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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$261B
$1.04 Million 0.23% of portfolio
5,721
Q2 2025 Added 0.21%
$456B
$843,000 0.18% of portfolio
5,339
Q1 2025 Reduced 1.07%
$859B
$751,000 0.16% of portfolio
2,593
Q1 2025 Added 9.87%
$3.95T
$663,000 0.14% of portfolio
1,333
Q1 2025 Reduced 25.07%
$2.26T
$639,000 0.14% of portfolio
2,913
Q1 2025 Reduced 2.02%
$281B
$597,000 0.13% of portfolio
6,106
Q1 2025 New
$254B
$530,000 0.12% of portfolio
750
Q1 2025 Reduced 0.53%
$351B
$478,000 0.1% of portfolio
2,580
Q2 2025 Reduced 16.85%
$3.69T
$376,000 0.08% of portfolio
1,837
Q1 2025 New
$210B
$376,000 0.08% of portfolio
1,276
Q1 2025 Reduced 40.32%
$608B
$306,000 0.07% of portfolio
393
Q2 2025 Reduced 22.64%
$229B
$253,000 0.06% of portfolio
1,863
Q2 2025 Reduced 30.22%
$545B
$271,000 0.06% of portfolio
203
Q2 2025 New
$1.21T
$264,000 0.06% of portfolio
1,499
Q2 2025 Reduced 41.7%
$314B
$247,000 0.05% of portfolio
1,039
Q2 2025 Reduced 1.14%

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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