MOSELEY INVESTMENT MANAGEMENT INC
CIK: 0000906396Latest portfolio: $323.6M · Q4 2025
Holdings
165
Total Value
$323.6M
New Positions
164
Closed Positions
0
Top Holdings
View All 165 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 71,072 | $19.3M | 5.97% | NEW | |
| 2 | IBTGISHARES TR | 822,855 | $18.8M | 5.82% | NEW | |
| 3 | IBTIISHARES TR | 704,196 | $15.7M | 4.87% | NEW | |
| 4 | GOOGLALPHABET INC | 43,593 | $13.6M | 4.22% | NEW | |
| 5 | AVGOBROADCOM INC | 32,883 | $11.4M | 3.52% | NEW | |
| 6 | AMZNAMAZON COM INC | 47,750 | $11.0M | 3.41% | NEW | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,821 | $11.0M | 3.39% | NEW | |
| 8 | NVDANVIDIA CORPORATION | 57,927 | $10.8M | 3.34% | NEW | |
| 9 | MSFTMICROSOFT CORP | 22,272 | $10.8M | 3.33% | NEW | |
| 10 | IBDRISHARES TR | 411,130 | $10.0M | 3.08% | NEW | |
| 11 | BRK-BBERKSHIRE HATHAWAY INC DEL | 13 | $9.8M | 3.03% | NEW | |
| 12 | TSLATESLA INC | 20,174 | $9.1M | 2.80% | NEW | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 37,481 | $8.2M | 2.55% | NEW | |
| 14 | ETNEATON CORP PLC | 23,956 | $7.6M | 2.36% | NEW | |
| 15 | IBDWISHARES TR | 331,601 | $7.0M | 2.17% | NEW | |
| 16 | JPMJPMORGAN CHASE & CO. | 18,345 | $5.9M | 1.83% | NEW | |
| 17 | HDHOME DEPOT INC | 11,833 | $4.1M | 1.26% | NEW | |
| 18 | PLTRPALANTIR TECHNOLOGIES INC | 22,869 | $4.1M | 1.26% | NEW | |
| 19 | NEENEXTERA ENERGY INC | 45,659 | $3.7M | 1.13% | NEW | |
| 20 | LLYELI LILLY & CO | 3,327 | $3.6M | 1.10% | NEW | |
| 21 | VUGVANGUARD INDEX FDS | 7,307 | $3.6M | 1.10% | NEW | |
| 22 | VTIVANGUARD INDEX FDS | 10,394 | $3.5M | 1.08% | NEW | |
| 23 | CGGOCAPITAL GROUP GBL GROWTH EQT | 93,189 | $3.2M | 1.00% | NEW | |
| 24 | VIGIVANGUARD WHITEHALL FDS | 35,073 | $3.2M | 0.99% | NEW | |
| 25 | IBMSISHARES TR | 120,135 | $3.1M | 0.97% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.882215749996182e+207T)
Technology0.0% ($1.9321113801080313e+77T)
Consumer Cyclical0.0% ($1.1021907240711087e+34T)
Unknown0.0% ($1.0968981231301632e+32T)
Industrials0.0% ($7.63029581811181e+31T)
Healthcare0.0% ($3.575225618241322e+31T)
Energy0.0% ($264318011239.8T)
Consumer Defensive0.0% ($233120951126.9T)
Communication Services0.0% ($136442905246.0T)
Utilities0.0% ($366519261.1T)
Real Estate0.0% ($662.5B)
Basic Materials0.0% ($824.5M)
Filing History
Fund Information
MOSELEY INVESTMENT MANAGEMENT INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $323.6M across 165 holdings. The largest position is APPLE INC (AAPL), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 165 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.