MOODY ALDRICH PARTNERS LLC Portfolio Holdings
Q3 2025•188 long positions•$527.2M portfolio value
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Holding209 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Regional Financial Services | $10.9M 2.07% | +$496.8K Bought | — 291.4K shares | 278.2K → 291.4K +$496.8K | +4.76% | — — | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $10.5M 2.0% | +$616.3K Bought | 0.305% 152.4K shares | 143.5K → 152.4K +$616.3K | +6.21% | $3.5B Mid Cap | Q1 2016 Held for 9y 8m | |
Biotechnology Healthcare | $9.5M 1.8% | -$1.8M Sold | 0.23% 143.1K shares | 170.6K → 143.1K −$1.8M | -16.13% | $4.1B Mid Cap | Q2 2023 Held for 2y 5m | |
Aerospace & Defense Industrials | $9.5M 1.8% | +$1.1M Bought | 0.061% 103.6K shares | 92.0K → 103.6K +$1.1M | +12.54% | $15.4B Large Cap | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $8.4M 1.6% | -$322.7K Sold | 0.137% 24.3K shares | 25.2K → 24.3K −$322.7K | -3.68% | $6.1B Mid Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $8.3M 1.57% | -$1.7M Sold | 0.49% 111.6K shares | 134.3K → 111.6K −$1.7M | -16.93% | $1.7B Small Cap | Q3 2023 Held for 2y 2m | |
Auto - Parts Consumer Cyclical | $7.5M 1.42% | +$625.5K Bought | 0.101% 52.8K shares | 48.4K → 52.8K +$625.5K | +9.09% | $7.5B Mid Cap | Q1 2024 Held for 1y 8m | |
Chemicals - Specialty Basic Materials | $7.4M 1.41% | -$435.2K Sold | 0.122% 294.5K shares | 311.7K → 294.5K −$435.2K | -5.55% | $6.1B Mid Cap | Q3 2022 Held for 3y 2m | |
Biotechnology Healthcare | $7.2M 1.37% | -$1.5M Sold | 0.101% 76.4K shares | 92.0K → 76.4K −$1.5M | -16.92% | $7.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $7.2M 1.36% | -$657.5K Sold | 0.13% 399.7K shares | 436.4K → 399.7K −$657.5K | -8.4% | $5.5B Mid Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $7.1M 1.35% | -$1.3M Sold | 0.101% 373.9K shares | 444.1K → 373.9K −$1.3M | -15.8% | $7.0B Mid Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $7.0M 1.33% | -$1.4M Sold | 0.091% 271.7K shares | 327.0K → 271.7K −$1.4M | -16.91% | $7.7B Mid Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $6.8M 1.29% | +$3.1M Bought | 0.237% 120.9K shares | 65.5K → 120.9K +$3.1M | +84.52% | $2.9B Mid Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $6.5M 1.24% | -$52.6K Sold | 0.177% 175.5K shares | 176.9K → 175.5K −$52.6K | -0.8% | $3.7B Mid Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $6.5M 1.23% | -$1.3M Sold | 0.188% 38.9K shares | 46.7K → 38.9K −$1.3M | -16.84% | $3.4B Mid Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $6.3M 1.19% | +$988.1K Bought | 0.068% 33.5K shares | 28.2K → 33.5K +$988.1K | +18.77% | $9.2B Mid Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $6.3M 1.19% | -$1.2M Sold | 0.103% 51.5K shares | 61.4K → 51.5K −$1.2M | -16.18% | $6.1B Mid Cap | Q2 2019 Held for 6y 5m | |
Software - Application Technology | $6.2M 1.17% | -$1.2M Sold | 0.117% 342.7K shares | 411.0K → 342.7K −$1.2M | -16.61% | $5.3B Mid Cap | Q3 2024 Held for 1y 2m | |
Regulated Gas Utilities | $6.1M 1.16% | -$1.2M Sold | 0.109% 78.4K shares | 93.9K → 78.4K −$1.2M | -16.54% | $5.6B Mid Cap | Q3 2022 Held for 3y 2m | |
Software - Infrastructure Technology | $6.1M 1.16% | -$1.7M Sold | 0.095% 106.2K shares | 136.1K → 106.2K −$1.7M | -21.98% | $6.4B Mid Cap | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $6.1M 1.15% | -$2.9M Sold | 0.064% 84.1K shares | 124.0K → 84.1K −$2.9M | -32.2% | $9.6B Mid Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $6.0M 1.14% | -$1.2M Sold | 0.124% 136.4K shares | 162.8K → 136.4K −$1.2M | -16.22% | $4.8B Mid Cap | Q2 2022 Held for 3y 5m | |
Electrical Equipment & Parts Industrials | $5.9M 1.13% | -$3.1M Sold | 0.093% 34.9K shares | 53.4K → 34.9K −$3.1M | -34.54% | $6.4B Mid Cap | Q3 2023 Held for 2y 2m | |
Hardware, Equipment & Parts Technology | $5.9M 1.12% | -$631.3K Sold | 0.141% 23.7K shares | 26.2K → 23.7K −$631.3K | -9.65% | $4.2B Mid Cap | Q2 2024 Held for 1y 5m | |
Technology Distributors Technology | $5.8M 1.11% | +$2.8M Bought | 0.094% 48.2K shares | 25.3K → 48.2K +$2.8M | +90.67% | $6.2B Mid Cap | Q4 2024 Held for 11 months | |
