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MOODY ALDRICH PARTNERS LLC 13F portfolio summary

MOODY ALDRICH PARTNERS LLC of MOODY ALDRICH PARTNERS LLC has 187 current stock holdings with a reported portfolio value of $554.5M. The portfolio 1 year return is +28.54%. Top holdings include AB (0.00%), INDB (2.01%), ESI (1.76%), CASH (1.74%), ONB (1.71%).

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MOODY ALDRICH PARTNERS LLC

MOODY ALDRICH PARTNERS LLC
Latest filing: 2026-03-31

MOODY ALDRICH PARTNERS LLC runs MOODY ALDRICH PARTNERS LLC and currently holds 187 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $554.52M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MOODY ALDRICH PARTNERS LLC ranks #762 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MOODY ALDRICH PARTNERS LLC's portfolio at MOODY ALDRICH PARTNERS LLC has delivered returns of +28.54%. Their 3-year annualized return is +66.69%. Looking at the 5-year horizon, MOODY ALDRICH PARTNERS LLC has achieved +46.59% annualized returns at MOODY ALDRICH PARTNERS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+28.54%
#401/1000
3 Year
+66.69%
#535/1000
5 Year
+46.59%
#842/1000

Portfolio Value

$554.52M

Alpha Score

44.9

#762 of 1000

Holdings

187

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change