§ 13F · FUND PROFILE
MOSELEY INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $329M (13F)Positions · 176Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IBTG | ISHARES TR | 842K | $19M | 6.1% | +2% |
| 2 | AAPL | APPLE INC | 69K | $18M | 5.6% | −3% |
| 3 | IBTI | ISHARES TR | 720K | $16M | 5.1% | +2% |
| 4 | GOOGL | ALPHABET INC | 43K | $12M | 4.0% | −1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 22K | $10M | 3.3% | ±0% |
| 6 | IBDR | ISHARES TR | 428K | $10M | 3.3% | +4% |
| 7 | NVDA | NVIDIA CORPORATION | 58K | $10M | 3.2% | ±0% |
| 8 | AVGO | BROADCOM INC | 32K | $10M | 3.2% | −2% |
| 9 | AMZN | AMAZON COM INC | 47K | $10M | 3.1% | −1% |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 13 | $9M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOSELEY SIGNAL
AC read
MOSELEY INVESTMENT MANAGEMENT INC is a Other fund managing $329 million in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed