Moseley Investment Management Inc has filed its 13F form on April 04, 2024 for Q1 2024 where it was disclosed a total value porftolio of $199 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.7M, Microsoft Corp with a value of $10.3M, Nvidia Corp with a value of $9.98M, Amazon Com Inc with a value of $8.7M, and Berkshire Hathaway Inc Class B with a value of $8.6M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $178M to 199M.

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

Portfolio value $199 Million
Technology: $52.1 Million
ETFs: $34.8 Million
Consumer Cyclical: $24.1 Million
Financial Services: $19.6 Million
Healthcare: $16.8 Million
Industrials: $14 Million
Communication Services: $14 Million
Consumer Defensive: $9.03 Million
Other: $13.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $199 Million
  • Prior Value $178 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 04, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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