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CIK: 0000906396
Total reported value
$313.8M
$313.8M
149 檔
20.7%
During the Q4 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 149 reported positions.
During Q4 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 | 6.81% | -0.38% | -4.31% | |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 6.19% | — | +2.90% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.39% | -0.11% | -17.56% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.01% | -0.26% | -1.34% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.99% | -0.35% | -0.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | -0.64% | -3.98% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.74% | -0.05% | +1.54% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.36% | -0.26% | +14.40% | |
| 9 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 3.25% | +0.24% | +4.22% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.23% | -0.38% | -15.00% | |
| 11 | ETN | Eaton Corporation plc | Stock-Industrials | 2.70% | +0.37% | +8.08% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.40% | +0.22% | +6.42% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.92% | +0.06% | +22.28% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.83% | -0.04% | +0.70% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.11% | +1.11% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.44% | +0.22% | -10.20% | |
| 17 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.39% | +0.20% | +6.80% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | -0.16% | -0.76% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | +0.03% | +6.70% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.24% | -3.43% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.03% | +0.28% | +1.88% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.03% | -0.22% | -3.45% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.08% | +0.26% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.92% | +0.06% | +6.86% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | +0.13% | -0.54% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | +0.10% | -3.39% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.80% | -0.07% | -6.43% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.06% | -6.47% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | +0.09% | -4.74% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.78% | -0.16% | -0.11% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.76% | -0.19% | -0.16% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.75% | +0.11% | +4.03% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.01% | +10.27% | |
| 34 | VLO | Valero Energy CORP | Stock-Energy | 0.72% | +0.22% | +3.05% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.71% | +0.08% | +9.09% | |
| 36 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.68% | -0.11% | -3.08% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | -0.11% | -2.98% | |
| 38 | BN | Brookfield CORP | Stock-Financials | 0.65% | -0.05% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.18% | -15.76% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | +0.08% | +0.39% | |
| 41 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | +0.13% | +37.84% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.13% | +0.03% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | +0.04% | +1.52% | |
| 44 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.55% | -0.07% | -1.42% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.02% | +1.55% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.53% | -0.09% | EXIT | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | -0.10% | -0.57% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.52% | +0.09% | -9.65% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | -0.04% | -1.90% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.02% | +8.37% |
According to official SEC Form 13F filings, Moseley Investment Management Inc reported a total U.S. public equity portfolio value of $313.8M across 149 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, TLT, NVDA) accounted for 20.7% of total reported equity market value during Q4 2024.
During Q4 2024, Moseley Investment Management Inc's top holdings by market value included AAPL (6.8%)、TLT (6.2%)、NVDA (4.4%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q4 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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