Moseley Investment Management Inc 13F Holdings · Q1 2026
Moseley Investment Management Inc reported 162 securities worth $313.85M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: IBTG (6.15%), AAPL (5.59%), IBTI (5.11%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBTG | ISHARES TR | $19.3M | 6.15% | 842,161 | Added |
| 2 | AAPL | APPLE INC | $17.5M | 5.59% | 69,122 | Trimmed |
| 3 | IBTI | ISHARES TR | $16.0M | 5.11% | 720,119 | Added |
| 4 | GOOGL | ALPHABET INC | $12.4M | 3.96% | 43,198 | Trimmed |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.5M | 3.34% | 21,888 | Added |
| 6 | IBDR | ISHARES TR | $10.4M | 3.30% | 427,717 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $10.1M | 3.23% | 58,157 | Added |
| 8 | AVGO | BROADCOM INC | $9.9M | 3.17% | 32,126 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $9.9M | 3.15% | 47,452 | Trimmed |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $9.3M | 2.97% | 13 | Hold |
| 11 | ETN | EATON CORP PLC | $8.6M | 2.73% | 23,925 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $8.4M | 2.69% | 22,792 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $8.2M | 2.61% | 38,024 | Added |
| 14 | TSLA | TESLA INC | $7.6M | 2.42% | 20,450 | Added |
| 15 | IBDW | ISHARES TR | $7.4M | 2.37% | 355,021 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $5.4M | 1.72% | 18,301 | Trimmed |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | $5.2M | 1.65% | 101,801 | Added |
| 18 | NEE | NEXTERA ENERGY INC | $4.2M | 1.35% | 45,495 | Trimmed |
| 19 | HD | HOME DEPOT INC | $3.8M | 1.22% | 11,684 | Trimmed |
| 20 | LMT | LOCKHEED MARTIN CORP | $3.7M | 1.19% | 6,157 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $3.5M | 1.11% | 10,841 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $3.5M | 1.11% | 7,942 | Added |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $3.4M | 1.10% | 38,991 | Added |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $3.3M | 1.07% | 22,887 | Added |
| 25 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.3M | 1.05% | 98,626 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR