MI
Moseley Investment Management INC
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$3.1億
報告対象四半期: 2026-03-31 · 銘柄数: 163
MOSELEY INVESTMENT MANAGEMENT INCは最新の13F報告書で163件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$3.1億、四半期回転率は13.9%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 9.52
- 回転率
- 13.93
- モメンタム／逆張り
- 100
- セクター集中度
- 62.77
- 多様性
- 100
- ポジション規律
- 83.05
直近の動向
増加 FDL
+267.2% $394.2万
減少 MSFT
+2.3% -$233.4万
減少 AAPL
-2.7% -$177.9万
減少 TSLA
+1.4% -$147.0万
増加 ETN
-0.1% $92.7万
減少 AVGO
-2.3% -$143.7万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
上位162銘柄を表示中（全163銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 6.15% | +0.33% | +2.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.59% | -0.38% | -2.74% | |
| 3 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 5.11% | +0.24% | +2.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.96% | -0.26% | -0.91% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.34% | -0.05% | +0.31% | |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 3.30% | +0.22% | +4.03% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.23% | -0.11% | +0.40% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 3.17% | -0.35% | -2.30% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.15% | -0.26% | -0.62% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.97% | -0.06% | — | |
| 11 | ETN | Eaton Corporation plc | 株式-資本財 | 2.73% | +0.37% | -0.13% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.64% | +2.33% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.61% | — | +1.45% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 2.42% | -0.38% | +1.37% | |
| 15 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 2.37% | +0.20% | +7.06% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.72% | -0.11% | -0.24% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.65% | +1.27% | +267.17% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.35% | +0.22% | -0.36% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | — | -1.26% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.19% | +0.28% | +0.67% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | +4.30% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.11% | — | +8.69% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.10% | — | +11.17% | |
| 24 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.07% | -0.19% | +0.08% | |
| 25 | CGGO | Cap Group Global Growth | ETF-その他 | 1.05% | — | +5.83% | |
| 26 | VLO | Valero Energy CORP | 株式-エネルギー | 1.04% | +0.22% | -18.75% | |
| 27 | IBMS | Isharesibonddec2030munibdetf | ETF-その他 | 0.94% | — | -4.61% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | -0.16% | -3.88% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.90% | — | +7.72% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | +0.13% | -0.52% | |
| 31 | GEV | GE Vernova INC | 株式-資本財 | 0.83% | +0.23% | +1.39% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | -0.08% | +1.93% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.82% | — | +1.69% | |
| 34 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.79% | +0.13% | +16.90% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.78% | — | +0.48% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.13% | -11.72% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | — | -0.62% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.06% | +2.55% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.66% | +0.10% | -0.64% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.64% | -0.22% | -3.77% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.60% | +0.11% | +12.63% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.59% | -0.11% | -0.40% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.58% | — | -0.96% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.54% | -0.07% | -6.64% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | -2.39% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.09% | +0.42% | |
| 47 | BN | Brookfield CORP | 株式-金融 | 0.50% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +1.59% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.47% | — | -0.10% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.45% | +0.11% | +30.13% |
1–50 of 162
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 163 | $3.1億 | 14 | |
| 2025-12-31 | 165 | $3.2億 | 18 | |
| 2025-09-30 | 176 | $3.3億 | 30 | |
| 2025-06-30 | 163 | $2.9億 | 0 | |
| 2025-03-31 | 151 | $2.6億 | 100 | |
| 2024-12-31 | 149 | $2.6億 | 0 | |
| 2024-09-30 | 153 | $2.5億 | 0 | |
| 2024-06-30 | 144 | $2.2億 | 0 | |
| 2024-03-31 | 148 | $2.0億 | 0 | |
| 2023-12-31 | 148 | $1.8億 | 0 | |
| 2023-09-30 | 142 | $1.7億 | 0 | |
| 2023-06-30 | 145 | $1.7億 | 0 | |
| 2023-03-31 | 141 | $1.5億 | 0 | |
| 2022-12-31 | 143 | $1.4億 | 0 | |
| 2022-09-30 | 141 | $1.4億 | 0 | |
| 2022-06-30 | 148 | $1.4億 | 0 | |
