Moody Aldrich Partners LLC Portfolio Holdings

Moody Aldrich Partners LLC

  • $425 Million
  • Q1 2025

Moody Aldrich Partners LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $425 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wintrust Financial Corp with a value of $12.2M, Clearwater Analytics Holdings, Inc. with a value of $10.1M, Meta Financial Group Inc with a value of $9.95M, Palomar Holdings, Inc. with a value of $9.66M, and Southwest Gas Holdings, Inc. with a value of $9.2M.

Examining the 13F form we can see an decrease of $49.6M in the current position value, from $475M to 425M.

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

Portfolio value $425 Million
Financial Services: $104 Million
Healthcare: $84.8 Million
Technology: $62.2 Million
Industrials: $45 Million
Consumer Cyclical: $26.7 Million
Consumer Defensive: $26.1 Million
Energy: $24.7 Million
Utilities: $21.8 Million
Other: $29.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.86B
$12.2 Million 2.87% of portfolio
108,466
Q1 2025 Reduced 2.85%
$1.31B
$10.1 Million 2.39% of portfolio
378,420
Q1 2025 Reduced 2.07%
$2.33B
$9.95 Million 2.34% of portfolio
136,355
Q1 2025 Reduced 1.48%
$3.73B
$9.66 Million 2.27% of portfolio
70,491
Q1 2025 Added 13.11%
$4.88B
$9.2 Million 2.16% of portfolio
128,173
Q1 2025 Reduced 2.06%
$8.44B
$9.17 Million 2.16% of portfolio
76,698
Q1 2025 Reduced 1.5%
$2.7B
$9.13 Million 2.15% of portfolio
145,666
Q1 2025 Reduced 2.92%
$5.5B
$8.57 Million 2.02% of portfolio
282,433
Q1 2025 Reduced 1.48%
$1.79B
$8.28 Million 1.95% of portfolio
332,054
Q1 2025 Reduced 1.48%
$2.18B
$7.91 Million 1.86% of portfolio
163,483
Q1 2025 Added 142.5%
$3.97B
$7.66 Million 1.8% of portfolio
200,935
Q1 2025 Reduced 35.34%
$4.14B
$7.37 Million 1.73% of portfolio
165,327
Q1 2025 Reduced 3.06%
$4.71B
$7.27 Million 1.71% of portfolio
62,339
Q1 2025 Added 38.11%
$9.67B
$6.79 Million 1.6% of portfolio
89,020
Q1 2025 Added 150.92%
$3.41B
$6.43 Million 1.51% of portfolio
111,482
Q1 2025 Reduced 2.87%
$8.47B
$6.17 Million 1.45% of portfolio
96,737
Q1 2025 Reduced 10.11%
$4.9B
$6.03 Million 1.42% of portfolio
266,857
Q1 2025 Reduced 2.67%
$7.31B
$6 Million 1.41% of portfolio
67,880
Q1 2025 Added 47.9%
$3.42B
$5.93 Million 1.39% of portfolio
30,512
Q1 2025 Reduced 5.8%
$3.32B
$5.73 Million 1.35% of portfolio
23,151
Q1 2025 Reduced 1.54%
$18.5B
$5.66 Million 1.33% of portfolio
37,099
Q1 2025 New
$3.63B
$5.59 Million 1.32% of portfolio
58,670
Q1 2025 Added 13.42%
$4.71B
$5.59 Million 1.31% of portfolio
138,137
Q1 2025 Added 48.7%
$4.72B
$5.51 Million 1.3% of portfolio
254,966
Q1 2025 Added 78.22%
$4.98B
$5.16 Million 1.21% of portfolio
35,778
Q1 2025 Reduced 3.18%
$4.02B
$5.09 Million 1.2% of portfolio
201,350
Q1 2025 Reduced 33.04%
$5.31B
$4.97 Million 1.17% of portfolio
28,376
Q1 2025 Reduced 2.86%
$2.3B
$4.93 Million 1.16% of portfolio
109,793
Q1 2025 Reduced 1.48%
$3.78B
$4.92 Million 1.16% of portfolio
187,465
Q1 2025 Added 17.64%
$5.11B
$4.89 Million 1.15% of portfolio
36,862
Q1 2025 Reduced 3.09%
$3.03B
$4.89 Million 1.15% of portfolio
116,791
Q1 2025 Added 0.6%
$3.54B
$4.72 Million 1.11% of portfolio
136,990
Q1 2025 Reduced 3.13%
$5.01B
$4.7 Million 1.11% of portfolio
28,307
Q1 2025 Reduced 1.51%
$1.79B
$4.69 Million 1.1% of portfolio
139,905
Q1 2025 Reduced 3.09%
$2.07B
$4.56 Million 1.07% of portfolio
108,281
Q1 2025 Added 273.45%
$5B
$4.44 Million 1.05% of portfolio
42,428
Q1 2025 Reduced 1.45%
$4.65B
$4.45 Million 1.05% of portfolio
64,883
Q1 2025 Reduced 1.49%
$2.43B
$4.43 Million 1.04% of portfolio
182,571
Q1 2025 Reduced 15.34%
$9.35B
$4.34 Million 1.02% of portfolio
19,257
Q1 2025 New
$3.5B
$4.16 Million 0.98% of portfolio
36,565
Q1 2025 Reduced 1.45%
$3.11B
$4.14 Million 0.97% of portfolio
38,516
Q1 2025 Reduced 22.05%
$4.28B
$4.14 Million 0.97% of portfolio
65,490
Q1 2025 Reduced 3.38%
$2.92B
$4.1 Million 0.96% of portfolio
140,751
Q1 2025 Added 33.53%
$3.36B
$4.06 Million 0.95% of portfolio
105,612
Q1 2025 Added 8.41%
$2.86B
$4.04 Million 0.95% of portfolio
135,058
Q1 2025 Added 2.11%
$991M
$4.01 Million 0.94% of portfolio
182,095
Q1 2025 Reduced 3.11%
$4.87B
$3.75 Million 0.88% of portfolio
12,847
Q1 2025 Reduced 1.34%
$593M
$3.55 Million 0.84% of portfolio
439,827
Q1 2025 Added 10.38%
$7.15B
$3.53 Million 0.83% of portfolio
36,205
Q1 2025 Added 0.6%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $425 Million
  • Prior Value $475 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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