Personal Products & Services Consumer Cyclical | $5.8M 1.1% | -$1.2M Sold | 0.119% 86.5K shares | 104.1K → 86.5K −$1.2M | -16.89% | $4.9B Mid Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $5.8M 1.1% | -$1.2M Sold | 0.093% 80.9K shares | 97.4K → 80.9K −$1.2M | -16.91% | $6.2B Mid Cap | Q4 2024 Held for 11 months | |
Gold Basic Materials | $5.8M 1.09% | +$5.8M New | 0.048% 307.5K shares | 0 → 307.5K +$5.8M | New | $12.1B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - Specialty & Generic Healthcare | $5.7M 1.09% | +$2.8M Bought | 0.05% 578.6K shares | 300.4K → 578.6K +$2.8M | +92.6% | $11.5B Large Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $5.7M 1.09% | -$1.1M Sold | 0.065% 43.2K shares | 51.2K → 43.2K −$1.1M | -15.58% | $8.9B Mid Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Exploration & Production Energy | $5.7M 1.08% | +$3.4M Bought | 0.055% 140.4K shares | 55.7K → 140.4K +$3.4M | +152.14% | $10.4B Large Cap | Q2 2025 Held for 5 months | |
Medical - Healthcare Information Services Healthcare | $5.7M 1.07% | -$1.1M Sold | 0.069% 59.7K shares | 71.2K → 59.7K −$1.1M | -16.19% | $8.2B Mid Cap | Q2 2024 Held for 1y 5m | |
REIT - Office Real Estate | $5.5M 1.04% | -$1.1M Sold | 0.129% 91.9K shares | 109.8K → 91.9K −$1.1M | -16.31% | $4.2B Mid Cap | Q3 2023 Held for 2y 2m | |
Asset Management Financial Services | $5.2M 0.996% | +$3.0M Bought | 0.124% 137.3K shares | 59.3K → 137.3K +$3.0M | +131.63% | $4.2B Mid Cap | Q3 2024 Held for 1y 2m | |
Leisure Consumer Cyclical | $5.2M 0.981% | -$1.1M Sold | 0.112% 65.9K shares | 79.3K → 65.9K −$1.1M | -16.95% | $4.6B Mid Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $5.0M 0.945% | -$3.3M Sold | 0.044% 47.8K shares | 79.2K → 47.8K −$3.3M | -39.6% | $11.2B Large Cap | Q2 2023 Held for 2y 5m | |
Agricultural - Machinery Industrials | $4.9M 0.933% | -$2.4M Sold | 0.178% 86.8K shares | 129.9K → 86.8K −$2.4M | -33.15% | $2.8B Mid Cap | Q1 2025 Held for 8 months | |
Asset Management Financial Services | $4.9M 0.931% | +$2.3M Bought | 0.16% 113.1K shares | 59.6K → 113.1K +$2.3M | +89.61% | $3.1B Mid Cap | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | $4.9M 0.925% | -$991.9K Sold | 0.11% 204.3K shares | 245.8K → 204.3K −$991.9K | -16.9% | $4.4B Mid Cap | Q2 2024 Held for 1y 5m | |
Biotechnology Healthcare | $4.8M 0.913% | -$926.8K Sold | 0.123% 115.5K shares | 137.8K → 115.5K −$926.8K | -16.15% | $3.9B Mid Cap | Q3 2023 Held for 2y 2m | |
Software - Application Technology | $4.8M 0.907% | -$3.9M Sold | 0.06% 177.7K shares | 324.2K → 177.7K −$3.9M | -45.18% | $8.0B Mid Cap | Q4 2024 Held for 11 months | |
Packaged Foods Consumer Defensive | $4.7M 0.893% | +$3.2M Bought | 0.054% 257.0K shares | 80.0K → 257.0K +$3.2M | +221.04% | $8.8B Mid Cap | Q2 2025 Held for 5 months | |
Communication Equipment Technology | $4.7M 0.892% | -$3.4M Sold | 0.019% 32.3K shares | 55.9K → 32.3K −$3.4M | -42.21% | $25.2B Large Cap | Q3 2023 Held for 2y 2m | |
Apparel - Manufacturers Consumer Cyclical | $4.7M 0.891% | +$2.3M Bought | 0.117% 56.1K shares | 29.0K → 56.1K +$2.3M | +93.37% | $4.0B Mid Cap | Q2 2025 Held for 5 months | |
Regulated Gas Utilities | $4.7M 0.888% | -$953.3K Sold | 0.148% 34.7K shares | 41.8K → 34.7K −$953.3K | -16.93% | $3.2B Mid Cap | Q2 2025 Held for 5 months | |
Insurance - Specialty Financial Services | $4.6M 0.882% | +$4.6M New | 0.071% 163.8K shares | 0 → 163.8K +$4.6M | New | $6.5B Mid Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $4.6M 0.879% | +$406.7K Bought | 0.192% 109.1K shares | 99.5K → 109.1K +$406.7K | +9.62% | $2.4B Mid Cap | Q2 2024 Held for 1y 5m | |
Biotechnology Healthcare | $4.6M 0.87% | +$4.6M Bought | 0.133% 25.9K shares | — | — | $3.5B Mid Cap | Q3 2025 Held for 2 months | |
Diversified Utilities Utilities | $4.6M 0.866% | -$929.4K Sold | 0.149% 120.8K shares | 145.3K → 120.8K −$929.4K | -16.91% | $3.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Biotechnology Healthcare | $4.5M 0.86% | +$4.5M Bought | 0.069% 82.5K shares | — | — | $6.6B Mid Cap | Q3 2025 Held for 2 months |
