Filed: 10/27/2025ACC: 0000906396-25-000006
📋 What this filing means
MOSELEY INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $328.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$328.62M
Total AUM (reported)
4.13M
Total Shares
Allocation by class
COM$158.78M48.3%
CL A$22.86M7.0%
IBONDS 28 TRM TS$14.58M4.4%
IBONDS 25 TRM TS$14.20M4.3%
SHS$11.02M3.4%
CL B NEW$10.95M3.3%
CAP STK CL A$10.87M3.3%
Portfolio Concentration
Top 3$47.42M14.4%
4–10$76.68M23.3%
11–25$85.56M26.0%
Rest$118.96M36.2%
Top 3 weight
14.4%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 4.13M
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
4.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole176
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings176
Rows:
APPLE INC
SOLEShares73.20K
TypeSH
Market value$18.64M
5.67%
Sole
0.00
Shared
0.00
None
73.20K
ISHARES TR
SOLEShares651.41K
TypeSH
Market value$14.58M
4.44%
Sole
0.00
Shared
0.00
None
651.41K
ISHARES TR
SOLEShares607.73K
TypeSH
Market value$14.20M
4.32%
Sole
0.00
Shared
0.00
None
607.73K
MICROSOFT CORP
SOLEShares23.39K
TypeSH
Market value$12.12M
3.69%
Sole
0.00
Shared
0.00
None
23.39K
BROADCOM INC
SOLEShares34.01K
TypeSH
Market value$11.22M
3.41%
Sole
0.00
Shared
0.00
None
34.01K
NVIDIA CORPORATION
SOLEShares59.58K
TypeSH
Market value$11.12M
3.38%
Sole
0.00
Shared
0.00
None
59.58K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.79K
TypeSH
Market value$10.95M
3.33%
Sole
0.00
Shared
0.00
None
21.79K
ALPHABET INC
SOLEShares44.71K
TypeSH
Market value$10.87M
3.31%
Sole
0.00
Shared
0.00
None
44.71K
AMAZON COM INC
SOLEShares48.27K
TypeSH
Market value$10.60M
3.23%
Sole
0.00
Shared
0.00
None
48.27K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.00
TypeSH
Market value$9.80M
2.98%
Sole
0.00
Shared
0.00
None
13.00
ISHARES TR
SOLEShares402.01K
TypeSH
Market value$9.77M
2.97%
Sole
0.00
Shared
0.00
None
402.01K
TESLA INC
SOLEShares20.78K
TypeSH
Market value$9.24M
2.81%
Sole
0.00
Shared
0.00
None
20.78K
EATON CORP PLC
SOLEShares24.30K
TypeSH
Market value$9.09M
2.77%
Sole
0.00
Shared
0.00
None
24.30K
ISHARES TR
SOLEShares366.53K
TypeSH
Market value$8.41M
2.56%
Sole
0.00
Shared
0.00
None
366.53K
ISHARES TR
SOLEShares319.45K
TypeSH
Market value$6.78M
2.06%
Sole
0.00
Shared
0.00
None
319.45K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.43K
TypeSH
Market value$6.57M
2.00%
Sole
0.00
Shared
0.00
None
30.43K
JPMORGAN CHASE & CO.
