Moseley Investment Management Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 151Value: $255.7MLatest: 2025Q1

MOSELEY INVESTMENT MANAGEMENT INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 151 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  null,
  null,
  null,
  null,
  null,
  "ALSN",
  "ACN",
  "ABBV",
  "ADBE",
  "GOOGL",
  "BLK",
  null,
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "DUK",
  "GD",
  "HON",
  "HD",
  null,
  "QCOM",
  "ISRG",
  "BKNG",
  "META",
  "OPK",
  "MA",
  "MDT",
  "MSFT",
  "EQIX",
  "BX",
  "NOC",
  "PAYX",
  "VHT",
  null,
  null,
  "PYPL",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "SPGI",
  "SCHX",
  "SHW",
  "SHOP",
  "O",
  "GLD",
  "SPYG",
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TDG",
  "TYL",
  "UL",
  "VNQ",
  "SCHW",
  "JBL",
  "NSA",
  "VIG",
  null,
  null,
  "TXT",
  "TSM",
  "BN.TO",
  "VYM",
  null,
  "THC",
  null,
  "AFL",
  "AXON",
  "AMD",
  "WM",
  null,
  "IDXX",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  "NTES",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VYMI",
  null,
  "VTEB",
  "BSV",
  "VT",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VST",
  "WMT",
  "WSM",
  "WMB",
  null,
  "XYL",
  null,
  "SOFI",
  "CHKP",
  "SO",
  "CRM",
  "SYY",
  "DIA",
  "MELI",
  "KMB",
  "BCPC",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAM.TO",
  "BR",
  "CVX",
  "CMG",
  "CSCO",
  "COST",
  "CRWD",
  "DE",
  "DPZ",
  null,
  "J",
  "NEE",
  "QQQ",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 151
Total Value: 255720835
Accession Number: 0000906396-25-000004
Form Type: 13F-HR
CIK: moseley-investment-management
Manager Name: Moseley-Investment-Management

Data Enrichment

83% identified

126 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

151 positions • $255.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Page 1 of 8

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46436E866

Shares:682.5K

Value:$16.0M

% of Portfolio:6.2% ($16.0M/$255.7M)

Apple Inc.

AAPL|037833100

Shares:69.1K

Value:$15.4M

% of Portfolio:6.0% ($15.4M/$255.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:21.5K

Value:$11.5M

% of Portfolio:4.5% ($11.5M/$255.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:13

Value:$10.4M

% of Portfolio:4.1% ($10.4M/$255.7M)

46436E833

Shares:435.6K

Value:$9.7M

% of Portfolio:3.8% ($9.7M/$255.7M)

AMAZON COM INC

AMZN|023135106

Shares:46.7K

Value:$8.9M

% of Portfolio:3.5% ($8.9M/$255.7M)

MICROSOFT CORP

MSFT|594918104

Shares:23.3K

Value:$8.7M

% of Portfolio:3.4% ($8.7M/$255.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:45.3K

Value:$7.0M

% of Portfolio:2.7% ($7.0M/$255.7M)

46435GAA0

Shares:286.4K

Value:$6.9M

% of Portfolio:2.7% ($6.9M/$255.7M)

Eaton Corp plc

ETN|G29183103

Shares:24.0K

Value:$6.5M

% of Portfolio:2.6% ($6.5M/$255.7M)

NVIDIA CORP

NVDA|67066G104

Shares:57.9K

Value:$6.3M

% of Portfolio:2.5% ($6.3M/$255.7M)

Broadcom Inc.

AVGO|11135F101

Shares:33.3K

Value:$5.6M

% of Portfolio:2.2% ($5.6M/$255.7M)

921908844

VIG|921908844

Shares:28.7K

Value:$5.6M

% of Portfolio:2.2% ($5.6M/$255.7M)

Tesla, Inc.

TSLA|88160R101

Shares:20.5K

Value:$5.3M

% of Portfolio:2.1% ($5.3M/$255.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:18.7K

Value:$4.6M

% of Portfolio:1.8% ($4.6M/$255.7M)

HOME DEPOT, INC.

HD|437076102

Shares:12.1K

Value:$4.4M

% of Portfolio:1.7% ($4.4M/$255.7M)

46436E486

Shares:209.5K

Value:$4.3M

% of Portfolio:1.7% ($4.3M/$255.7M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:53.0K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$255.7M)

ELI LILLY & Co

LLY|532457108

Shares:3.5K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$255.7M)

