Fund HoldingsMOODY ALDRICH PARTNERS LLC

Total Portfolio Value
$539.81M
Total Bought
$89.44M
Total Sold
$115.58M
Net Transaction
-$26.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CORE SCIENTIFIC INC NEW(CORZ)0345,389+345,38904,8530.90%+4,853
LIMBACH HLDGS INC(LMB)051,786+51,78604,4300.82%+4,430
EVERUS CONSTR GROUP(ECG)066,289+66,28904,3590.81%+4,359
PALOMAR HLDGS INC(PLMR)27,05262,322+35,2702,5616,5811.22%+4,020
ARCHROCK INC(AROC)0159,355+159,35503,9660.73%+3,966
MYR GROUP INC DEL(MYRG)026,565+26,56503,9520.73%+3,952
MAREX GROUP PLC(MRX)0125,135+125,13503,9000.72%+3,900
BOOT BARN HLDGS INC049,411+49,41107,5021.39%+7,502
CARGURUS INC(CARG)0105,411+105,41103,8520.71%+3,852
SEMTECH CORP(SMTC)056,317+56,31703,4830.65%+3,483
VIRTU FINL INC(VIRT)255,649310,751+55,1027,78711,0882.05%+3,301
CLEARWATER ANALYTICS HLDGS I291,970386,424+94,4547,37210,6341.97%+3,262
KNIFE RIVER CORP(KNF)66,87785,622+18,7455,9788,7031.61%+2,724
SPORTRADAR GROUP AG(SRAD)0143,064+143,06402,4810.46%+2,481
INSMED INC(INSM)035,478+35,47802,4490.45%+2,449
WAVE LIFE SCIENCES LTD(WVE)303,062398,475+95,4132,4854,9290.91%+2,444
CHART INDS INC(GTLS)036,955+36,95507,0521.31%+7,052
SUMMIT MATLS INC0131,710+131,71006,6651.23%+6,665
SIMPLY GOOD FOODS CO(SMPL)0141,410+141,41005,5121.02%+5,512
AFFILIATED MANAGERS GROUP IN010,948+10,94802,0250.38%+2,025
PATHWARD FINANCIAL INC(CASH)124,117138,409+14,2928,19310,1841.89%+1,991
SLM CORP(SLM)064,408+64,40801,7760.33%+1,776
INDEPENDENT BK CORP MASS(INDB)133,538150,042+16,5047,8969,6311.78%+1,735
VALERO ENERGY CORP(VLO)013,818+13,81801,6940.31%+1,694
ADVANCED ENERGY INDS051,726+51,72605,9811.11%+5,981
ARROW ELECTRS INC013,904+13,90401,5730.29%+1,573
WINTRUST FINL CORP(WTFC)114,847111,651-3,19612,46413,9242.58%+1,460
SOLENO THERAPEUTICS INC029,614+29,61401,3310.25%+1,331
SKYWARD SPECIALTY INS GROUP(SKWD)154,867150,507-4,3606,3087,6071.41%+1,299
UPSTREAM BIO INC074,773+74,77301,2290.23%+1,229
SCHOLAR ROCK HLDG CORP(SRRK)027,786+27,78601,2010.22%+1,201
VIRIDIAN THERAPEUTICS INC(VRDN)058,688+58,68801,1250.21%+1,125
ISHARES TR05,006+5,00601,1060.20%+1,106
SM ENERGY CO(SM)100,685132,267+31,5824,0245,1270.95%+1,102
EDGEWISE THERAPEUTICS INC(EWTX)151,157187,932+36,7754,0345,0180.93%+983
LAZARD INC(LAZ)73,36589,486+16,1213,6964,6070.85%+911
COLUMBIA BKG SYS INC(COLB)314,999337,033+22,0348,2259,1031.69%+879
LEONARDO DRS INC(DRS)267,805259,820-7,9857,5578,3951.56%+837
PRAXIS PRECISION MEDICINES I(PRAX)31,60530,677-9281,8192,3610.44%+542
FRONTDOOR INC(FTDR)100,22797,415-2,8124,8105,3260.99%+516
CADENCE BANK294,932286,663-8,2699,3949,8761.83%+482
RAMBUS INC DEL(RMBS)045,712+45,71202,4160.45%+2,416
ITRON INC(ITRI)40,10843,053+2,9454,2844,6750.87%+391
OSI SYSTEMS INC(OSIS)33,27432,390-8845,0525,4231.00%+371
ACUSHNET HLDGS CORP67,81065,862-1,9484,3234,6810.87%+359
