Moseley Investment Management Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Moseley Investment Management Inc. reported 162 stock positions worth $313.7 million. Its top holding was iShares Ibonds Dec 2026 Term (IBTG) at 6.2% of the portfolio, followed by Apple (AAPL, 5.6%) and iShares Ibonds Dec 2028 Term (IBTI, 5.1%). Compared with Q4 2025, it opened 8 new positions, sold out of 11, added to 58 and reduced 64. The biggest buy was First Trust Morn DVD Lead (FDL, shares +267%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q1 2026
Location
BRADENTON, FL
CIK
0000906396
Portfolio Value
$313.7M (Q1 2026)
SEC Filing
0000906396-26-000002 ↗ filed Apr 21, 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 Q4 2025 Q1 2026: $313.7M $313.7M Q1 2026

Holdings 162 stocks · $313.7M
IBTG iShares Ibonds Dec 2026 Term 6.15% 842,161 $19.3M Add +2.4%
AAPL Apple Inc. 5.59% 69,122 $17.5M Reduce -2.7%
IBTI iShares Ibonds Dec 2028 Term 5.12% 720,119 $16.0M Add +2.3%
GOOGL Alphabet Inc. Class A 3.96% 43,198 $12.4M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 3.34% 21,888 $10.5M Add +0.3%
IBDR iShares Ibonds Dec 2026 Term 3.31% 427,717 $10.4M Add +4.0%
NVDA Nvidia Corp. 3.23% 58,157 $10.1M Add +0.4%
AVGO Broadcom Inc. 3.17% 32,126 $9.9M Reduce -2.3%
AMZN Amazon.com Inc. 3.15% 47,452 $9.9M Reduce -0.6%
BRK.A Berkshire Hathaway Inc. Class A 2.98% 13 $9.3M No change
ETN Eaton Corp. PLC 2.73% 23,925 $8.6M Reduce -0.1%
MSFT Microsoft Corp. 2.64% 22,392 $8.3M Add +0.5%
VIG Vanguard Dividend Apprec ETF 2.61% 38,024 $8.2M Add +1.4%
TSLA Tesla Inc. 2.42% 20,450 $7.6M Add +1.4%
IBDW iShares Ibonds Dec 2031 Corp. 2.37% 355,021 $7.4M Add +7.1%
JPM JPMorgan Chase & Co. 1.72% 18,301 $5.4M Reduce -0.2%
FDL First Trust Morn DVD Lead Inc. 1.65% 101,801 $5.2M Add +267.2%
NEE Nextera Energy Inc. 1.35% 45,495 $4.2M Reduce -0.4%
HD Home Depot Inc. 1.23% 11,684 $3.8M Reduce -1.3%
LMT Lockheed Martin Corp. 1.19% 6,157 $3.7M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 1.11% 10,841 $3.5M Add +4.3%
VUG Vanguard Mrngstar GR ETF-Sui 1.11% 7,942 $3.5M Add +8.7%
VIGI Vanguard Int Div App Indx FD 1.10% 38,991 $3.4M Add +11.2%
PLTR Palantir Technologies Inc. Class A 1.07% 22,887 $3.3M Add +0.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 1.05% 98,626 $3.3M Add +5.8%
VLO Valero Energy Corp. 1.04% 13,195 $3.3M Reduce -18.7%
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.94% 114,593 $3.0M Reduce -4.6%
LLY Eli Lilly & Co. 0.94% 3,198 $2.9M Reduce -3.9%
JEPI JPMorgan Equity Premium Inco 0.90% 49,896 $2.8M Add +7.7%
COST Costco Wholesale Corp. 0.85% 2,690 $2.7M Reduce -0.5%
GEV GE Vernova Inc. 0.83% 2,988 $2.6M Add +1.4%
META Meta Platforms Inc. Class A 0.82% 4,486 $2.6M Add +1.9%
NFLX Netflix Inc. 0.82% 26,684 $2.6M Add +1.7%
IBMO iShares Ibonds Dec 2026 Term 0.79% 96,858 $2.5M Add +16.9%
AMGN Amgen Inc. 0.78% 6,928 $2.4M Add +0.5%
CVX Chevron Corp. 0.69% 10,434 $2.2M Reduce -11.7%
VYM Vanguard High DVD Yield ETF 0.69% 14,542 $2.2M Reduce -0.6%
V Visa Inc. Class A 0.68% 7,033 $2.1M Add +2.5%
HON Honeywell International Inc. 0.66% 9,226 $2.1M Reduce -0.6%
QCOM Qualcomm Inc. 0.64% 15,699 $2.0M Reduce -3.8%
VYMI Vanguard Int High DVD YLD Inc. 0.60% 19,863 $1.9M Add +12.6%
CRWD CrowdStrike Holdings Inc. Class A 0.60% 4,782 $1.9M Reduce -0.4%
AMD Advanced Micro Devices 0.58% 8,939 $1.8M Reduce -1.0%
VGT Vanguard Info Tech ETF 0.54% 2,445 $1.7M Reduce -6.6%
ABBV Abbvie Inc. 0.54% 7,796 $1.7M Reduce -2.4%
JNJ Johnson & Johnson 0.50% 6,419 $1.6M Add +0.4%
BN Brookfield Corp. 0.50% 38,687 $1.6M No change
GOOG Alphabet Inc. Class C 0.50% 5,447 $1.6M Add +1.6%
EPD Enterprise Products Partners 0.47% 38,620 $1.5M Reduce -0.1%
VT Vanguard Tot World STK ETF 0.45% 10,211 $1.4M Add +30.1%
AXON Axon Enterprise Inc. 0.45% 3,303 $1.4M Add +3.6%
MELI MercadoLibre Inc. 0.43% 787 $1.4M Reduce -2.8%
DUK Duke Energy Corp. 0.43% 10,219 $1.3M Add +4.8%
BX Blackstone Inc. 0.42% 11,486 $1.3M Reduce -5.6%
ALSN Allison Transmission Holding 0.41% 11,102 $1.3M No change
PEP Pepsico Inc. 0.41% 8,354 $1.3M Reduce -42.8%
WMT Walmart Inc. 0.41% 10,358 $1.3M Add +2.5%
APH Amphenol Corp. Class A 0.38% 9,338 $1.2M New
JBL Jabil Inc. 0.35% 4,085 $1.1M No change
XOM Exxon Mobil Corp. 0.34% 6,371 $1.1M Reduce -1.0%
ISRG Intuitive Surgical Inc. 0.32% 2,203 $1.0M Add +0.8%
QQQ Invesco QQQ Trust Series 1 0.32% 1,725 $995K Add +3.5%
SCHW Schwab (charles) Corp. 0.31% 10,439 $981K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 9,568 $922K Reduce -13.9%
PG The Procter & Gamble Co. 0.29% 6,355 $918K Reduce -1.8%
BCPC Balchem Corp. 0.29% 5,374 $911K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.28% 1,333 $867K No change
VZ Verizon Communications Inc. 0.27% 16,869 $847K Reduce -53.0%
BWXT BWX Technologies Inc. 0.26% 3,986 $815K Add +3.6%
MDT Medtronic PLC 0.24% 8,721 $756K Reduce -4.3%
O Realty Income Corp. 0.22% 11,242 $688K Reduce -4.3%
J Jacobs Solutions Inc. 0.22% 5,389 $686K Reduce -1.5%
XT Ishar Fture Exp Tech ETF-Usd 0.21% 9,881 $673K Add +1.1%
SPGI S&P Global Inc. 0.21% 1,574 $669K No change
MA Mastercard Inc. Class A 0.21% 1,327 $663K No change
VOO Vanguard S&P 500 ETF 0.20% 1,048 $626K Add +0.6%
SPTM SS SPDR P S&P 1500 Comp ETF 0.20% 7,915 $626K Add +4.7%
SOFI Sofi Technologies Inc. 0.20% 38,689 $614K Add +0.3%
GLD SPDR Gold Shares 0.19% 1,403 $604K Add +8.5%
WMB Williams Cos Inc. 0.19% 8,225 $599K No change
SCHX Schwab US Large-Cap ETF 0.19% 22,841 $586K Reduce -3.0%
NSA National Storage Affiliates 0.17% 14,076 $531K Reduce -17.0%
MRK Merck & Co. Inc. 0.17% 4,355 $524K No change
LOW Lowe's Cos Inc. 0.16% 2,157 $510K Add +0.2%
VST Vistra Corp. 0.16% 3,362 $505K Add +6.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.16% 2,566 $504K Reduce -3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 2,058 $499K Reduce -6.0%
EQIX Equinix Inc. 0.16% 502 $492K Reduce -3.8%
AFL Aflac Inc. 0.15% 4,225 $464K Add +0.7%
UNH Unitedhealth Group Inc. 0.15% 1,696 $459K Reduce -10.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.15% 9,162 $457K Reduce -2.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.15% 345 $456K Add +1.5%
LEU Centrus Energy Corp. Class A 0.14% 2,620 $455K Reduce -3.3%
CALF PCR US SM CP CSH CWS ETF-Usd 0.14% 10,100 $453K Reduce -4.6%
BKNG Booking Holdings Inc. 0.14% 104 $440K Reduce -4.6%
SYY Sysco Corp. 0.14% 6,011 $429K Reduce -1.6%
GPIX GLDM SA S&P 500 PR in ETF-US 0.14% 8,519 $426K Reduce -7.4%
SHW The Sherwin-Williams Co. 0.13% 1,318 $422K Reduce -6.5%
THC Tenet Healthcare Corp. 0.13% 2,211 $417K No change
TYL Tyler Technologies Inc. 0.13% 1,201 $411K No change
SCHB Schwab US Broad Market ETF 0.13% 16,376 $411K No change
SHOP Shopify Inc. Class A 0.13% 3,430 $407K Add +0.4%
SBUX Starbucks Corp. 0.13% 4,387 $393K Reduce -9.6%
