Moseley Investment Management Inc Portfolio Holdings

Moseley Investment Management Inc

  • $282 Million
  • Q2 2025

Moseley Investment Management Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2025 Ter with a value of $15M, Apple Inc. with a value of $14.8M, Microsoft Corp with a value of $11.6M, Ishares Tr Ibonds Dec 2028 Ter with a value of $11.5M, and Berkshire Hathaway Inc Class B with a value of $10.6M.

Examining the 13F form we can see an increase of $32.7M in the current position value, from $249M to 282M.

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

Portfolio value $282 Million
ETFs: $75 Million
Technology: $62.1 Million
Financial Services: $34.9 Million
Consumer Cyclical: $28.9 Million
Industrials: $19.8 Million
Communication Services: $19.7 Million
Healthcare: $12.5 Million
Consumer Defensive: $9.33 Million
Other: $14.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$14.8 Million 5.27% of portfolio
72,373
Q2 2025 Added 4.71%
$3.95T
$11.6 Million 4.12% of portfolio
23,377
Q2 2025 Added 0.51%
$621B
$10.6 Million 3.76% of portfolio
21,808
Q2 2025 Added 1.21%
$2.26T
$10.3 Million 3.64% of portfolio
46,807
Q2 2025 Added 0.15%
$423B
$9.47 Million 3.36% of portfolio
13
Q1 2025 New
$127B
$9.47 Million 3.36% of portfolio
34,367
Q2 2025 Added 3.06%
$456B
$9.39 Million 3.33% of portfolio
59,452
Q2 2025 Added 2.6%
$145B
$8.62 Million 3.06% of portfolio
24,136
Q2 2025 Added 0.47%
$1.21T
$7.74 Million 2.75% of portfolio
43,943
Q2 2025 Reduced 2.95%
$1.08T
$6.57 Million 2.33% of portfolio
20,685
Q2 2025 Added 0.98%
$859B
$5.54 Million 1.96% of portfolio
19,107
Q2 2025 Added 2.11%
$405B
$4.43 Million 1.57% of portfolio
12,082
Q2 2025 Added 0.05%
$367B
$3.8 Million 1.35% of portfolio
27,880
Q2 2025 Added 1.48%
$545B
$3.71 Million 1.31% of portfolio
2,768
Q2 2025 Added 2.82%
$1.78T
$3.4 Million 1.21% of portfolio
4,606
Q2 2025 Added 8.33%
$141B
$3.21 Million 1.14% of portfolio
46,280
Q2 2025 Reduced 12.74%
$173B
$2.63 Million 0.93% of portfolio
16,529
Q2 2025 Added 1.1%
$439B
$2.58 Million 0.92% of portfolio
2,609
Q2 2025 Added 2.76%
$113B
$2.6 Million 0.92% of portfolio
5,613
Q2 2025 Added 2.45%
$608B
$2.59 Million 0.92% of portfolio
3,323
Q2 2025 Reduced 3.9%
$551B
$2.47 Million 0.88% of portfolio
6,968
Q2 2025 Added 7.91%
$93.6B
$2.49 Million 0.88% of portfolio
4,884
Q2 2025 Added 2.33%
$202B
$2.25 Million 0.8% of portfolio
17,031
Q2 2025 Reduced 3.88%
$118B
$2.24 Million 0.8% of portfolio
858
Q2 2025 Added 3.25%
$146B
$2.2 Million 0.78% of portfolio
9,457
Q2 2025 Added 1.43%
$51.4B
$2.14 Million 0.76% of portfolio
15,919
Q2 2025 Added 3.88%
$152B
$1.88 Million 0.67% of portfolio
6,730
Q2 2025 Added 4.58%
$182B
$1.87 Million 0.66% of portfolio
43,273
Q2 2025 Added 3.27%
$123B
$1.78 Million 0.63% of portfolio
11,927
Q2 2025 Added 2.72%
$302B
$1.61 Million 0.57% of portfolio
11,255
Q2 2025 Reduced 0.42%
$207B
$1.57 Million 0.56% of portfolio
12,658
Q2 2025 Added 5.07%
$351B
$1.51 Million 0.54% of portfolio
8,134
Q2 2025 Added 0.26%
$17.3B
$1.38 Million 0.49% of portfolio
18,255
Q2 2025 Added 1.84%
$68.2B
$1.3 Million 0.46% of portfolio
41,761
Q2 2025 Reduced 0.83%
$282B
$1.25 Million 0.44% of portfolio
8,839
Q2 2025 Reduced 2.83%
$169B
$1.16 Million 0.41% of portfolio
2,136
Q2 2025 Added 1.09%
$1.24T
$1.14 Million 0.4% of portfolio
6,432
Q2 2025 Added 0.03%
$95.6B
$1.09 Million 0.39% of portfolio
4,779
Q2 2025 Added 238.7%
$368B
$1.1 Million 0.39% of portfolio
6,878
Q2 2025 Reduced 0.61%
$452B
$1.08 Million 0.38% of portfolio
7,098
Q2 2025 Reduced 49.08%
$8.78B
$1.05 Million 0.37% of portfolio
11,102
Q4 2022 Reduced 9.75%
$5.17B
$1.01 Million 0.36% of portfolio
6,374
Q2 2024 New
$281B
$1.01 Million 0.36% of portfolio
10,339
Q2 2025 Reduced 11.0%
$232B
$982,000 0.35% of portfolio
3,602
Q2 2025 Reduced 1.72%
$179B
$952,000 0.34% of portfolio
10,439
Q2 2024 Added 0.97%
$31B
$934,000 0.33% of portfolio
4,285
Q4 2022 Reduced 18.92%
$548B
$894,000 0.32% of portfolio
1,591
Q2 2025 Added 0.06%
$122B
$891,000 0.32% of portfolio
10,228
Q2 2025 Added 0.82%
$70.1B
$898,000 0.32% of portfolio
5,759
Q2 2025 Added 0.7%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $282 Million
  • Prior Value $249 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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