Moseley Investment Management Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Moseley Investment Management Inc. reported 176 stock positions worth $328.6 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by iShares Ibonds Dec 2028 Term (IBTI, 4.4%) and iShares Ibonds Dec 2025 Term (IBTF, 4.3%). Compared with Q2 2025, it opened 16 new positions, sold out of 3, added to 78 and reduced 49. The biggest buy was iShares Ibonds Dec 2026 Term (IBTG, shares +73%) and the biggest sale iShares Ibonds Dec 2025 Term (IBTF, shares −5%).

Most Recent 13F
Q1 2026
Location
BRADENTON, FL
CIK
0000906396
Portfolio Value
$328.6M (Q3 2025)
SEC Filing
0000906396-25-000006 ↗ filed Oct 27, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $201.4M Q1 2024 Q2 2024: $215.4M Q2 2024 Q3 2024: $250.6M Q3 2024 Q4 2024: $256.2M Q4 2024 Q1 2025: $255.7M Q1 2025 Q2 2025: $290.2M Q2 2025 Q3 2025: $328.6M $328.6M Q3 2025 Q4 2025: $323.6M Q4 2025 Q1 2026: $313.7M Q1 2026

Holdings 176 stocks · $328.6M
AAPL Apple Inc. 5.67% 73,205 $18.6M Add +1.1%
IBTI iShares Ibonds Dec 2028 Term 4.44% 651,411 $14.6M Add +26.4%
IBTF iShares Ibonds Dec 2025 Term 4.32% 607,725 $14.2M Reduce -5.2%
MSFT Microsoft Corp. 3.69% 23,391 $12.1M Add +0.1%
AVGO Broadcom Inc. 3.41% 34,013 $11.2M Reduce -1.0%
NVDA Nvidia Corp. 3.38% 59,578 $11.1M Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 3.33% 21,788 $11.0M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.31% 44,708 $10.9M Add +1.7%
AMZN Amazon.com Inc. 3.23% 48,268 $10.6M Add +3.1%
BRK.A Berkshire Hathaway Inc. Class A 2.98% 13 $9.8M No change
IBDR iShares Ibonds Dec 2026 Term 2.97% 402,007 $9.8M Add +22.4%
TSLA Tesla Inc. 2.81% 20,779 $9.2M Add +0.5%
ETN Eaton Corp. PLC 2.77% 24,301 $9.1M Add +0.7%
IBTG iShares Ibonds Dec 2026 Term 2.56% 366,533 $8.4M Add +73.3%
IBDW iShares Ibonds Dec 2031 Corp. 2.06% 319,446 $6.8M Add +30.0%
VIG Vanguard Dividend Apprec ETF 2.00% 30,425 $6.6M Add +3.3%
JPM JPMorgan Chase & Co. 1.87% 19,448 $6.1M Add +1.8%
HD Home Depot Inc. 1.51% 12,208 $4.9M Add +1.0%
PLTR Palantir Technologies Inc. Class A 1.40% 25,238 $4.6M Reduce -9.5%
META Meta Platforms Inc. Class A 1.08% 4,824 $3.5M Add +4.7%
NEE Nextera Energy Inc. 1.05% 45,641 $3.4M Reduce -1.4%
NFLX Netflix Inc. 1.01% 2,782 $3.3M Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 1.00% 6,878 $3.3M Add +7.9%
VTI VG Morningstar TS MKT ETF-US 1.00% 10,016 $3.3M Add +10.8%
LMT Lockheed Martin Corp. 0.95% 6,225 $3.1M Add +10.9%
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.91% 114,671 $3.0M Add +34.1%
VIGI Vanguard Int Div App Indx FD 0.87% 32,053 $2.9M Add +10.5%
VLO Valero Energy Corp. 0.84% 16,202 $2.8M Add +1.8%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.84% 80,458 $2.7M Add +11.2%
QCOM Qualcomm Inc. 0.83% 16,466 $2.7M Reduce -0.4%
LLY Eli Lilly & Co. 0.78% 3,374 $2.6M Add +1.5%
COST Costco Wholesale Corp. 0.76% 2,703 $2.5M Add +3.6%
JEPI JPMorgan Equity Premium Inco 0.76% 43,610 $2.5M Add +15.3%
V Visa Inc. Class A 0.74% 7,099 $2.4M Add +1.9%
CRWD CrowdStrike Holdings Inc. Class A 0.73% 4,902 $2.4M Add +0.4%
AXON Axon Enterprise Inc. 0.71% 3,269 $2.3M Add +2.6%
PEP Pepsico Inc. 0.70% 16,404 $2.3M Reduce -3.7%
IBMO iShares Ibonds Dec 2026 Term 0.65% 82,858 $2.1M Add +48.1%
BX Blackstone Inc. 0.63% 12,047 $2.1M Add +1.0%
HON Honeywell International Inc. 0.63% 9,774 $2.1M Add +3.4%
MELI MercadoLibre Inc. 0.62% 877 $2.0M Add +2.2%
BN Brookfield Corp. 0.60% 28,785 $2.0M No change
VGT Vanguard Info Tech ETF 0.60% 2,638 $2.0M Reduce -4.3%
AMGN Amgen Inc. 0.60% 6,964 $2.0M Add +3.5%
CVX Chevron Corp. 0.57% 12,167 $1.9M Add +8.1%
VYM Vanguard High DVD Yield ETF 0.57% 13,198 $1.9M Add +3.2%
ABBV Abbvie Inc. 0.57% 8,030 $1.9M Reduce -1.3%
VZ Verizon Communications Inc. 0.56% 41,742 $1.8M Reduce -3.5%
GOOG Alphabet Inc. Class C 0.48% 6,434 $1.6M Add +0.0%
VYMI Vanguard Int High DVD YLD Inc. 0.44% 16,988 $1.4M Add +5.4%
AMD Advanced Micro Devices 0.44% 8,883 $1.4M Add +0.5%
GEV GE Vernova Inc. 0.43% 2,316 $1.4M Add +66.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 12,397 $1.4M Reduce -2.1%
EPD Enterprise Products Partners 0.38% 39,927 $1.2M Reduce -4.4%
JNJ Johnson & Johnson 0.36% 6,449 $1.2M Reduce -9.1%
WM Waste Management Inc. 0.36% 5,323 $1.2M Add +11.4%
MKC McCormick & Co.-Non VTG SHRS 0.33% 16,419 $1.1M Reduce -10.1%
PG The Procter & Gamble Co. 0.32% 6,897 $1.1M Add +0.3%
WMT Walmart Inc. 0.32% 10,276 $1.1M Reduce -0.6%
SOFI Sofi Technologies Inc. 0.31% 38,974 $1.0M Add +23.9%
QQQ Invesco QQQ Trust Series 1 0.31% 1,675 $1.0M Add +2.6%
ISRG Intuitive Surgical Inc. 0.31% 2,246 $1.0M Add +5.2%
SCHW Schwab (charles) Corp. 0.30% 10,439 $997K No change
VT Vanguard Tot World STK ETF 0.30% 7,216 $994K Add +8.2%
MDT Medtronic PLC 0.29% 9,969 $949K Reduce -2.5%
ALSN Allison Transmission Holding 0.29% 11,102 $942K No change
JBL Jabil Inc. 0.28% 4,285 $931K No change
MA Mastercard Inc. Class A 0.28% 1,592 $905K Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 1,332 $888K Add +10.1%
J Jacobs Solutions Inc. 0.25% 5,507 $825K Reduce -0.6%
LEU Centrus Energy Corp. Class A 0.25% 2,615 $811K Add +19.4%
BCPC Balchem Corp. 0.25% 5,374 $806K Reduce -15.7%
DPZ Domino's Pizza Inc. 0.24% 1,858 $802K Reduce -1.1%
SE Sea Ltd.-ADR 0.24% 4,471 $799K Add +4.6%
CRM Salesforce Inc. 0.24% 3,371 $799K Reduce -6.4%
O Realty Income Corp. 0.24% 12,935 $786K Reduce -4.6%
ZTS Zoetis Inc. 0.24% 5,368 $785K Reduce -6.8%
SPGI S&P Global Inc. 0.23% 1,574 $766K No change
XOM Exxon Mobil Corp. 0.23% 6,617 $746K Add +3.6%
NSA National Storage Affiliates 0.22% 24,052 $727K Reduce -3.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,234 $630K Add +14.3%
TYL Tyler Technologies Inc. 0.19% 1,201 $628K No change
SCHX Schwab US Large-Cap ETF 0.19% 23,541 $620K Reduce -1.7%
SPTM SS SPDR P S&P 1500 Comp ETF 0.19% 7,679 $619K Add +1.6%
BKNG Booking Holdings Inc. 0.19% 113 $612K No change
FDL First Trust Morn DVD Lead Inc. 0.18% 13,714 $595K Add +8.2%
XT Ishar Fture Exp Tech ETF-Usd 0.18% 8,271 $595K Add +0.6%
CMG Chipotle Mexican Grill Inc. 0.18% 15,109 $592K Reduce -3.1%
IBIT iShares Bitcoin Trust ETF 0.17% 8,822 $573K Add +16.3%
SHW The Sherwin-Williams Co. 0.17% 1,620 $561K Reduce -31.2%
UNH Unitedhealth Group Inc. 0.17% 1,615 $558K Reduce -13.8%
SHOP Shopify Inc. Class A 0.16% 3,639 $541K Reduce -0.9%
LOW Lowe's Cos Inc. 0.16% 2,147 $540K Add +0.3%
WMB Williams Cos Inc. 0.16% 8,225 $521K No change
BWXT BWX Technologies Inc. 0.15% 2,762 $509K New
VTV Vanguard Mrngstr Val ETF-Aui 0.15% 2,728 $509K Reduce -1.3%
VOO Vanguard S&P 500 ETF 0.15% 830 $509K Reduce -4.2%
SYY Sysco Corp. 0.15% 6,135 $505K Reduce -4.2%
BLK BlackRock Inc. 0.15% 433 $505K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.15% 10,077 $505K Add +2.1%
SBUX Starbucks Corp. 0.15% 5,931 $502K Reduce -0.2%
CALF PCR US SM CP CSH CWS ETF-Usd 0.15% 11,009 $482K Add +9.4%
AFL Aflac Inc. 0.14% 4,209 $470K Reduce -2.5%
TDG Transdigm Group Inc. 0.14% 345 $455K Add +19.0%
GD General Dynamics Corp. 0.14% 1,332 $454K Add +0.2%
THC Tenet Healthcare Corp. 0.14% 2,211 $449K No change
AVAV Aerovironment Inc. 0.13% 1,362 $429K Add +38.7%
VST Vistra Corp. 0.13% 2,176 $426K Add +2.4%
SCHB Schwab US Broad Market ETF 0.13% 16,476 $424K No change
EQIX Equinix Inc. 0.13% 527 $413K Reduce -0.6%
MRK Merck & Co. Inc. 0.12% 4,865 $408K Reduce -7.5%
APP AppLovin Corp. Class A 0.12% 562 $404K New
IDXX Idexx Laboratories Inc. 0.12% 625 $399K No change
SHM SS SPDR N Ice St Muni ETF 0.12% 8,280 $399K Reduce -8.7%
GPIX GLDM SA S&P 500 PR in ETF-US 0.12% 7,321 $382K Add +0.8%
ETHA iShares Ethereum Trust ETF 0.12% 12,020 $379K New
TSM Taiwan Semiconductor-SP ADR 0.11% 1,331 $372K Add +1.4%
SBCF Seacoast Banking Corp. 0.11% 12,116 $369K No change
TXN Texas Instruments Inc. 0.11% 1,953 $359K Reduce -10.0%
NET Cloudflare Inc. Class A 0.11% 1,631 $350K Add +8.3%
SO The Southern Co. 0.11% 3,682 $349K Reduce -19.8%
ASML ASML Holding NV-NY Reg SHS 0.10% 350 $339K Add +6.1%
BAM Brookfield Asset Mgmt-A 0.10% 5,811 $331K No change
GLD SPDR Gold Shares 0.10% 930 $331K Reduce -27.9%
NOC Northrop Grumman Corp. 0.10% 529 $322K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 6,124 $316K Add +0.1%
