MOSELEY INVESTMENT MANAGEMENT INC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$323.6B
Holdings
165
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (165 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 71,072 | $19.3B | 5.97% | |
| 2 | IBTGISHARES TR | 822,855 | $18.8B | 5.82% | |
| 3 | IBTIISHARES TR | 704,196 | $15.7B | 4.87% | |
| 4 | GOOGLALPHABET INC | 43,593 | $13.6B | 4.22% | |
| 5 | AVGOBROADCOM INC | 32,883 | $11.4B | 3.52% | |
| 6 | AMZNAMAZON COM INC | 47,750 | $11.0B | 3.41% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,821 | $11.0B | 3.39% | |
| 8 | NVDANVIDIA CORPORATION | 57,927 | $10.8B | 3.34% | |
| 9 | MSFTMICROSOFT CORP | 22,272 | $10.8B | 3.33% | |
| 10 | IBDRISHARES TR | 411,130 | $10.0B | 3.08% | |
| 11 | BRK-BBERKSHIRE HATHAWAY INC DEL | 13 | $9.8B | 3.03% | |
| 12 | TSLATESLA INC | 20,174 | $9.1B | 2.80% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 37,481 | $8.2B | 2.55% | |
| 14 | ETNEATON CORP PLC | 23,956 | $7.6B | 2.36% | |
| 15 | IBDWISHARES TR | 331,601 | $7.0B | 2.17% | |
| 16 | JPMJPMORGAN CHASE & CO. | 18,345 | $5.9B | 1.83% | |
| 17 | HDHOME DEPOT INC | 11,833 | $4.1B | 1.26% | |
| 18 | PLTRPALANTIR TECHNOLOGIES INC | 22,869 | $4.1B | 1.26% | |
| 19 | NEENEXTERA ENERGY INC | 45,659 | $3.7B | 1.13% | |
| 20 | LLYELI LILLY & CO | 3,327 | $3.6B | 1.10% | |
| 21 | VUGVANGUARD INDEX FDS | 7,307 | $3.6B | 1.10% | |
| 22 | VTIVANGUARD INDEX FDS | 10,394 | $3.5B | 1.08% | |
| 23 | CGGOCAPITAL GROUP GBL GROWTH EQT | 93,189 | $3.2B | 1.00% | |
| 24 | VIGIVANGUARD WHITEHALL FDS | 35,073 | $3.2B | 0.99% | |
| 25 | IBMSISHARES TR | 120,135 | $3.1B | 0.97% | |
| 26 | LMTLOCKHEED MARTIN CORP | 6,116 | $3.0B | 0.91% | |
| 27 | METAMETA PLATFORMS INC | 4,401 | $2.9B | 0.90% | |
| 28 | QCOMQUALCOMM INC | 16,314 | $2.8B | 0.86% | |
| 29 | JEPIJ P MORGAN EXCHANGE TRADED F | 46,321 | $2.7B | 0.82% | |
| 30 | VLOVALERO ENERGY CORP | 16,239 | $2.6B | 0.82% | |
| 31 | NFLXNETFLIX INC | 26,240 | $2.5B | 0.76% | |
| 32 | VVISA INC | 6,858 | $2.4B | 0.74% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 2,704 | $2.3B | 0.72% | |
| 34 | AMGNAMGEN INC | 6,895 | $2.3B | 0.70% | |
| 35 | CRWDCROWDSTRIKE HLDGS INC | 4,801 | $2.3B | 0.70% | |
| 36 | IBMOISHARES TR | 82,858 | $2.1B | 0.66% | |
| 37 | VYMVANGUARD WHITEHALL FDS | 14,633 | $2.1B | 0.65% | |
| 38 | PEPPEPSICO INC | 14,600 | $2.1B | 0.65% | |
| 39 | VGTVANGUARD WORLD FD | 2,619 | $2.0B | 0.61% | |
| 40 | AMDADVANCED MICRO DEVICES INC | 9,026 | $1.9B | 0.60% | |
| 41 | GEVGE VERNOVA INC | 2,947 | $1.9B | 0.60% | |
| 42 | BXBLACKSTONE INC | 12,171 | $1.9B | 0.58% | |
| 43 | ABBVABBVIE INC | 7,987 | $1.8B | 0.56% | |
| 44 | HONHONEYWELL INTL INC | 9,285 | $1.8B | 0.56% | |
| 45 | AXONAXON ENTERPRISE INC | 3,188 | $1.8B | 0.56% | |
| 46 | CVXCHEVRON CORP NEW | 11,819 | $1.8B | 0.56% | |
| 47 | BNBROOKFIELD CORP | 38,687 | $1.8B | 0.55% | |
| 48 | GOOGALPHABET INC | 5,362 | $1.7B | 0.52% | |
| 49 | MLB1MERCADOLIBRE INC | 810 | $1.6B | 0.50% | |
| 50 | VYMIVANGUARD WHITEHALL FDS | 17,636 | $1.6B | 0.49% | |
