Fund HoldingsMOODY ALDRICH PARTNERS LLC

Total Portfolio Value
$549.74M
Total Bought
$107.54M
Total Sold
$116.17M
Net Transaction
-$8.63M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CLEARWATER ANALYTICS HLDGS I0291,970+291,97007,3721.34%+7,372
FRONTDOOR INC(FTDR)0100,227+100,22704,8100.87%+4,810
AVISTA CORP(AVA)0121,926+121,92604,7250.86%+4,725
LANTHEUS HLDGS INC(LNTH)038,371+38,37104,2110.77%+4,211
WALKER & DUNLOP INC(WD)067,122+67,12207,6241.39%+7,624
EDGEWISE THERAPEUTICS INC(EWTX)0151,157+151,15704,0340.73%+4,034
SM ENERGY CO(SM)0100,685+100,68504,0240.73%+4,024
INSTALLED BLDG PRODS INC(IBP)016,161+16,16103,9800.72%+3,980
LAZARD INC(LAZ)073,365+73,36503,6960.67%+3,696
NCINO INC(NCNO)0116,573+116,57303,6830.67%+3,683
INDEPENDENT BK CORP MASS(INDB)0133,538+133,53807,8961.44%+7,896
VERONA PHARMA PLC0252,752+252,75207,2721.32%+7,272
SKYWARD SPECIALTY INS GROUP(SKWD)0154,867+154,86706,3081.15%+6,308
CADENCE BANK229,337294,932+65,5956,4869,3941.71%+2,908
PATHWARD FINANCIAL INC(CASH)94,241124,117+29,8765,3318,1931.49%+2,862
PORTLAND GEN ELEC CO(POR)129,794175,157+45,3635,6128,3901.53%+2,778
AMPHASTAR PHARMACEUTICALS IN(AMPH)0100,340+100,34004,8700.89%+4,870
COLUMBIA BKG SYS INC(COLB)280,901314,999+34,0985,5878,2251.50%+2,638
PALOMAR HLDGS INC(PLMR)027,052+27,05202,5610.47%+2,561
TERRENO RLTY CORP(TRNO)0106,741+106,74107,1341.30%+7,134
WERNER ENTERPRISES INC(WERN)060,019+60,01902,3160.42%+2,316
SL GREEN RLTY CORP(SLG)104,499117,926+13,4275,9198,2091.49%+2,290
JANUS HENDERSON GROUP PLC058,828+58,82802,2400.41%+2,240
ENACT HLDGS INC060,904+60,90402,2130.40%+2,213
ALLIANCEBERNSTEIN HLDG L P(AB)059,294+59,29402,0690.38%+2,069
PIPER SANDLER COMPANIES21,07824,202+3,1244,8526,8691.25%+2,017
VIRTU FINL INC(VIRT)272,073255,649-16,4246,1087,7871.42%+1,679
SOUTHWEST GAS HLDGS INC(SWX)0134,573+134,57309,9261.81%+9,926
INTER PARFUMS INC(IPAR)28,38338,157+9,7743,2934,9410.90%+1,647
MERITAGE HOMES CORP(MTH)030,505+30,50506,2561.14%+6,256
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
0208,908+208,90806,4341.17%+6,434
WAVE LIFE SCIENCES LTD(WVE)179,359303,062+123,7038952,4850.45%+1,590
SIMPSON MFG INC(SSD)026,839+26,83905,1330.93%+5,133
FORESTAR GROUP INC(FOR)0216,354+216,35407,0031.27%+7,003
MERUS N V030,571+30,57101,5270.28%+1,527
ATI INC(ATI)0145,563+145,56309,7401.77%+9,740
EVOLENT HEALTH INC050,259+50,25901,4210.26%+1,421
ATMUS FILTRATION TECHNOLOGIE(ATMU)159,117156,154-2,9634,5795,8601.07%+1,281
KNIFE RIVER CORP(KNF)066,877+66,87705,9781.09%+5,978
CATALYST PHARMACEUTICALS INC(CPRX)0276,647+276,64705,5001.00%+5,500
ACUSHNET HLDGS CORP50,58867,810+17,2223,2114,3230.79%+1,112
WINTRUST FINL CORP(WTFC)116,018114,847-1,17111,43512,4642.27%+1,030
ARCBEST CORP(ARCB)042,265+42,26504,5840.83%+4,584
OSI SYSTEMS INC(OSIS)30,22133,274+3,0534,1565,0520.92%+896
ALKERMES PLC(ALKS)084,907+84,90702,3770.43%+2,377
PRAXIS PRECISION MEDICINES I(PRAX)24,38131,605+7,2241,0081,8190.33%+810
ALTAIR ENGR INC65,32675,233+9,9076,4077,1861.31%+778
OSCAR HEALTH INC(OSCR)151,230148,318-2,9122,3923,1460.57%+753
MR COOPER GROUP INC81,76380,169-1,5946,6427,3901.34%+748
MAGNOLIA OIL & GAS CORP(MGY)268,686309,433+40,7476,8097,5561.37%+748
CACTUS INC(WHD)126,277124,025-2,2526,6607,4011.35%+741
ARCELLX INC
COMMON STOCK
27,33726,805-5321,5092,2380.41%+730
VARONIS SYS INC(VRNS)095,728+95,72805,4090.98%+5,409
PROTAGONIST THERAPEUTICS INC134,215119,287-14,9284,6515,3680.98%+717
ICF INTL INC(ICFI)045,263+45,26307,5491.37%+7,549
LEONARDO DRS INC(DRS)0267,805+267,80507,5571.37%+7,557
BALCHEM CORP029,662+29,66205,2210.95%+5,221
TOLL BROTHERS INC(TOL)014,059+14,05902,1720.40%+2,172
LOAR HOLDINGS INC(LOAR)94,14174,404-19,7375,0285,5501.01%+522
EBAY INC.(EBAY)43,31143,31102,3272,8200.51%+493
ASBURY AUTOMOTIVE GROUP INC9,20310,830+1,6272,0972,5840.47%+487
AFLAC INC(AFL)21,50921,50901,9212,4050.44%+484
AXSOME THERAPEUTICS INC(AXSM)060,644+60,64405,4500.99%+5,450
AMERICAN WOODMARK CORPORATIO035,193+35,19303,2890.60%+3,289
CSW INDUSTRIALS INC(CSW)16,78413,311-3,4734,4534,8770.89%+424
KB HOME(KBH)26,45826,45801,8572,2670.41%+410
BEST BUY INC(BBY)20,66120,66101,7422,1340.39%+393
CRINETICS PHARMACEUTICALS IN(CRNX)150,183139,130-11,0536,7277,1101.29%+383
JEFFERIES FINL GROUP INC(JEF)05,689+5,68903500.06%+350
ENERPAC TOOL GROUP CORP(EPAC)116,807114,638-2,1694,4604,8020.87%+342
PRUDENTIAL FINL INC(PFH)02,818+2,81803410.06%+341
JOYY INC(JOYY)09,171+9,17103320.06%+332
EATON CORP PLC(ETN)0989+98903280.06%+328
HARTFORD FINL SVCS GROUP INC(HIG)018,494+18,49402,1750.40%+2,175
T-MOBILE US INC(TMUS)01,446+1,44602980.05%+298
NOVANTA INC(NOVT)22,11621,726-3903,6073,8870.71%+280
GENWORTH FINL INC(GNW)339,172339,17202,0492,3230.42%+275
JONES LANG LASALLE INC(JLL)0928+92802500.05%+250
ITRON INC(ITRI)40,84340,108-7354,0424,2840.78%+242
REPLIGEN CORP(RGEN)01,505+1,50502240.04%+224
CIRRUS LOGIC INC(CRUS)01,697+1,69702110.04%+211
MODINE MFG CO(MOD)041,996+41,99605,5771.01%+5,577
FRANKLIN ELEC INC(FELE)028,943+28,94303,0340.55%+3,034
FINVOLUTION GROUP(FINV)114,663114,66305477090.13%+162
HOWMET AEROSPACE INC(HWM)6,8876,880-75356900.13%+155
VIATRIS INC(VTRS)0157,316+157,31601,8260.33%+1,826
ALBANY INTL CORP039,663+39,66303,5240.64%+3,524
IDACORP INC(IDA)3,0674,102+1,0352864230.08%+137
PHILIP MORRIS INTL INC(PM)2,7123,225+5132753920.07%+117
SPS COMM INC(SPSC)039,094+39,09407,5911.38%+7,591
INTERNATIONAL BUSINESS MACHS(IBM)2,1702,17003754800.09%+104
TRANSMEDICS GROUP INC(TMDX)26,18125,733-4483,9434,0400.73%+97
DIAMONDBACK ENERGY INC(FANG)2,1253,010+8854255190.09%+94
BWX TECHNOLOGIES INC(BWXT)06,835+6,83507430.14%+743
PULTE GROUP INC(PHM)02,665+2,66503830.07%+383
COMFORT SYS USA INC(FIX)0930+93003630.07%+363
EAST WEST BANCORP INC(EWBC)08,000+8,00006620.12%+662
HEICO CORP NEW2,7552,753-24895610.10%+72
WEX INC(WEX)01,933+1,93304050.07%+405
CACI INTL INC(CACI)0853+85304300.08%+430
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