MOSELEY INVESTMENT MANAGEMENT INC
Top Portfolio Positions
116 positions ·
$187,754,984 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
69,122 | $17,542,472 | 9.34% |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,198 | $12,422,016 | 6.62% |
| NVDA |
Nvidia Corp
Technology
|
58,157 | $10,142,580 | 5.40% |
| AVGO |
Broadcom Inc.
Technology
|
32,126 | $9,943,318 | 5.30% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,452 | $9,882,828 | 5.26% |
| ETN |
Eaton Corp plc
Industrials
|
23,925 | $8,557,254 | 4.56% |
| MSFT |
Microsoft Corp
Technology
|
22,792 | $8,436,914 | 4.49% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,450 | $7,602,287 | 4.05% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,301 | $5,383,422 | 2.87% |
| NEE |
Nextera Energy Inc
Utilities
|
45,495 | $4,225,575 | 2.25% |
Portfolio Trend
Holdings in NSA
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $531,228 | 14,076 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $478,610 | 16,966 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $726,851 | 24,052 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $796,710 | 24,905 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $982,793 | 24,944 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $923,752 | 24,367 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,184,804 | 24,581 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,023,204 | 24,823 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $975,671 | 24,915 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $1,024,433 | 24,703 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $800,673 | 25,226 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $874,302 | 25,102 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,000,213 | 23,940 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $847,375 | 23,460 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,149,271 | 27,640 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,371,166 | 27,385 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,683,411 | 26,823 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,071,294 | 29,932 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,539,409 | 29,161 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,511,845 | 29,902 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,174,540 | 29,415 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,035,934 | 28,752 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $913,197 | 27,918 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,047,523 | 36,550 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,116,837 | 37,731 | Shares | Sole | 2020-04-20 | |
| No quarters match your search. | ||||||