Moody Aldrich Partners LLC
CIK 936941 · Holdings on Dec 31, 2024 · First reported Jan 23, 2025
Top ten holdings
Q4 2024- WTFC2.58%
- VIRT2.05%
- CWAN1.97%
- CASH1.89%
- BXS1.83%
- INDB1.78%
- SWX1.71%
- COLB1.69%
- KNF1.61%
- DRS1.56%
Share classes counted separately18.67%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PLMRWeight increased · +0.75 pp0.47% → 1.22%Shares +35.27K (+130.38%)
- BOOTWeight increased · +0.73 pp0.66% → 1.39%Shares +27.88K (+129.49%)
- VIRTWeight increased · +0.63 pp1.42% → 2.05%Shares +55.10K (+21.55%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WTFCWINTRUST FINANCIAL CORP View history and evidence | $13.92M | 2.58% | 111.65K shares | 2.27% → 2.58%+0.31 pp -3.20K (-2.78%) | Reduced | ↗▾ |
| 02 | VIRTVIRTU FINANCIAL INC-CLASS ACL A View history and evidence | $11.09M | 2.05% | 310.75K shares | 1.42% → 2.05%+0.63 pp +55.10K (+21.55%) | Added | ↗▾ |
| 03 | CWANCLEARWATER ANALYTICS HDS-ACL A View history and evidence | $10.63M | 1.97% | 386.42K shares | 1.34% → 1.97%+0.63 pp +94.45K (+32.35%) | Added | ↗▾ |
| 04 | CASHPATHWARD FINANCIAL INC View history and evidence | $10.18M | 1.89% | 138.41K shares | 1.49% → 1.89%+0.40 pp +14.29K (+11.51%) | Added | ↗▾ |
| 05 | BXSCADENCE BANK View history and evidence | $9.88M | 1.83% | 286.66K shares | 1.71% → 1.83%+0.12 pp -8.27K (-2.80%) | Reduced | ↗▾ |
| 06 | INDBINDEPENDENT BANK CORP/MA View history and evidence | $9.63M | 1.78% | 150.04K shares | 1.44% → 1.78%+0.34 pp +16.50K (+12.36%) | Added | ↗▾ |
| 07 | SWXSOUTHWEST GAS HOLDINGS INC View history and evidence | $9.25M | 1.71% | 130.87K shares | 1.81% → 1.71%-0.10 pp -3.70K (-2.75%) | Reduced | ↗▾ |
| 08 | COLBCOLUMBIA BANKING SYSTEM INC View history and evidence | $9.10M | 1.69% | 337.03K shares | 1.50% → 1.69%+0.19 pp +22.03K (+6.99%) | Added | ↗▾ |
| 09 | KNFKNIFE RIVER CORPCOMMON STOCK View history and evidence | $8.70M | 1.61% | 85.62K shares | 1.09% → 1.61%+0.52 pp +18.75K (+28.03%) | Added | ↗▾ |
| 10 | DRSLEONARDO DRS INC View history and evidence | $8.39M | 1.56% | 259.82K shares | 1.37% → 1.56%+0.19 pp -7.99K (-2.98%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ICFI ICF INTERNATIONAL INC | Non-derivative | -45,263 | -$7.55M | SEC filing ↗ | SEC filing ↗ |
| ALTR ALTAIR ENGINEERING INC - A | Non-derivative | -75,233 | -$7.19M | SEC filing ↗ | SEC filing ↗ |
| AMPH AMPHASTAR PHARMACEUTICALS IN | Non-derivative | -100,340 | -$4.87M | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 936941 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 539808711
}Research all 196 reported holdings.
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