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 Market Cap. of $10 Billions to $200 Billions