RSST Return Stacked US SM FTR ETF 0.09% 11,664 $309K Reduce -4.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.09% 660 $306K No change
NTES Netease Inc.-ADR 0.09% 2,000 $304K No change
CEG Constellation Energy 0.09% 913 $300K New
ORCL Oracle Corp. 0.09% 1,027 $289K New
IBDT iShares Ibonds Dec 2028 ETF 0.09% 11,225 $286K Add +0.0%
XYL Xylem Inc. 0.09% 1,942 $286K Add +5.5%
CIBR First Trust Nasdaq Cybersecu 0.09% 3,761 $286K No change
PYPL PayPal Holdings Inc. 0.09% 4,249 $285K No change
PAYX Paychex Inc. 0.09% 2,219 $281K Add +0.4%
SYK Stryker Corp. 0.09% 756 $280K Add +31.5%
VEEV Veeva Systems Inc. Class A 0.08% 920 $274K No change
AMLP Alerian MLP ETF 0.08% 5,771 $271K Reduce -14.7%
CSQ Calamos Strat TTL RTRN FND 0.08% 13,775 $266K New
PFF iShares Preferred & Income S 0.08% 8,363 $264K Add +5.5%
WSM Williams-Sonoma Inc. 0.08% 1,347 $263K Reduce -2.3%
UBER Uber Technologies Inc. 0.08% 2,684 $263K Add +7.5%
SPLV Invesco S&P 500 Low Volatili 0.08% 3,561 $262K Reduce -8.1%
VNQ Vanguard Real Estate ETF 0.08% 2,832 $259K No change
MP MP Materials Corp. 0.08% 3,782 $254K New
VHT Vanguard Health Care ETF 0.08% 973 $253K Reduce -2.8%
UL Unilever PLC 0.08% 4,257 $252K Add +0.7%
GIB Cgi Inc. 0.08% 2,790 $249K No change
RJF Raymond James Financial Inc. 0.07% 1,425 $246K No change
TXT Textron Inc. 0.07% 2,900 $245K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.07% 4,982 $244K Add +77.7%
CSCO Cisco Systems Inc. 0.07% 3,539 $242K Reduce -6.7%
BR Broadridge Financial Solutio 0.07% 1,010 $241K No change
DTD Wisdomtree US Total Dividend 0.07% 2,848 $239K No change
FAST Fastenal Co. 0.07% 4,870 $239K No change
IONQ Ionq Inc. 0.07% 3,873 $238K New
PM Philip Morris International 0.07% 1,447 $235K Reduce -1.9%
VPU Vanguard Utilities ETF 0.07% 1,221 $231K No change
DUK Duke Energy Corp. 0.07% 1,862 $230K Add +6.5%
IVV iShares Core S&P 500 ETF 0.07% 341 $228K No change
USB US Bancorp 0.07% 4,685 $226K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 2,117 $221K No change
RTX RTX Corp. 0.07% 1,311 $219K New
VCSH Vanguard S/T Corp. Bond ETF 0.07% 2,714 $217K Reduce -8.3%
GLDM SPDR Gold Minishares Trust 0.07% 2,815 $215K New
IBTH iShares Ibonds Dec 2027 Term 0.06% 9,439 $213K No change
LHX L3HARRIS Technologies Inc. 0.06% 695 $212K New
ROL Rollins Inc. 0.06% 3,611 $212K New
OEF iShares S&P 100 ETF 0.06% 625 $208K New
TMO Thermo Fisher Scientific Inc. 0.06% 425 $206K New
MO Altria Group Inc. 0.06% 3,110 $205K New
CHKP Check Point Software Tech 0.06% 990 $205K Reduce -0.3%
BSV Vanguard Short-Term Bond ETF 0.06% 2,578 $203K Reduce -21.3%
OKLO Oklo Inc. 0.06% 1,800 $201K New
OPK Opko Health Inc. 0.01% 25,153 $39K Add +4.1%

Portfolio Sells Q2 2025 → Q3 2025
IBTF iShares Ibonds Dec 2025 Term Reduce -5.2% 4.32% −0.84
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 3.33% −0.32
MKC McCormick & Co.-Non VTG SHRS Reduce -10.1% 0.33% −0.14
CMG Chipotle Mexican Grill Inc. Reduce -3.1% 0.18% −0.12
DIS The Walt Disney Co. Reduce -2.1% 0.43% −0.11
SHW The Sherwin-Williams Co. Reduce -31.2% 0.17% −0.11
BCPC Balchem Corp. Reduce -15.7% 0.25% −0.10
CRM Salesforce Inc. Reduce -6.4% 0.24% −0.10
VZ Verizon Communications Inc. Reduce -3.5% 0.56% −0.09
DE Deere & Co. Sold out 0.00% −0.08
PEP Pepsico Inc. Reduce -3.7% 0.70% −0.07
ADBE Adobe Inc. Sold out 0.00% −0.07
QCOM Qualcomm Inc. Reduce -0.4% 0.83% −0.07
ZTS Zoetis Inc. Reduce -6.8% 0.24% −0.07
ABT Abbott Laboratories Sold out 0.00% −0.07
EPD Enterprise Products Partners Reduce -4.4% 0.38% −0.07
NEE Nextera Energy Inc. Reduce -1.4% 1.05% −0.06
NSA National Storage Affiliates Reduce -3.4% 0.22% −0.05
DPZ Domino's Pizza Inc. Reduce -1.1% 0.24% −0.05
TXN Texas Instruments Inc. Reduce -10.0% 0.11% −0.05
SO The Southern Co. Reduce -19.8% 0.11% −0.04
GLD SPDR Gold Shares Reduce -27.9% 0.10% −0.03
SBUX Starbucks Corp. Reduce -0.2% 0.15% −0.03
UNH Unitedhealth Group Inc. Reduce -13.8% 0.17% −0.03
AMLP Alerian MLP ETF Reduce -14.7% 0.08% −0.03
VGT Vanguard Info Tech ETF Reduce -4.3% 0.60% −0.03
O Realty Income Corp. Reduce -4.6% 0.24% −0.03
SHM SS SPDR N Ice St Muni ETF Reduce -8.7% 0.12% −0.03
BSV Vanguard Short-Term Bond ETF Reduce -21.3% 0.06% −0.03
WMT Walmart Inc. Reduce -0.6% 0.32% −0.03
PM Philip Morris International Reduce -1.9% 0.07% −0.02
EQIX Equinix Inc. Reduce -0.6% 0.13% −0.02
MRK Merck & Co. Inc. Reduce -7.5% 0.12% −0.02
MDT Medtronic PLC Reduce -2.5% 0.29% −0.02
SPLV Invesco S&P 500 Low Volatili Reduce -8.1% 0.08% −0.02
CSCO Cisco Systems Inc. Reduce -6.7% 0.07% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -8.3% 0.07% −0.01
VOO Vanguard S&P 500 ETF Reduce -4.2% 0.15% −0.01
AFL Aflac Inc. Reduce -2.5% 0.14% −0.01
SYY Sysco Corp. Reduce -4.2% 0.15% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.3% 0.15% −0.01
CHKP Check Point Software Tech Reduce -0.3% 0.06% −0.01
SCHX Schwab US Large-Cap ETF Reduce -1.7% 0.19% −0.01
JNJ Johnson & Johnson Reduce -9.1% 0.36% −0.01
VHT Vanguard Health Care ETF Reduce -2.8% 0.08% −0.01
RSST Return Stacked US SM FTR ETF Reduce -4.1% 0.09% −0.00
J Jacobs Solutions Inc. Reduce -0.6% 0.25% +0.00
WSM Williams-Sonoma Inc. Reduce -2.3% 0.08% +0.00
SHOP Shopify Inc. Class A Reduce -0.9% 0.16% +0.02
ABBV Abbvie Inc. Reduce -1.3% 0.57% +0.05

Portfolio Buys Q2 2025 → Q3 2025
IBTG iShares Ibonds Dec 2026 Term Add +73.3% 2.56% +0.89
GOOGL Alphabet Inc. Class A Add +1.7% 3.31% +0.64
