account_balance

Investment manager · 13F filer · SEC CIK 906396

Moseley Investment Management Inc

Reported value$314Mas of Mar 31, 2026
Positions162
Top 10 weight40.0%IBTG alone is 6%
FiledApr 2121 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IBTG iShares Tr 6.2%
AAPL Apple Inc. 5.6%
IBTI iShares Tr 5.1%
GOOGL Alphabet Inc. 4.0% BRK-B Berkshire Hathaway Inc 3.3%
IBDR iShares Tr 3.3%
NVDA NVIDIA Corp 3.2% AVGO Broadcom Inc. 3.2% AMZN Amazon.com Inc 3.2%
Berkshire Hathaway Inc 3.0%
ETN Eaton Corp PLC 2.7% MSFT Microsoft Corp 2.6%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist