Moseley Investment Management Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Moseley Investment Management Inc. reported 165 stock positions worth $323.6 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by iShares Ibonds Dec 2026 Term (IBTG, 5.8%) and iShares Ibonds Dec 2028 Term (IBTI, 4.9%). Compared with Q3 2025, it opened 5 new positions, sold out of 16, added to 43 and reduced 87. The biggest buy was iShares Ibonds Dec 2026 Term (IBTG, shares +125%) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBTF).
- Most Recent 13F
- Q1 2026
- Location
- BRADENTON, FL
- CIK
- 0000906396
- Portfolio Value
- $323.6M (Q4 2025)
- SEC Filing
- 0000906396-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 165 stocks · $323.6M
| AAPL Apple Inc. | 5.97% | 71,072 | $19.3M | Reduce -2.9% |
| IBTG iShares Ibonds Dec 2026 Term | 5.82% | 822,855 | $18.8M | Add +124.5% |
| IBTI iShares Ibonds Dec 2028 Term | 4.87% | 704,196 | $15.7M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 4.22% | 43,593 | $13.6M | Reduce -2.5% |
| AVGO Broadcom Inc. | 3.52% | 32,883 | $11.4M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 3.41% | 47,750 | $11.0M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.39% | 21,821 | $11.0M | Add +0.1% |
| NVDA Nvidia Corp. | 3.34% | 57,927 | $10.8M | Reduce -2.8% |
| MSFT Microsoft Corp. | 3.33% | 22,272 | $10.8M | Reduce -4.8% |
| IBDR iShares Ibonds Dec 2026 Term | 3.08% | 411,130 | $10.0M | Add +2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.03% | 13 | $9.8M | No change |
| TSLA Tesla Inc. | 2.80% | 20,174 | $9.1M | Reduce -2.9% |
| VIG Vanguard Dividend Apprec ETF | 2.55% | 37,481 | $8.2M | Add +23.2% |
| ETN Eaton Corp. PLC | 2.36% | 23,956 | $7.6M | Reduce -1.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.17% | 331,601 | $7.0M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 1.83% | 18,345 | $5.9M | Reduce -5.7% |
| HD Home Depot Inc. | 1.26% | 11,833 | $4.1M | Reduce -3.1% |
| PLTR Palantir Technologies Inc. Class A | 1.26% | 22,869 | $4.1M | Reduce -9.4% |
| NEE Nextera Energy Inc. | 1.13% | 45,659 | $3.7M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.10% | 3,327 | $3.6M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.10% | 7,307 | $3.6M | Add +6.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 10,394 | $3.5M | Add +3.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 1.00% | 93,189 | $3.2M | Add +15.8% |
| VIGI Vanguard Int Div App Indx FD | 0.99% | 35,073 | $3.2M | Add +9.4% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.97% | 120,135 | $3.1M | Add +4.8% |
| LMT Lockheed Martin Corp. | 0.91% | 6,116 | $3.0M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.90% | 4,401 | $2.9M | Reduce -8.8% |
| QCOM Qualcomm Inc. | 0.86% | 16,314 | $2.8M | Reduce -0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.82% | 46,321 | $2.7M | Add +6.2% |
| VLO Valero Energy Corp. | 0.82% | 16,239 | $2.6M | Add +0.2% |
| NFLX Netflix Inc. | 0.76% | 26,240 | $2.5M | Reduce -5.7% |
| V Visa Inc. Class A | 0.74% | 6,858 | $2.4M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 0.72% | 2,704 | $2.3M | Add +0.0% |
| AMGN Amgen Inc. | 0.70% | 6,895 | $2.3M | Reduce -1.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.70% | 4,801 | $2.3M | Reduce -2.1% |
| IBMO iShares Ibonds Dec 2026 Term | 0.66% | 82,858 | $2.1M | No change |
| VYM Vanguard High DVD Yield ETF | 0.65% | 14,633 | $2.1M | Add +10.9% |
| PEP Pepsico Inc. | 0.65% | 14,600 | $2.1M | Reduce -11.0% |
| VGT Vanguard Info Tech ETF | 0.61% | 2,619 | $2.0M | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.60% | 9,026 | $1.9M | Add +1.6% |
| GEV GE Vernova Inc. | 0.60% | 2,947 | $1.9M | Add +27.3% |
| BX Blackstone Inc. | 0.58% | 12,171 | $1.9M | Add +1.0% |
| ABBV Abbvie Inc. | 0.56% | 7,987 | $1.8M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.56% | 9,285 | $1.8M | Reduce -5.0% |
| AXON Axon Enterprise Inc. | 0.56% | 3,188 | $1.8M | Reduce -2.5% |
| CVX Chevron Corp. | 0.56% | 11,819 | $1.8M | Reduce -2.9% |
| BN Brookfield Corp. | 0.55% | 38,687 | $1.8M | Reduce -10.4% |
| GOOG Alphabet Inc. Class C | 0.52% | 5,362 | $1.7M | Reduce -16.7% |
| MELI MercadoLibre Inc. | 0.50% | 810 | $1.6M | Reduce -7.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.49% | 17,636 | $1.6M | Add +3.8% |
| VZ Verizon Communications Inc. | 0.45% | 35,932 | $1.5M | Reduce -13.9% |
| JNJ Johnson & Johnson | 0.41% | 6,392 | $1.3M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 11,119 | $1.3M | Reduce -10.3% |
| EPD Enterprise Products Partners | 0.38% | 38,657 | $1.2M | Reduce -3.2% |
| ISRG Intuitive Surgical Inc. | 0.38% | 2,186 | $1.2M | Reduce -2.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.38% | 27,726 | $1.2M | Add +102.2% |
| DUK Duke Energy Corp. | 0.35% | 9,749 | $1.1M | Add +423.6% |
| WMT Walmart Inc. | 0.35% | 10,110 | $1.1M | Reduce -1.6% |
| VT Vanguard Tot World STK ETF | 0.34% | 7,847 | $1.1M | Add +8.7% |
| ALSN Allison Transmission Holding | 0.34% | 11,102 | $1.1M | No change |
| WM Waste Management Inc. | 0.33% | 4,885 | $1.1M | Reduce -8.2% |
| SCHW Schwab (charles) Corp. | 0.32% | 10,439 | $1.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 1,666 | $1.0M | Reduce -0.5% |
| SOFI Sofi Technologies Inc. | 0.31% | 38,578 | $1.0M | Reduce -1.0% |
| JBL Jabil Inc. | 0.29% | 4,085 | $931K | Reduce -4.7% |
| PG The Procter & Gamble Co. | 0.29% | 6,474 | $928K | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 1,333 | $909K | Add +0.1% |
| MDT Medtronic PLC | 0.27% | 9,111 | $875K | Reduce -8.6% |
| BCPC Balchem Corp. | 0.25% | 5,374 | $824K | No change |
| SPGI S&P Global Inc. | 0.25% | 1,574 | $822K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 6,438 | $775K | Reduce -2.7% |
| DPZ Domino's Pizza Inc. | 0.23% | 1,823 | $760K | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.23% | 1,327 | $757K | Reduce -16.6% |
| J Jacobs Solutions Inc. | 0.22% | 5,470 | $725K | Reduce -0.7% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.21% | 9,775 | $682K | Add +18.2% |
| BWXT BWX Technologies Inc. | 0.21% | 3,847 | $665K | Add +39.3% |
| CRM Salesforce Inc. | 0.20% | 2,504 | $663K | Reduce -25.7% |
| O Realty Income Corp. | 0.20% | 11,750 | $662K | Reduce -9.2% |
| LEU Centrus Energy Corp. Class A | 0.20% | 2,708 | $657K | Add +3.6% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,042 | $654K | Add +25.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 2,190 | $649K | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 23,541 | $633K | No change |
| UNH Unitedhealth Group Inc. | 0.19% | 1,893 | $625K | Add +17.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 7,559 | $624K | Reduce -1.6% |
| BKNG Booking Holdings Inc. | 0.18% | 109 | $586K | Reduce -3.5% |
| SHOP Shopify Inc. Class A | 0.17% | 3,416 | $550K | Reduce -6.1% |
| SE Sea Ltd.-ADR | 0.17% | 4,302 | $549K | Reduce -3.8% |
| TYL Tyler Technologies Inc. | 0.17% | 1,201 | $545K | No change |
| LOW Lowe's Cos Inc. | 0.16% | 2,153 | $519K | Add +0.3% |
| GLD SPDR Gold Shares | 0.16% | 1,293 | $512K | Add +39.0% |
| VST Vistra Corp. | 0.16% | 3,161 | $510K | Add +45.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 2,654 | $507K | Reduce -2.7% |
| CMG Chipotle Mexican Grill Inc. | 0.16% | 13,640 | $505K | Reduce -9.7% |
| WMB Williams Cos Inc. | 0.15% | 8,225 | $494K | No change |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.15% | 9,202 | $486K | Add +25.7% |
| NSA National Storage Affiliates | 0.15% | 16,966 | $479K | Reduce -29.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 9,377 | $472K | Reduce -7.0% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.15% | 10,589 | $470K | Reduce -3.8% |
| AFL Aflac Inc. | 0.14% | 4,194 | $462K | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.14% | 4,355 | $458K | Reduce -10.5% |
Portfolio Sells Q3 2025 → Q4 2025
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −4.32 |
| ETN Eaton Corp. PLC | Reduce -1.4% | 2.36% | −0.41 |
| MSFT Microsoft Corp. | Reduce -4.8% | 3.33% | −0.36 |
| NFLX Netflix Inc. | Reduce -5.7% | 0.76% | −0.25 |
| HD Home Depot Inc. | Reduce -3.1% | 1.26% | −0.25 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -74.4% | 0.09% | −0.25 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -8.8% | 0.90% | −0.18 |
| AXON Axon Enterprise Inc. | Reduce -2.5% | 0.56% | −0.15 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.4% | 1.26% | −0.14 |
| MELI MercadoLibre Inc. | Reduce -7.6% | 0.50% | −0.12 |
| SO The Southern Co. | Sold out | 0.00% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -13.9% | 0.45% | −0.11 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.09 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.09 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.09 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.08 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.08 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.07 |
| SE Sea Ltd.-ADR | Reduce -3.8% | 0.17% | −0.07 |
| NSA National Storage Affiliates | Reduce -29.5% | 0.15% | −0.07 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.07 |
| USB US Bancorp | Sold out | 0.00% | −0.07 |
| HON Honeywell International Inc. | Reduce -5.0% | 0.56% | −0.07 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.06 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.06 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.06 |
| PEP Pepsico Inc. | Reduce -11.0% | 0.65% | −0.05 |
| BN Brookfield Corp. | Reduce -10.4% | 0.55% | −0.05 |
| GD General Dynamics Corp. | Reduce -35.8% | 0.09% | −0.05 |
| BLK BlackRock Inc. | Reduce -25.9% | 0.11% | −0.05 |
| NVDA Nvidia Corp. | Reduce -2.8% | 3.34% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -16.6% | 0.23% | −0.04 |
| DIS The Walt Disney Co. | Reduce -10.3% | 0.39% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -5.7% | 1.83% | −0.04 |
| AVAV Aerovironment Inc. | Reduce -11.0% | 0.09% | −0.04 |
| CRM Salesforce Inc. | Reduce -25.7% | 0.20% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.1% | 0.70% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -6.1% | 0.29% | −0.04 |
| O Realty Income Corp. | Reduce -9.2% | 0.20% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -27.0% | 0.08% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.8% | 0.91% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -13.0% | 0.14% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -22.9% | 0.11% | −0.03 |
| J Jacobs Solutions Inc. | Reduce -0.7% | 0.22% | −0.03 |
| SBUX Starbucks Corp. | Reduce -18.2% | 0.13% | −0.03 |
| WM Waste Management Inc. | Reduce -8.2% | 0.33% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -9.7% | 0.16% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -15.3% | 0.07% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| IBTG iShares Ibonds Dec 2026 Term | Add +124.5% | 5.82% | +3.26 |