AAPL Apple Inc. Add +1.1% 5.67% +0.56
TSLA Tesla Inc. Add +0.5% 2.81% +0.55
IBTI iShares Ibonds Dec 2028 Term Add +26.4% 4.44% +0.47
IBDW iShares Ibonds Dec 2031 Corp. Add +30.0% 2.06% +0.28
IBDR iShares Ibonds Dec 2026 Term Add +22.4% 2.97% +0.23
GEV GE Vernova Inc. Add +66.6% 0.43% +0.18
BWXT BWX Technologies Inc. New 0.15% +0.15
IBMS ISHARESIBONDDEC2030MUNIBDETF Add +34.1% 0.91% +0.15
IBMO iShares Ibonds Dec 2026 Term Add +48.1% 0.65% +0.15
NVDA Nvidia Corp. Add +0.2% 3.38% +0.15
APP AppLovin Corp. Class A New 0.12% +0.12
SOFI Sofi Technologies Inc. Add +23.9% 0.31% +0.12
ETHA iShares Ethereum Trust ETF New 0.12% +0.12
LEU Centrus Energy Corp. Class A Add +19.4% 0.25% +0.11
VLO Valero Energy Corp. Add +1.8% 0.84% +0.10
CEG Constellation Energy New 0.09% +0.09
ORCL Oracle Corp. New 0.09% +0.09
GOOG Alphabet Inc. Class C Add +0.0% 0.48% +0.08
CSQ Calamos Strat TTL RTRN FND New 0.08% +0.08
MP MP Materials Corp. New 0.08% +0.08
IONQ Ionq Inc. New 0.07% +0.07
RTX RTX Corp. New 0.07% +0.07
GLDM SPDR Gold Minishares Trust New 0.07% +0.07
LHX L3HARRIS Technologies Inc. New 0.06% +0.06
ROL Rollins Inc. New 0.06% +0.06
OEF iShares S&P 100 ETF New 0.06% +0.06
TMO Thermo Fisher Scientific Inc. New 0.06% +0.06
MO Altria Group Inc. New 0.06% +0.06
OKLO Oklo Inc. New 0.06% +0.06
VTI VG Morningstar TS MKT ETF-US Add +10.8% 1.00% +0.05
LMT Lockheed Martin Corp. Add +10.9% 0.95% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +7.9% 1.00% +0.04
CGGO Cap Group Global Growth Add +11.2% 0.84% +0.04
AVAV Aerovironment Inc. Add +38.7% 0.13% +0.03
CVX Chevron Corp. Add +8.1% 0.57% +0.02
JEPI JPMorgan Equity Premium Inco Add +15.3% 0.76% +0.02
IBIT iShares Bitcoin Trust ETF Add +16.3% 0.17% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +10.1% 0.27% +0.01
ASML ASML Holding NV-NY Reg SHS Add +6.1% 0.10% +0.01
BX Blackstone Inc. Add +1.0% 0.63% +0.01
TSM Taiwan Semiconductor-SP ADR Add +1.4% 0.11% +0.01
CALF PCR US SM CP CSH CWS ETF-Usd Add +9.4% 0.15% +0.01
SE Sea Ltd.-ADR Add +4.6% 0.24% +0.01
VT Vanguard Tot World STK ETF Add +8.2% 0.30% +0.01
SYK Stryker Corp. Add +31.5% 0.09% +0.01
AMD Advanced Micro Devices Add +0.5% 0.44% +0.01
XYL Xylem Inc. Add +5.5% 0.09% +0.01
NET Cloudflare Inc. Class A Add +8.3% 0.11% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 162$313.7MIBTG, AAPL, IBTI, GOOGL, BRK.B
Q4 2025 165$323.6MAAPL, IBTG, IBTI, GOOGL, AVGO
Q3 2025 176$328.6MAAPL, IBTI, IBTF, MSFT, AVGO
Q2 2025 163$290.2MIBTF, AAPL, MSFT, IBTI, BRK.B
Q1 2025 151$255.7MIBTF, AAPL, BRK.B, BRK.A, IBTI
Q4 2024 149$256.2MAAPL, IBTF, NVDA, AMZN, AVGO
Q3 2024 153$250.6MAAPL, IBTF, NVDA, MSFT, BRK.B
Q2 2024 144$215.4MAAPL, NVDA, MSFT, AMZN, BRK.B
Q1 2024 148$201.4MAAPL, MSFT, NVDA, AMZN, BRK.B