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

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 Q3 2025 Q4 2025: $323.6M $323.6M Q4 2025 Q1 2026: $313.7M Q1 2026

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%
SHW The Sherwin-Williams Co. 0.14% 1,410 $457K Reduce -13.0%
SYY Sysco Corp. 0.14% 6,110 $450K Reduce -0.4%
IBIT iShares Bitcoin Trust ETF 0.14% 8,957 $445K Add +1.5%
THC Tenet Healthcare Corp. 0.14% 2,211 $439K No change
SCHB Schwab US Broad Market ETF 0.13% 16,376 $430K Reduce -0.6%
IDXX Idexx Laboratories Inc. 0.13% 625 $423K No change
SBUX Starbucks Corp. 0.13% 4,853 $409K Reduce -18.2%
EQIX Equinix Inc. 0.12% 522 $400K Reduce -0.9%
SHM SS SPDR N Ice St Muni ETF 0.12% 7,981 $383K Reduce -3.6%
SBCF Seacoast Banking Corp. 0.12% 12,116 $381K No change
ASML ASML Holding NV-NY Reg SHS 0.11% 340 $364K Reduce -2.9%
TDG Transdigm Group Inc. 0.11% 266 $354K Reduce -22.9%
TSM Taiwan Semiconductor-SP ADR 0.11% 1,155 $351K Reduce -13.2%
APP AppLovin Corp. Class A 0.11% 512 $345K Reduce -8.9%
BLK BlackRock Inc. 0.11% 321 $344K Reduce -25.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 6,128 $337K Add +0.1%
NET Cloudflare Inc. Class A 0.10% 1,593 $314K Reduce -2.3%
CEG Constellation Energy 0.10% 878 $310K Reduce -3.8%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 645 $310K Reduce -2.3%
IBDT iShares Ibonds Dec 2028 ETF 0.09% 12,009 $306K Add +7.0%
RSST Return Stacked US SM FTR ETF 0.09% 10,777 $306K Reduce -7.6%
NOC Northrop Grumman Corp. 0.09% 529 $302K No change
AVAV Aerovironment Inc. 0.09% 1,212 $293K Reduce -11.0%
GD General Dynamics Corp. 0.09% 855 $288K Reduce -35.8%
SYK Stryker Corp. 0.09% 818 $288K Add +8.2%
MKC McCormick & Co.-Non VTG SHRS 0.09% 4,208 $287K Reduce -74.4%
ETHA iShares Ethereum Trust ETF 0.09% 12,689 $285K Add +5.6%
AMLP Alerian MLP ETF 0.09% 6,048 $284K Add +4.8%
NTES Netease Inc.-ADR 0.09% 2,000 $275K No change
VHT Vanguard Health Care ETF 0.08% 938 $270K Reduce -3.6%
CIBR First Trust Nasdaq Cybersecu 0.08% 3,761 $269K No change
BAM Brookfield Asset Mgmt-A 0.08% 5,058 $265K Reduce -13.0%
CSQ Calamos Strat TTL RTRN FND 0.08% 13,775 $264K No change
PHYS Sprott Physical Gold Trust 0.08% 7,900 $261K New
GIB Cgi Inc. 0.08% 2,790 $258K No change
TXT Textron Inc. 0.08% 2,900 $253K No change
VNQ Vanguard Real Estate ETF 0.08% 2,833 $251K Add +0.0%
TXN Texas Instruments Inc. 0.08% 1,425 $247K Reduce -27.0%
SPLV Invesco S&P 500 Low Volatili 0.08% 3,459 $247K Reduce -2.9%
TMO Thermo Fisher Scientific Inc. 0.08% 425 $246K No change
UL Unilever PLC-Sponsored ADR 0.08% 3,752 $245K Reduce -0.8%
DTD Wisdomtree US Total Dividend 0.07% 2,848 $242K No change
WSM Williams-Sonoma Inc. 0.07% 1,347 $241K No change
GLDM SPDR Gold Minishares Trust 0.07% 2,815 $240K No change
RTX RTX Corp. 0.07% 1,301 $239K Reduce -0.8%
IVV iShares Core S&P 500 ETF 0.07% 341 $234K No change
PM Philip Morris International 0.07% 1,447 $232K No change
PFF iShares Preferred & Income S 0.07% 7,398 $229K Reduce -11.5%
CSCO Cisco Systems Inc. 0.07% 2,971 $229K Reduce -16.1%
RJF Raymond James Financial Inc. 0.07% 1,425 $229K No change
IWM iShares Russell 2000 ETF 0.07% 924 $228K New
VPU Vanguard Utilities ETF 0.07% 1,221 $226K No change
BR Broadridge Financial Solutio 0.07% 1,010 $225K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 2,094 $223K Reduce -1.1%
IBTH iShares Ibonds Dec 2027 Term 0.07% 9,739 $219K Add +3.2%
BND Vanguard Total Bond Market 0.07% 2,950 $219K New
VCSH Vanguard S/T Corp. Bond ETF 0.07% 2,723 $217K Add +0.3%
ROL Rollins Inc. 0.07% 3,611 $217K No change
OEF iShares S&P 100 ETF 0.07% 625 $214K No change
CAT Caterpillar Inc. 0.07% 374 $214K New
IONQ Ionq Inc. 0.07% 4,773 $214K Add +23.2%
UBER Uber Technologies Inc. 0.07% 2,606 $213K Reduce -2.9%
PYPL PayPal Holdings Inc. 0.07% 3,600 $210K Reduce -15.3%
LHX L3HARRIS Technologies Inc. 0.06% 695 $204K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 1,311 $201K New

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

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