Filed: 7/24/2025ACC: 0000906396-25-000005
📋 What this filing means
MOSELEY INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $290.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$290.22M
Total AUM (reported)
3.60M
Total Shares
Allocation by class
COM$143.07M49.3%
CL A$21.36M7.4%
IBONDS 25 TRM TS$14.98M5.2%
IBONDS 28 TRM TS$11.52M4.0%
CL B NEW$10.59M3.7%
SHS$10.04M3.5%
IBONDS DEC2026$7.96M2.7%
Portfolio Concentration
Top 3$41.45M14.3%
4–10$69.34M23.9%
11–25$70.60M24.3%
Rest$108.83M37.5%
Top 3 weight
14.3%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 3.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole163
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings163
Rows:
ISHARES TR
SOLEShares641.09K
TypeSH
Market value$14.98M
5.16%
Sole
0.00
Shared
0.00
None
641.09K
APPLE INC
SOLEShares72.37K
TypeSH
Market value$14.85M
5.12%
Sole
0.00
Shared
0.00
None
72.37K
MICROSOFT CORP
SOLEShares23.38K
TypeSH
Market value$11.63M
4.01%
Sole
0.00
Shared
0.00
None
23.38K
ISHARES TR
SOLEShares515.24K
TypeSH
Market value$11.52M
3.97%
Sole
0.00
Shared
0.00
None
515.24K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.81K
TypeSH
Market value$10.59M
3.65%
Sole
0.00
Shared
0.00
None
21.81K
AMAZON COM INC
SOLEShares46.81K
TypeSH
Market value$10.27M
3.54%
Sole
0.00
Shared
0.00
None
46.81K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.00
TypeSH
Market value$9.47M
3.26%
Sole
0.00
Shared
0.00
None
13.00
BROADCOM INC
SOLEShares34.37K
TypeSH
Market value$9.47M
3.26%
Sole
0.00
Shared
0.00
None
34.37K
NVIDIA CORPORATION
SOLEShares59.45K
TypeSH
Market value$9.39M
3.24%
Sole
0.00
Shared
0.00
None
59.45K
EATON CORP PLC
SOLEShares24.14K
TypeSH
Market value$8.62M
2.97%
Sole
0.00
Shared
0.00
None
24.14K
ISHARES TR
SOLEShares328.43K
TypeSH
Market value$7.96M
2.74%
Sole
0.00
Shared
0.00
None
328.43K
ALPHABET INC
SOLEShares43.94K
TypeSH
Market value$7.74M
2.67%
Sole
0.00
Shared
0.00
None
43.94K
TESLA INC
SOLEShares20.68K
TypeSH
Market value$6.57M
2.26%
Sole
0.00
Shared
0.00
None
20.68K
VANGUARD SPECIALIZED FUNDS
SOLEShares29.46K
TypeSH
Market value$6.03M
2.08%
Sole
0.00
Shared
0.00
None
29.46K
JPMORGAN CHASE & CO.
SOLEShares19.11K
TypeSH
Market value$5.54M
1.91%
Sole
0.00
Shared
0.00
None
19.11K
ISHARES TR
SOLEShares245.66K
TypeSH
Market value$5.17M
1.78%
Sole
0.00
Shared
0.00
None
245.66K
ISHARES TR
SOLEShares211.56K
TypeSH
Market value$4.85M
1.67%
Sole
0.00
Shared
0.00
None
211.56K
HOME DEPOT INC
SOLEShares12.08K
TypeSH
Market value$4.43M
1.53%
Sole
0.00
Shared
0.00
None
12.08K
PALANTIR TECHNOLOGIES INC
SOLEShares27.88K
TypeSH
Market value$3.80M
1.31%
Sole
0.00
Shared
0.00
None
27.88K
NETFLIX INC
SOLEShares2.77K
TypeSH
Market value$3.71M
1.28%
Sole
0.00
Shared
0.00
None
2.77K
META PLATFORMS INC
SOLEShares4.61K
TypeSH
Market value$3.40M
1.17%
Sole
0.00
Shared
0.00
None
4.61K
NEXTERA ENERGY INC
SOLEShares46.28K
TypeSH
Market value$3.21M
1.11%
Sole
0.00
Shared
0.00
None
46.28K
VANGUARD INDEX FDS
SOLEShares6.38K
TypeSH
Market value$2.80M
0.96%
Sole
0.00
Shared
0.00
None
6.38K
VANGUARD INDEX FDS
SOLEShares9.04K
TypeSH
Market value$2.75M
0.95%
Sole
0.00
Shared
0.00
None
9.04K
AXON ENTERPRISE INC
SOLEShares3.19K
TypeSH
Market value$2.64M
0.91%
Sole
0.00
Shared
0.00
None
3.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | IBONDS 25 TRM TS | 641.09K | SH | $14.98M 5.16% | 0.00 | 0.00 | 641.09K |
APPLE INCSOLE | COM | 72.37K | SH | $14.85M 5.12% | 0.00 | 0.00 | 72.37K |
MICROSOFT CORPSOLE | COM | 23.38K | SH | $11.63M 4.01% | 0.00 | 0.00 | 23.38K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 515.24K | SH | $11.52M 3.97% | 0.00 | 0.00 | 515.24K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.81K | SH | $10.59M 3.65% | 0.00 | 0.00 | 21.81K |
AMAZON COM INCSOLE | COM | 46.81K | SH | $10.27M 3.54% | 0.00 | 0.00 | 46.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.00 | SH | $9.47M 3.26% | 0.00 | 0.00 | 13.00 |
BROADCOM INCSOLE | COM | 34.37K | SH | $9.47M 3.26% | 0.00 | 0.00 | 34.37K |
NVIDIA CORPORATIONSOLE | COM | 59.45K | SH | $9.39M 3.24% | 0.00 | 0.00 | 59.45K |
EATON CORP PLCSOLE | SHS | 24.14K | SH | $8.62M 2.97% | 0.00 | 0.00 | 24.14K |
ISHARES TRSOLE | IBONDS DEC2026 | 328.43K | SH | $7.96M 2.74% | 0.00 | 0.00 | 328.43K |
ALPHABET INCSOLE | CAP STK CL A | 43.94K | SH | $7.74M 2.67% | 0.00 | 0.00 | 43.94K |
TESLA INCSOLE | COM | 20.68K | SH | $6.57M 2.26% | 0.00 | 0.00 | 20.68K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.46K | SH | $6.03M 2.08% | 0.00 | 0.00 | 29.46K |
JPMORGAN CHASE & CO.SOLE | COM | 19.11K | SH | $5.54M 1.91% | 0.00 | 0.00 | 19.11K |
ISHARES TRSOLE | IBONDS DEC 2031 | 245.66K | SH | $5.17M 1.78% | 0.00 | 0.00 | 245.66K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 211.56K | SH | $4.85M 1.67% | 0.00 | 0.00 | 211.56K |
HOME DEPOT INCSOLE | COM | 12.08K | SH | $4.43M 1.53% | 0.00 | 0.00 | 12.08K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 27.88K | SH | $3.80M 1.31% | 0.00 | 0.00 | 27.88K |
NETFLIX INCSOLE | COM | 2.77K | SH | $3.71M 1.28% | 0.00 | 0.00 | 2.77K |
META PLATFORMS INCSOLE | CL A | 4.61K | SH | $3.40M 1.17% | 0.00 | 0.00 | 4.61K |
NEXTERA ENERGY INCSOLE | COM | 46.28K | SH | $3.21M 1.11% | 0.00 | 0.00 | 46.28K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.38K | SH | $2.80M 0.96% | 0.00 | 0.00 | 6.38K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.04K | SH | $2.75M 0.95% | 0.00 | 0.00 | 9.04K |
AXON ENTERPRISE INCSOLE | COM | 3.19K | SH | $2.64M 0.91% | 0.00 | 0.00 | 3.19K |
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