MOSELEY INVESTMENT MANAGEMENT INC

CIK 0000906396 · BRADENTON, FL · Quarter end: 2026-03-31 · Filed on: 2026-04-21 · Open the SEC source

MOSELEY INVESTMENT MANAGEMENT INC reported 163 positions worth $313.8M as of March 31, 2026 (13F filed April 21, 2026). Largest holding: IBTG (6.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$313.8M
2026 Q1
Positions
163
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.0%
Est. Net Flow (Q)
2026 Q1
10 / 163 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IBTGISHARES TRSH$19.3M6.15%842,161
2AAPLAPPLE INCSH$17.5M5.59%69,122
3IBTIISHARES TRSH$16.0M5.11%720,119
4GOOGLALPHABET INCSH$12.4M3.96%43,198
5BRK-BBERKSHIRE HATHAWAY INC DELSH$10.5M3.34%21,888
6IBDRISHARES TRSH$10.4M3.30%427,717
7NVDANVIDIA CORPORATIONSH$10.1M3.23%58,157
8AVGOBROADCOM INCSH$9.9M3.17%32,126
9AMZNAMAZON COM INCSH$9.9M3.15%47,452
10BRK-ABERKSHIRE HATHAWAY INC DELSH$9.3M2.98%13

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MOSELEY INVESTMENT MANAGEMENT INC hold as of Q1 2026?

MOSELEY INVESTMENT MANAGEMENT INC reported 163 positions worth $313.8M in its Q1 2026 13F filing. Largest positions: IBTG (6.1%), AAPL (5.6%), IBTI (5.1%), GOOGL (4.0%) and BRK-B (3.3%).

What did MOSELEY INVESTMENT MANAGEMENT INC buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MOSELEY INVESTMENT MANAGEMENT INC sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.