MOSELEY INVESTMENT MANAGEMENT INC Portfolio Holdings
Q3 2025•176 long positions•$328.6M portfolio value
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Holding179 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $18.6M 5.67% | +$211.9K Bought | 0.0% 73.2K shares | 72.4K → 73.2K +$211.9K | +1.15% | $3.78T Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $14.6M 4.44% | +$3.0M Bought | — 651.4K shares | 515.2K → 651.4K +$3.0M | +26.43% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $14.2M 4.32% | -$779.6K Sold | — 607.7K shares | 641.1K → 607.7K −$779.6K | -5.2% | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $12.1M 3.69% | +$7.3K Bought | 0.0% 23.4K shares | 23.4K → 23.4K +$7.3K | +0.06% | $3.85T Mega Cap | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $11.2M 3.41% | -$116.8K Sold | 0.001% 34.0K shares | 34.4K → 34.0K −$116.8K | -1.03% | $1.56T Mega Cap | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $11.1M 3.38% | +$23.5K Bought | 0.0% 59.6K shares | 59.5K → 59.6K +$23.5K | +0.21% | $4.54T Mega Cap | Q1 2019 Held for 6y 8m | |
Insurance - Diversified Financial Services | $11.0M 3.33% | -$10.1K Sold | 0.001% 21.8K shares | 21.8K → 21.8K −$10.1K | -0.09% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $10.9M 3.31% | +$186.0K Bought | 0.0% 44.7K shares | 43.9K → 44.7K +$186.0K | +1.74% | $2.95T Mega Cap | Q1 2019 Held for 6y 8m | |
Specialty Retail Consumer Cyclical | $10.6M 3.23% | +$320.8K Bought | 0.0% 48.3K shares | 46.8K → 48.3K +$320.8K | +3.12% | $2.34T Mega Cap | Q1 2019 Held for 6y 8m | |
Insurance - Diversified Financial Services | $9.8M 2.98% | — | 0.001% 13.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $9.8M 2.97% | +$1.8M Bought | — 402.0K shares | 328.4K → 402.0K +$1.8M | +22.4% | — — | Q3 2023 Held for 2y 2m | |
Auto - Manufacturers Consumer Cyclical | $9.2M 2.81% | +$41.8K Bought | 0.001% 20.8K shares | 20.7K → 20.8K +$41.8K | +0.45% | $1.48T Mega Cap | Q2 2020 Held for 5y 5m | |
Industrial - Machinery Industrials | $9.1M 2.77% | +$61.8K Bought | 0.006% 24.3K shares | 24.1K → 24.3K +$61.8K | +0.68% | $145.70B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $8.4M 2.56% | +$3.6M Bought | — 366.5K shares | 211.6K → 366.5K +$3.6M | +73.26% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.8M 2.06% | +$1.6M Bought | — 319.4K shares | 245.7K → 319.4K +$1.6M | +30.04% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $6.6M 2.0% | +$207.2K Bought | — 30.4K shares | 29.5K → 30.4K +$207.2K | +3.26% | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $6.1M 1.87% | +$107.6K Bought | 0.001% 19.4K shares | 19.1K → 19.4K +$107.6K | +1.78% | $867.35B Mega Cap | Q1 2019 Held for 6y 8m | |
Home Improvement Consumer Cyclical | $4.9M 1.51% | +$51.1K Bought | 0.001% 12.2K shares | 12.1K → 12.2K +$51.1K | +1.04% | $403.32B Mega Cap | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $4.6M 1.4% | -$482.0K Sold | 0.001% 25.2K shares | 27.9K → 25.2K −$482.0K | -9.48% | $432.76B Mega Cap | Q1 2021 Held for 4y 8m | |
Internet Content & Information Communication Services | $3.5M 1.08% | +$160.1K Bought | 0.0% 4.8K shares | 4.6K → 4.8K +$160.1K | +4.73% | $1.84T Mega Cap | Q1 2019 Held for 6y 8m | |
Regulated Electric Utilities | $3.4M 1.05% | -$48.2K Sold | 0.002% 45.6K shares | 46.3K → 45.6K −$48.2K | -1.38% | $155.46B Large Cap | Q1 2019 Held for 6y 8m | |
Entertainment Communication Services | $3.3M 1.01% | +$16.8K Bought | 0.001% 2.8K shares | 2.8K → 2.8K +$16.8K | +0.51% | $509.45B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $3.3M 1.0% | +$240.8K Bought | — 6.9K shares | 6.4K → 6.9K +$240.8K | +7.87% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $3.3M 1.0% | +$321.6K Bought | — 10.0K shares | 9.0K → 10.0K +$321.6K | +10.85% | — — | Q1 2019 Held for 6y 8m | |
