Moseley Investment Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$313.8M
Q ending 2026-03-31
Prior quarter
$323.6M
Q ending 2025-12-31
Change
-3.0% QoQ · +25.2% YoY
Positions
163
reported holdings
Largest positions
Top 100 of 163 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IBTG | Shares | $19.3M | 842K |
| Apple Inc | AAPL | Shares | $17.5M | 69K |
| Ishares Tr | IBTI | Shares | $16.0M | 720K |
| Alphabet Inc | GOOGL | Shares | $12.4M | 43K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $10.5M | 22K |
| Ishares Tr | IBDR | Shares | $10.4M | 428K |
| Nvidia Corporation | NVDA | Shares | $10.1M | 58K |
| Broadcom Inc | AVGO | Shares | $9.9M | 32K |
| Amazon Com Inc | AMZN | Shares | $9.9M | 47K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $9.3M | 13 |
| Eaton Corp Plc | Shares | $8.6M | 24K | |
| Microsoft Corp | MSFT | Shares | $8.3M | 22K |
| Vanguard Specialized Funds | VIG | Shares | $8.2M | 38K |
| Tesla Inc | TSLA | Shares | $7.6M | 20K |
| Ishares Tr | IBDW | Shares | $7.4M | 355K |
| Jpmorgan Chase & Co | JPM | Shares | $5.4M | 18K |
| First Tr Exchange-Traded Fd | FDL | Shares | $5.2M | 102K |
| Nextera Energy Inc | NEE | Shares | $4.2M | 45K |
| Home Depot Inc | HD | Shares | $3.8M | 12K |
| Lockheed Martin Corp | LMT | Shares | $3.7M | 6K |
| Vanguard Index Fds | VTI | Shares | $3.5M | 11K |
| Vanguard Index Fds | VUG | Shares | $3.5M | 8K |
| Vanguard Whitehall Fds | VIGI | Shares | $3.4M | 39K |
| Palantir Technologies Inc | PLTR | Shares | $3.3M | 23K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $3.3M | 99K |
| Valero Energy Corp | VLO | Shares | $3.3M | 13K |
| Ishares Tr | IBMS | Shares | $3.0M | 115K |
| Eli Lilly & Co | LLY | Shares | $2.9M | 3K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.8M | 50K |
| Costco Wholesale Corporation | COST | Shares | $2.7M | 3K |
| Ge Vernova Inc | GEV | Shares | $2.6M | 3K |
| Meta Platforms Inc | META | Shares | $2.6M | 4K |
| Netflix Inc. | NFLX | Shares | $2.6M | 27K |
| Ishares Tr | IBMO | Shares | $2.5M | 97K |
| Amgen Inc | AMGN | Shares | $2.4M | 7K |
| Chevron Corporation | CVX | Shares | $2.2M | 10K |
| Vanguard Whitehall Fds | VYM | Shares | $2.2M | 15K |
| Visa Inc | V | Shares | $2.1M | 7K |
| Honeywell Intl Inc | HONGBP | Shares | $2.1M | 9K |
| Qualcomm Inc | QCOM | Shares | $2.0M | 16K |
| Vanguard Whitehall Fds | VYMI | Shares | $1.9M | 20K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.9M | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $1.8M | 9K |
| Vanguard World Fd | VGT | Shares | $1.7M | 2K |
| Abbvie Inc | ABBV | Shares | $1.7M | 8K |
| Johnson & Johnson | JNJ | Shares | $1.6M | 6K |
| Brookfield Corp | BN | Shares | $1.6M | 39K |
| Alphabet Inc | GOOG | Shares | $1.6M | 5K |
| Enterprise Prods Partners L | EPD | Shares | $1.5M | 39K |
| Vanguard Intl Equity Index F | VT | Shares | $1.4M | 10K |
| Axon Enterprise Inc | AXON | Shares | $1.4M | 3K |
| Mercadolibre Inc | MELI | Shares | $1.4M | 787 |
| Duke Energy Corp New | DUK | Shares | $1.3M | 10K |
| Blackstone Inc | BX | Shares | $1.3M | 11K |
| Allison Transmission Hldgs I | ALSN | Shares | $1.3M | 11K |
| Pepsico Inc | PEP | Shares | $1.3M | 8K |
| Walmart Inc | WMT | Shares | $1.3M | 10K |
| Amphenol Corp | APH | Shares | $1.2M | 9K |
| Jabil Inc | JBL | Shares | $1.1M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.1M | 6K |
| Intuitive Surgical Inc | ISRG | Shares | $1.0M | 2K |
| Invesco Qqq Tr | QQQ | Shares | $995K | 2K |
| Schwab Charles Corp | SCHW | Shares | $981K | 10K |
| Disney Walt Co | DIS | Shares | $922K | 10K |
| Procter & Gamble Co | PG | Shares | $918K | 6K |
| Balchem Corp | BCPC | Shares | $911K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $867K | 1K |
| Verizon Communications Inc | VZ | Shares | $847K | 17K |
| Bwx Technologies Inc | BWXT | Shares | $815K | 4K |
| Medtronic Plc | Shares | $756K | 9K | |
| Realty Income Corp | O | Shares | $688K | 11K |
| Jacobs Solutions Inc | J | Shares | $686K | 5K |
| Ishares Tr | XT | Shares | $673K | 10K |
| S&P Global Inc | SPGI | Shares | $669K | 2K |
| Mastercard Incorporated | MA | Shares | $663K | 1K |
| Vanguard Index Fds | VOO | Shares | $626K | 1K |
| Spdr Series Trust | SPTM | Shares | $626K | 8K |
| Sofi Technologies Inc | SOFI | Shares | $614K | 39K |
| Spdr Gold Tr | GLD | Shares | $604K | 1K |
| Williams Cos Inc | WMB | Shares | $599K | 8K |
| Schwab Strategic Tr | SCHX | Shares | $586K | 23K |
| National Storage Affiliates | NSA | Shares | $531K | 14K |
| Merck & Co Inc | MRK | Shares | $524K | 4K |
| Lowes Cos Inc | LOW | Shares | $510K | 2K |
| Vistra Corp | VST | Shares | $505K | 3K |
| Vanguard Index Fds | VTV | Shares | $504K | 3K |
| International Business Machs | IBM | Shares | $499K | 2K |
| Equinix Inc | EQIX | Shares | $492K | 502 |
| Aflac Inc | AFL | Shares | $464K | 4K |
| Unitedhealth Group Inc | UNH | Shares | $459K | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $457K | 9K |
| Asml Hldg Nv | Shares | $456K | 345 | |
| Centrus Energy Corp | LEU | Shares | $455K | 3K |
| Pacer Fds Tr | CALF | Shares | $453K | 10K |
| Booking Holdings Inc | BKNG | Shares | $440K | 104 |
| Sysco Corp | SYY | Shares | $429K | 6K |
| Goldman Sachs Etf Tr | GPIX | Shares | $426K | 9K |
| Sherwin Williams Co | SHW | Shares | $422K | 1K |
| Tenet Healthcare Corp | THC | Shares | $417K | 2K |
| Tyler Technologies Inc | TYL | Shares | $411K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.