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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.7B
$4.33 Million 0.94% of portfolio
14,684
Q2 2025 Added 11.89%
$2.88B
$4.26 Million 0.93% of portfolio
134,911
Q2 2025 Reduced 1.52%
$8.71B
$4.28 Million 0.93% of portfolio
92,040
Q2 2025 New
$7.28B
$4.12 Million 0.9% of portfolio
95,435
Q2 2025 Reduced 1.53%
$13.5B
$4.06 Million 0.88% of portfolio
27,227
Q2 2025 Reduced 64.5%
$1.53B
$3.96 Million 0.86% of portfolio
137,796
Q2 2025 Reduced 1.51%
$1.8B
$3.59 Million 0.78% of portfolio
99,523
Q2 2025 Reduced 1.53%
$1.95B
$3.51 Million 0.76% of portfolio
49,979
Q2 2025 Added 31.74%
$5.18B
$3.44 Million 0.75% of portfolio
14,416
Q2 2025 Added 38.74%
$7.57B
$3.47 Million 0.75% of portfolio
19,219
Q2 2025 Added 47.61%
$4.85B
$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%
$7.92B
$3.22 Million 0.7% of portfolio
25,264
Q2 2025 Added 35.89%
$2.4B
$3.18 Million 0.69% of portfolio
72,636
Q2 2025 Reduced 1.52%
$1.14B
$3.13 Million 0.68% of portfolio
22,327
Q2 2025 Reduced 39.67%
$2.93B
$3.08 Million 0.67% of portfolio
109,975
Q2 2025 Reduced 1.5%
$1.77B
$3.02 Million 0.66% of portfolio
39,236
Q2 2025 Reduced 1.51%
$3.71B
$2.92 Million 0.64% of portfolio
35,662
Q2 2025 Reduced 1.5%
$734M
$2.74 Million 0.6% of portfolio
421,852
Q2 2025 Reduced 4.09%
$12.3B
$2.68 Million 0.58% of portfolio
300,408
Q2 2025 Added 90.96%
$2.75B
$2.65 Million 0.58% of portfolio
37,635
Q2 2025 Reduced 1.48%
$3.21B
$2.64 Million 0.58% of portfolio
59,627
Q2 2025 New
$2.09B
$2.62 Million 0.57% of portfolio
120,703
Q2 2025 Reduced 33.89%
$2.65B
$2.56 Million 0.56% of portfolio
65,502
Q2 2025 Added 61.73%
$2.04B
$2.57 Million 0.56% of portfolio
54,416
Q2 2025 Reduced 1.5%
$4.35B
$2.55 Million 0.55% of portfolio
17,274
Q2 2025 New
$1.32B
$2.48 Million 0.54% of portfolio
123,949
Q2 2025 Added 19.56%
$3.9B
$2.42 Million 0.53% of portfolio
59,294
Q3 2024 New
$1.66B
$2.35 Million 0.51% of portfolio
66,261
Q2 2025 Added 142.13%
$6.14B
$2.26 Million 0.49% of portfolio
60,904
Q3 2024 New
$2.72B
$2.1 Million 0.46% of portfolio
31,327
Q2 2025 Reduced 1.48%
$10.1B
$2.12 Million 0.46% of portfolio
55,693
Q2 2025 New
$4.82B
$1.99 Million 0.43% of portfolio
29,000
Q2 2025 New
$4.49B
$1.91 Million 0.42% of portfolio
66,919
Q2 2025 Reduced 17.62%
$3.49B
$1.89 Million 0.41% of portfolio
41,585
Q1 2025 New
$51.4B
$1.86 Million 0.4% of portfolio
13,818
Q4 2024 New
$259M
$1.81 Million 0.39% of portfolio
194,451
Q2 2025 Reduced 1.49%
$9.35B
$1.64 Million 0.36% of portfolio
80,044
Q2 2025 New
$14.5B
$1.6 Million 0.35% of portfolio
14,059
Q2 2024 Reduced 25.37%
$8.37B
$1.56 Million 0.34% of portfolio
7,922
Q2 2025 Reduced 27.64%
$2.18B
$1.52 Million 0.33% of portfolio
34,797
Q2 2025 New
$2.63B
$1.46 Million 0.32% of portfolio
85,935
Q2 2025 New
$10.2B
$1.38 Million 0.3% of portfolio
28,756
Q1 2025 New
$846M
$1.31 Million 0.28% of portfolio
99,848
Q2 2025 Reduced 45.17%
$8.57B
$1.25 Million 0.27% of portfolio
29,069
Q2 2025 Reduced 1.66%
$717M
$1.25 Million 0.27% of portfolio
89,164
Q2 2025 Added 54.15%
$442M
$1.1 Million 0.24% of portfolio
81,717
Q2 2025 Reduced 1.51%
$261B
$1.04 Million 0.23% of portfolio
5,721
Q2 2025 Added 0.21%
$456B
$843,000 0.18% of portfolio
5,339
Q1 2025 Reduced 1.07%

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
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