| VIG Vanguard Dividend Apprec ETF | Add +23.2% | 2.55% | +0.55 |
| IBTI iShares Ibonds Dec 2028 Term | Add +8.1% | 4.87% | +0.43 |
| DUK Duke Energy Corp. | Add +423.6% | 0.35% | +0.28 |
| FDL First Trust Morn DVD Lead Inc. | Add +102.2% | 0.38% | +0.20 |
| GEV GE Vernova Inc. | Add +27.3% | 0.60% | +0.16 |
| CGGO Cap Group Global Growth | Add +15.8% | 1.00% | +0.16 |
| AMD Advanced Micro Devices | Add +1.6% | 0.60% | +0.16 |
| VIGI Vanguard Int Div App Indx FD | Add +9.4% | 0.99% | +0.12 |
| IBDR iShares Ibonds Dec 2026 Term | Add +2.3% | 3.08% | +0.11 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +3.8% | 2.17% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.2% | 1.10% | +0.10 |
| NEE Nextera Energy Inc. | Add +0.0% | 1.13% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +10.9% | 0.65% | +0.08 |
| PHYS Sprott Physical Gold Trust | New | 0.08% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.8% | 1.08% | +0.08 |
| IWM iShares Russell 2000 ETF | New | 0.07% | +0.07 |
| BND Vanguard Total Bond Market | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| TJX TJX Companies Inc. | New | 0.06% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +6.2% | 0.82% | +0.06 |
| GLD SPDR Gold Shares | Add +39.0% | 0.16% | +0.06 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +4.8% | 0.97% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 3.39% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +3.8% | 0.49% | +0.05 |
| BWXT BWX Technologies Inc. | Add +39.3% | 0.21% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +25.5% | 0.20% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +8.7% | 0.34% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +25.7% | 0.15% | +0.03 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +18.2% | 0.21% | +0.03 |
| VST Vistra Corp. | Add +45.3% | 0.16% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +17.2% | 0.19% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.28% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.10% | +0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +7.0% | 0.09% | +0.01 |
| AMLP Alerian MLP ETF | Add +4.8% | 0.09% | +0.01 |
| SYK Stryker Corp. | Add +8.2% | 0.09% | +0.00 |
| IBTH iShares Ibonds Dec 2027 Term | Add +3.2% | 0.07% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 0.07% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 0.08% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.16% | −0.00 |
| IONQ Ionq Inc. | Add +23.2% | 0.07% | −0.01 |
| VLO Valero Energy Corp. | Add +0.2% | 0.82% | −0.02 |
| ETHA iShares Ethereum Trust ETF | Add +5.6% | 0.09% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +1.5% | 0.14% | −0.04 |
| COST Costco Wholesale Corp. | Add +0.0% | 0.72% | −0.04 |
| LEU Centrus Energy Corp. Class A | Add +3.6% | 0.20% | −0.04 |
| BX Blackstone Inc. | Add +1.0% | 0.58% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 162 | $313.7M | IBTG, AAPL, IBTI, GOOGL, BRK.B |
| Q4 2025 | 165 | $323.6M | AAPL, IBTG, IBTI, GOOGL, AVGO |
| Q3 2025 | 176 | $328.6M | AAPL, IBTI, IBTF, MSFT, AVGO |
| Q2 2025 | 163 | $290.2M | IBTF, AAPL, MSFT, IBTI, BRK.B |
| Q1 2025 | 151 | $255.7M | IBTF, AAPL, BRK.B, BRK.A, IBTI |
| Q4 2024 | 149 | $256.2M | AAPL, IBTF, NVDA, AMZN, AVGO |
| Q3 2024 | 153 | $250.6M | AAPL, IBTF, NVDA, MSFT, BRK.B |
| Q2 2024 | 144 | $215.4M | AAPL, NVDA, MSFT, AMZN, BRK.B |
| Q1 2024 | 148 | $201.4M | AAPL, MSFT, NVDA, AMZN, BRK.B |