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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Moody Aldrich Partners LLC Portfolio

Follow Moody Aldrich Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moody Aldrich Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Aldrich Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email