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 $2 Billions to $10 Billions
