MOSELEY INVESTMENT MANAGEMENT INC
CIK: 0000906396SEC EDGAR →
Portfolio Value
$323.6B
Holdings
165
As of
Q4 2025
New Positions
165
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 71,072 | $19.3B | 5.97% |
| 2 | ISHARES TR | 822,855 | $18.8B | 5.82% |
| 3 | ISHARES TR | 704,196 | $15.7B | 4.87% |
| 4 | ALPHABET INC | 43,593 | $13.6B | 4.22% |
| 5 | BROADCOM INC | 32,883 | $11.4B | 3.52% |
| 6 | AMAZON COM INC | 47,750 | $11.0B | 3.41% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 21,821 | $11.0B | 3.39% |
| 8 | NVIDIA CORPORATION | 57,927 | $10.8B | 3.34% |
| 9 | MICROSOFT CORP | 22,272 | $10.8B | 3.33% |
| 10 | ISHARES TR | 411,130 | $10.0B | 3.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (165)
$19.3B · 71K shares
$18.8B · 823K shares
$15.7B · 704K shares
$13.6B · 44K shares
$11.4B · 33K shares
$11.0B · 48K shares
$11.0B · 22K shares
$10.8B · 58K shares
$10.8B · 22K shares
$10.0B · 411K shares
$9.8B · 13 shares
$9.1B · 20K shares
$8.2B · 37K shares
$7.6B · 24K shares
$7.0B · 332K shares
$5.9B · 18K shares
$4.1B · 12K shares
$4.1B · 23K shares
$3.7B · 46K shares
$3.6B · 3K shares
$3.6B · 7K shares
$3.5B · 10K shares
$3.2B · 93K shares
$3.2B · 35K shares
$3.1B · 120K shares
$3.0B · 6K shares
$2.9B · 4K shares
$2.8B · 16K shares
$2.7B · 46K shares
$2.6B · 16K shares
$2.5B · 26K shares
$2.4B · 7K shares
$2.3B · 3K shares
$2.3B · 7K shares
$2.3B · 5K shares
$2.1B · 83K shares
$2.1B · 15K shares
$2.1B · 15K shares
$2.0B · 3K shares
$1.9B · 9K shares
$1.9B · 3K shares
$1.9B · 12K shares
$1.8B · 8K shares
$1.8B · 9K shares
$1.8B · 3K shares
$1.8B · 12K shares
$1.8B · 39K shares
$1.7B · 5K shares
$1.6B · 810 shares
$1.6B · 18K shares
$1.5B · 36K shares
$1.3B · 6K shares
$1.3B · 11K shares
$1.2B · 39K shares
$1.2B · 2K shares
$1.2B · 28K shares
$1.1B · 10K shares
$1.1B · 10K shares
$1.1B · 8K shares
$1.1B · 11K shares
$1.1B · 5K shares
$1.0B · 10K shares
$1.0B · 2K shares
$1.0B · 39K shares
$931.0M · 4K shares
$927.0M · 6K shares
$908.0M · 1K shares
$875.0M · 9K shares
$824.0M · 5K shares
$822.0M · 2K shares
$774.0M · 6K shares
$759.0M · 2K shares
$757.0M · 1K shares
$724.0M · 5K shares
$681.0M · 10K shares
$664.0M · 4K shares
$663.0M · 3K shares
$662.0M · 12K shares
$657.0M · 3K shares
$653.0M · 1K shares
$648.0M · 2K shares
$633.0M · 24K shares
$624.0M · 2K shares
$623.0M · 8K shares
$585.0M · 109 shares
$549.0M · 3K shares
$548.0M · 4K shares
$545.0M · 1K shares
$519.0M · 2K shares
$512.0M · 1K shares
$510.0M · 3K shares
$506.0M · 3K shares
$504.0M · 14K shares
$494.0M · 8K shares
$485.0M · 9K shares
$478.0M · 17K shares
$471.0M · 9K shares
$469.0M · 11K shares
$462.0M · 4K shares
$458.0M · 4K shares
$457.0M · 1K shares
$450.0M · 6K shares
$444.0M · 9K shares
$439.0M · 2K shares
$429.0M · 16K shares
$422.0M · 625 shares
$408.0M · 5K shares
$400.0M · 522 shares
$383.0M · 8K shares
$380.0M · 12K shares
$363.0M · 340 shares
$353.0M · 266 shares
$350.0M · 1K shares
$344.0M · 512 shares
$343.0M · 321 shares
$337.0M · 6K shares
$314.0M · 2K shares
$310.0M · 878 shares
$309.0M · 645 shares
$305.0M · 12K shares
$305.0M · 11K shares
$301.0M · 529 shares
$293.0M · 1K shares
$287.0M · 855 shares
$287.0M · 818 shares
$286.0M · 4K shares
$284.0M · 6K shares
$284.0M · 13K shares
$275.0M · 2K shares
$270.0M · 938 shares
$268.0M · 4K shares
$264.0M · 14K shares
$264.0M · 5K shares
$260.0M · 8K shares
$257.0M · 3K shares
$252.0M · 3K shares
$250.0M · 3K shares
$247.0M · 1K shares
$247.0M · 3K shares
$246.0M · 425 shares
$245.0M · 4K shares
$241.0M · 3K shares
$240.0M · 3K shares
$240.0M · 1K shares
$238.0M · 1K shares
$233.0M · 341 shares
$232.0M · 1K shares
$229.0M · 7K shares
$228.0M · 3K shares
$228.0M · 1K shares
$227.0M · 924 shares
$225.0M · 1K shares
$225.0M · 1K shares
$223.0M · 2K shares
$218.0M · 3K shares
$218.0M · 10K shares
$217.0M · 3K shares
$216.0M · 4K shares
$214.0M · 5K shares
$214.0M · 625 shares
$214.0M · 374 shares
$212.0M · 3K shares
$210.0M · 4K shares
$204.0M · 695 shares
$201.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 64 | $116.9B | 36.1% |
| Technology | 24 | $69.7B | 21.5% |
| Consumer Cyclical | 13 | $29.2B | 9.0% |
| Unknown | 12 | $28.9B | 8.9% |
| Communication Services | 5 | $22.0B | 6.8% |
| Industrials | 13 | $18.2B | 5.6% |
| Healthcare | 12 | $13.6B | 4.2% |
| Energy | 6 | $7.6B | 2.4% |
| Utilities | 5 | $7.6B | 2.3% |
| Consumer Defensive | 6 | $7.2B | 2.2% |
| Real Estate | 3 | $1.5B | 0.5% |
| Basic Materials | 2 | $1.3B | 0.4% |