MOSELEY INVESTMENT MANAGEMENT INC

Q3 2025 13F-HR Holdings

Location
Bradenton, FL
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
176
Total value ($000)
$328,624
Net value change ($000)
+38,399 (13.2%)
New positions
16
Sold out positions
3
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,791 25.5%
IBTG 3,561 73.4%
GOOGL 3,125 40.4%
IBTI 3,061 26.6%
TSLA 2,670 40.6%
IBDR 1,805 22.7%
AVGO 1,748 18.5%
NVDA 1,723 18.3%
IBDW 1,610 31.1%
PLTR 803 21.1%
Top Reduces (Value $000, Stocks/ETFs)
iSHARES TRUST -776 -5.2%
NFLX -372 -10.0%
AXON -293 -11.1%
MKC -285 -20.6%
CMG -284 -32.4%
SHW -247 -30.6%
DE -240 -100.0%
ADBE -213 -100.0%
BCPC -209 -20.6%
ABT -201 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type