Moody Aldrich Partners LLC Portfolio Holdings
Moody Aldrich Partners LLC
- $478 Million
- Q3 2025
Moody Aldrich Partners LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $478 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cadence Bank with a value of $10.9M, Independent Bank Corp with a value of $10.5M, Protagonist Therapeutics, Inc with a value of $9.5M, Kratos Defense & Security Solutions, Inc. with a value of $9.46M, and Piper Sandler Companies with a value of $8.44M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $460M to 478M.
Below you can find more details about Moody Aldrich Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$478 Million
Financial Services: $89.4 Million
Technology: $83.1 Million
Healthcare: $70.1 Million
Industrials: $65.4 Million
Consumer Cyclical: $43 Million
Energy: $34.7 Million
Consumer Defensive: $28.5 Million
Utilities: $22 Million
Other: $41.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 188
- Current Value $478 Million
- Prior Value $460 Million
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 31 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks