StockDriftsStockDriftsTop 50 Moseley Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBTG | ISHARES TR | 6.15% | 842.2K | $19.3M | +2.35%(+19.31K) | $22.92(-0.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.59% | 69.1K | $17.5M | -2.74%(-1.95K) | $83.53(+257.80%) | 2026-03-31 | |
| IBTI | ISHARES TR | 5.12% | 720.1K | $16.0M | +2.26%(+15.92K) | $22.20(-0.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.96% | 43.2K | $12.4M | -0.91%(-395) | $84.10(+378.74%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.34% | 21.9K | $10.5M | +0.31%(+67) | $265.85(+82.63%) | 2026-03-31 | |
| IBDR | ISHARES TR | 3.31% | 427.7K | $10.4M | +4.03%(+16.59K) | $24.04(+0.70%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.23% | 58.2K | $10.1M | +0.40%(+230) | $10.02(+2154.71%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.17% | 32.1K | $9.9M | -2.30%(-757) | $47.53(+776.96%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.15% | 47.5K | $9.9M | -0.62%(-298) | $101.74(+165.50%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.98% | 13 | $9.3M | +0.00%(+0) | $739681.00(-1.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.50% | +74.99% | +9.02% | +53.97% |
| Top 20 Holdings Unweighted | +19.68% | +71.44% | +10.21% | +62.63% |
Moseley Investment Management Inc reports $313.85M in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are IBTG (6.2%), AAPL (5.6%) and IBTI (5.1%). The top 20 holdings account for 59.9% of reported assets. Its disclosed equity book has returned +74.99% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moseley Investment Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 906396). View Moseley Investment Management Inc’s 13F filings on SEC