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CIK: 0000906396
Total reported value
$313.8M
$313.8M
165 檔
25.1%
According to the latest 13F quarterly dataset, Moseley Investment Management Inc managed an equity portfolio of $313.8M at the end of Q4 2025, spanning 165 distinct U.S. exchange-listed positions.
In Q4 2025, Moseley Investment Management Inc adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.97% | -0.38% | -2.91% | |
| 2 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.82% | +0.33% | +124.50% | |
| 3 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 4.87% | +0.24% | +8.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.22% | -0.26% | -2.49% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.52% | -0.35% | -3.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | -0.26% | -1.07% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.39% | -0.05% | +0.15% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.34% | -0.11% | -2.77% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.64% | -4.78% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.08% | +0.22% | +2.27% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.03% | -0.06% | — | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.80% | -0.38% | -2.91% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.55% | +0.06% | +23.19% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 2.36% | +0.37% | -1.42% | |
| 15 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.17% | +0.20% | +3.81% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.11% | -5.67% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.04% | -3.07% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.26% | -0.19% | -9.39% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.13% | +0.22% | +0.04% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | -0.16% | -1.39% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.10% | +0.01% | +6.24% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.03% | +3.77% | |
| 23 | CGGO | Cap Group Global Growth | ETF-Other | 1.00% | +0.05% | +15.82% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.99% | +0.11% | +9.42% | |
| 25 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.97% | -0.03% | +4.76% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.91% | +0.28% | -1.75% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.08% | -8.77% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.86% | -0.22% | -0.92% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | +0.08% | +6.22% | |
| 30 | VLO | Valero Energy CORP | Stock-Energy | 0.82% | +0.22% | +0.23% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | +0.06% | +843.21% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.06% | -3.39% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | +0.13% | +0.04% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | +0.08% | -0.99% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.70% | -0.11% | -2.06% | |
| 36 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.66% | +0.13% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | +0.04% | +10.87% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.24% | -11.00% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.61% | -0.07% | -0.72% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | -0.02% | +1.61% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.60% | +0.23% | +27.25% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.16% | +1.03% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.02% | -0.54% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | +0.10% | -5.00% | |
| 45 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.56% | -0.11% | -2.48% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.13% | -2.86% | |
| 47 | BN | Brookfield CORP | Stock-Financials | 0.55% | -0.05% | +34.40% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.02% | -16.66% | |
| 49 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.50% | -0.07% | -7.64% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.49% | +0.11% | +3.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBTG | Ishares Ibonds Dec 2026 Term | +3.3% | +124.50% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -2.49% | Trim |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.6% | +23.19% | Add |
| 4 | IBTI | Ishares Ibonds Dec 2028 Term | +0.4% | +8.10% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | -1.39% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -2.91% | Trim |
| 7 | DUK | Duke Energy CORP | +0.3% | +423.58% | Add |
| 8 | FDL | First Trust Morn Dvd Lead In | +0.2% | +102.17% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | -1.07% | Trim |
| 10 | GEV | GE Vernova Inc | +0.2% | +27.25% | Add |
| 11 | AMD | Advanced Micro Devices | +0.2% | +1.61% | Add |
| 12 | CGGO | Cap Group Global Growth | +0.2% | +15.82% | Add |
| 13 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +9.42% | Add |
| 14 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +3.81% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | -0.99% | Trim |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +6.24% | Add |
| 17 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +10.87% | Add |
| 18 | NEE | Nextera Energy Inc | +0.1% | +0.04% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | -2.67% | Trim |
| 20 | NVDA | Nvidia CORP | 0% | -2.77% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -5.67% | Trim |
| 22 | SE | Sea Ltd-adr | -0.1% | -3.78% | Trim |
| 23 | NSA | National Storage Affiliates | -0.1% | -29.46% | Trim |
| 24 | HON | Honeywell International Inc | -0.1% | -5.00% | Trim |
| 25 | VZ | Verizon Communications Inc | -0.1% | -13.92% | Trim |
| 26 | MELI | Mercadolibre Inc | -0.1% | -7.64% | Trim |
| 27 | PLTR | Palantir Technologies Inc-a | -0.1% | -9.39% | Trim |
| 28 | AXON | Axon Enterprise Inc | -0.2% | -2.48% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.2% | -8.77% | Trim |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | -74.37% | Trim |
| 31 | NFLX | Netflix Inc | -0.3% | +843.21% | Add |
| 32 | HD | Home Depot Inc | -0.3% | -3.07% | Trim |
| 33 | MSFT | Microsoft CORP | -0.4% | -4.78% | Trim |
| 34 | ETN | Eaton Corporation plc | -0.4% | -1.42% | Trim |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 36 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 37 | SO | Southern Co/the | — | EXIT | Sold out |
| 38 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 39 | XYL | Xylem Inc | — | EXIT | Sold out |
| 40 | PAYX | Paychex Inc | — | EXIT | Sold out |
| 41 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 42 | PHYS | Sprott Physical Gold Trust | — | NEW | New buy |
| 43 | MP | Mp Materials CORP | — | EXIT | Sold out |
| 44 | UL | Unilever PLC | — | EXIT | Sold out |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 47 | FAST | Fastenal Co | — | EXIT | Sold out |
| 48 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 49 | USB | US Bancorp | — | EXIT | Sold out |
| 50 | BND | Vanguard Total Bond Market | — | 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 165 disclosed positions in Q4 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, IBTG, IBTI) accounted for 25.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
PHYS
市值: $260.9K
Top Position Liquidated / Trimmed
TLT
前期市值: $14.2M
During Q4 2025, Moseley Investment Management Inc's top holdings by market value included AAPL (6.0%)、IBTG (5.8%)、IBTI (4.9%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q4 2025, Moseley Investment Management Inc made 50 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 12 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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