MOSELEY INVESTMENT MANAGEMENT INC
•CIK: 906396•Filing: Q4 2025
**MOSELEY INVESTMENT MANAGEMENT INC** manages $324M across a diversified portfolio of 165 positions. The firm maintains significant exposure to mega-cap technology and financial services names, highlighted by top holdings including AAPL at $19.3M and IBTG at $18.8M. Further concentration is evident in core tech names such as GOOGL ($13.6M), AVGO ($11.4M), and AMZN ($11.0M). This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$323.6M
QoQ Performance
-1.5%
Positions
140
Top 10 Concentration
40.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
IBTG
AAPL6.0%
IBTG5.8%
IBTI4.9%
GOOGL4.2%
AVGO3.5%
AMZN3.4%
BRK/B3.4%
NVDA3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.5%
Technology23.8%
Financial10.8%
Consumer9.5%
Healthcare3.5%
Industrial1.6%
Utilities1.5%
Communication1.2%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$14.2M
+12 more exited positions
Changes from Q3 2025
NEW6 new positions
↑45 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023