MOODY ALDRICH PARTNERS LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| PRAXIS PRECISION MEDICINES I | 0 | 41,731 | +41,731 | 0 | 12,299,795 | +12,299,795 |
| BRIDGEBIO PHARMA INC | 71,580 | 131,184 | +59,604 | 3,717,865 | 10,034,264 | +6,316,399 |
| CAPRICOR THERAPEUTICS INC | 0 | 208,755 | +208,755 | 0 | 6,024,669 | +6,024,669 |
| BANKUNITED INC | 0 | 130,332 | +130,332 | 0 | 5,808,897 | +5,808,897 |
| NEWAMSTERDAM PHARMA COMPANY | 0 | 143,549 | +143,549 | 0 | 5,035,699 | +5,035,699 |
| HUT 8 CORP | 0 | 108,406 | +108,406 | 0 | 4,980,172 | +4,980,172 |
| BANK OZK LITTLE ROCK ARK | 0 | 83,900 | +83,900 | 0 | 3,861,078 | +3,861,078 |
| ORUKA THERAPEUTICS INC | 0 | 126,812 | +126,812 | 0 | 3,843,672 | +3,843,672 |
| NEXTPOWER INC | 0 | 43,037 | +43,037 | 0 | 3,748,953 | +3,748,953 |
| WINTRUST FINL CORP | 43,192 | 65,833 | +22,641 | 5,720,348 | 9,204,770 | +3,484,422 |
| SIGNET JEWELERS LIMITED | 0 | 41,000 | +41,000 | 0 | 3,398,080 | +3,398,080 |
| CSW INDUSTRIALS INC | 8,113 | 17,540 | +9,427 | 1,969,431 | 5,148,516 | +3,179,085 |
| SANMINA CORPORATION | 0 | 18,015 | +18,015 | 0 | 2,703,511 | +2,703,511 |
| ISHARES TR | 0 | 10,533 | +10,533 | 0 | 2,592,803 | +2,592,803 |
| AVALO THERAPEUTICS INC | 0 | 133,231 | +133,231 | 0 | 2,419,475 | +2,419,475 |
| VENTYX BIOSCIENCES INC | 0 | 262,938 | +262,938 | 0 | 2,374,330 | +2,374,330 |
| MADRIGAL PHARMACEUTICALS INC | 0 | 3,876 | +3,876 | 0 | 2,257,150 | +2,257,150 |
| COLUMBIA BKG SYS INC | 271,719 | 330,792 | +59,073 | 6,994,047 | 9,245,636 | +2,251,589 |
| CASELLA WASTE SYS INC | 33,239 | 54,058 | +20,819 | 3,153,716 | 5,294,441 | +2,140,725 |
| UNIVERSAL HLTH SVCS INC | 0 | 9,723 | +9,723 | 0 | 2,119,808 | +2,119,808 |
| WAVE LIFE SCIENCES LTD | 350,548 | 274,425 | -76,123 | 2,566,011 | 4,665,225 | +2,099,214 |
| AVISTA CORP | 120,755 | 170,888 | +50,133 | 4,565,747 | 6,586,024 | +2,020,277 |
| KURA ONCOLOGY INC | 0 | 179,728 | +179,728 | 0 | 1,867,374 | +1,867,374 |
| MAREX GROUP PLC | 112,300 | 141,140 | +28,840 | 3,775,526 | 5,414,130 | +1,638,604 |
| VIATRIS INC | 578,576 | 578,576 | 0 | 5,727,902 | 7,203,271 | +1,475,369 |
| VIRIDIAN THERAPEUTICS INC | 74,113 | 96,187 | +22,074 | 1,599,359 | 2,993,339 | +1,393,980 |
| KYMERA THERAPEUTICS INC | 28,910 | 38,535 | +9,625 | 1,636,306 | 2,998,408 | +1,362,102 |
| PORTLAND GEN ELEC CO | 136,399 | 150,403 | +14,004 | 6,001,556 | 7,217,840 | +1,216,284 |
| AXSOME THERAPEUTICS INC | 51,476 | 40,273 | -11,203 | 6,251,760 | 7,355,461 | +1,103,701 |
| CHESAPEAKE UTILS CORP | 34,740 | 45,737 | +10,997 | 4,679,131 | 5,706,148 | +1,027,017 |
| KARMAN HLDGS INC | 84,062 | 96,643 | +12,581 | 6,069,276 | 7,071,368 | +1,002,092 |
