13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000906396
Total reported value
$313.8M
$313.8M
144 檔
18.5%
In Q2 2024, Moseley Investment Management Inc's U.S. equity holdings reached a combined market value of $313.8M, distributed across 144 disclosed stock positions.
During Q2 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 | 7.33% | -0.38% | +0.99% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.33% | -0.11% | +899.98% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.11% | -0.64% | +0.55% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.29% | -0.26% | -0.71% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.91% | -0.05% | +1.18% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 3.81% | — | +14.70% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.40% | -0.35% | -2.18% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.34% | -0.26% | -0.90% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.60% | +0.37% | -14.63% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.33% | -0.38% | +0.31% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.92% | -0.04% | +0.71% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.85% | +0.22% | +10.99% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.11% | +1.08% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | -0.22% | +0.49% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.61% | +0.06% | +6.45% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.54% | -0.16% | -5.63% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.34% | -0.24% | +1.00% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.28% | +0.22% | +45.81% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.15% | +0.28% | +2.94% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.11% | -0.11% | -0.56% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.03% | -0.07% | -0.39% | |
| 22 | VLO | Valero Energy CORP | Stock-Energy | 1.02% | +0.22% | +0.62% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +0.03% | +15.52% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | +0.09% | -5.14% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | +0.13% | -7.01% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.08% | +0.43% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | +0.10% | +1.29% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.90% | +0.08% | +0.80% | |
| 29 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.88% | +0.24% | +35.25% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.18% | +0.60% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | -0.02% | -0.18% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.81% | +0.11% | +7.39% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.78% | +0.13% | +1.33% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | +0.06% | +4.88% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.06% | +1.12% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.01% | +8.10% | |
| 37 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.67% | +0.20% | +53.71% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.16% | +0.66% | |
| 39 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.64% | -0.07% | -4.10% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.64% | +0.09% | -2.87% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | +0.08% | +28.91% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.02% | +0.90% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.60% | — | -1.05% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.10% | +1.40% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.04% | +1.24% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.57% | -0.09% | EXIT | |
| 47 | BN | Brookfield CORP | Stock-Financials | 0.56% | -0.05% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | — | -1.20% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | +0.04% | +3.39% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.02% | +1.05% |
According to official SEC Form 13F filings, Moseley Investment Management Inc reported a total U.S. public equity portfolio value of $313.8M across 144 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 18.5% of total reported equity market value during Q2 2024.
During Q2 2024, Moseley Investment Management Inc's top holdings by market value included AAPL (7.3%)、NVDA (6.3%)、MSFT (5.1%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.