| 2022-03-31 | 167 | $1.9億 | 0 | |
| 2021-12-31 | 180 | $2.2億 | 0 | |
| 2021-09-30 | 172 | $2.0億 | 0 | |
| 2021-06-30 | 179 | $2.0億 | 94 | |
| 2021-03-31 | 167 | $1.8億 | 18 | |
| 2020-12-31 | 151 | $1.7億 | 31 | |
| 2020-09-30 | 135 | $1.4億 | 24 | |
| 2020-06-30 | 128 | $1.2億 | 45 | |
| 2020-03-31 | 114 | $8511.9万 | 30 | |
| 2019-12-31 | 123 | $1.0億 | 32 | |
| 2019-09-30 | 111 | $9533.1万 | 25 | |
| 2019-06-30 | 129 | $1.1億 | 18 | |
| 2019-03-31 | 124 | $9615.8万 | 0 |
今四半期の持株変動
Moseley Investment Management INCの2026-03-31時点における主要なポジション変更： 新規購入: Amphenol Corp-cl A (APH); 全売却: Domino's Pizza INC (DPZ); 新規購入: Vertiv Holdings Co-a (VRT); 全売却: Mccormick & Co-non Vtg Shrs (MKC); 全売却: Cgi INC (GIB).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FDL | First Trust Morn Dvd Lead In | +1.3% | +267.17% | 増加 |
| 2 | ETN | Eaton Corporation plc | +0.4% | -0.13% | 減少 |
| 3 | IBTG | Ishares Ibonds Dec 2026 Term | +0.3% | +2.35% | 増加 |
| 4 | LMT | Lockheed Martin CORP | +0.3% | +0.67% | 増加 |
| 5 | IBTI | Ishares Ibonds Dec 2028 Term | +0.2% | +2.26% | 増加 |
| 6 | GEV | GE Vernova INC | +0.2% | +1.39% | 増加 |
| 7 | VLO | Valero Energy CORP | +0.2% | -18.75% | 減少 |
| 8 | NEE | Nextera Energy INC | +0.2% | -0.36% | 減少 |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +4.03% | 増加 |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.2% | +7.06% | 増加 |
| 11 | IBMO | Ishares Ibonds Dec 2026 Term | +0.1% | +16.90% | 増加 |
| 12 | CVX | Chevron CORP | +0.1% | -11.72% | 減少 |
| 13 | COST | Costco Wholesale CORP | +0.1% | -0.52% | 減少 |
| 14 | VT | Vanguard Tot World Stk ETF | +0.1% | +30.13% | 増加 |
| 15 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +12.63% | 増加 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -1.04% | 減少 |
| 17 | HON | Honeywell International INC | +0.1% | -0.64% | 減少 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +0.42% | 増加 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.31% | 増加 |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 変化なし |
| 21 | V | Visa Inc-class A Shares | -0.1% | +2.55% | 増加 |
| 22 | MELI | Mercadolibre INC | -0.1% | -2.84% | 減少 |
| 23 | VGT | Vanguard Info Tech ETF | -0.1% | -6.64% | 減少 |
| 24 | META | Meta Platforms Inc-class A | -0.1% | +1.93% | 増加 |
| 25 | DIS | Walt Disney Co/the | -0.1% | -13.95% | 減少 |
| 26 | NVDA | Nvidia CORP | -0.1% | +0.40% | 増加 |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -0.24% | 減少 |
| 28 | AXON | Axon Enterprise INC | -0.1% | +3.61% | 増加 |
| 29 | SOFI | Sofi Technologies INC | -0.1% | +0.29% | 増加 |
| 30 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -0.40% | 減少 |
| 31 | CRM | Salesforce INC | -0.1% | -55.43% | 減少 |
| 32 | LLY | Eli Lilly & Co | -0.2% | -3.88% | 減少 |
| 33 | BX | Blackstone INC | -0.2% | -5.63% | 減少 |
| 34 | VZ | Verizon Communications INC | -0.2% | -53.05% | 減少 |
| 35 | PLTR | Palantir Technologies Inc-a | -0.2% | +0.08% | 増加 |
| 36 | QCOM | Qualcomm INC | -0.2% | -3.77% | 減少 |
| 37 | WM | Waste Management INC | -0.2% | -72.06% | 減少 |
| 38 | PEP | Pepsico INC | -0.2% | -42.78% | 減少 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.91% | 減少 |
| 40 | AMZN | Amazon.com INC | -0.3% | -0.62% | 減少 |
| 41 | AVGO | Broadcom INC | -0.4% | -2.30% | 減少 |
| 42 | AAPL | Apple INC | -0.4% | -2.74% | 減少 |
| 43 | TSLA | Tesla INC | -0.4% | +1.37% | 増加 |
| 44 | MSFT | Microsoft CORP | -0.6% | +2.33% | 増加 |
| 45 | APH | Amphenol Corp-cl A | — | NEW | 新規購入 |
| 46 | DPZ | Domino's Pizza INC | — | EXIT | 全売却 |
| 47 | VRT | Vertiv Holdings Co-a | — | NEW | 新規購入 |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 全売却 |
| 49 | GIB | Cgi INC | — | EXIT | 全売却 |
| 50 | GLW | Corning INC | — | NEW | 新規購入 |
FAQ
Moseley Investment Management INCとはどのような機関投資家ですか？
Moseley Investment Management INCはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $3.1億、163 件のポジションが開示されています。
Moseley Investment Management INCの主要ポジションは何ですか？
最新の13Fファイリングによると、Moseley Investment Management INCの時価総額上位の保有銘柄は以下の通りです：
1. Ishares Ibonds Dec 2026 Term (IBTG) — $1929.8万 (6.2%)
2. Apple INC (AAPL) — $1754.2万 (5.6%)
3. Ishares Ibonds Dec 2028 Term (IBTI) — $1604.6万 (5.1%)
4. Alphabet Inc-cl A (GOOGL) — $1242.2万 (4.0%)
5. Berkshire Hathaway Inc-cl B (BRK-B) — $1048.9万 (3.3%)
Moseley Investment Management INCは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Moseley Investment Management INCは49件の主要なポジション調整を実施しました：3件の新規ポジション開設、20件の保有増加、23件の一部売却、および3件の完全売却です。 その中でも特に大きな変動：新規購入: Amphenol Corp-cl A (APH); 全売却: Domino's Pizza INC (DPZ); 新規購入: Vertiv Holdings Co-a (VRT); 全売却: Mccormick & Co-non Vtg Shrs (MKC); 全売却: Cgi INC (GIB)
Moseley Investment Management INCはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくMoseley Investment Management INCの主要セクター配分は以下の通りです：
• Information Technology: 36.9%
• Consumer Discretionary: 15.6%
• Financials: 14.2%
• Communication Services: 13.6%
• Health Care: 6.9%
• Industrials: 5.9%