$140 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 135 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SQ | New | SQUARE INCcl a | $704,000 | – | 4,331 | +100.0% | 0.50% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $575,000 | – | 4,189 | +100.0% | 0.41% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $523,000 | – | 1,066 | +100.0% | 0.37% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $500,000 | – | 10,804 | +100.0% | 0.36% | – |
| SE | New | SEA LTDsponsord ads | $394,000 | – | 2,559 | +100.0% | 0.28% | – |
| DOCU | New | DOCUSIGN INC | $370,000 | – | 1,720 | +100.0% | 0.26% | – |
| LVGO | New | LIVONGO HEALTH INC | $255,000 | – | 1,821 | +100.0% | 0.18% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $250,000 | – | 353 | +100.0% | 0.18% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $234,000 | – | 970 | +100.0% | 0.17% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $235,000 | – | 800 | +100.0% | 0.17% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $227,000 | – | 2,234 | +100.0% | 0.16% | – |
| IDXX | New | IDEXX LABS INC | $226,000 | – | 575 | +100.0% | 0.16% | – |
| SIVB | New | SVB FINANCIAL GROUP | $219,000 | – | 911 | +100.0% | 0.16% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $215,000 | – | 1,290 | +100.0% | 0.15% | – |
| EQIX | New | EQUINIX INC | $214,000 | – | 282 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q3 2023 | 9.1% |
| AMAZON COM INC | 19 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 19 | Q3 2023 | 5.3% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q3 2023 | 4.6% |
| ALPHABET INC | 19 | Q3 2023 | 3.1% |
| EATON CORP PLC | 19 | Q3 2023 | 2.8% |
| HOME DEPOT INC | 19 | Q3 2023 | 2.8% |
| ISHARES US ETF TR | 19 | Q3 2023 | 3.5% |
| NEXTERA ENERGY INC | 19 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON | 19 | Q3 2023 | 1.9% |
View MOSELEY INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-25 |
View MOSELEY INVESTMENT MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.