IBIT iShares Bitcoin Trust ETF 0.12% 9,942 $382K Add +11.0%
SHM SS SPDR N Ice St Muni ETF 0.12% 7,980 $382K Reduce -0.0%
TSM Taiwan Semiconductor-SP ADR 0.12% 1,105 $373K Reduce -4.3%
SBCF Seacoast Banking Corp. 0.12% 12,116 $367K No change
NOC Northrop Grumman Corp. 0.12% 529 $361K No change
SE Sea Ltd.-ADR 0.11% 4,113 $341K Reduce -4.4%
VRT Vertiv Holdings Co. Class A 0.10% 1,315 $330K New
NET Cloudflare Inc. Class A 0.10% 1,593 $329K No change
IBDT iShares Ibonds Dec 2028 ETF 0.10% 12,600 $319K Add +4.9%
AMLP Alerian MLP ETF 0.10% 6,053 $319K Add +0.1%
WM Waste Management Inc. 0.10% 1,365 $314K Reduce -72.1%
TDG Transdigm Group Inc. 0.10% 268 $311K Add +0.8%
BLK BlackRock Inc. 0.10% 321 $309K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 6,284 $306K Add +2.5%
IDXX Idexx Laboratories Inc. 0.10% 545 $306K Reduce -12.8%
CMG Chipotle Mexican Grill Inc. 0.10% 9,493 $304K Reduce -30.4%
RSST Return Stacked US SM FTR ETF 0.10% 10,664 $302K Reduce -1.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.10% 645 $299K No change
GD General Dynamics Corp. 0.09% 856 $294K Add +0.1%
ETHA iShares Ethereum Trust ETF 0.09% 18,147 $287K Add +43.0%
CAT Caterpillar Inc. 0.09% 396 $281K Add +5.9%
PHYS Sprott Physical Gold Trust 0.09% 7,900 $280K No change
VNQ Vanguard Real Estate ETF 0.09% 3,124 $277K Add +10.3%
GLDM SPDR Gold Minishares Trust 0.08% 2,815 $261K No change
TXN Texas Instruments Inc. 0.08% 1,344 $261K Reduce -5.7%
VHT Vanguard Health Care ETF 0.08% 939 $256K Add +0.1%
TXT Textron Inc. 0.08% 2,900 $254K No change
GLW Corning Inc. 0.08% 1,864 $253K New
SPLV Invesco S&P 500 Low Volatili 0.08% 3,459 $253K No change
RTX RTX Corp. 0.08% 1,301 $251K No change
SYK Stryker Corp. 0.08% 742 $244K Reduce -9.3%
LHX L3HARRIS Technologies Inc. 0.08% 705 $243K Add +1.4%
AVAV Aerovironment Inc. 0.08% 1,327 $243K Add +9.5%
VPU Vanguard Utilities ETF 0.08% 1,221 $242K No change
PM Philip Morris International 0.08% 1,447 $239K No change
WSM Williams-Sonoma Inc. 0.08% 1,312 $239K Reduce -2.6%
DTD Wisdomtree US Total Dividend 0.08% 2,748 $237K Reduce -3.5%
CIBR First Trust Nasdaq Cybersecu 0.08% 3,761 $236K No change
CSCO Cisco Systems Inc. 0.07% 2,972 $231K Add +0.0%
IWM iShares Russell 2000 ETF 0.07% 925 $229K Add +0.1%
CEG Constellation Energy 0.07% 818 $228K Reduce -6.8%
CSQ Calamos Strat TTL RTRN FND 0.07% 13,275 $227K Reduce -3.6%
FAST Fastenal Co. 0.07% 4,870 $226K New
BAM Brookfield Asset Mgmt-A 0.07% 5,058 $225K No change
PFF iShares Preferred & Income S 0.07% 7,388 $224K Reduce -0.1%
IBTH iShares Ibonds Dec 2027 Term 0.07% 9,739 $218K No change
VCSH Vanguard S/T Corp. Bond ETF 0.07% 2,727 $216K Add +0.1%
SCHD Schwab US DVD Equity ETF 0.07% 6,978 $214K New
NTES Netease Inc.-ADR 0.07% 1,900 $213K Reduce -5.0%
BSV Vanguard Short-Term Bond ETF 0.07% 2,703 $212K New
IVV iShares Core S&P 500 ETF 0.07% 320 $209K Reduce -6.2%
TMO Thermo Fisher Scientific Inc. 0.07% 425 $209K No change
UL Unilever PLC-Sponsored ADR 0.07% 3,664 $209K Reduce -2.4%
CRM Salesforce Inc. 0.07% 1,116 $208K Reduce -55.4%
MO Altria Group Inc. 0.07% 3,148 $208K New
RJF Raymond James Financial Inc. 0.07% 1,425 $206K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 1,290 $206K Reduce -1.6%
APP AppLovin Corp. Class A 0.07% 512 $204K No change
SOLS Solstice Adv Materials Inc. 0.06% 2,642 $201K New

Options reported separately and not counted above: MSFT puts ($148K).

