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CIK: 0000906396
Total reported value
$313.8M
$313.8M
176 檔
22.5%
In Q3 2025, Moseley Investment Management Inc's U.S. equity holdings reached a combined market value of $313.8M, distributed across 176 disclosed stock positions.
In Q3 2025, Moseley Investment Management Inc displayed an active expansion posture, initiating 7 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.67% | -0.38% | +1.15% | |
| 2 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 4.44% | +0.24% | +26.43% | |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 4.32% | — | -5.20% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | -0.64% | +0.06% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.41% | -0.35% | -1.03% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | -0.11% | +0.21% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.33% | -0.05% | -0.09% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.31% | -0.26% | +1.74% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.26% | +3.12% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.98% | -0.06% | — | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.97% | +0.22% | +22.40% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.81% | -0.38% | +0.45% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 2.77% | +0.37% | +0.68% | |
| 14 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.56% | +0.33% | +73.26% | |
| 15 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.06% | +0.20% | +30.04% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.00% | +0.06% | +3.26% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | -0.11% | +1.78% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.04% | +1.04% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.40% | -0.19% | -9.48% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.08% | +4.73% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | +0.22% | -1.38% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.01% | +0.06% | +0.51% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | +0.01% | +7.87% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.03% | +10.85% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.95% | +0.28% | +10.90% | |
| 26 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.91% | -0.03% | +34.06% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.87% | +0.11% | +10.50% | |
| 28 | VLO | Valero Energy CORP | Stock-Energy | 0.84% | +0.22% | +1.78% | |
| 29 | CGGO | Cap Group Global Growth | ETF-Other | 0.84% | +0.05% | +11.20% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | -0.22% | -0.38% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | -0.16% | +1.53% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | +0.13% | +3.60% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.76% | +0.08% | +15.29% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.06% | +1.88% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.73% | -0.11% | +0.37% | |
| 36 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.71% | -0.11% | +2.57% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.24% | -3.68% | |
| 38 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.65% | +0.13% | +48.15% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.16% | +1.01% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | +0.10% | +3.35% | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.62% | -0.07% | +2.21% | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.60% | -0.05% | — | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | -0.07% | -4.35% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | +0.08% | +3.48% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.57% | +0.13% | +8.10% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | +0.04% | +3.24% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.02% | -1.28% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.18% | -3.54% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.02% | +0.03% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.44% | +0.11% | +5.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBTG | Ishares Ibonds Dec 2026 Term | +2.2% | +73.26% | Add |
| 2 | AVGO | Broadcom Inc | +1.2% | -1.03% | Add |
| 3 | NVDA | Nvidia CORP | +0.9% | +0.21% | Add |
| 4 | TSLA | Tesla Inc | +0.7% | +0.45% | Add |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | +0.7% | +26.43% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.74% | Trim |
| 7 | PLTR | Palantir Technologies Inc-a | +0.5% | -9.48% | Trim |
| 8 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.4% | +30.04% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | +0.06% | Add |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | +22.40% | Add |
| 11 | WM | Waste Management Inc | +0.2% | +11.38% | Add |
| 12 | ETN | Eaton Corporation plc | +0.2% | +0.68% | Add |
| 13 | IBMS | Isharesibonddec2030munibdetf | +0.2% | +34.06% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.2% | +7.87% | Add |
| 15 | SOFI | Sofi Technologies Inc | +0.2% | +23.87% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +4.73% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +10.85% | Add |
| 18 | CGGO | Cap Group Global Growth | +0.1% | +11.20% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +0.03% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +1.78% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.37% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | +0.50% | Trim |
| 23 | AXON | Axon Enterprise Inc | +0.1% | +2.57% | Add |
| 24 | VLO | Valero Energy CORP | +0.1% | +1.78% | Add |
| 25 | NFLX | Netflix Inc | 0% | +0.51% | Add |
| 26 | VIGI | Vanguard Int Div App Indx Fd | 0% | +10.50% | Add |
| 27 | IBMO | Ishares Ibonds Dec 2026 Term | 0% | +48.15% | Add |
| 28 | BN | Brookfield CORP | 0% | — | Unchanged |
| 29 | BX | Blackstone Inc | — | +1.01% | Add |
| 30 | LMT | Lockheed Martin CORP | 0% | +10.90% | Add |
| 31 | MELI | Mercadolibre Inc | 0% | +2.21% | Add |
| 32 | JEPI | Jpmorgan Equity Premium Inco | 0% | +15.29% | Add |
| 33 | VGT | Vanguard Info Tech ETF | 0% | -4.35% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +3.26% | Add |
| 35 | HD | Home Depot Inc | -0.2% | +1.04% | Add |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -10.06% | Trim |
| 37 | AMZN | Amazon.com Inc | -0.3% | +3.12% | Add |
| 38 | AAPL | Apple Inc | -0.3% | +1.15% | Add |
| 39 | UNH | Unitedhealth Group Inc | -0.4% | -13.77% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.5% | -9.14% | Trim |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | -1.1% | — | Unchanged |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -0.09% | Add |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | -1.9% | -5.20% | Trim |
| 44 | GEV | GE Vernova Inc | — | NEW | New buy |
| 45 | LEU | Centrus Energy Corp-class A | — | NEW | New buy |
| 46 | BWXT | Bwx Technologies Inc | — | NEW | New buy |
| 47 | AVAV | Aerovironment Inc | — | NEW | New buy |
| 48 | APP | Applovin Corp-class A | — | NEW | New buy |
| 49 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 50 | SBCF | Seacoast Banking Corp/fl | — | 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 176 disclosed positions in Q3 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 AAPL, IBTI, TLT) accounted for 22.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
GEV
市值: $1.4M
Top Position Liquidated / Trimmed
TLT
前期市值: $16.0M
During Q3 2025, Moseley Investment Management Inc's top holdings by market value included AAPL (5.7%)、IBTI (4.4%)、TLT (4.3%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q3 2025, Moseley Investment Management Inc made 48 total portfolio adjustments, initiating 7 new buys, adding to 33 positions, trimming 8 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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