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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21B
$3.59 Million 0.78% of portfolio
99,523
Q2 2025 Reduced 1.53%
$5.37B
$3.44 Million 0.75% of portfolio
14,416
Q2 2025 Added 38.74%
$7.49B
$3.47 Million 0.75% of portfolio
19,219
Q2 2025 Added 47.61%
$5.2B
$3.43 Million 0.75% of portfolio
32,262
Q2 2025 Reduced 24.2%
$5.62B
$3.24 Million 0.7% of portfolio
20,528
Q2 2025 Reduced 1.52%
$8.18B
$3.22 Million 0.7% of portfolio
25,264
Q2 2025 Added 35.89%
$2.42B
$3.18 Million 0.69% of portfolio
72,636
Q2 2025 Reduced 1.52%
$3.35B
$3.08 Million 0.67% of portfolio
109,975
Q2 2025 Reduced 1.5%
$2.49B
$3.02 Million 0.66% of portfolio
290,492
Q2 2025 New
$3.56B
$2.92 Million 0.64% of portfolio
35,662
Q2 2025 Reduced 1.5%
$2.81B
$2.65 Million 0.58% of portfolio
37,635
Q2 2025 Reduced 1.48%
$3.04B
$2.64 Million 0.58% of portfolio
59,627
Q2 2025 New
$2.03B
$2.62 Million 0.57% of portfolio
120,703
Q2 2025 Reduced 33.89%
$3.59B
$2.56 Million 0.56% of portfolio
65,502
Q2 2025 Added 61.73%
$2.01B
$2.57 Million 0.56% of portfolio
54,416
Q2 2025 Reduced 1.5%
$4.48B
$2.55 Million 0.55% of portfolio
17,274
Q2 2025 New
$6.22B
$2.26 Million 0.49% of portfolio
60,904
Q3 2024 New
$2.82B
$2.1 Million 0.46% of portfolio
31,327
Q2 2025 Reduced 1.48%
$5.48B
$1.99 Million 0.43% of portfolio
29,000
Q2 2025 New
$4.36B
$1.91 Million 0.42% of portfolio
66,919
Q2 2025 Reduced 17.62%
$3.58B
$1.89 Million 0.41% of portfolio
41,585
Q1 2025 New
$8.95B
$1.64 Million 0.36% of portfolio
80,044
Q2 2025 New
$8.98B
$1.56 Million 0.34% of portfolio
7,922
Q2 2025 Reduced 27.64%
$2.59B
$1.52 Million 0.33% of portfolio
34,797
Q2 2025 New
$2.36B
$1.46 Million 0.32% of portfolio
85,935
Q2 2025 New
$9.58B
$1.38 Million 0.3% of portfolio
28,756
Q1 2025 New
$4.26B
$737,000 0.16% of portfolio
140,716
Q2 2025 Reduced 1.5%
$2.2B
$553,000 0.12% of portfolio
58,336
Q2 2025 Reduced 22.14%
$2.93B
$528,000 0.11% of portfolio
12,886
Q2 2025 Reduced 7.56%
$5.65B
$394,000 0.09% of portfolio
1,712
Q2 2025 Reduced 1.55%
$9.73B
$386,000 0.08% of portfolio
798
Q2 2025 Added 43.78%
$6.35B
$333,000 0.07% of portfolio
2,886
Q2 2025 Reduced 1.6%
$9.23B
$270,000 0.06% of portfolio
6,658
Q2 2025 Reduced 1.7%
$3.3B
$241,000 0.05% of portfolio
14,494
Q2 2025 New
$8.47B
$222,000 0.05% of portfolio
2,038
Q2 2025 New
$7.48B
$201,000 0.04% of portfolio
1,369
Q2 2025 Reduced 1.79%

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
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