MOSELEY INVESTMENT MANAGEMENT INC
CIK 0000906396 · BRADENTON, FL · Quarter end: 2026-03-31 · Filed on: 2026-04-21 · Open the SEC source ↗
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
Top Holdings
IBTG
ISHARES TR
6.1%
AAPL
APPLE INC
5.6%
IBTI
ISHARES TR
5.1%
GOOGL
ALPHABET INC
4.0%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.3%
IBDR
ISHARES TR
3.3%
NVDA
NVIDIA CORPORATION
3.2%
AVGO
BROADCOM INC
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.