13F HOLDINGS REPORT
MOSELEY INVESTMENT MANAGEMENT INC
Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0000906396-26-000001
Total Value
$323.6M
Positions
165
Other Managers
0
Confidential Omitted
No
Holdings (165)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 71,072 | $19.3M | 5.97% |
| 2 | ISHARES TR | 46436E858 | 822,855 | $18.8M | 5.82% |
| 3 | ISHARES TR | 46436E833 | 704,196 | $15.7M | 4.87% |
| 4 | ALPHABET INC | GOOG | 43,593 | $13.6M | 4.22% |
| 5 | BROADCOM INC | AVGO | 32,883 | $11.4M | 3.52% |
| 6 | AMAZON COM INC | AMZN | 47,750 | $11.0M | 3.41% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 21,821 | $11.0M | 3.39% |
| 8 | NVIDIA CORPORATION | NVDA | 57,927 | $10.8M | 3.34% |
| 9 | MICROSOFT CORP | MSFT | 22,272 | $10.8M | 3.33% |
| 10 | ISHARES TR | 46435GAA0 | 411,130 | $10.0M | 3.08% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13 | $9.8M | 3.03% |
| 12 | TESLA INC | TSLA | 20,174 | $9.1M | 2.80% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 37,481 | $8.2M | 2.55% |
| 14 | EATON CORP PLC | ETN | 23,956 | $7.6M | 2.36% |
| 15 | ISHARES TR | 46436E486 | 331,601 | $7.0M | 2.17% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 18,345 | $5.9M | 1.83% |
| 17 | HOME DEPOT INC | HD | 11,833 | $4.1M | 1.26% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 22,869 | $4.1M | 1.26% |
| 19 | NEXTERA ENERGY INC | NEE-PW | 45,659 | $3.7M | 1.13% |
| 20 | ELI LILLY & CO | LLY | 3,327 | $3.6M | 1.10% |
| 21 | VANGUARD INDEX FDS | 922908736 | 7,307 | $3.6M | 1.10% |
| 22 | VANGUARD INDEX FDS | 922908769 | 10,394 | $3.5M | 1.08% |
| 23 | CAPITAL GROUP GBL GROWTH EQT | 14020X104 | 93,189 | $3.2M | 1.00% |
| 24 | VANGUARD WHITEHALL FDS | 921946810 | 35,073 | $3.2M | 0.99% |
| 25 | ISHARES TR | 46438G687 | 120,135 | $3.1M | 0.97% |
| 26 | LOCKHEED MARTIN CORP | LMT | 6,116 | $3.0M | 0.91% |
| 27 | META PLATFORMS INC | META | 4,401 | $2.9M | 0.90% |
| 28 | QUALCOMM INC | QCOM | 16,314 | $2.8M | 0.86% |
| 29 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 46,321 | $2.7M | 0.82% |
| 30 | VALERO ENERGY CORP | VLO | 16,239 | $2.6M | 0.82% |
| 31 | NETFLIX INC | NFLX | 26,240 | $2.5M | 0.76% |
| 32 | VISA INC | V | 6,858 | $2.4M | 0.74% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 2,704 | $2.3M | 0.72% |
| 34 | AMGEN INC | AMGN | 6,895 | $2.3M | 0.70% |
| 35 | CROWDSTRIKE HLDGS INC | CRWD | 4,801 | $2.3M | 0.70% |
| 36 | ISHARES TR | 46435U259 | 82,858 | $2.1M | 0.66% |
| 37 | VANGUARD WHITEHALL FDS | 921946406 | 14,633 | $2.1M | 0.65% |
| 38 | PEPSICO INC | PEP | 14,600 | $2.1M | 0.65% |
| 39 | VANGUARD WORLD FD | 92204A702 | 2,619 | $2.0M | 0.61% |
