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Moseley Investment Management Inc

Portfolio Manager
Moseley Investment Management Inc
Performance
-5.70% (2026 Q1)
AUM (13F)
$313.85M
# of Holdings
162
Performance Rank
Allocation (Top 20)
59.9%

Moseley Investment Management Inc Holdings Map

Top 50 Moseley Investment Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IBTG
ISHARES TR
6.15%842.2K$19.3M
+2.35%(+19.31K)
2025-Q1: 45.0K shares2025-Q2: 211.6K shares2025-Q3: 366.5K shares2025-Q4: 822.9K shares2026-Q1: 842.2K shares
$22.92(-0.23%)
2026-03-31
AAPL
APPLE INC
5.59%69.1K$17.5M
-2.74%(-1.95K)
2025-Q1: 69.1K shares2025-Q2: 72.4K shares2025-Q3: 73.2K shares2025-Q4: 71.1K shares2026-Q1: 69.1K shares
$83.53(+257.80%)
2026-03-31
IBTI
ISHARES TR
5.12%720.1K$16.0M
+2.26%(+15.92K)
2025-Q1: 435.6K shares2025-Q2: 515.2K shares2025-Q3: 651.4K shares2025-Q4: 704.2K shares2026-Q1: 720.1K shares
$22.20(-0.21%)
2026-03-31
GOOGL
ALPHABET INC
3.96%43.2K$12.4M
-0.91%(-395)
2025-Q1: 45.3K shares2025-Q2: 43.9K shares2025-Q3: 44.7K shares2025-Q4: 43.6K shares2026-Q1: 43.2K shares
$84.10(+378.74%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.34%21.9K$10.5M
+0.31%(+67)
2025-Q1: 21.5K shares2025-Q2: 21.8K shares2025-Q3: 21.8K shares2025-Q4: 21.8K shares2026-Q1: 21.9K shares
$265.85(+82.63%)
2026-03-31
IBDR
ISHARES TR
3.31%427.7K$10.4M
+4.03%(+16.59K)
2025-Q1: 286.4K shares2025-Q2: 328.4K shares2025-Q3: 402.0K shares2025-Q4: 411.1K shares2026-Q1: 427.7K shares
$24.04(+0.70%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.23%58.2K$10.1M
+0.40%(+230)
2025-Q1: 57.9K shares2025-Q2: 59.5K shares2025-Q3: 59.6K shares2025-Q4: 57.9K shares2026-Q1: 58.2K shares
$10.02(+2154.71%)
2026-03-31
AVGO
BROADCOM INC
3.17%32.1K$9.9M
-2.30%(-757)
2025-Q1: 33.3K shares2025-Q2: 34.4K shares2025-Q3: 34.0K shares2025-Q4: 32.9K shares2026-Q1: 32.1K shares
$47.53(+776.96%)
2026-03-31
AMZN
AMAZON COM INC
3.15%47.5K$9.9M
-0.62%(-298)
2025-Q1: 46.7K shares2025-Q2: 46.8K shares2025-Q3: 48.3K shares2025-Q4: 47.8K shares2026-Q1: 47.5K shares
$101.74(+165.50%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
2.98%13$9.3M
+0.00%(+0)
2025-Q1: 13 shares2025-Q2: 13 shares2025-Q3: 13 shares2025-Q4: 13 shares2026-Q1: 13 shares
$739681.00(-1.65%)
2026-03-31

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