RANGE RES CORP(RRC)09,421+9,42103390.06%+339
CROWDSTRIKE HLDGS INC(CRWD)0968+96803310.06%+331
PLANET FITNESS INC(PLNT)03,334+3,33403300.06%+330
ARISTA NETWORKS INC(ANET)02,800+2,80003090.06%+309
APTARGROUP INC01,906+1,90602990.06%+299
CRINETICS PHARMACEUTICALS IN(CRNX)139,130144,366+5,2367,1107,3811.37%+272
JANUS HENDERSON GROUP PLC58,82858,82802,2402,5020.46%+262
E L F BEAUTY INC(ELF)02,037+2,03702560.05%+256
ELASTIC N V
ORD SHS
02,570+2,57002550.05%+255
EXPAND ENERGY CORPORATION(EXE)02,514+2,51402500.05%+250
MASTEC INC(MTZ)01,718+1,71802340.04%+234
CIENA CORP(CIEN)02,744+2,74402330.04%+233
LITHIA MTRS INC(LAD)0625+62502230.04%+223
TJX COS INC NEW(TJX)01,677+1,67702030.04%+203
PIPER SANDLER COMPANIES24,20223,512-6906,8697,0521.31%+184
VIATRIS INC(VTRS)157,316157,31601,8261,9590.36%+132
ALLIANCEBERNSTEIN HLDG L P(AB)59,29459,29402,0692,1990.41%+130
NCINO INC(NCNO)116,573113,316-3,2573,6833,8050.70%+123
DECKERS OUTDOOR CORP(DECK)02,560+2,56005200.10%+520
HILTON GRAND VACATIONS INC(HGV)066,249+66,24902,5800.48%+2,580
EAST WEST BANCORP INC(EWBC)8,0007,964-366627630.14%+101
JEFFERIES FINL GROUP INC(JEF)5,6895,661-283504440.08%+94
MR COOPER GROUP INC80,16977,867-2,3027,3907,4761.38%+86
STIFEL FINL CORP(SF)06,093+6,09306460.12%+646
BLACKSTONE INC(BX)03,157+3,15705440.10%+544
MARRIOTT VACATIONS WORLDWIDE(VAC)03,772+3,77203390.06%+339
LOCKHEED MARTIN CORP(LMT)0577+57702800.05%+280
EVERCORE INC(EVR)02,497+2,49706920.13%+692
PURE STORAGE INC(P)05,072+5,07203120.06%+312
JOYY INC(JOYY)9,1719,17103323840.07%+51
GENWORTH FINL INC(GNW)339,172339,17202,3232,3710.44%+47
SHARKNINJA INC(SN)06,126+6,12605960.11%+596
BOSTON SCIENTIFIC CORP(BSX)03,347+3,34702990.06%+299
COMFORT SYS USA INC(FIX)930928-23633940.07%+31
APPFOLIO INC(APPF)02,415+2,41505960.11%+596
TELEDYNE TECHNOLOGIES INC(TDY)0990+99004590.09%+459
IDACORP INC(IDA)4,1024,089-134234470.08%+24
BJS WHSL CLUB HLDGS INC(BJ)03,457+3,45703090.06%+309
JPMORGAN CHASE & CO.(JPM)02,360+2,36005660.10%+566
TREX CO INC(TREX)04,037+4,03702790.05%+279
NUTANIX INC(NTNX)04,962+4,96203040.06%+304
EATON CORP PLC(ETN)98998903283280.06%0
ISHARES TR03,725+3,72502320.04%+232
GOLDMAN SACHS GROUP INC(GS)0754+75404320.08%+432
ISHARES TR01,900+1,90002190.04%+219
T-MOBILE US INC(TMUS)1,4461,335-1112982950.05%-4
PRECISION DRILLING CORP(PDS)07,400+7,40004520.08%+452
HENRY JACK & ASSOC INC(JKHY)02,029+2,02903560.07%+356
ALKERMES PLC(ALKS)84,90782,473-2,4342,3772,3720.44%-5
PRUDENTIAL FINL INC(PFH)2,8182,81803413340.06%-7
S&P GLOBAL INC(SPGI)0423+42302110.04%+211
INTERNATIONAL BUSINESS MACHS(IBM)2,1702,138-324804700.09%-10
ALPHABET INC(GOOG)02,487+2,48704710.09%+471
VERMILION ENERGY INC(VET)039,400+39,40003710.07%+371
JONES LANG LASALLE INC(JLL)928925-32502340.04%-16
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