| 40 | ADVANCED MICRO DEVICES INC | AMD | 9,026 | $1.9M | 0.60% |
| 41 | GE VERNOVA INC | GEV | 2,947 | $1.9M | 0.60% |
| 42 | BLACKSTONE INC | BX | 12,171 | $1.9M | 0.58% |
| 43 | ABBVIE INC | ABBV | 7,987 | $1.8M | 0.56% |
| 44 | HONEYWELL INTL INC | 438516106 | 9,285 | $1.8M | 0.56% |
| 45 | AXON ENTERPRISE INC | AXON | 3,188 | $1.8M | 0.56% |
| 46 | CHEVRON CORP NEW | CVX | 11,819 | $1.8M | 0.56% |
| 47 | BROOKFIELD CORP | 11271J107 | 38,687 | $1.8M | 0.55% |
| 48 | ALPHABET INC | GOOG | 5,362 | $1.7M | 0.52% |
| 49 | MERCADOLIBRE INC | MELI | 810 | $1.6M | 0.50% |
| 50 | VANGUARD WHITEHALL FDS | 921946794 | 17,636 | $1.6M | 0.49% |
| 51 | VERIZON COMMUNICATIONS INC | VZ | 35,932 | $1.5M | 0.45% |
| 52 | JOHNSON & JOHNSON | JNJ | 6,392 | $1.3M | 0.41% |
| 53 | DISNEY WALT CO | 254687106 | 11,119 | $1.3M | 0.39% |
| 54 | ENTERPRISE PRODS PARTNERS L | 293792107 | 38,657 | $1.2M | 0.38% |
| 55 | INTUITIVE SURGICAL INC | ISRG | 2,186 | $1.2M | 0.38% |
| 56 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 27,726 | $1.2M | 0.38% |
| 57 | DUKE ENERGY CORP NEW | DUKB | 9,749 | $1.1M | 0.35% |
| 58 | WALMART INC | WMT | 10,110 | $1.1M | 0.35% |
| 59 | VANGUARD INTL EQUITY INDEX F | 922042742 | 7,847 | $1.1M | 0.34% |
| 60 | ALLISON TRANSMISSION HLDGS I | ALSN | 11,102 | $1.1M | 0.34% |
| 61 | WASTE MGMT INC DEL | 94106L109 | 4,885 | $1.1M | 0.33% |
| 62 | SCHWAB CHARLES CORP | SCHW-PJ | 10,439 | $1.0M | 0.32% |
| 63 | INVESCO QQQ TR | IVZ | 1,666 | $1.0M | 0.32% |
| 64 | SOFI TECHNOLOGIES INC | SOFI | 38,578 | $1.0M | 0.31% |
| 65 | JABIL INC | JBL | 4,085 | $931,462 | 0.29% |
| 66 | PROCTER AND GAMBLE CO | 742718109 | 6,474 | $927,822 | 0.29% |
| 67 | SPDR S&P 500 ETF TR | SPY | 1,333 | $908,844 | 0.28% |
| 68 | MEDTRONIC PLC | MDT | 9,111 | $875,205 | 0.27% |
| 69 | BALCHEM CORP | BCPC | 5,374 | $824,157 | 0.25% |
| 70 | S&P GLOBAL INC | SPGI | 1,574 | $822,353 | 0.25% |
| 71 | EXXON MOBIL CORP | XOM | 6,438 | $774,705 | 0.24% |
| 72 | DOMINOS PIZZA INC | DPZ | 1,823 | $759,661 | 0.23% |
| 73 | MASTERCARD INCORPORATED | MA | 1,327 | $757,336 | 0.23% |
| 74 | JACOBS SOLUTIONS INC | J | 5,470 | $724,557 | 0.22% |
| 75 | ISHARES TR | 46434V381 | 9,775 | $681,739 | 0.21% |
| 76 | BWX TECHNOLOGIES INC | BWXT | 3,847 | $664,915 | 0.21% |
| 77 | SALESFORCE INC | CRM | 2,504 | $663,211 | 0.20% |
| 78 | REALTY INCOME CORP | O | 11,750 | $662,356 | 0.20% |
| 79 | CENTRUS ENERGY CORP | LEU | 2,708 | $657,394 | 0.20% |
| 80 | VANGUARD INDEX FDS | 922908363 | 1,042 | $653,776 | 0.20% |
| 81 | INTERNATIONAL BUSINESS MACHS | INTR | 2,190 | $648,643 | 0.20% |
| 82 | SCHWAB STRATEGIC TR | 808524201 | 23,541 | $633,488 | 0.20% |