| CADENCE BANK | 291,393 | 277,915 | -13,478 | 10,938,893 | 11,905,879 | +966,986 |
| ANAPTYSBIO INC | 49,882 | 47,601 | -2,281 | 1,527,387 | 2,307,696 | +780,309 |
| ABERCROMBIE & FITCH CO | 21,970 | 20,981 | -989 | 1,879,534 | 2,640,878 | +761,344 |
| AFFILIATED MANAGERS GROUP IN | 15,111 | 15,111 | 0 | 3,602,916 | 4,356,199 | +753,283 |
| SILICON LABORATORIES INC | 14,366 | 19,521 | +5,155 | 1,883,814 | 2,551,395 | +667,581 |
| TERRENO RLTY CORP | 67,992 | 76,644 | +8,652 | 3,858,546 | 4,499,769 | +641,223 |
| APOGEE THERAPEUTICS INC | 18,012 | 17,164 | -848 | 715,617 | 1,295,539 | +579,922 |
| HAFNIA LTD | 0 | 102,062 | +102,062 | 0 | 550,437 | +550,437 |
| FABRINET | 6,707 | 6,409 | -298 | 2,445,506 | 2,917,890 | +472,384 |
| CYTOKINETICS INC | 82,460 | 78,618 | -3,842 | 4,532,002 | 4,995,388 | +463,386 |
| ATMUS FILTRATION TECHNOLOGIE | 97,635 | 93,119 | -4,516 | 4,402,362 | 4,833,807 | +431,445 |
| SOLARIS ENERGY INFRAS INC | 98,650 | 94,095 | -4,555 | 3,943,041 | 4,325,547 | +382,506 |
| CRINETICS PHARMACEUTICALS IN | 115,543 | 110,415 | -5,128 | 4,812,366 | 5,139,818 | +327,452 |
| NATERA INC | 0 | 1,174 | +1,174 | 0 | 268,952 | +268,952 |
| ELI LILLY & CO | 907 | 880 | -27 | 692,076 | 945,780 | +253,704 |
| SPX TECHNOLOGIES INC | 33,475 | 32,490 | -985 | 6,252,461 | 6,499,949 | +247,488 |
| M & T BK CORP | 0 | 1,131 | +1,131 | 0 | 227,874 | +227,874 |
| JONES LANG LASALLE INC | 0 | 646 | +646 | 0 | 217,360 | +217,360 |
| ABIVAX SA | 2,438 | 3,079 | +641 | 206,986 | 415,219 | +208,233 |
| FTAI AVIATION LTD | 0 | 1,021 | +1,021 | 0 | 200,984 | +200,984 |
| NOVANTA INC | 22,466 | 20,497 | -1,969 | 2,249,970 | 2,438,938 | +188,968 |
| PRECISION DRILLING CORP | 10,100 | 10,100 | 0 | 568,951 | 725,697 | +156,746 |
| ENACT HLDGS INC | 115,819 | 115,819 | 0 | 4,440,500 | 4,591,065 | +150,565 |
| MGIC INVT CORP WIS | 163,841 | 163,841 | 0 | 4,648,169 | 4,787,434 | +139,265 |
| CAMDEN PPTY TR | 1,945 | 3,143 | +1,198 | 207,687 | 345,981 | +138,294 |
| NEWMONT CORP | 8,061 | 8,061 | 0 | 679,623 | 804,891 | +125,268 |
| REV GROUP INC | 86,804 | 82,804 | -4,000 | 4,919,183 | 5,035,311 | +116,128 |
| ENERFLEX LTD | 23,600 | 23,600 | 0 | 254,590 | 364,309 | +109,719 |
| INDEPENDENT BK CORP MASS | 152,377 | 145,577 | -6,800 | 10,539,917 | 10,638,767 | +98,850 |
| PROLOGIS INC. | 3,226 | 3,657 | +431 | 369,539 | 466,880 | +97,341 |
| MOLSON COORS BEVERAGE CO | 68,052 | 68,052 | 0 | 3,079,353 | 3,176,667 | +97,314 |
| APPLIED MATLS INC | 1,729 | 1,729 | 0 | 353,995 | 444,336 | +90,341 |
| ARGENX SE | 865 | 863 | -2 | 637,989 | 725,740 | +87,751 |
| CARPENTER TECHNOLOGY CORP | 1,244 | 1,241 | -3 | 305,452 | 390,716 | +85,264 |
| MAXLINEAR INC | 142,499 | 135,901 | -6,598 | 2,291,384 | 2,368,754 | +77,370 |
| INSMED INC | 5,551 | 5,036 | -515 | 799,400 | 876,465 | +77,065 |
| JOYY INC | 11,949 | 11,949 | 0 | 700,331 | 773,817 | +73,486 |
| GOLDMAN SACHS GROUP INC | 643 | 652 | +9 | 512,053 | 573,284 | +61,231 |
| ALPHABET INC | 874 | 874 | 0 | 212,502 | 273,610 | +61,108 |
| WALMART INC | 6,106 | 6,106 | 0 | 629,284 | 680,269 | +50,985 |
| HENRY JACK & ASSOC INC | 1,425 | 1,422 | -3 | 212,225 | 259,487 | +47,262 |
| ARRIVENT BIOPHARMA INC | 59,454 | 56,659 | -2,795 | 1,096,926 | 1,139,979 | +43,053 |
| CATERPILLAR INC | 435 | 435 | 0 | 207,560 | 249,198 | +41,638 |
| ALLIANCEBERNSTEIN HLDG L P | 137,341 | 137,341 | 0 | 5,249,173 | 5,284,882 | +35,709 |
| APPLE INC | 2,040 | 2,040 | 0 | 519,445 | 554,594 | +35,149 |
| EAST WEST BANCORP INC | 5,612 | 5,597 | -15 | 597,397 | 629,047 | +31,650 |
| CATHAY GEN BANCORP | 81,799 | 81,799 | 0 | 3,927,170 | 3,958,254 | +31,084 |
| COMFORT SYS USA INC | 284 | 284 | 0 | 234,351 | 265,054 | +30,703 |
| AMAZON COM INC | 2,895 | 2,875 | -20 | 635,655 | 663,608 | +27,953 |
| INTERNATIONAL BUSINESS MACHS | 1,733 | 1,734 | +1 | 489,102 | 513,493 | +24,391 |
| STIFEL FINL CORP | 2,116 | 2,110 | -6 | 240,103 | 264,214 | +24,111 |
| MDU RES GROUP INC | 14,436 | 14,399 | -37 | 257,105 | 281,068 | +23,963 |
| AMETEK INC | 1,344 | 1,344 | 0 | 252,672 | 275,937 | +23,265 |
| JOHNSON CTLS INTL PLC | 2,367 | 2,367 | 0 | 260,252 | 283,448 | +23,196 |
| TJX COS INC NEW | 2,467 | 2,467 | 0 | 356,580 | 378,956 | +22,376 |
| SHARKNINJA INC | 2,423 | 2,417 | -6 | 249,932 | 270,462 | +20,530 |
| CIENA CORP | 1,931 | 1,287 | -644 | 281,289 | 300,991 | +19,702 |
| ASCENDIS PHARMA A/S | 1,280 | 1,276 | -4 | 254,477 | 272,094 | +17,617 |
| CACI INTL INC | 442 | 441 | -1 | 220,461 | 234,969 | +14,508 |
| CELSIUS HLDGS INC | 3,840 | 5,139 | +1,299 | 220,762 | 235,058 | +14,296 |
| INSTALLED BLDG PRODS INC | 12,100 | 11,560 | -540 | 2,984,586 | 2,998,548 | +13,962 |
| JPMORGAN CHASE & CO. | 2,283 | 2,273 | -10 | 720,241 | 732,561 | +12,320 |
| BIO-TECHNE CORP | 3,947 | 3,940 | -7 | 219,572 | 231,711 | +12,139 |
| HOWMET AEROSPACE INC | 1,373 | 1,370 | -3 | 269,424 | 280,877 | +11,453 |
| PLANET FITNESS INC | 2,030 | 2,026 | -4 | 210,714 | 219,760 | +9,046 |
| MYR GROUP INC DEL | 21,433 | 20,442 | -991 | 4,458,707 | 4,466,577 | +7,870 |
| MASTEC INC | 1,215 | 1,212 | -3 | 258,564 | 263,452 | +4,888 |
| EVERCORE INC | 989 | 987 | -2 | 333,609 | 335,827 | +2,218 |
| CLEAN HARBORS INC | 1,323 | 1,319 | -4 | 307,227 | 309,279 | +2,052 |