Portfolio Sells Q4 2025 → Q1 2026
AAPL Apple Inc. Reduce -2.7% 5.59% −0.38
AVGO Broadcom Inc. Reduce -2.3% 3.17% −0.35
GOOGL Alphabet Inc. Class A Reduce -0.9% 3.96% −0.26
AMZN Amazon.com Inc. Reduce -0.6% 3.15% −0.26
DPZ Domino's Pizza Inc. Sold out 0.00% −0.23
PEP Pepsico Inc. Reduce -42.8% 0.41% −0.23
WM Waste Management Inc. Reduce -72.1% 0.10% −0.23
QCOM Qualcomm Inc. Reduce -3.8% 0.64% −0.22
VZ Verizon Communications Inc. Reduce -53.0% 0.27% −0.18
LLY Eli Lilly & Co. Reduce -3.9% 0.94% −0.17
BX Blackstone Inc. Reduce -5.6% 0.42% −0.16
CRM Salesforce Inc. Reduce -55.4% 0.07% −0.14
JPM JPMorgan Chase & Co. Reduce -0.2% 1.72% −0.11
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.4% 0.60% −0.10
DIS The Walt Disney Co. Reduce -13.9% 0.29% −0.10
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.09
GIB Cgi Inc. Sold out 0.00% −0.08
MELI MercadoLibre Inc. Reduce -2.8% 0.43% −0.07
BR Broadridge Financial Solutio Sold out 0.00% −0.07
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.07
BND Vanguard Total Bond Market Sold out 0.00% −0.07
ROL Rollins Inc. Sold out 0.00% −0.07
IONQ Ionq Inc. Sold out 0.00% −0.07
OEF iShares S&P 100 ETF Sold out 0.00% −0.07
VGT Vanguard Info Tech ETF Reduce -6.6% 0.54% −0.07
UBER Uber Technologies Inc. Sold out 0.00% −0.07
PYPL PayPal Holdings Inc. Sold out 0.00% −0.07
SE Sea Ltd.-ADR Reduce -4.4% 0.11% −0.06
CMG Chipotle Mexican Grill Inc. Reduce -30.4% 0.10% −0.06
LEU Centrus Energy Corp. Class A Reduce -3.3% 0.14% −0.06
UNH Unitedhealth Group Inc. Reduce -10.4% 0.15% −0.05
IBM Intl Business Machines Corp. Reduce -6.0% 0.16% −0.04
BKNG Booking Holdings Inc. Reduce -4.6% 0.14% −0.04
HD Home Depot Inc. Reduce -1.3% 1.23% −0.03
IDXX Idexx Laboratories Inc. Reduce -12.8% 0.10% −0.03
MDT Medtronic PLC Reduce -4.3% 0.24% −0.03
IBMS ISHARESIBONDDEC2030MUNIBDETF Reduce -4.6% 0.94% −0.02
ABBV Abbvie Inc. Reduce -2.4% 0.54% −0.02
CEG Constellation Energy Reduce -6.8% 0.07% −0.02
AMD Advanced Micro Devices Reduce -1.0% 0.58% −0.02
NTES Netease Inc.-ADR Reduce -5.0% 0.07% −0.02
GPIX GLDM SA S&P 500 PR in ETF-US Reduce -7.4% 0.14% −0.01
SYK Stryker Corp. Reduce -9.3% 0.08% −0.01
CSQ Calamos Strat TTL RTRN FND Reduce -3.6% 0.07% −0.01
UL Unilever PLC-Sponsored ADR Reduce -2.4% 0.07% −0.01
SCHX Schwab US Large-Cap ETF Reduce -3.0% 0.19% −0.01
SHW The Sherwin-Williams Co. Reduce -6.5% 0.13% −0.01
IVV iShares Core S&P 500 ETF Reduce -6.2% 0.07% −0.01
J Jacobs Solutions Inc. Reduce -1.5% 0.22% −0.01
SYY Sysco Corp. Reduce -1.6% 0.14% −0.00

Portfolio Buys Q4 2025 → Q1 2026
FDL First Trust Morn DVD Lead Inc. Add +267.2% 1.65% +1.27