| 83 | UNITEDHEALTH GROUP INC | UNH | 1,893 | $624,901 | 0.19% |
| 84 | SPDR SERIES TRUST | 78464A805 | 7,559 | $623,618 | 0.19% |
| 85 | BOOKING HOLDINGS INC | BKNG | 109 | $585,606 | 0.18% |
| 86 | SHOPIFY INC | SHOP | 3,416 | $549,874 | 0.17% |
| 87 | SEA LTD | SE | 4,302 | $548,806 | 0.17% |
| 88 | TYLER TECHNOLOGIES INC | TYL | 1,201 | $545,194 | 0.17% |
| 89 | LOWES COS INC | 548661107 | 2,153 | $519,117 | 0.16% |
| 90 | SPDR GOLD TR | GLD | 1,293 | $512,429 | 0.16% |
| 91 | VISTRA CORP | VST | 3,161 | $510,035 | 0.16% |
| 92 | VANGUARD INDEX FDS | 922908744 | 2,654 | $506,890 | 0.16% |
| 93 | CHIPOTLE MEXICAN GRILL INC | CMG | 13,640 | $504,680 | 0.16% |
| 94 | WILLIAMS COS INC | 969457100 | 8,225 | $494,405 | 0.15% |
| 95 | GOLDMAN SACHS ETF TR | NVGLF | 9,202 | $485,854 | 0.15% |
| 96 | NATIONAL STORAGE AFFILIATES | NSA-PB | 16,966 | $478,612 | 0.15% |
| 97 | VANGUARD MUN BD FDS | 922907746 | 9,377 | $471,569 | 0.15% |
| 98 | PACER FDS TR | 69374H857 | 10,589 | $469,819 | 0.15% |
| 99 | AFLAC INC | AFL | 4,194 | $462,464 | 0.14% |
| 100 | MERCK & CO INC | MRK | 4,355 | $458,387 | 0.14% |
| 101 | SHERWIN WILLIAMS CO | SHW | 1,410 | $457,017 | 0.14% |
| 102 | SYSCO CORP | SYY | 6,110 | $450,255 | 0.14% |
| 103 | ISHARES BITCOIN TRUST ETF | IBIT | 8,957 | $444,715 | 0.14% |
| 104 | TENET HEALTHCARE CORP | THC | 2,211 | $439,370 | 0.14% |
| 105 | SCHWAB STRATEGIC TR | 808524102 | 16,376 | $429,542 | 0.13% |
| 106 | IDEXX LABS INC | 45168D104 | 625 | $422,831 | 0.13% |
| 107 | STARBUCKS CORP | SBUX | 4,853 | $408,700 | 0.13% |
| 108 | EQUINIX INC | EQIX | 522 | $400,093 | 0.12% |
| 109 | SPDR SERIES TRUST | 78468R739 | 7,981 | $383,012 | 0.12% |
| 110 | SEACOAST BKG CORP FLA | SE | 12,116 | $380,685 | 0.12% |
| 111 | ASML HOLDING N V | ASMLF | 340 | $363,977 | 0.11% |
| 112 | TRANSDIGM GROUP INC | TDG | 266 | $353,740 | 0.11% |
| 113 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,155 | $350,993 | 0.11% |
| 114 | APPLOVIN CORP | APP | 512 | $344,996 | 0.11% |
| 115 | BLACKROCK INC | BLK | 321 | $343,596 | 0.11% |
| 116 | BANK AMERICA CORP | 060505104 | 6,128 | $337,064 | 0.10% |
| 117 | CLOUDFLARE INC | NET | 1,593 | $314,060 | 0.10% |
| 118 | CONSTELLATION ENERGY CORP | CEG | 878 | $310,171 | 0.10% |
| 119 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 645 | $309,799 | 0.10% |
| 120 | ISHARES TR | 46435U515 | 12,009 | $305,694 | 0.09% |
| 121 | TIDAL TRUST II | 88636J816 | 10,777 | $305,528 | 0.09% |
| 122 | NORTHROP GRUMMAN CORP | NOC | 529 | $301,790 | 0.09% |
| 123 | AEROVIRONMENT INC | AVAV | 1,212 | $293,171 | 0.09% |
| 124 | GENERAL DYNAMICS CORP | GD | 855 | $287,847 | 0.09% |
