Institutional Manager · CIK 0000906396
MOSELEY INVESTMENT MANAGEMENT INC
BRADENTON, FL · File #028-19497
Latest AUM
$323.6M
Positions
165
Top-10 Concentration
49.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025165 pos · $323.6M
- 13F HOLDINGS REPORTQ/E Sep 2025176 pos · $328.6M
- 13F HOLDINGS REPORTQ/E Jun 2025163 pos · $290,225
- 13F HOLDINGS REPORTQ/E Mar 2025145 pos · $250.7M
- 13F HOLDINGS REPORTQ/E Dec 2024149 pos · $256.2M
- 13F HOLDINGS REPORTQ/E Sep 2024153 pos · $250.6M
- 13F HOLDINGS REPORTQ/E Jun 2024144 pos · $215.4M
- 13F HOLDINGS REPORTQ/E Mar 2024148 pos · $201.4M
- 13F HOLDINGS REPORTQ/E Dec 2023142 pos · $167.3M
- 13F HOLDINGS REPORTQ/E Sep 2023145 pos · $171.5M
- 13F HOLDINGS REPORTQ/E Jun 2023154,138 pos · $141
- 13F HOLDINGS REPORTQ/E Mar 2023143 pos · $139.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 71,072 | $19.3M | 7.27% |
| 2 | ISHARES TR | 46436E858 | 822,855 | $18.8M | 7.08% |
| 3 | ISHARES TR | 46436E833 | 704,196 | $15.7M | 5.93% |
| 4 | ALPHABET INC | GOOG | 43,593 | $13.6M | 5.13% |
| 5 | BROADCOM INC | AVGO | 32,883 | $11.4M | 4.28% |
| 6 | AMAZON COM INC | AMZN | 47,750 | $11.0M | 4.15% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 21,821 | $11.0M | 4.13% |
| 8 | NVIDIA CORPORATION | NVDA | 57,927 | $10.8M | 4.07% |
| 9 | MICROSOFT CORP | MSFT | 22,272 | $10.8M | 4.05% |
| 10 | ISHARES TR | 46435GAA0 | 411,130 | $10.0M | 3.75% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13 | $9.8M | 3.69% |
| 12 | TESLA INC | TSLA | 20,174 | $9.1M | 3.41% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 37,481 | $8.2M | 3.10% |
| 14 | EATON CORP PLC | ETN | 23,956 | $7.6M | 2.87% |
| 15 | ISHARES TR | 46436E486 | 331,601 | $7.0M | 2.64% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 18,345 | $5.9M | 2.22% |
| 17 | HOME DEPOT INC | HD | 11,833 | $4.1M | 1.53% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 22,869 | $4.1M | 1.53% |
| 19 | NEXTERA ENERGY INC | NEE-PW | 45,659 | $3.7M | 1.38% |
| 20 | ELI LILLY & CO | LLY | 3,327 | $3.6M | 1.35% |