MOSELEY INVESTMENT MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0000906396
13F-HR · 99 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
51.8%
MOSELEY INVESTMENT MANAGEMENT INC — $201M AUM allocation strategy
MOSELEY INVESTMENT MANAGEMENT INC files SEC Form 13F and reports $201M of long US equity value across 99 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.5%, followed by Industrials 12.0% and Consumer Discretionary 10.6%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MOSELEY INVESTMENT MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$201M
total across 99 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +6.28K sh · +$85.8K+$DUK +470 sh · +$195K+$VTI +447 sh · −$6.75K
Biggest trims (shares)
−$VZ −19.1K sh · −$617K−$PEP −6.25K sh · −$798K−$CMG −4.15K sh · −$201K
Exited to nil (held last quarter, gone now)
$DPZ ($760K last qtr)$MKC ($287K last qtr)$BR ($225K last qtr)$ROL ($217K last qtr)$UBER ($213K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.0%—
- Technology Hardware, Storage & Peripherals8.8%—
- Aerospace & Defense6.5%—
- Interactive Media & Services6.2%—
- Multi-Sector Holdings5.2%—
- Broadline Retail4.9%—
- Electrical Components & Equipment4.2%—
- Systems Software4.1%—
- Other holdings50.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 69.1K | $17.5M | -1.95K | 8.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 43.2K | $12.4M | -395 | 6.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 21.9K | $10.5M | +67 | 5.2% |
| $NVDA | NVIDIA Corporation | 58.2K | $10.1M | +230 | 5.0% |
| $AVGO | Broadcom Inc | 32.1K | $9.94M | -757 | 4.9% |
| $AMZN | Amazon.com Inc | 47.5K | $9.88M | -298 | 4.9% |
| $HONA | Honeywell Aerospace Inc | 13 | $9.34M | +0 | 4.6% |
| $ETN | Eaton Corporation PLC | 23.9K | $8.56M | -31 | 4.3% |
| $MSFT | Microsoft Corporation | 22.4K | $8.29M | +120 | 4.1% |
| $TSLA | Tesla Inc | 20.4K | $7.6M | +276 | 3.8% |
…and 89 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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