041.2%Consumer DiscretionaryORUKA THERAPEUTICS INC$6,230,592$2,215,931 ▼-26.2%74,8061.2%COMSLGSL Green Realty$6,211,959$2,407,451 ▲63.3%126,9821.2%Real EstatePTGXProtagonist Therapeutics$6,149,708$2,247,477 ▼-26.8%43,6491.2%HealthcareCPKChesapeake Utilities$6,116,751$647,310 ▲11.8%47,6161.2%UtilitiesBRIGHTSPRING HEALTH SVCS INC$6,115,210$6,115,210 ▲New Holding107,7571.2%COMPORPortland General Electric$6,039,198$758,174 ▲14.4%135,3171.2%UtilitiesUBSIUnited Bankshares$5,920,839$441,529 ▼-6.9%128,8821.1%FinanceLGNDLigand Pharmaceuticals$5,920,036$2,876,303 ▼-32.7%18,9521.1%HealthcareINNOVEX INTERNATIONAL INC$5,856,099$1,397,637 ▲31.3%216,7321.1%COMVTRSViatris$5,782,6740.0%326,3361.1%HealthcareDIANTHUS THERAPEUTICS INC$5,777,841$786,463 ▼-12.0%65,6201.1%COMCATYCathay General Bancorp$5,773,285$440,003 ▼-7.1%97,0301.1%FinanceBPOPPopular$5,711,855$5,711,855 ▲New Holding36,7441.1%FinanceDEFINIUM THERAPEUTICS INC$5,665,992$3,723,981 ▲191.8%148,8701.1%COM SHSFIBKFirst Interstate BancSystem$5,665,004$423,197 ▼-7.0%158,5061.1%FinanceSWXSouthwest Gas$5,627,075$221,055 ▲4.1%69,0101.1%UtilitiesPRAXIS PRECISION MEDICINES I$5,589,577$36,986 ▲0.7%19,1931.1%COM NEWLXP INDUSTRIAL TRUST$5,548,837$635,335 ▲12.9%91,0841.1%COMVIAVViavi Solutions$5,299,694$305,471 ▲6.1%126,4241.0%TechnologyARCBArcBest$5,274,614$1,643,849 ▲45.3%41,3891.0%IndustrialsAMGAffiliated Managers Group$5,071,011$453,722 ▼-8.2%13,8701.0%FinanceAMLXAmylyx Pharmaceuticals$5,017,422$3,335,384 ▲198.3%172,4201.0%HealthcareACTEnact$5,010,3300.0%115,8191.0%ETFEGPEastGroup Properties$4,996,472$4,996,472 ▲New Holding25,3051.0%Real EstatePIPER SANDLER COMPANIES$4,954,677$199,229 ▲4.2%75,1050.9%COM NEWCSW INDUSTRIALS INC$4,886,989$189,845 ▲4.0%16,9640.9%COMAVAAvista$4,857,158$193,767 ▲4.2%138,4200.9%UtilitiesENSEnersys$4,596,509$188,669 ▲4.3%25,0450.9%IndustrialsBKUBankUnited$4,494,300$474,075 ▼-9.5%106,5000.9%FinanceFROGJFrog$4,407,654$4,407,654 ▲New Holding45,4210.8%TechnologyAROCArchrock$4,401,379$164,323 ▲3.9%145,3080.8%EnergyFORForestar Group$4,351,570$1,329,524 ▲44.0%168,9930.8%Real EstateCOCOVita Coco$4,350,807$1,037,747 ▲31.3%75,9900.8%Consumer StaplesTEXTerex$4,343,655$174,053 ▲4.2%82,5790.8%IndustrialsHQYHealthEquity$4,331,621$2,333,310 ▲116.8%48,9670.8%HealthcareCEVACeva$4,286,377$1,594,726 ▲59.2%121,3240.8%TechnologySTNGScorpio Tankers$4,266,942$1,739,453 ▼-29.0%50,9790.8%EnergyLOAR HOLDINGS INC$4,229,131$170,410 ▲4.2%68,7440.8%COM SHSGOLFAcushnet$4,193,970$166,898 ▲4.1%50,8360.8%Consumer DiscretionaryBOOTBoot Barn$4,191,995$1,755,609 ▲72.1%34,7970.8%Consumer DiscretionaryPVHPVH$4,152,4280.0%56,0760.8%Consumer DiscretionaryPLXSPlexus$4,131,882$164,138 ▲4.1%15,8340.8%TechnologySUSuncor Energy$4,125,762$4,125,762 ▲New Holding60,7000.8%EnergyANABAnaptysBio$4,105,639$2,551,298 ▲164.1%81,6880.8%HealthcareAPAMArtisan Partners Asset Management$4,083,6910.0%113,0590.8%FinanceHRIHerc$4,027,920$155,376 ▲4.0%32,2750.8%IndustrialsBCPCBalchem$4,004,239$1,176,660 ▲41.6%24,2740.8%MaterialsMAXLINEAR INC$3,981,045$142,599 ▼-3.5%44,0820.8%COMSPYRE THERAPEUTICS INC$3,934,681$154,645 ▲4.1%44,1950.8%COM NEWSSRMSilver Standard Resources$3,829,334$3,829,334 ▲New Holding114,9260.7%MaterialsSAILPOINT INC$3,606,855$3,606,855 ▲New Holding177,1540.7%COMALLAllstate$3,591,913$3,591,913 ▲New Holding16,1900.7%FinanceNEKTAR THERAPEUTICS$3,566,222$316,832 ▼-8.2%58,9020.7%COM NEWFORGENT POWER SOLUTIONS INC$3,528,533$3,528,533 ▲New Holding94,2450.7%COM SHS CL AEWTXEdgewise Therapeutics$3,473,858$787,193 ▼-18.5%85,5630.7%HealthcareGHMGraham$3,424,090$132,917 ▲4.0%39,6720.7%IndustrialsWERNWerner Enterprises$3,384,646$126,813 ▲3.9%99,6070.6%IndustrialsMTGMGIC Investment$3,353,102$880,550 ▼-20.8%129,7640.6%FinanceVSECVSE$3,336,328$1,411,150 ▼-29.7%20,2570.6%IndustrialsFTDRFrontdoor$3,334,784$1,354,036 ▼-28.9%45,6070.6%Consumer DiscretionaryASOAcademy Sports and Outdoors$3,331,242$139,750 ▲4.4%69,2710.6%Consumer DiscretionaryCOHUCohu$3,323,733$3,323,733 ▲New Holding48,7780.6%TechnologyOSISOSI Systems$3,313,425$131,977 ▲4.1%17,0470.6%TechnologyATMUAtmus Filtration Technologies$3,274,519$130,998 ▲4.2%75,4150.6%IndustrialsCTSHCognizant Technology Solutions$3,271,725$3,271,725 ▲New Holding56,9590.6%TechnologyAMBIQ MICRO INC$3,239,507$2,309,055 ▼-41.6%47,5210.6%COMMON STOCKYETIYETI$3,185,326$1,371,463 ▲75.6%77,6530.6%Consumer DiscretionaryEPACEnerpac Tool Group$3,142,717$127,558 ▲4.2%90,0750.6%IndustrialsNOVTNovanta$3,089,220$720,477 ▲30.4%21,7260.6%TechnologyBGC GROUP INC$3,050,238$121,630 ▲4.2%264,5480.6%CL AIPARInterparfums$3,027,322$118,727 ▲4.1%27,2830.6%Consumer StaplesSPXCSPX Technologies$3,023,255$1,310,190 ▼-30.2%17,8300.6%IndustrialsSERVICETITAN INC$2,982,590$2,982,590 ▲New Holding45,3350.6%SHS CL ASOLARIS ENERGY INFRAS INC$2,900,443$2,302,958 ▼-44.3%40,7480.6%COM CL AANFAbercrombie & Fitch$2,863,644$3,101,372 ▼-52.0%21,2610.5%Consumer DiscretionaryMYRGMYR Group$2,816,975$982,081 ▼-25.9%9,6320.5%IndustrialsROADConstruction Partners$2,674,251$106,776 ▲4.2%29,7040.5%IndustrialsPBR.APetroleo Brasileiro S.A.- Petrobras$2,659,758$2,659,758 ▲New Holding140,0610.5%EnergyWGSGeneDx$2,607,427$1,482,945 ▲131.9%36,0640.5%HealthcareSVRASavara$2,595,129$103,917 ▲4.2%502,9320.5%HealthcareERASErasca$2,579,955$28,631 ▼-1.1%175,9860.5%HealthcareKYMRKymera Therapeutics$2,383,475$970,896 ▼-28.9%21,3210.5%HealthcareMTHMeritage Homes$2,362,092$93,269 ▲4.1%37,5830.5%Consumer DiscretionaryCYTKCytokinetics$2,347,187$438,236 ▲23.0%35,6120.4%HealthcareSRRKScholar Rock$2,337,770$55,713 ▲2.4%48,3810.4%HealthcareShowing largest 100 holdings. 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