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
163 檔
20.3%
According to the latest 13F quarterly dataset, Moseley Investment Management Inc managed an equity portfolio of $313.8M at the end of Q2 2025, spanning 163 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 5.16% | — | -6.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.12% | -0.38% | +4.71% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | -0.64% | +0.51% | |
| 4 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 3.97% | +0.24% | +18.29% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | -0.05% | +1.21% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.54% | -0.26% | +0.15% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.26% | -0.06% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.26% | -0.35% | +3.06% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | -0.11% | +2.60% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 2.97% | +0.37% | +0.47% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.74% | +0.22% | +14.69% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | -0.26% | -2.95% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.26% | -0.38% | +0.98% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.08% | +0.06% | +2.54% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.11% | +2.11% | |
| 16 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.78% | +0.20% | +17.27% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.67% | +0.33% | +370.12% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | -0.04% | +0.05% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.31% | -0.19% | +1.48% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.28% | +0.06% | +2.82% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.08% | +8.33% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 1.11% | +0.22% | -12.74% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | +0.01% | +10.91% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | +8.44% | |
| 25 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.91% | -0.11% | +0.82% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | -0.22% | +1.10% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.90% | +0.11% | +11.92% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.90% | +0.28% | +2.45% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | -0.16% | -3.90% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | +0.13% | +2.76% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.86% | -0.11% | +2.33% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.06% | +7.91% | |
| 33 | CGGO | Cap Group Global Growth | ETF-Other | 0.80% | +0.05% | +7.41% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.24% | -3.88% | |
| 35 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.77% | -0.07% | +3.25% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | +0.10% | +1.43% | |
| 37 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.76% | -0.03% | +19.07% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | +0.08% | +8.45% | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.74% | +0.22% | +3.88% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | +0.08% | +4.58% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | -0.18% | +3.27% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | -0.07% | -7.45% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.61% | -0.16% | +2.72% | |
| 44 | BN | Brookfield CORP | Stock-Financials | 0.61% | -0.05% | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | +0.04% | +3.81% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.13% | -0.42% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.10% | +5.07% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.02% | +0.26% | |
| 49 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | +0.13% | -9.69% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.48% | -0.09% | EXIT |
According to official SEC Form 13F filings, Moseley Investment Management Inc reported a total U.S. public equity portfolio value of $313.8M across 163 disclosed positions in Q2 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, MSFT) accounted for 20.3% of total reported equity market value during Q2 2025.
During Q2 2025, Moseley Investment Management Inc's top holdings by market value included TLT (5.2%)、AAPL (5.1%)、MSFT (4.0%). The largest single position, TLT, represented 5.2% of total portfolio value.
In Q2 2025, 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.