Titelia

Holdings of MOSELEY INVESTMENT MANAGEMENT INC

150 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.2 % of the equity sleeve

Sector breakdown

  • Technology 21.6 %
  • Financials 11.6 %
  • Consumer discretionary 8.9 %
  • Communication 7.6 %
  • Funds 7.4 %
  • Industrials 4.6 %
  • Health care 4.2 %
  • Consumer staples 2.7 %
  • Utilities 2.3 %
  • Energy 1.8 %
  • Real estate 0.4 %
  • Materials 0.2 %
  • Unattributed 26.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • NL 0.2 %
  • TW 0.1 %
  • KY 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US147278M $99.63 %
2NL1456K $0.16 %
3TW1373.4K $0.13 %
4KY1212.7K $0.08 %

Positions

RankCompanySharesValueWeight
1iShares Trust 842,16119.3M $
2Apple Inc 69,12217.5M $
3Alphabet Inc 43,19812.4M $
4Berkshire Hathaway Inc 21,88810.5M $
5iShares iBonds Dec 2026 Term C 427,71710.4M $
6NVIDIA Corp 58,15710.1M $
7Broadcom Inc 32,1269.9M $
8Amazon.com Inc 47,4529.9M $
9Berkshire Hathaway Inc 139.3M $
10Microsoft Corp 22,3928.3M $
11VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 38,0248.2M $
12Tesla Inc 20,4507.6M $
13iShares iBonds Dec 2031 Term C 355,0217.4M $
14JPMorgan Chase & Co 18,3015.4M $
15First Trust Exchange-Traded Fund 101,8015.2M $
16NextEra Energy Inc 45,4954.2M $
17Home Depot Inc/The 11,6843.8M $
18Lockheed Martin Corp 6,1573.7M $
19Vanguard Total Stock Market ETF 10,8413.5M $
20Vanguard Growth ETF 7,9423.5M $
21Vanguard International Dividend Appreciation ETF 38,9913.4M $
22Palantir Technologies Inc 22,8873.3M $
23Capital Group Global Growth Equity ETF 98,6263.3M $
24Valero Energy Corp 13,1953.3M $
25Eli Lilly & Co 3,1982.9M $
26J P Morgan Exchange Traded Fund Trust 49,8962.8M $
27Costco Wholesale Corp 2,6902.7M $
28GE Vernova Inc 2,9882.6M $
29Meta Platforms Inc 4,4862.6M $
30Netflix Inc 26,6842.6M $
31Amgen Inc 6,9282.4M $
32Chevron Corp 10,4342.2M $
33Vanguard High Dividend Yield E 14,5422.2M $
34Visa Inc 7,0332.1M $
35Honeywell International Inc 9,2262.1M $
36QUALCOMM Inc 15,6992M $
37Vanguard Whitehall Funds 19,8631.9M $
38Crowdstrike Holdings Inc 4,7821.9M $
39Advanced Micro Devices Inc 8,9391.8M $
40Vanguard Information Technology ETF 2,4451.7M $
41AbbVie Inc 7,7961.7M $
42Johnson & Johnson 6,4191.6M $
43Alphabet Inc 5,4471.6M $
44Enterprise Products Partners LP 38,6201.5M $
45Vanguard Total World Stock ETF 10,2111.4M $
46Axon Enterprise Inc 3,3031.4M $
47MercadoLibre Inc 7871.4M $
48Duke Energy Corp 10,2191.3M $
49Blackstone Inc 11,4861.3M $
50Allison Transmission Holdings Inc 11,1021.3M $
51PepsiCo Inc 8,3541.3M $
52Walmart Inc 10,3581.3M $
53Amphenol Corp 9,3381.2M $
54Jabil Inc 4,0851.1M $
55Exxon Mobil Corp 6,3711.1M $
56Intuitive Surgical Inc 2,2031M $
57Invesco QQQ Trust Series 1 1,725995.4K $
58Charles Schwab Corp/The 10,439981.1K $
59Walt Disney Co/The 9,568922.2K $
60Procter & Gamble Co/The 6,355917.9K $
61Balchem Corp 5,374910.8K $
62State Street SPDR S&P 500 ETF Trust 1,333866.9K $
63Verizon Communications Inc 16,869846.8K $
64BWX Technologies Inc 3,986815.1K $
65Realty Income Corp 11,242687.8K $
66Jacobs Solutions Inc 5,389686K $
67S&P Global Inc 1,574669.3K $
68Mastercard Inc 1,327663K $
69Vanguard S&P 500 ETF 1,048625.9K $
70State Street SPDR Portfolio S& 7,915625.8K $
71SoFi Technologies Inc 38,689614.4K $
72SPDR Gold Shares 1,403603.7K $
73Williams Cos Inc/The 8,225598.6K $
74Schwab U.S. Large-Cap ETF 22,841585.6K $
75National Storage Affiliates Trust 14,076531.2K $
76Merck & Co Inc 4,355523.9K $
77Lowe's Cos Inc 2,157509.8K $
78Vistra Corp 3,362505.4K $
79Vanguard Value ETF 2,566503.5K $
80International Business Machines Corp. 2,058498.8K $
81Equinix Inc 502492.3K $
82Aflac Inc 4,225463.6K $
83UnitedHealth Group Inc 1,696459K $
84Vanguard Tax-Exempt Bond Index ETF 9,162457.1K $
85ASML Holding NV 345456K $
86Centrus Energy Corp 2,620454.8K $
87Pacer US Small Cap Cash Cows E 10,100453.2K $
88Booking Holdings Inc 104439.6K $
89Sysco Corp 6,011428.7K $
90Goldman Sachs ETF Trust 8,519426.3K $
91Sherwin-Williams Co/The 1,318422.5K $
92Tenet Healthcare Corp 2,211417.2K $
93Tyler Technologies Inc 1,201411.2K $
94Schwab US Broad Market ETF 16,376411K $
95Starbucks Corp 4,387393K $
96iShares Bitcoin Trust ETF 9,942382K $
97Taiwan Semiconductor Manufacturing Co Ltd 1,105373.4K $
98Seacoast Banking Corp of Florida 12,116367K $
99Northrop Grumman Corp 529361.1K $
100Sea Ltd 4,113340.6K $