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Home > Institutional Investor > Moseley Investment Management Inc > Profile

Instuitional Investor - Moseley Investment Management Inc

Fund Profile
Filing Period:
Fund Name: Moseley Investment Management Inc
Portfolio Value $179,889,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 75,410 $14,518,717 8.07%
2.
Microsoft Corp
 MSFT 24,622 $9,258,999 5.14%
3.
Berkshire Hathaway Inc
 BRK.A 19,679 $7,018,712 3.9%
4.
Amazon Com Inc
 AMZN 43,749 $6,647,196 3.69%
5.
Ishares Tr
 280,472 $6,529,395 3.62%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)