Institutional Fund
Moseley Investment Management Inc
Bradenton, FLCIK 9063965 filings on record
Portfolio Value
$313.70M
Q1 2026
Holdings
162
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-3.1%
from $323.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.2%
- Apple Inc5.6%
- Ishares Tr5.1%
- Alphabet Inc4.0%
- Berkshire Hathaway Inc Del3.3%
- Ishares Tr3.3%
- Other72.5%
Portfolio Holdings
162 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 842.2K | $19.30M | 6.2% | +19.3K | Added |
| 2 | Apple Inc | 69.1K | $17.54M | 5.6% | −1.9K | Reduced |
| 3 | Ishares Tr | 720.1K | $16.05M | 5.1% | +15.9K | Added |
| 4 | Alphabet Inc | 43.2K | $12.42M | 4.0% | −395 | Reduced |
| 5 | Berkshire Hathaway Inc Del | 21.9K | $10.49M | 3.3% | +67 | Added |
| 6 | Ishares Tr | 427.7K | $10.37M | 3.3% | +16.6K | Added |
| 7 | Nvidia Corporation | 58.2K | $10.14M | 3.2% | +230 | Added |
| 8 | Broadcom Inc | 32.1K | $9.94M | 3.2% | −757 | Reduced |
| 9 | Amazon Com Inc | 47.5K | $9.88M | 3.2% | −298 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 13 | $9.34M | 3.0% | 0 | Held |
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