Moseley Investment Management Inc Portfolio Holdings

Moseley Investment Management Inc

  • $310 Million
  • Q4 2025

Moseley Investment Management Inc has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $310 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19M, Ishares Tr Ibonds Dec 2026 Ter with a value of $18.8M, Ishares Tr Ibonds Dec 2028 Ter with a value of $15.7M, Alphabet Inc. with a value of $12M, and Microsoft Corp with a value of $11.3M.

Examining the 13F form we can see an decrease of $7.3M in the current position value, from $317M to 310M.

Below you can find more details about Moseley Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $310 Million
ETFs: $88.7 Million
Technology: $69.7 Million
Financial Services: $36 Million
Consumer Cyclical: $30.1 Million
Communication Services: $22.1 Million
Industrials: $18.8 Million
Healthcare: $13.4 Million
Energy: $7.96 Million
Other: $16.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$19 Million 6.13% of portfolio
71,072
Q4 2025 Reduced 2.91%
$0
$18.8 Million 6.08% of portfolio
822,855
Q4 2025 Added 124.5%
$0
$15.7 Million 5.08% of portfolio
704,196
Q4 2025 Added 8.1%
$1.65T
$12 Million 3.89% of portfolio
43,593
Q4 2025 Reduced 2.49%
$3.78T
$11.3 Million 3.64% of portfolio
22,272
Q4 2025 Reduced 4.78%
$139B
$11.3 Million 3.63% of portfolio
32,883
Q4 2025 Reduced 3.32%
$2.39T
$11.2 Million 3.61% of portfolio
47,750
Q4 2025 Reduced 1.07%
$662B
$11.1 Million 3.58% of portfolio
21,821
Q4 2025 Added 0.15%
$465B
$10.8 Million 3.49% of portfolio
57,927
Q4 2025 Reduced 2.77%
$453B
$9.82 Million 3.17% of portfolio
13
Q1 2025 New
$0
$9.76 Million 3.15% of portfolio
411,130
Q4 2025 Added 2.27%
$140B
$8.44 Million 2.72% of portfolio
23,956
Q4 2025 Reduced 1.42%
$1.29T
$8.25 Million 2.66% of portfolio
20,174
Q4 2025 Reduced 2.91%
$0
$6.99 Million 2.26% of portfolio
331,601
Q4 2025 Added 3.81%
$0
$6.83 Million 2.2% of portfolio
37,481
Q4 2025 Added 23.19%
$881B
$5.51 Million 1.78% of portfolio
18,345
Q4 2025 Reduced 5.67%
$342B
$3.98 Million 1.28% of portfolio
22,869
Q4 2025 Reduced 9.39%
$168B
$3.92 Million 1.26% of portfolio
45,659
Q4 2025 Added 0.04%
$0
$3.53 Million 1.14% of portfolio
7,307
Q4 2025 Added 6.24%
$0
$3.43 Million 1.11% of portfolio
10,394
Q4 2025 Added 3.77%
$971B
$3.4 Million 1.1% of portfolio
3,327
Q4 2025 Reduced 1.39%
$0
$3.19 Million 1.03% of portfolio
93,189
Q4 2025 Added 15.82%
$0
$3.17 Million 1.02% of portfolio
35,073
Q4 2025 Added 9.42%
$70.1B
$2.95 Million 0.95% of portfolio
16,239
Q4 2025 Added 0.23%
$49.1B
$2.89 Million 0.93% of portfolio
26,240
Q4 2025 Added 843.21%
$123B
$2.88 Million 0.93% of portfolio
6,116
Q4 2025 Reduced 1.75%
$187B
$2.72 Million 0.88% of portfolio
16,314
Q4 2025 Reduced 0.92%
$1.37T
$2.68 Million 0.86% of portfolio
4,401
Q4 2025 Reduced 8.77%
$0
$2.63 Million 0.85% of portfolio
46,321
Q4 2025 Added 6.22%
$115B
$2.58 Million 0.83% of portfolio
4,801
Q4 2025 Reduced 2.06%
$404B
$2.47 Million 0.8% of portfolio
2,704
Q4 2025 Added 0.04%
$183B
$2.36 Million 0.76% of portfolio
6,895
Q4 2025 Reduced 0.99%
$533B
$2.23 Million 0.72% of portfolio
6,858
Q4 2025 Reduced 3.39%
$204B
$2.16 Million 0.7% of portfolio
14,600
Q4 2025 Reduced 11.0%
$388B
$2.17 Million 0.7% of portfolio
9,026
Q4 2025 Added 1.61%
$0
$2.12 Million 0.68% of portfolio
82,858
Q3 2025 Added 48.15%
$0
$2.06 Million 0.67% of portfolio
14,633
Q4 2025 Added 10.87%
$0
$1.98 Million 0.64% of portfolio
2,619
Q4 2025 Reduced 0.72%
$414B
$1.87 Million 0.6% of portfolio
7,987
Q4 2025 Reduced 0.54%
$303B
$1.83 Million 0.59% of portfolio
11,819
Q4 2025 Reduced 2.86%
$132B
$1.82 Million 0.59% of portfolio
9,285
Q4 2025 Reduced 5.0%
$39.4B
$1.77 Million 0.57% of portfolio
3,188
Q4 2025 Reduced 2.48%
$103B
$1.66 Million 0.54% of portfolio
810
Q4 2025 Reduced 7.64%
$98.1B
$1.68 Million 0.54% of portfolio
12,171
Q4 2025 Added 1.03%
$0
$1.54 Million 0.5% of portfolio
17,636
Q4 2025 Added 3.81%
$1.74T
$1.53 Million 0.49% of portfolio
5,362
Q4 2025 Reduced 16.66%
$172B
$1.47 Million 0.48% of portfolio
35,932
Q4 2025 Reduced 13.92%
$522B
$1.28 Million 0.41% of portfolio
6,392
Q4 2025 Reduced 0.88%
$70.2B
$1.25 Million 0.4% of portfolio
38,657
Q4 2025 Reduced 3.18%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $310 Million
  • Prior Value $317 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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