Moseley Investment Management Inc Top Holdings and 13F Report (2026) About Moseley Investment Management IncInvestment ActivityMoseley Investment Management Inc has $313.85 million in total holdings as of March 31, 2026.Moseley Investment Management Inc owns shares of 162 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 3.70% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Moseley Investment Management Inc has purchased 165 new stocks and bought additional shares in 58 stocks.Moseley Investment Management Inc sold shares of 64 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares iBonds Dec 2026 Term Treasury ETF $19,298,114Apple $17,542,453iShares iBonds Dec 2028 Term Treasury ETF $16,046,413Alphabet $12,422,005Berkshire Hathaway $10,488,730 Largest New Holdings this Quarter 032095101 - Amphenol $1,179,914 Holding92537N108 - Vertiv $329,513 Holding219350105 - Corning $253,448 Holding311900104 - Fastenal $225,968 Holding808524797 - Schwab US Dividend Equity ETF $214,083 Holding Largest Purchases this Quarter First Trust Morningstar Dividend Leaders Index Fund 74,075 shares (about $3.76M)Amphenol 9,338 shares (about $1.18M)iShares iBonds Dec 2031 Term Corporate ETF 23,420 shares (about $490.18K)iShares iBonds Dec 2026 Term Treasury ETF 19,306 shares (about $442.40K)iShares iBonds Dec 2026 Term Corporate ETF 16,587 shares (about $402.07K) Largest Sales this Quarter PepsiCo 6,246 shares (about $969.91K)Verizon Communications 19,063 shares (about $956.97K)Waste Management 3,520 shares (about $808.86K)Valero Energy 3,044 shares (about $752.09K)Apple 1,950 shares (about $494.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoseley Investment Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIBTGiShares iBonds Dec 2026 Term Treasury ETF$19,298,114$442,397 ▲2.3%842,1616.1%ManufacturingAAPLApple$17,542,453$494,890 ▼-2.7%69,1225.6%Computer and TechnologyIBTIiShares iBonds Dec 2028 Term Treasury ETF$16,046,413$354,812 ▲2.3%720,1195.1%ManufacturingGOOGLAlphabet$12,422,005$113,586 ▼-0.9%43,1984.0%Computer and TechnologyBRK.BBerkshire Hathaway$10,488,730$32,106 ▲0.3%21,8883.3%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$10,367,858$402,069 ▲4.0%427,7173.3%ETFNVDANVIDIA$10,142,558$40,112 ▲0.4%58,1573.2%Computer and TechnologyAVGOBroadcom$9,943,456$234,302 ▼-2.3%32,1263.2%Computer and TechnologyAMZNAmazon.com$9,882,797$62,064 ▼-0.6%47,4523.1%Retail/WholesaleBRK.ABerkshire Hathaway$9,335,8200.0%133.0%FinanceETNEaton$8,557,254$11,088 ▼-0.1%23,9252.7%IndustrialsMSFTMicrosoft$8,436,990$192,490 ▲2.3%22,7922.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$8,177,523$116,779 ▲1.4%38,0242.6%ETFTSLATesla$7,602,167$102,601 ▲1.4%20,4502.4%Auto/Tires/TrucksIBDWiShares iBonds Dec 2031 Term Corporate ETF$7,430,591$490,181 ▲7.1%355,0212.4%ETFJPMJPMorgan Chase & Co.