Aerospace & Defense Industrials | $3.1M 0.946% | +$305.5K Bought | 0.003% 6.2K shares | 5.6K → 6.2K +$305.5K | +10.9% | $116.55B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $3.0M 0.91% | +$759.8K Bought | — 114.7K shares | 85.5K → 114.7K +$759.8K | +34.06% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 0.874% | +$272.8K Bought | — 32.1K shares | 29.0K → 32.1K +$272.8K | +10.5% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Refining & Marketing Energy | $2.8M 0.839% | +$48.2K Bought | 0.005% 16.2K shares | 15.9K → 16.2K +$48.2K | +1.78% | $52.9B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.7M 0.837% | +$276.8K Bought | — 80.5K shares | 72.4K → 80.5K +$276.8K | +11.2% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.7M 0.834% | -$10.5K Sold | 0.002% 16.5K shares | 16.5K → 16.5K −$10.5K | -0.38% | $179.50B Large Cap | Q1 2019 Held for 6y 8m | |
Drug Manufacturers - General Healthcare | $2.6M 0.783% | +$38.9K Bought | 0.0% 3.4K shares | 3.3K → 3.4K +$38.9K | +1.53% | $684.00B Mega Cap | Q1 2019 Held for 6y 8m | |
Discount Stores Consumer Defensive | $2.5M 0.761% | +$87.0K Bought | 0.001% 2.7K shares | 2.6K → 2.7K +$87.0K | +3.6% | $410.27B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.5M 0.758% | +$330.2K Bought | — 43.6K shares | 37.8K → 43.6K +$330.2K | +15.29% | — — | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $2.4M 0.737% | +$44.7K Bought | 0.0% 7.1K shares | 7.0K → 7.1K +$44.7K | +1.88% | $662.60B Mega Cap | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $2.4M 0.731% | +$8.8K Bought | 0.002% 4.9K shares | 4.9K → 4.9K +$8.8K | +0.37% | $123.06B Large Cap | Q3 2020 Held for 5y 2m | |
Aerospace & Defense Industrials | $2.3M 0.714% | +$58.8K Bought | 0.004% 3.3K shares | 3.2K → 3.3K +$58.8K | +2.57% | $56.3B Large Cap | Q2 2020 Held for 5y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.3M 0.701% | -$88.1K Sold | 0.001% 16.4K shares | 17.0K → 16.4K −$88.1K | -3.68% | $192.27B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.1M 0.647% | +$691.0K Bought | — 82.9K shares | 55.9K → 82.9K +$691.0K | +48.15% | — — | Q3 2024 Held for 1y 2m | |
Asset Management Financial Services | $2.1M 0.626% | +$20.5K Bought | 0.002% 12.0K shares | 11.9K → 12.0K +$20.5K | +1.01% | $133.37B Large Cap | Q1 2019 Held for 6y 8m | |
Conglomerates Industrials | $2.1M 0.626% | +$66.7K Bought | 0.002% 9.8K shares | 9.5K → 9.8K +$66.7K | +3.35% | $133.65B Large Cap | Q1 2019 Held for 6y 8m | |
Specialty Retail Consumer Cyclical | $2.0M 0.624% | +$44.4K Bought | 0.002% 877.0 shares | 858.0 → 877.0 +$44.4K | +2.21% | $118.48B Large Cap | Q1 2019 Held for 6y 8m | |
Asset Management Financial Services | $2.0M 0.601% | — | 0.002% 28.8K shares | — | — | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.599% | -$89.6K Sold | — 2.6K shares | 2.8K → 2.6K −$89.6K | -4.35% | — — | Q1 2019 Held for 6y 8m | |
Drug Manufacturers - General Healthcare | $2.0M 0.598% | +$66.0K Bought | 0.001% 7.0K shares | 6.7K → 7.0K +$66.0K | +3.48% | $151.93B Large Cap | Q1 2019 Held for 6y 8m | |
Oil & Gas Integrated Energy | $1.9M 0.575% | +$141.6K Bought | 0.001% 12.2K shares | 11.3K → 12.2K +$141.6K | +8.1% | $312.88B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $1.9M 0.566% | +$58.4K Bought | — 13.2K shares | 12.8K → 13.2K +$58.4K | +3.24% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.9M 0.566% | -$24.1K Sold | 0.0% 8.0K shares | 8.1K → 8.0K −$24.1K | -1.28% | $409.03B Mega Cap | Q1 2019 Held for 6y 8m | |
Telecommunications Services Communication Services | $1.8M 0.558% | -$67.3K Sold | 0.001% 41.7K shares | 43.3K → 41.7K −$67.3K | -3.54% | $185.31B Large Cap | Q1 2019 Held for 6y 8m | |
Internet Content & Information Communication Services | $1.6M 0.477% | +$487.1 Bought | 0.0% 6.4K shares | 6.4K → 6.4K +$487.1 | +0.03% | $2.95T Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $1.4M 0.438% | +$73.8K Bought | — 17.0K shares | 16.1K → 17.0K +$73.8K | +5.41% | — — | Q4 2022 Held for 2y 11m |
