Moody Aldrich Partners LLC Portfolio Holdings

Moody Aldrich Partners LLC

  • $460 Million
  • Q2 2025

Moody Aldrich Partners LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $460 Million distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Financial Group Inc with a value of $10.6M, Protagonist Therapeutics, Inc with a value of $9.43M, Sportradar Group Ag with a value of $9.1M, Clearwater Analytics Holdings, Inc. with a value of $9.01M, and Independent Bank Corp with a value of $9.02M.

Examining the 13F form we can see an increase of $34.5M in the current position value, from $425M to 460M.

Below you can find more details about Moody Aldrich Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $460 Million
Financial Services: $88.4 Million
Technology: $84.9 Million
Healthcare: $67.9 Million
Industrials: $65 Million
Consumer Cyclical: $38.5 Million
Consumer Defensive: $27.6 Million
Energy: $25.9 Million
Utilities: $24.5 Million
Other: $37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.18B
$10.6 Million 2.31% of portfolio
134,307
Q2 2025 Reduced 1.5%
$2.89B
$9.43 Million 2.05% of portfolio
170,570
Q2 2025 Added 4.34%
$6.19B
$9.1 Million 1.98% of portfolio
324,168
Q2 2025 Added 27.14%
$1.12B
$9.01 Million 1.96% of portfolio
410,952
Q2 2025 Added 8.6%
$3.23B
$9.02 Million 1.96% of portfolio
143,467
Q2 2025 Reduced 1.51%
$6.72B
$8.9 Million 1.94% of portfolio
278,160
Q2 2025 Reduced 1.51%
$3.73B
$8.9 Million 1.94% of portfolio
198,626
Q2 2025 Reduced 1.15%
$2.92B
$8.21 Million 1.79% of portfolio
53,211
Q2 2025 Reduced 24.51%
$2.03B
$7.65 Million 1.66% of portfolio
327,037
Q2 2025 Reduced 1.51%
$7.86B
$7.46 Million 1.62% of portfolio
71,215
Q2 2025 Added 4.91%
$5B
$7.37 Million 1.6% of portfolio
42,666
Q2 2025 Added 50.36%
$6.48B
$7.06 Million 1.54% of portfolio
311,745
Q2 2025 Added 16.82%
$5.86B
$7.07 Million 1.54% of portfolio
53,355
Q2 2025 Reduced 9.06%
$4.79B
$7.02 Million 1.53% of portfolio
25,246
Q2 2025 Added 9.05%
$5.33B
$6.99 Million 1.52% of portfolio
93,928
Q2 2025 Reduced 26.72%
$6.17B
$6.91 Million 1.5% of portfolio
136,072
Q2 2025 Reduced 1.49%
$4.21B
$6.62 Million 1.44% of portfolio
162,814
Q2 2025 Reduced 1.52%
$5.01B
$6.41 Million 1.39% of portfolio
61,410
Q2 2025 Reduced 1.49%
$8.12B
$6.34 Million 1.38% of portfolio
51,163
Q2 2025 Reduced 52.83%
$3.58B
$6.18 Million 1.34% of portfolio
129,850
Q2 2025 Added 95.34%
$5.35B
$6.13 Million 1.33% of portfolio
104,051
Q2 2025 Reduced 1.48%
$2.11B
$6.12 Million 1.33% of portfolio
46,740
Q2 2025 New
$3.72B
$5.92 Million 1.29% of portfolio
176,867
Q2 2025 Added 25.66%
$3.98B
$5.9 Million 1.28% of portfolio
26,245
Q2 2025 Reduced 13.98%
$7.32B
$5.8 Million 1.26% of portfolio
35,228
Q2 2025 Reduced 1.54%
$5.32B
$5.78 Million 1.26% of portfolio
79,344
Q2 2025 Added 22.29%
$3.38B
$5.61 Million 1.22% of portfolio
42,715
Q2 2025 Added 16.82%
$5.42B
$5.5 Million 1.2% of portfolio
41,794
Q2 2025 Reduced 1.49%
$2.63B
$5.52 Million 1.2% of portfolio
145,336
Q2 2025 Added 24.44%
$4.47B
$5.53 Million 1.2% of portfolio
245,833
Q2 2025 Added 22.09%
$23.2B
$5.17 Million 1.13% of portfolio
55,861
Q2 2025 Reduced 12.87%
$10.5B
$5.07 Million 1.1% of portfolio
79,150
Q2 2025 Added 75.74%
$2.21B
$5.03 Million 1.09% of portfolio
41,818
Q2 2025 New
$2.66B
$5.02 Million 1.09% of portfolio
444,102
Q2 2025 Added 350.54%
$3.83B
$4.94 Million 1.07% of portfolio
36,303
Q2 2025 Reduced 1.52%
$3.12B
$4.84 Million 1.05% of portfolio
92,009
Q2 2025 Reduced 15.03%
$4.52B
$4.79 Million 1.04% of portfolio
16,683
Q2 2025 Added 29.86%
$7.79B
$4.77 Million 1.04% of portfolio
48,400
Q2 2025 New
$8.45B
$4.73 Million 1.03% of portfolio
28,185
Q2 2025 New
$2.89B
$4.68 Million 1.02% of portfolio
25,778
Q2 2025 Reduced 1.51%
$6.49B
$4.66 Million 1.01% of portfolio
49,302
Q2 2025 Reduced 48.96%
$4.58B
$4.62 Million 1.0% of portfolio
40,012
Q2 2025 New
$5.41B
$4.58 Million 1.0% of portfolio
30,115
Q2 2025 Reduced 21.81%
$3.75B
$4.58 Million 1.0% of portfolio
184,645
Q2 2025 Reduced 1.5%
$4.4B
$4.55 Million 0.99% of portfolio
81,129
Q2 2025 Added 23.88%
$4.96B
$4.44 Million 0.97% of portfolio
27,882
Q2 2025 Reduced 1.5%
$3.98B
$4.4 Million 0.96% of portfolio
97,429
Q2 2025 Reduced 1.49%
$3.21B
$4.37 Million 0.95% of portfolio
177,045
Q2 2025 Added 31.09%
$2.42B
$4.39 Million 0.95% of portfolio
108,151
Q2 2025 Reduced 1.5%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $460 Million
  • Prior Value $425 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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