SOLEShares19.45K
TypeSH
Market value$6.13M
1.87%
Sole
0.00
Shared
0.00
None
19.45K
HOME DEPOT INC
SOLEShares12.21K
TypeSH
Market value$4.95M
1.51%
Sole
0.00
Shared
0.00
None
12.21K
PALANTIR TECHNOLOGIES INC
SOLEShares25.24K
TypeSH
Market value$4.60M
1.40%
Sole
0.00
Shared
0.00
None
25.24K
META PLATFORMS INC
SOLEShares4.82K
TypeSH
Market value$3.54M
1.08%
Sole
0.00
Shared
0.00
None
4.82K
NEXTERA ENERGY INC
SOLEShares45.64K
TypeSH
Market value$3.45M
1.05%
Sole
0.00
Shared
0.00
None
45.64K
NETFLIX INC
SOLEShares2.78K
TypeSH
Market value$3.34M
1.01%
Sole
0.00
Shared
0.00
None
2.78K
VANGUARD INDEX FDS
SOLEShares6.88K
TypeSH
Market value$3.30M
1.00%
Sole
0.00
Shared
0.00
None
6.88K
VANGUARD INDEX FDS
SOLEShares10.02K
TypeSH
Market value$3.29M
1.00%
Sole
0.00
Shared
0.00
None
10.02K
LOCKHEED MARTIN CORP
SOLEShares6.22K
TypeSH
Market value$3.11M
0.95%
Sole
0.00
Shared
0.00
None
6.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 73.20K | SH | $18.64M 5.67% | 0.00 | 0.00 | 73.20K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 651.41K | SH | $14.58M 4.44% | 0.00 | 0.00 | 651.41K |
ISHARES TRSOLE | IBONDS 25 TRM TS | 607.73K | SH | $14.20M 4.32% | 0.00 | 0.00 | 607.73K |
MICROSOFT CORPSOLE | COM | 23.39K | SH | $12.12M 3.69% | 0.00 | 0.00 | 23.39K |
BROADCOM INCSOLE | COM | 34.01K | SH | $11.22M 3.41% | 0.00 | 0.00 | 34.01K |
NVIDIA CORPORATIONSOLE | COM | 59.58K | SH | $11.12M 3.38% | 0.00 | 0.00 | 59.58K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.79K | SH | $10.95M 3.33% | 0.00 | 0.00 | 21.79K |
ALPHABET INCSOLE | CAP STK CL A | 44.71K | SH | $10.87M 3.31% | 0.00 | 0.00 | 44.71K |
AMAZON COM INCSOLE | COM | 48.27K | SH | $10.60M 3.23% | 0.00 | 0.00 | 48.27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.00 | SH | $9.80M 2.98% | 0.00 | 0.00 | 13.00 |
ISHARES TRSOLE | IBONDS DEC2026 | 402.01K | SH | $9.77M 2.97% | 0.00 | 0.00 | 402.01K |
TESLA INCSOLE | COM | 20.78K | SH | $9.24M 2.81% | 0.00 | 0.00 | 20.78K |
EATON CORP PLCSOLE | SHS | 24.30K | SH | $9.09M 2.77% | 0.00 | 0.00 | 24.30K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 366.53K | SH | $8.41M 2.56% | 0.00 | 0.00 | 366.53K |
ISHARES TRSOLE | IBONDS DEC 2031 | 319.45K | SH | $6.78M 2.06% | 0.00 | 0.00 | 319.45K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.43K | SH | $6.57M 2.00% | 0.00 | 0.00 | 30.43K |
JPMORGAN CHASE & CO.SOLE | COM | 19.45K | SH | $6.13M 1.87% | 0.00 | 0.00 | 19.45K |
HOME DEPOT INCSOLE | COM | 12.21K | SH | $4.95M 1.51% | 0.00 | 0.00 | 12.21K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 25.24K | SH | $4.60M 1.40% | 0.00 | 0.00 | 25.24K |
META PLATFORMS INCSOLE | CL A | 4.82K | SH | $3.54M 1.08% | 0.00 | 0.00 | 4.82K |
NEXTERA ENERGY INCSOLE | COM | 45.64K | SH | $3.45M 1.05% | 0.00 | 0.00 | 45.64K |
NETFLIX INCSOLE | COM | 2.78K | SH | $3.34M 1.01% | 0.00 | 0.00 | 2.78K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.88K | SH | $3.30M 1.00% | 0.00 | 0.00 | 6.88K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.02K | SH | $3.29M 1.00% | 0.00 | 0.00 | 10.02K |
LOCKHEED MARTIN CORPSOLE | COM | 6.22K | SH | $3.11M 0.95% | 0.00 | 0.00 | 6.22K |
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