APH Amphenol Corp. Class A New 0.38% +0.38
IBTG iShares Ibonds Dec 2026 Term Add +2.4% 6.15% +0.34
LMT Lockheed Martin Corp. Add +0.7% 1.19% +0.27
IBTI iShares Ibonds Dec 2028 Term Add +2.3% 5.12% +0.25
GEV GE Vernova Inc. Add +1.4% 0.83% +0.24
IBDR iShares Ibonds Dec 2026 Term Add +4.0% 3.31% +0.23
IBDW iShares Ibonds Dec 2031 Corp. Add +7.1% 2.37% +0.20
IBMO iShares Ibonds Dec 2026 Term Add +16.9% 0.79% +0.13
VIGI Vanguard Int Div App Indx FD Add +11.2% 1.10% +0.11
VT Vanguard Tot World STK ETF Add +30.1% 0.45% +0.11
VYMI Vanguard Int High DVD YLD Inc. Add +12.6% 0.60% +0.11
VRT Vertiv Holdings Co. Class A New 0.10% +0.10
JNJ Johnson & Johnson Add +0.4% 0.50% +0.09
JEPI JPMorgan Equity Premium Inco Add +7.7% 0.90% +0.08
GLW Corning Inc. New 0.08% +0.08
AMGN Amgen Inc. Add +0.5% 0.78% +0.08
DUK Duke Energy Corp. Add +4.8% 0.43% +0.07
FAST Fastenal Co. New 0.07% +0.07
SCHD Schwab US DVD Equity ETF New 0.07% +0.07
BSV Vanguard Short-Term Bond ETF New 0.07% +0.07
MO Altria Group Inc. New 0.07% +0.07
SOLS Solstice Adv Materials Inc. New 0.06% +0.06
WMT Walmart Inc. Add +2.5% 0.41% +0.06
VIG Vanguard Dividend Apprec ETF Add +1.4% 2.61% +0.06
NFLX Netflix Inc. Add +1.7% 0.82% +0.06
BWXT BWX Technologies Inc. Add +3.6% 0.26% +0.05
CGGO Cap Group Global Growth Add +5.8% 1.05% +0.05
GLD SPDR Gold Shares Add +8.5% 0.19% +0.03
ASML ASML Holding NV-NY Reg SHS Add +1.5% 0.15% +0.03
VTI VG Morningstar TS MKT ETF-US Add +4.3% 1.11% +0.03
CAT Caterpillar Inc. Add +5.9% 0.09% +0.02
LHX L3HARRIS Technologies Inc. Add +1.4% 0.08% +0.01
AMLP Alerian MLP ETF Add +0.1% 0.10% +0.01
VNQ Vanguard Real Estate ETF Add +10.3% 0.09% +0.01
IBDT iShares Ibonds Dec 2028 ETF Add +4.9% 0.10% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +4.7% 0.20% +0.01
AFL Aflac Inc. Add +0.7% 0.15% +0.00
GD General Dynamics Corp. Add +0.1% 0.09% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +8.7% 1.11% +0.00
XT Ishar Fture Exp Tech ETF-Usd Add +1.1% 0.21% +0.00
ETHA iShares Ethereum Trust ETF Add +43.0% 0.09% +0.00
VST Vistra Corp. Add +6.4% 0.16% +0.00
CSCO Cisco Systems Inc. Add +0.0% 0.07% +0.00
IWM iShares Russell 2000 ETF Add +0.1% 0.07% +0.00
LOW Lowe's Cos Inc. Add +0.2% 0.16% +0.00
VCSH Vanguard S/T Corp. Bond ETF Add +0.1% 0.07% +0.00
QQQ Invesco QQQ Trust Series 1 Add +3.5% 0.32% +0.00
VHT Vanguard Health Care ETF Add +0.1% 0.08% −0.00
VOO Vanguard S&P 500 ETF Add +0.6% 0.20% −0.00

Options Activity Q4 2025 → Q1 2026
MSFT Microsoft Corp. put New 400 $148K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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