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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.29B
$1.05 Million 0.37% of portfolio
11,102
Q4 2022 Reduced 9.75%
$4.9B
$1.01 Million 0.36% of portfolio
6,374
Q2 2024 New
$2.94B
$796,000 0.28% of portfolio
24,905
Q2 2025 Reduced 0.16%
$2.97B
$401,000 0.14% of portfolio
2,190
Q2 2025 New
$6.56B
$279,000 0.1% of portfolio
982
Q2 2025 New

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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