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
$2.63B
$3.4 Million 0.8% of portfolio
98,904
Q1 2025 Added 75.62%
$5.68B
$3.35 Million 0.79% of portfolio
96,915
Q1 2025 Reduced 2.78%
$2.77B
$3.38 Million 0.79% of portfolio
73,758
Q1 2025 Reduced 38.82%
$5.62B
$3.29 Million 0.77% of portfolio
20,844
Q1 2025 Reduced 1.42%
$2.3B
$3.26 Million 0.77% of portfolio
38,199
Q1 2025 Reduced 41.41%
$11B
$3.17 Million 0.74% of portfolio
60,853
Q1 2025 Reduced 21.77%
$1.9B
$3.1 Million 0.73% of portfolio
101,067
Q1 2025 Reduced 1.47%
$3.01B
$3.07 Million 0.72% of portfolio
111,652
Q1 2025 Reduced 1.47%
$4.46B
$3.06 Million 0.72% of portfolio
42,560
Q1 2025 Reduced 26.23%
$2.73B
$2.96 Million 0.7% of portfolio
26,172
Q1 2025 Reduced 1.48%
$1.65B
$2.81 Million 0.66% of portfolio
39,839
Q1 2025 Reduced 3.14%
$1.4B
$2.76 Million 0.65% of portfolio
37,007
Q1 2025 Reduced 28.54%
$5.11B
$2.68 Million 0.63% of portfolio
81,234
Q1 2025 Reduced 1.5%
$2.12B
$2.62 Million 0.62% of portfolio
37,937
Q1 2025 Reduced 1.45%
$10.5B
$2.57 Million 0.61% of portfolio
64,115
Q1 2025 Reduced 3.12%
$8.49B
$2.59 Million 0.61% of portfolio
13,124
Q1 2025 Reduced 2.96%
$5.26B
$2.29 Million 0.54% of portfolio
10,391
Q1 2025 Reduced 1.46%
$2.39B
$2.25 Million 0.53% of portfolio
31,798
Q1 2025 Added 7.06%
$3.96B
$2.27 Million 0.53% of portfolio
59,294
Q3 2024 New
$981M
$2.19 Million 0.52% of portfolio
103,667
Q1 2025 Reduced 50.15%
$4.84B
$2.23 Million 0.52% of portfolio
13,020
Q1 2025 Reduced 37.19%
$1.79B
$2.16 Million 0.51% of portfolio
55,245
Q1 2025 New
$12.3B
$2.14 Million 0.5% of portfolio
107,166
Q2 2024 Reduced 18.94%
$5.58B
$2.12 Million 0.5% of portfolio
60,904
Q3 2024 New
$2.55B
$2.1 Million 0.49% of portfolio
66,475
Q1 2025 New
$7.64B
$1.98 Million 0.46% of portfolio
22,331
Q1 2025 New
$8.03B
$1.93 Million 0.45% of portfolio
18,591
Q1 2025 Added 33.71%
$2.21B
$1.93 Million 0.45% of portfolio
51,157
Q1 2025 Reduced 2.9%
$481M
$1.92 Million 0.45% of portfolio
197,385
Q1 2025 New
$43.3B
$1.88 Million 0.44% of portfolio
27,740
Q4 2024 Reduced 35.95%
$7.97B
$1.89 Million 0.44% of portfolio
64,408
Q4 2024 New
$6.99B
$1.84 Million 0.43% of portfolio
10,948
Q4 2024 New
$3.56B
$1.84 Million 0.43% of portfolio
81,775
Q1 2025 New
$50.9B
$1.82 Million 0.43% of portfolio
13,818
Q4 2024 New
$3.27B
$1.79 Million 0.42% of portfolio
41,585
Q1 2025 New
$10.5B
$1.75 Million 0.41% of portfolio
28,756
Q1 2025 New
$3.48B
$1.74 Million 0.41% of portfolio
245,291
Q1 2025 Reduced 27.68%
$1.73B
$1.68 Million 0.4% of portfolio
57,488
Q1 2025 Reduced 1.48%
$39.7B
$1.67 Million 0.39% of portfolio
13,465
Q1 2025 Reduced 27.19%
$2.34B
$1.52 Million 0.36% of portfolio
40,502
Q1 2025 Added 32.36%
$12.4B
$1.48 Million 0.35% of portfolio
14,059
Q2 2024 Reduced 25.37%
$1.05B
$1.44 Million 0.34% of portfolio
62,464
Q1 2025 Reduced 21.31%
$11B
$1.37 Million 0.32% of portfolio
157,316
Q1 2024 New
$6.09B
$1.26 Million 0.3% of portfolio
34,911
Q1 2025 Reduced 40.66%
$442M
$1.11 Million 0.26% of portfolio
82,971
Q1 2025 New
$4.26B
$961,000 0.23% of portfolio
142,854
Q1 2025 New
$278B
$906,000 0.21% of portfolio
5,709
Q1 2025 Added 95.58%
$1.83B
$879,000 0.21% of portfolio
27,366
Q1 2025 Reduced 1.51%
$579M
$779,000 0.18% of portfolio
57,841
Q1 2025 Reduced 1.44%

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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