$5,383,357$12,943 ▼-0.2%18,3011.7%FinanceFDLFirst Trust Morningstar Dividend Leaders Index Fund$5,171,475$3,762,999 ▲267.2%101,8011.6%ETFNEENextEra Energy$4,225,589$15,232 ▼-0.4%45,4951.3%UtilitiesHDHome Depot$3,842,647$49,003 ▼-1.3%11,6841.2%Retail/WholesaleLMTLockheed Martin$3,721,367$24,781 ▲0.7%6,1571.2%AerospaceVTIVanguard Total Stock Market ETF$3,477,915$143,403 ▲4.3%10,8411.1%ETFVUGVanguard Growth ETF$3,469,200$277,379 ▲8.7%7,9421.1%ETFVIGIVanguard International Dividend Appreciation ETF$3,449,109$346,583 ▲11.2%38,9911.1%ETFPALANTIR TECHNOLOGIES INC$3,347,910$2,633 ▲0.1%22,8871.1%CL ACGGOCapital Group Global Growth Equity ETF$3,291,135$181,432 ▲5.8%98,6261.0%ETFVLOValero Energy$3,260,126$752,090 ▼-18.7%13,1951.0%EnergyISHARES TR$2,959,937$143,150 ▼-4.6%114,5930.9%IBONDS DEC 2030LLYEli Lilly and Company$2,941,351$118,647 ▼-3.9%3,1980.9%MedicalJEPIJPMorgan Equity Premium Income ETF$2,828,126$202,632 ▲7.7%49,8960.9%ETFCOSTCostco Wholesale$2,680,846$13,952 ▼-0.5%2,6900.9%Retail/WholesaleGE VERNOVA INC$2,608,229$35,789 ▲1.4%2,9880.8%COMMETAMeta Platforms$2,566,406$48,628 ▲1.9%4,4860.8%Computer and TechnologyNFLXNetflix$2,565,667$42,691 ▲1.7%26,6840.8%Consumer DiscretionaryIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2,482,471$358,820 ▲16.9%96,8580.8%ETFAMGNAmgen$2,437,670$11,611 ▲0.5%6,9280.8%MedicalCVXChevron$2,158,808$286,558 ▼-11.7%10,4340.7%EnergyVYMVanguard High Dividend Yield ETF$2,153,627$13,477 ▼-0.6%14,5420.7%ETFVVisa$2,125,683$52,893 ▲2.6%7,0330.7%Business ServicesHONHoneywell International$2,085,367$13,336 ▼-0.6%9,2260.7%Multi-Sector ConglomeratesQCOMQualcomm$2,021,749$79,201 ▼-3.8%15,6990.6%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$1,871,920$209,876 ▲12.6%19,8630.6%ETFCRWDCrowdStrike$1,866,941$7,418 ▼-0.4%4,7820.6%Computer and TechnologyAMDAdvanced Micro Devices$1,818,461$17,698 ▼-1.0%8,9390.6%Computer and TechnologyVGTVanguard Information Technology ETF$1,706,120$121,417 ▼-6.6%2,4450.5%ETFABBVAbbVie$1,695,554$41,541 ▼-2.4%7,7960.5%MedicalJNJJohnson & Johnson$1,569,103$6,600 ▲0.4%6,4190.5%MedicalBNBrookfield$1,565,6630.0%38,6870.5%FinanceGOOGAlphabet$1,562,623$24,385 ▲1.6%5,4470.5%Computer and TechnologyEPDEnterprise Products Partners$1,461,397$1,400 ▼-0.1%38,6200.5%EnergyVTVanguard Total World Stock ETF$1,412,349$326,980 ▲30.1%10,2110.5%ETFAXONAxon Enterprise$1,402,751$48,839 ▲3.6%3,3030.4%AerospaceMELIMercadoLibre$1,360,884$39,772 ▼-2.8%7870.4%Retail/WholesaleDUKDuke Energy$1,338,042$61,540 ▲4.8%10,2190.4%UtilitiesBXBlackstone$1,320,762$78,767 ▼-5.6%11,4860.4%FinanceALSNAllison Transmission$1,299,6000.0%11,1020.4%Auto/Tires/TrucksPEPPepsiCo$1,297,249$969,909 ▼-42.8%8,3540.4%Consumer StaplesWALMART INC$1,287,288$30,821 ▲2.5%10,3580.4%COMAPHAmphenol$1,179,914$1,179,914 ▲New Holding9,3380.4%Computer and TechnologyJBLJabil$1,085,0990.0%4,0850.3%Computer and TechnologyXOMExxonMobil$1,080,916$11,367 ▼-1.0%6,3710.3%EnergyISRGIntuitive Surgical$1,015,561$7,837 ▲0.8%2,2030.3%MedicalQQQInvesco QQQ$995,352$34,044 ▲3.5%1,7250.3%FinanceSCHWCharles Schwab$981,0570.0%10,4390.3%FinanceDISWalt Disney$922,156$149,484 ▼-13.9%9,5680.3%Consumer DiscretionaryPGProcter & Gamble$917,929$17,189 ▼-1.8%6,3550.3%Consumer StaplesBCPCBalchem$910,7860.0%5,3740.3%Basic MaterialsSPYSPDR S&P 500 ETF Trust$866,9460.0%1,3330.3%FinanceVZVerizon Communications$846,829$956,968 ▼-53.1%16,8690.3%Computer and TechnologyBWXTBWX Technologies$815,102$28,424 ▲3.6%3,9860.3%AerospaceMDTMedtronic$755,676$33,794 ▼-4.3%8,7210.2%MedicalORealty Income$687,802$31,080 ▼-4.3%11,2420.2%FinanceJJacobs Solutions$685,972$10,311 ▼-1.5%5,3890.2%Business ServicesXTiShares Exponential Technologies ETF$673,357$7,224 ▲1.1%9,8810.2%ManufacturingSPGIS&P Global$669,3200.0%1,5740.2%FinanceMAMastercard$663,0160.0%1,3270.2%Business ServicesVOOVanguard S&P 500 ETF$625,934$3,584 ▲0.6%1,0480.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$625,760$28,145 ▲4.7%7,9150.2%ETFSOFISoFi Technologies$614,381$1,763 ▲0.3%38,6890.2%FinanceGLDSPDR Gold Shares$603,697$47,332 ▲8.5%1,4030.2%FinanceWMBWilliams Companies$598,6160.0%8,2250.2%EnergySCHXSchwab US Large-Cap ETF$585,643$17,948 ▼-3.0%22,8410.2%ETFNSANational Storage Affiliates Trust$531,242$109,071 ▼-17.0%14,0760.2%FinanceMRKMerck & Co., Inc.$523,8870.0%4,3550.2%MedicalLOWLowe's Companies$509,767$945 ▲0.2%2,1570.2%Retail/WholesaleVSTVistra$505,356$30,213 ▲6.4%3,3620.2%UtilitiesVTVVanguard Value ETF$503,507$17,268 ▼-3.3%2,5660.2%ETFIBMInternational Business Machines$498,814$31,994 ▼-6.0%2,0580.2%Computer and TechnologyEQIXEquinix$492,344$19,615 ▼-3.8%5020.2%FinanceAFLAflac$463,573$3,401 ▲0.7%4,2250.1%FinanceUNHUnitedHealth Group$458,964$53,311 ▼-10.4%1,6960.1%MedicalVTEBVanguard Tax-Exempt Bond ETF$457,092$10,726 ▼-2.3%9,1620.1%ETFASMLASML$455,964$6,608 ▲1.5%3450.1%Computer and TechnologyLEUCentrus Energy$454,806$15,276 ▼-3.2%2,6200.1%Basic MaterialsCALFPacer US Small Cap Cash Cows ETF$453,183$21,941 ▼-4.6%10,1000.1%ETFBKNGBooking$439,587$21,134 ▼-4.6%1040.1%Retail/WholesaleSYYSysco$428,746$7,061 ▼-1.6%6,0110.1%Consumer StaplesGOLDMAN SACHS ETF TR$426,314$34,179 ▼-7.4%8,5190.1%S&P 500 PREMIUMSHWSherwin-Williams$422,465$29,489 ▼-6.5%1,3180.1%Basic MaterialsTHCTenet Healthcare$417,2380.0%2,2110.1%MedicalTYLTyler Technologies$411,1980.0%1,2010.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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