Moody Aldrich Partners LLC Portfolio Holdings

Moody Aldrich Partners LLC

  • $478 Million
  • Q3 2025

Moody Aldrich Partners LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $478 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cadence Bank with a value of $10.9M, Independent Bank Corp with a value of $10.5M, Protagonist Therapeutics, Inc with a value of $9.5M, Kratos Defense & Security Solutions, Inc. with a value of $9.46M, and Piper Sandler Companies with a value of $8.44M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $460M to 478M.

Below you can find more details about Moody Aldrich Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $478 Million
Financial Services: $89.4 Million
Technology: $83.1 Million
Healthcare: $70.1 Million
Industrials: $65.4 Million
Consumer Cyclical: $43 Million
Energy: $34.7 Million
Consumer Defensive: $28.5 Million
Utilities: $22 Million
Other: $41.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.14B
$4.44 Million 0.93% of portfolio
115,819
Q3 2025 Added 90.17%
$4.44B
$4.33 Million 0.9% of portfolio
34,724
Q3 2025 Reduced 16.92%
$5.16B
$4.19 Million 0.88% of portfolio
25,267
Q3 2025 Reduced 16.1%
$2.16B
$4.1 Million 0.86% of portfolio
48,990
Q3 2025 Added 30.17%
$3.75B
$4.07 Million 0.85% of portfolio
154,858
Q3 2025 Reduced 16.13%
$20B
$3.93 Million 0.82% of portfolio
46,522
Q3 2025 New
$3.49B
$3.93 Million 0.82% of portfolio
81,799
Q3 2025 Added 96.7%
$4.59B
$3.86 Million 0.81% of portfolio
67,992
Q3 2025 Reduced 16.19%
$4.88B
$3.77 Million 0.79% of portfolio
13,969
Q3 2025 New
$1.95B
$3.8 Million 0.79% of portfolio
101,742
Q3 2025 Added 53.55%
$14.8B
$3.76 Million 0.79% of portfolio
27,234
Q3 2025 Added 93.71%
$9.84B
$3.72 Million 0.78% of portfolio
71,580
Q3 2025 Reduced 25.0%
$1.22B
$3.7 Million 0.77% of portfolio
139,057
Q3 2025 Added 12.19%
$2.2B
$3.68 Million 0.77% of portfolio
89,804
Q3 2025 Reduced 16.96%
$2.32B
$3.67 Million 0.77% of portfolio
147,144
Q3 2025 Reduced 16.89%
$3.63B
$3.68 Million 0.77% of portfolio
103,621
Q3 2025 Reduced 47.83%
$5.62B
$3.54 Million 0.74% of portfolio
22,466
Q3 2025 Added 9.44%
$5.03B
$3.48 Million 0.73% of portfolio
23,167
Q3 2025 Reduced 16.91%
$2.79B
$3.49 Million 0.73% of portfolio
35,454
Q3 2025 Reduced 17.0%
$1.57B
$3.48 Million 0.73% of portfolio
48,240
Q3 2025 New
$4.4B
$3.4 Million 0.71% of portfolio
26,786
Q3 2025 Reduced 16.97%
$2.1B
$3.26 Million 0.68% of portfolio
247,558
Q3 2025 Added 188.08%
$2.94B
$3.17 Million 0.66% of portfolio
30,418
Q3 2025 Reduced 16.21%
$4.52B
$3.15 Million 0.66% of portfolio
33,239
Q3 2025 Reduced 16.93%
$9.3B
$3.08 Million 0.64% of portfolio
68,052
Q3 2025 Added 136.65%
$3.44B
$3.02 Million 0.63% of portfolio
9,753
Q3 2025 New
$1.93B
$2.97 Million 0.62% of portfolio
240,105
Q3 2025 Reduced 17.35%
$7.2B
$2.98 Million 0.62% of portfolio
12,100
Q3 2025 Reduced 37.04%
$4.92B
$2.92 Million 0.61% of portfolio
11,935
Q3 2025 Reduced 17.21%
$1.96B
$2.81 Million 0.59% of portfolio
113,114
Q3 2025 Reduced 16.16%
$2.44B
$2.66 Million 0.56% of portfolio
36,710
Q3 2025 Added 17.18%
$1.57B
$2.63 Million 0.55% of portfolio
37,703
Q3 2025 Reduced 3.91%
$600M
$2.53 Million 0.53% of portfolio
350,548
Q3 2025 Reduced 16.9%
$2.83B
$2.48 Million 0.52% of portfolio
91,385
Q3 2025 Reduced 16.9%
$15.1B
$2.45 Million 0.51% of portfolio
6,707
Q3 2025 Reduced 54.32%
$2.45B
$2.37 Million 0.5% of portfolio
154,336
Q3 2025 New
$4.52B
$2.38 Million 0.5% of portfolio
8,113
Q3 2025 Reduced 51.37%
$1.09B
$2.29 Million 0.48% of portfolio
142,499
Q3 2025 New
$2.38B
$1.98 Million 0.41% of portfolio
100,334
Q3 2025 Reduced 16.88%
$4.06B
$1.88 Million 0.39% of portfolio
14,366
Q3 2025 Reduced 16.83%
$3.45B
$1.88 Million 0.39% of portfolio
21,970
Q3 2025 New
$9.4B
$1.86 Million 0.39% of portfolio
30,211
Q3 2025 Added 3.93%
$745M
$1.8 Million 0.38% of portfolio
18,575
Q3 2025 Reduced 16.8%
$4.77B
$1.67 Million 0.35% of portfolio
55,615
Q3 2025 Reduced 16.89%
$3.55B
$1.64 Million 0.34% of portfolio
28,910
Q3 2025 Reduced 16.92%
$1.15B
$1.59 Million 0.33% of portfolio
74,113
Q3 2025 Reduced 16.88%
$1.44B
$1.35 Million 0.28% of portfolio
82,941
Q3 2025 Reduced 16.93%
$442M
$1.32 Million 0.28% of portfolio
98,650
Q3 2025 Added 20.72%
$875M
$1.21 Million 0.25% of portfolio
177,730
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $478 Million
  • Prior Value $460 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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