| 51 | BACVERIZON COMMUNICATIONS INC | 35,932 | $1.5B | 0.45% | |
| 52 | JNJJOHNSON & JOHNSON | 6,392 | $1.3B | 0.41% | |
| 53 | DISDISNEY WALT CO | 11,119 | $1.3B | 0.39% | |
| 54 | EPDENTERPRISE PRODS PARTNERS L | 38,657 | $1.2B | 0.38% | |
| 55 | ISRGINTUITIVE SURGICAL INC | 2,186 | $1.2B | 0.38% | |
| 56 | FDLFIRST TR EXCHANGE-TRADED FD | 27,726 | $1.2B | 0.38% | |
| 57 | DUKDUKE ENERGY CORP NEW | 9,749 | $1.1B | 0.35% | |
| 58 | WMTWALMART INC | 10,110 | $1.1B | 0.35% | |
| 59 | VTVANGUARD INTL EQUITY INDEX F | 7,847 | $1.1B | 0.34% | |
| 60 | ALSNALLISON TRANSMISSION HLDGS I | 11,102 | $1.1B | 0.34% | |
| 61 | WMWASTE MGMT INC DEL | 4,885 | $1.1B | 0.33% | |
| 62 | SCHWSCHWAB CHARLES CORP | 10,439 | $1.0B | 0.32% | |
| 63 | NDQINVESCO QQQ TR | 1,666 | $1.0B | 0.32% | |
| 64 | SOFISOFI TECHNOLOGIES INC | 38,578 | $1.0B | 0.31% | |
| 65 | JBLJABIL INC | 4,085 | $931.0M | 0.29% | |
| 66 | PGPROCTER AND GAMBLE CO | 6,474 | $927.0M | 0.29% | |
| 67 | SPYSPDR S&P 500 ETF TR | 1,333 | $908.0M | 0.28% | |
| 68 | MDTMEDTRONIC PLC | 9,111 | $875.0M | 0.27% | |
| 69 | BCPCBALCHEM CORP | 5,374 | $824.0M | 0.25% | |
| 70 | SPGIS&P GLOBAL INC | 1,574 | $822.0M | 0.25% | |
| 71 | XOMEXXON MOBIL CORP | 6,438 | $774.0M | 0.24% | |
| 72 | DPZDOMINOS PIZZA INC | 1,823 | $759.0M | 0.23% | |
| 73 | MAMASTERCARD INCORPORATED | 1,327 | $757.0M | 0.23% | |
| 74 | JJACOBS SOLUTIONS INC | 5,470 | $724.0M | 0.22% | |
| 75 | XTISHARES TR | 9,775 | $681.0M | 0.21% | |
| 76 | BWXTBWX TECHNOLOGIES INC | 3,847 | $664.0M | 0.21% | |
| 77 | CRMSALESFORCE INC | 2,504 | $663.0M | 0.20% | |
| 78 | OREALTY INCOME CORP | 11,750 | $662.0M | 0.20% | |
| 79 | LEUCENTRUS ENERGY CORP | 2,708 | $657.0M | 0.20% | |
| 80 | VOOVANGUARD INDEX FDS | 1,042 | $653.0M | 0.20% | |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 2,190 | $648.0M | 0.20% | |
| 82 | SCHXSCHWAB STRATEGIC TR | 23,541 | $633.0M | 0.20% | |
| 83 | UNHUNITEDHEALTH GROUP INC | 1,893 | $624.0M | 0.19% | |
| 84 | SPTMSPDR SERIES TRUST | 7,559 | $623.0M | 0.19% | |
| 85 | BKNGBOOKING HOLDINGS INC | 109 | $585.0M | 0.18% | |
| 86 | SHOPSHOPIFY INC | 3,416 | $549.0M | 0.17% | |
| 87 | SESEA LTD | 4,302 | $548.0M | 0.17% | |
| 88 | TYLTYLER TECHNOLOGIES INC | 1,201 | $545.0M | 0.17% | |
| 89 | LOWLOWES COS INC | 2,153 | $519.0M | 0.16% | |
| 90 | GQ9SPDR GOLD TR | 1,293 | $512.0M | 0.16% | |
| 91 | VSTVISTRA CORP | 3,161 | $510.0M | 0.16% | |
| 92 | VTVVANGUARD INDEX FDS | 2,654 | $506.0M | 0.16% | |
| 93 | CMGCHIPOTLE MEXICAN GRILL INC | 13,640 | $504.0M | 0.16% | |
| 94 | WMBWILLIAMS COS INC | 8,225 | $494.0M | 0.15% | |
| 95 | GPIXGOLDMAN SACHS ETF TR | 9,202 | $485.0M | 0.15% | |
| 96 | NSANATIONAL STORAGE AFFILIATES | 16,966 | $478.0M | 0.15% | |
| 97 | VTEBVANGUARD MUN BD FDS | 9,377 | $471.0M | 0.15% | |
| 98 | CALFPACER FDS TR | 10,589 | $469.0M | 0.14% | |
| 99 | AFLAFLAC INC | 4,194 | $462.0M | 0.14% | |
| 100 | MRKMERCK & CO INC | 4,355 | $458.0M | 0.14% |
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