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CIK: 0000906396
Total reported value
$313.8M
$313.8M
148 檔
16.0%
During the Q1 2024 filing period, Moseley Investment Management Inc (CIK: 0000906396) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $313.8M across 148 reported positions.
During Q1 2024, Moseley Investment Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.32% | -0.38% | -1.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.11% | -0.64% | -0.58% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.95% | -0.11% | +0.20% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.32% | -0.26% | +10.20% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.27% | -0.05% | +3.95% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 3.55% | — | +9.72% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 3.25% | +0.37% | -0.20% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.07% | -0.35% | +0.65% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | -0.26% | +2.30% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.27% | -0.04% | -1.79% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.20% | -0.38% | +5.45% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.11% | +0.56% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.62% | +0.06% | -3.27% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.61% | +0.22% | +1.41% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.51% | -0.24% | +2.95% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.50% | -0.16% | +0.36% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.47% | -0.22% | -0.66% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | +0.09% | -2.59% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 1.18% | +0.22% | -0.63% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.16% | +0.28% | -4.42% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.02% | -0.02% | +1.80% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.01% | -0.07% | -5.05% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.08% | +7.42% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.00% | -0.11% | +1.81% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | +0.13% | +1.40% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.94% | +0.22% | +61.33% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.18% | -0.53% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | +0.10% | -0.64% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | +0.03% | +44.36% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | +0.08% | +3.95% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.06% | -0.23% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.83% | +0.13% | -4.77% | |
| 33 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.81% | +0.11% | +5.00% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.10% | +3.86% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.73% | -0.16% | +6.80% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | +0.06% | -0.59% | |
| 37 | EPD | Enterprise Products Partners | Stock-Energy | 0.71% | +0.09% | -3.76% | |
| 38 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.70% | +0.24% | +57.44% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.02% | +0.95% | |
| 40 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.66% | -0.07% | +16.31% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.01% | +4.11% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.65% | -0.09% | EXIT | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.64% | — | +3.29% | |
| 44 | BN | Brookfield CORP | Stock-Financials | 0.60% | -0.05% | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | -0.04% | +14.29% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | — | -9.74% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.13% | -6.20% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | +0.04% | +11.19% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.57% | -0.03% | +15.58% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | +0.08% | +56.75% |
According to official SEC Form 13F filings, Moseley Investment Management Inc reported a total U.S. public equity portfolio value of $313.8M across 148 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 16.0% of total reported equity market value during Q1 2024.
During Q1 2024, Moseley Investment Management Inc's top holdings by market value included AAPL (6.3%)、MSFT (5.1%)、NVDA (5.0%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q1 2024, Moseley Investment Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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