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CIK: 0000906396
Total reported value
$313.8M
$313.8M
151 檔
20.0%
At the close of Q1 2025, Moseley Investment Management Inc disclosed equity holdings valued at approximately $313.8M, spread across 151 reported holdings.
In Q1 2025, Moseley Investment Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 6.24% | — | +0.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.00% | -0.38% | -0.80% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.49% | -0.05% | +2.04% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.06% | -0.06% | — | |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 3.79% | +0.24% | +14.53% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | -0.26% | -0.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.64% | +0.47% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | -0.26% | -0.34% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.71% | +0.22% | +12.18% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 2.55% | +0.37% | +15.31% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | -0.11% | -30.86% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.18% | -0.35% | -24.43% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.18% | +0.06% | +14.61% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.08% | -0.38% | -0.14% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.11% | +0.66% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.73% | -0.04% | -0.05% | |
| 17 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.70% | +0.20% | +19.39% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | +0.22% | +2.80% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | -0.16% | -4.87% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.24% | +0.32% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.98% | -0.22% | -4.45% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.98% | +0.06% | +1.66% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.08% | -0.05% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | +0.28% | +0.85% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | +0.13% | +6.82% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.91% | -0.19% | +7.26% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | +0.09% | -0.12% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.03% | -10.39% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.06% | +0.31% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.84% | +0.11% | +7.71% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.01% | +23.95% | |
| 32 | VLO | Valero Energy CORP | Stock-Energy | 0.79% | +0.22% | +1.56% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | +0.08% | +4.82% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.78% | +0.08% | +9.61% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.77% | +0.10% | +2.47% | |
| 36 | CGGO | Cap Group Global Growth | ETF-Other | 0.75% | +0.05% | +78.63% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.74% | -0.18% | +4.54% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.74% | +0.13% | +5.86% | |
| 39 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.71% | -0.03% | +63.87% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.02% | +2.92% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | -0.11% | -1.61% | |
| 42 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.65% | -0.11% | +8.14% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.16% | +0.51% | |
| 44 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.63% | -0.07% | -0.12% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | -0.07% | -9.37% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | +0.04% | +4.37% | |
| 47 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | +0.13% | — | |
| 48 | BN | Brookfield CORP | Stock-Financials | 0.59% | -0.05% | — | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.58% | -0.09% | EXIT | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.56% | +0.09% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 10 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 11 | NVDA | Nvidia CORP | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 14 | TSLA | Tesla Inc | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | HD | Home Depot Inc | — | NEW | New buy |
| 17 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | New buy |
| 18 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 19 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 20 | PEP | Pepsico Inc | — | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 22 | NFLX | Netflix Inc | — | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 24 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 25 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 26 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 29 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 30 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | New buy |
| 31 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 32 | VLO | Valero Energy CORP | — | NEW | New buy |
| 33 | AMGN | Amgen Inc | — | NEW | New buy |
| 34 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 35 | HON | Honeywell International Inc | — | NEW | New buy |
| 36 | CGGO | Cap Group Global Growth | — | NEW | New buy |
| 37 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 38 | CVX | Chevron CORP | — | NEW | New buy |
| 39 | IBMS | Isharesibonddec2030munibdetf | — | NEW | New buy |
| 40 | ABBV | Abbvie Inc | — | NEW | New buy |
| 41 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 42 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 43 | BX | Blackstone Inc | — | NEW | New buy |
| 44 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 45 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 46 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 47 | IBMO | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 48 | BN | Brookfield CORP | — | NEW | New buy |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 50 | EPD | Enterprise Products Partners | — | NEW | New buy |
According to official SEC Form 13F filings, Moseley Investment Management Inc reported a total U.S. public equity portfolio value of $313.8M across 151 disclosed positions in Q1 2025.
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 TLT, AAPL, BRK-B) accounted for 20.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
TLT
市值: $16.0M
During Q1 2025, Moseley Investment Management Inc's top holdings by market value included TLT (6.2%)、AAPL (6.0%)、BRK-B (4.5%). The largest single position, TLT, represented 6.2% of total portfolio value.
In Q1 2025, Moseley Investment Management Inc made 50 total portfolio adjustments, initiating 50 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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