MOODY ALDRICH PARTNERS LLC
Long Only Manager
MOODY ALDRICH PARTNERS LLC is a Long Only Manager based in Marblehead, MA led by Daniel Brook Wanzenberg, reporting $749.0M in AUM as of Q3 2025 with CADE as the largest holding (2% allocation).
CIODaniel Brook Wanzenberg
- Portfolio Value
- $527.2M
- Positions
- 188
- Top Holding
- CADE at 2.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MOODY ALDRICH PARTNERS LLC's portfolio (16.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Regional Financial Services | $10.9M | 2.07% | +$496.8K Bought | — 291.4K shares | |
Banks - Regional Financial Services | $10.5M | 2.00% | +$616.3K Bought | 0.31% 152.4K shares | |
Biotechnology Healthcare | $9.5M | 1.80% | -$1.8M Sold | 0.23% 143.1K shares | |
Aerospace & Defense Industrials | $9.5M | 1.80% | +$1.1M Bought | 0.06% 103.6K shares | |
Financial - Capital Markets Financial Services | $8.4M | 1.60% | -$322.7K Sold | 0.14% 24.3K shares | |
Banks - Regional Financial Services | $8.3M | 1.57% | -$1.7M Sold | 0.49% 111.6K shares | |
Auto - Parts Consumer Cyclical | $7.5M | 1.42% | +$625.5K Bought | 0.10% 52.8K shares | |
Chemicals - Specialty Basic Materials | $7.4M | 1.41% | -$435.2K Sold | 0.12% 294.5K shares | |
Biotechnology Healthcare | $7.2M | 1.37% | -$1.5M Sold | 0.10% 76.4K shares | |
Software - Infrastructure Technology | $7.2M | 1.36% | -$657.5K Sold | 0.13% 399.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MOODY ALDRICH PARTNERS LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MOODY ALDRICH PARTNERS LLC
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