MOSELEY INVESTMENT MANAGEMENT INC
CIK: 0000906396SEC EDGAR →
Portfolio Value
$323.6M
Holdings
165
As of
Q4 2025
New Positions
165
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 71,072 | $19.3M | 5.97% |
| 2 | ISHARES TR | 822,855 | $18.8M | 5.82% |
| 3 | ISHARES TR | 704,196 | $15.7M | 4.87% |
| 4 | ALPHABET INC | 43,593 | $13.6M | 4.22% |
| 5 | BROADCOM INC | 32,883 | $11.4M | 3.52% |
| 6 | AMAZON COM INC | 47,750 | $11.0M | 3.41% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 21,821 | $11.0M | 3.39% |
| 8 | NVIDIA CORPORATION | 57,927 | $10.8M | 3.34% |
| 9 | MICROSOFT CORP | 22,272 | $10.8M | 3.33% |
| 10 | ISHARES TR | 411,130 | $10.0M | 3.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (165)
$19.3M · 71K shares
$18.8M · 823K shares
$15.7M · 704K shares
$13.6M · 44K shares
$11.4M · 33K shares
$11.0M · 48K shares
$11.0M · 22K shares
$10.8M · 58K shares
$10.8M · 22K shares
$10.0M · 411K shares
$9.8M · 13 shares
$9.1M · 20K shares
$8.2M · 37K shares
$7.6M · 24K shares
$7.0M · 332K shares
$5.9M · 18K shares
$4.1M · 12K shares
$4.1M · 23K shares
$3.7M · 46K shares
$3.6M · 3K shares
$3.6M · 7K shares
$3.5M · 10K shares
$3.2M · 93K shares
$3.2M · 35K shares
$3.1M · 120K shares
$3.0M · 6K shares
$2.9M · 4K shares
$2.8M · 16K shares
$2.7M · 46K shares
$2.6M · 16K shares
$2.5M · 26K shares
$2.4M · 7K shares
$2.3M · 3K shares
$2.3M · 7K shares
$2.3M · 5K shares
$2.1M · 83K shares
$2.1M · 15K shares
$2.1M · 15K shares
$2.0M · 3K shares
$1.9M · 9K shares
$1.9M · 3K shares
$1.9M · 12K shares
$1.8M · 8K shares
$1.8M · 9K shares
$1.8M · 3K shares
$1.8M · 12K shares
$1.8M · 39K shares
$1.7M · 5K shares
$1.6M · 810 shares
$1.6M · 18K shares
$1.5M · 36K shares
$1.3M · 6K shares
$1.3M · 11K shares
$1.2M · 39K shares
$1.2M · 2K shares
$1.2M · 28K shares
$1.1M · 10K shares
$1.1M · 10K shares
$1.1M · 8K shares
$1.1M · 11K shares
$1.1M · 5K shares
$1.0M · 10K shares
$1.0M · 2K shares
$1.0M · 39K shares
$931K · 4K shares
$927K · 6K shares
$908K · 1K shares
$875K · 9K shares
$824K · 5K shares
$822K · 2K shares
$774K · 6K shares
$759K · 2K shares
$757K · 1K shares
$724K · 5K shares
$681K · 10K shares
$664K · 4K shares
$663K · 3K shares
$662K · 12K shares
$657K · 3K shares
$653K · 1K shares
$648K · 2K shares
$633K · 24K shares
$624K · 2K shares
$623K · 8K shares
$585K · 109 shares
$549K · 3K shares
$548K · 4K shares
$545K · 1K shares
$519K · 2K shares
$512K · 1K shares
$510K · 3K shares
$506K · 3K shares
$504K · 14K shares
$494K · 8K shares
$485K · 9K shares
$478K · 17K shares
$471K · 9K shares
$469K · 11K shares
$462K · 4K shares
$458K · 4K shares
$457K · 1K shares
$450K · 6K shares
$444K · 9K shares
$439K · 2K shares
$429K · 16K shares
$422K · 625 shares
$408K · 5K shares
$400K · 522 shares
$383K · 8K shares
$380K · 12K shares
$363K · 340 shares
$353K · 266 shares
$350K · 1K shares
$344K · 512 shares
$343K · 321 shares
$337K · 6K shares
$314K · 2K shares
$310K · 878 shares
$309K · 645 shares
$305K · 12K shares
$305K · 11K shares
$301K · 529 shares
$293K · 1K shares
$287K · 855 shares
$287K · 818 shares
$286K · 4K shares
$284K · 6K shares
$284K · 13K shares
$275K · 2K shares
$270K · 938 shares
$268K · 4K shares
$264K · 14K shares
$264K · 5K shares
$260K · 8K shares
$257K · 3K shares
$252K · 3K shares
$250K · 3K shares
$247K · 1K shares
$247K · 3K shares
$246K · 425 shares
$245K · 4K shares
$241K · 3K shares
$240K · 3K shares
$240K · 1K shares
$238K · 1K shares
$233K · 341 shares
$232K · 1K shares
$229K · 7K shares
$228K · 3K shares
$228K · 1K shares
$227K · 924 shares
$225K · 1K shares
$225K · 1K shares
$223K · 2K shares
$218K · 3K shares
$218K · 10K shares
$217K · 3K shares
$216K · 4K shares
$214K · 5K shares
$214K · 625 shares
$214K · 374 shares
$212K · 3K shares
$210K · 4K shares
$204K · 695 shares
$201K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 64 | $116.9M | 36.1% |
| Technology | 24 | $69.7M | 21.5% |
| Consumer Cyclical | 13 | $29.2M | 9.0% |
| Unknown | 12 | $28.9M | 8.9% |
| Communication Services | 5 | $22.0M | 6.8% |
| Industrials | 13 | $18.2M | 5.6% |
| Healthcare | 12 | $13.6M | 4.2% |
| Energy | 6 | $7.6M | 2.4% |
| Utilities | 5 | $7.6M | 2.3% |
| Consumer Defensive | 6 | $7.2M | 2.2% |
| Real Estate | 3 | $1.5M | 0.5% |
| Basic Materials | 2 | $1.3M | 0.4% |