| 125 | STRYKER CORPORATION | SYK | 818 | $287,613 | 0.09% |
| 126 | MCCORMICK & CO INC | MKC-V | 4,208 | $286,603 | 0.09% |
| 127 | ISHARES ETHEREUM TR | 46438R105 | 12,689 | $284,614 | 0.09% |
| 128 | ALPS ETF TR | 00162Q452 | 6,048 | $284,388 | 0.09% |
| 129 | NETEASE INC | NETTF | 2,000 | $275,240 | 0.09% |
| 130 | VANGUARD WORLD FD | 92204A504 | 938 | $270,078 | 0.08% |
| 131 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 3,761 | $268,723 | 0.08% |
| 132 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 5,058 | $264,989 | 0.08% |
| 133 | CALAMOS STRATEGIC TOTAL RETU | CSQ | 13,775 | $264,480 | 0.08% |
| 134 | SPROTT ASSET MANAGEMENT LP | SII | 7,900 | $260,858 | 0.08% |
| 135 | CGI INC | GIB | 2,790 | $257,517 | 0.08% |
| 136 | TEXTRON INC | TXT | 2,900 | $252,793 | 0.08% |
| 137 | VANGUARD INDEX FDS | 922908553 | 2,833 | $250,712 | 0.08% |
| 138 | TEXAS INSTRS INC | 882508104 | 1,425 | $247,278 | 0.08% |
| 139 | INVESCO EXCH TRADED FD TR II | IVZ | 3,459 | $247,042 | 0.08% |
| 140 | THERMO FISHER SCIENTIFIC INC | TMO | 425 | $246,091 | 0.08% |
| 141 | UNILEVER PLC | UNLYF | 3,752 | $245,381 | 0.08% |
| 142 | WISDOMTREE TR | WT | 2,848 | $241,738 | 0.07% |
| 143 | WILLIAMS SONOMA INC | WSM | 1,347 | $240,603 | 0.07% |
| 144 | WORLD GOLD TR | GLDW | 2,815 | $240,317 | 0.07% |
| 145 | RTX CORPORATION | RTX | 1,301 | $238,603 | 0.07% |
| 146 | ISHARES TR | 464287200 | 341 | $233,565 | 0.07% |
| 147 | PHILIP MORRIS INTL INC | 718172109 | 1,447 | $232,073 | 0.07% |
| 148 | ISHARES TR | 464288687 | 7,398 | $229,034 | 0.07% |
| 149 | CISCO SYS INC | CSCO | 2,971 | $228,894 | 0.07% |
| 150 | RAYMOND JAMES FINL INC | 754730109 | 1,425 | $228,841 | 0.07% |
| 151 | ISHARES TR | 464287655 | 924 | $227,541 | 0.07% |
| 152 | VANGUARD WORLD FD | 92204A876 | 1,221 | $225,934 | 0.07% |
| 153 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,010 | $225,402 | 0.07% |
| 154 | SPDR SERIES TRUST | 78464A409 | 2,094 | $223,482 | 0.07% |
| 155 | ISHARES TR | 46436E841 | 9,739 | $218,835 | 0.07% |
| 156 | VANGUARD BD INDEX FDS | 921937835 | 2,950 | $218,507 | 0.07% |
| 157 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,723 | $217,117 | 0.07% |
| 158 | ROLLINS INC | ROL | 3,611 | $216,732 | 0.07% |
| 159 | ISHARES TR | 464287101 | 625 | $214,356 | 0.07% |
| 160 | CATERPILLAR INC | CAT | 374 | $214,297 | 0.07% |
| 161 | IONQ INC | IONQ-WT | 4,773 | $214,165 | 0.07% |
| 162 | UBER TECHNOLOGIES INC | UBER | 2,606 | $212,936 | 0.07% |
| 163 | PAYPAL HLDGS INC | PYPL | 3,600 | $210,195 | 0.06% |
| 164 | L3HARRIS TECHNOLOGIES INC | LHX | 695 | $204,131 | 0.06% |
| 165 | TJX COS INC NEW | 872540109 | 1,311 | $201,435 | 0.06% |