PEPSICO INC

PEP|713448108

Shares:17.7K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$255.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E866)✕	682.5K	QoQ +0.39% (+2.7K) YoY +121.78% (+374.8K)	All Managers (Combined)	$16.0M	6.2% ($16.0M/$255.7M)	QoQ +0.60% (+$96.3K) YoY +123.11% (+$8.8M)
Apple Inc.(AAPLcusip037833100)	69.1K	QoQ -0.80% (-560) YoY -6.87% (-5.1K)	All Managers (Combined)	$15.4M	6.0% ($15.4M/$255.7M)	QoQ -12.01% (-$2.1M) YoY +20.63% (-$2.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	21.5K	QoQ +2.03% (+430) YoY +5.33% (+1.1K)	All Managers (Combined)	$11.5M	4.5% ($11.5M/$255.7M)	QoQ +19.88% (+$1.9M) YoY +33.40% (+$2.9M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	13	QoQ NEW(+13) YoY NEW(+13)	All Managers (Combined)	$10.4M	4.1% ($10.4M/$255.7M)	QoQ NEW(+$10.4M) YoY NEW(+$10.4M)
(cusip46436E833)✕	435.6K	QoQ +14.53% (+55.3K) YoY +579.89% (+371.5K)	All Managers (Combined)	$9.7M	3.8% ($9.7M/$255.7M)	QoQ +16.34% (+$1.4M) YoY +589.66% (+$8.3M)
AMAZON COM INC(AMZNcusip023135106)	46.7K	QoQ -0.17% (-81) YoY -3.06% (-1.5K)	All Managers (Combined)	$8.9M	3.5% ($8.9M/$255.7M)	QoQ -13.42% (-$1.4M) YoY +2.24% (-$195.4K)
MICROSOFT CORP(MSFTcusip594918104)	23.3K	QoQ +0.47% (-109) YoY -4.98% (-1.2K)	All Managers (Combined)	$8.7M	3.4% ($8.7M/$255.7M)	QoQ -10.52% (-$1.0M) YoY -15.22% (-$1.6M)
Alphabet Inc.(GOOGLcusip02079K305)	45.3K	QoQ -0.33% (-154) YoY +13.72% (+5.5K)	All Managers (Combined)	$7.0M	2.7% ($7.0M/$255.7M)	QoQ -18.58% (-$1.6M) YoY +16.52% (+$993.0K)
(cusip46435GAA0)✕	286.4K	QoQ +12.17% (+31.1K) YoY +262.13% (+207.3K)	All Managers (Combined)	$6.9M	2.7% ($6.9M/$255.7M)	QoQ +12.83% (+$788.4K) YoY +267.60% (+$5.0M)
Eaton Corp plc(ETNcusipG29183103)	24.0K	QoQ +15.31% (-3.2K) YoY +14.73% (-3.1K)	All Managers (Combined)	$6.5M	2.6% ($6.5M/$255.7M)	QoQ -5.54% (-$383.7K) YoY -0.25% (-$16.4K)
NVIDIA CORP(NVDAcusip67066G104)	57.9K	QoQ -30.86% (-25.9K) YoY +424.88% (-46.9K)	All Managers (Combined)	$6.3M	2.5% ($6.3M/$255.7M)	QoQ -44.20% (-$5.0M) YoY -37.03% (-$3.7M)
Broadcom Inc.(AVGOcusip11135F101)	33.3K	QoQ -24.42% (-10.8K) YoY +614.06% (-28.7K)	All Managers (Combined)	$5.6M	2.2% ($5.6M/$255.7M)	QoQ -45.42% (-$4.6M) YoY -9.79% (-$606.2K)
(VIGcusip921908844)	28.7K	QoQ +14.60% (+3.7K) YoY +61.15% (+10.9K)	All Managers (Combined)	$5.6M	2.2% ($5.6M/$255.7M)	QoQ +13.53% (+$664.3K) YoY +71.19% (+$2.3M)
Tesla, Inc.(TSLAcusip88160R101)	20.5K	QoQ -0.14% (-29) YoY -18.81% (-4.7K)	All Managers (Combined)	$5.3M	2.1% ($5.3M/$255.7M)	QoQ -35.91% (-$3.0M) YoY +19.67% (-$872.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	18.7K	QoQ +0.65% (+122) YoY +3.90% (+703)	All Managers (Combined)	$4.6M	1.8% ($4.6M/$255.7M)	QoQ +3.00% (+$133.8K) YoY +27.24% (+$982.9K)
HOME DEPOT, INC.(HDcusip437076102)	12.1K	QoQ -0.04% (-6) YoY +1.38% (-165)	All Managers (Combined)	$4.4M	1.7% ($4.4M/$255.7M)	QoQ -5.83% (-$274.0K) YoY -3.13% (-$143.2K)
(cusip46436E486)✕	209.5K	QoQ +19.38% (+34.0K) YoY +350.26% (+163.0K)	All Managers (Combined)	$4.3M	1.7% ($4.3M/$255.7M)	QoQ +21.73% (+$776.1K) YoY +355.98% (+$3.4M)
NEXTERA ENERGY INC(NEEcusip65339F101)	53.0K	QoQ +2.80% (+1.4K) YoY +4.48% (+2.3K)	All Managers (Combined)	$3.8M	1.5% ($3.8M/$255.7M)	QoQ +1.65% (+$61.2K) YoY +15.89% (+$515.6K)
ELI LILLY & Co(LLYcusip532457108)	3.5K	QoQ -4.86% (-177) YoY -11.10% (-432)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$255.7M)	QoQ +1.75% (-$49.2K) YoY -5.64% (-$170.9K)
PEPSICO INC(PEPcusip713448108)	17.7K	QoQ +0.32% (-57) YoY +1.97% (-343)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$255.7M)	QoQ -1.07% (-$28.8K) YoY -12.63% (-$384.1K)