Moseley Investment Management Inc Portfolio Holdings

Moseley Investment Management Inc

  • $317 Million
  • Q3 2025

Moseley Investment Management Inc has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $317 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.6M, Ishares Tr Ibonds Dec 2028 Ter with a value of $14.6M, Ishares Tr Ibonds Dec 2025 Ter with a value of $14.2M, Microsoft Corp with a value of $12.1M, and Broadcom Inc. with a value of $11.2M.

Examining the 13F form we can see an increase of $35.4M in the current position value, from $282M to 317M.

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

Portfolio value $317 Million
ETFs: $87 Million
Technology: $71.6 Million
Financial Services: $37.2 Million
Consumer Cyclical: $32.1 Million
Communication Services: $22.9 Million
Industrials: $21.4 Million
Healthcare: $12.9 Million
Consumer Defensive: $9.22 Million
Other: $16.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$18.6 Million 5.87% of portfolio
73,205
Q3 2025 Added 1.15%
$0
$14.6 Million 4.6% of portfolio
651,411
Q3 2025 Added 26.43%
$0
$14.2 Million 4.47% of portfolio
607,725
Q3 2025 Reduced 5.2%
$3.78T
$12.1 Million 3.82% of portfolio
23,391
Q3 2025 Added 0.06%
$139B
$11.2 Million 3.54% of portfolio
34,013
Q3 2025 Reduced 1.03%
$465B
$11.1 Million 3.5% of portfolio
59,578
Q3 2025 Added 0.21%
$662B
$11 Million 3.45% of portfolio
21,788
Q3 2025 Reduced 0.09%
$1.65T
$10.9 Million 3.42% of portfolio
44,708
Q3 2025 Added 1.74%
$2.39T
$10.6 Million 3.34% of portfolio
48,268
Q3 2025 Added 3.12%
$453B
$9.8 Million 3.09% of portfolio
13
Q1 2025 New
$0
$9.55 Million 3.01% of portfolio
402,007
Q3 2025 Added 22.4%
$1.29T
$9.24 Million 2.91% of portfolio
20,779
Q3 2025 Added 0.45%
$140B
$9.09 Million 2.87% of portfolio
24,301
Q3 2025 Added 0.68%
$0
$8.41 Million 2.65% of portfolio
366,533
Q3 2025 Added 73.26%
$0
$6.78 Million 2.14% of portfolio
319,446
Q3 2025 Added 30.04%
$881B
$6.13 Million 1.93% of portfolio
19,448
Q3 2025 Added 1.78%
$367B
$4.95 Million 1.56% of portfolio
12,208
Q3 2025 Added 1.04%
$342B
$4.6 Million 1.45% of portfolio
25,238
Q3 2025 Reduced 9.48%
$1.37T
$3.54 Million 1.12% of portfolio
4,824
Q3 2025 Added 4.73%
$168B
$3.45 Million 1.09% of portfolio
45,641
Q3 2025 Reduced 1.38%
$49.1B
$3.34 Million 1.05% of portfolio
2,782
Q3 2025 Added 0.51%
$0
$3.3 Million 1.04% of portfolio
6,878
Q3 2025 Added 7.87%
$0
$3.29 Million 1.04% of portfolio
10,016
Q3 2025 Added 10.85%
$123B
$3.11 Million 0.98% of portfolio
6,225
Q3 2025 Added 10.9%
$0
$2.87 Million 0.9% of portfolio
32,053
Q3 2025 Added 10.5%
$70.1B
$2.76 Million 0.87% of portfolio
16,202
Q3 2025 Added 1.78%
$0
$2.75 Million 0.87% of portfolio
80,458
Q3 2025 Added 11.2%
$187B
$2.74 Million 0.86% of portfolio
16,466
Q3 2025 Reduced 0.38%
$971B
$2.57 Million 0.81% of portfolio
3,374
Q3 2025 Added 1.53%
$404B
$2.5 Million 0.79% of portfolio
2,703
Q3 2025 Added 3.6%
$0
$2.49 Million 0.78% of portfolio
43,610
Q3 2025 Added 15.29%
$533B
$2.42 Million 0.76% of portfolio
7,099
Q3 2025 Added 1.88%
$115B
$2.4 Million 0.76% of portfolio
4,902
Q3 2025 Added 0.37%
$39.4B
$2.35 Million 0.74% of portfolio
3,269
Q3 2025 Added 2.57%
$204B
$2.3 Million 0.73% of portfolio
16,404
Q3 2025 Reduced 3.68%
$0
$2.13 Million 0.67% of portfolio
82,858
Q3 2025 Added 48.15%
$103B
$2.05 Million 0.65% of portfolio
877
Q3 2025 Added 2.21%
$132B
$2.06 Million 0.65% of portfolio
9,774
Q3 2025 Added 3.35%
$98.1B
$2.06 Million 0.65% of portfolio
12,047
Q3 2025 Added 1.01%
$183B
$1.97 Million 0.62% of portfolio
6,964
Q3 2025 Added 3.48%
$0
$1.97 Million 0.62% of portfolio
2,638
Q3 2025 Reduced 4.35%
$303B
$1.89 Million 0.6% of portfolio
12,167
Q3 2025 Added 8.1%
$0
$1.86 Million 0.59% of portfolio
13,198
Q3 2025 Added 3.24%
$414B
$1.86 Million 0.59% of portfolio
8,030
Q3 2025 Reduced 1.28%
$172B
$1.83 Million 0.58% of portfolio
41,742
Q3 2025 Reduced 3.54%
$1.74T
$1.57 Million 0.49% of portfolio
6,434
Q3 2025 Added 0.03%
$193B
$1.42 Million 0.45% of portfolio
12,397
Q3 2025 Reduced 2.06%
$388B
$1.44 Million 0.45% of portfolio
8,883
Q3 2025 Added 0.5%
$0
$1.44 Million 0.45% of portfolio
16,988
Q3 2025 Added 5.41%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $317 Million
  • Prior Value $282 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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