$215 Million is the total value of MOSELEY INVESTMENT MANAGEMENT INC's 144 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BCPC | New | BALCHEM CORP | $981,277 | – | 6,374 | +100.0% | 0.46% | – |
| New | TIDAL TR IIreturn stckd us | $297,846 | – | 12,152 | +100.0% | 0.14% | – | |
| HSY | New | HERSHEY CO | $286,959 | – | 1,561 | +100.0% | 0.13% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $266,639 | – | 1,534 | +100.0% | 0.12% | – |
| SE | New | SEA LTDsponsord ads | $251,327 | – | 3,519 | +100.0% | 0.12% | – |
| New | GOLDMAN SACHS ETF TRs&p 500 core pre | $218,215 | – | 4,597 | +100.0% | 0.10% | – | |
| KMB | New | KIMBERLY-CLARK CORP | $213,381 | – | 1,544 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 22 | Q2 2024 | 9.1% |
| AMAZON COM INC | 22 | Q2 2024 | 5.1% |
| MICROSOFT CORP | 22 | Q2 2024 | 5.3% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 4.6% |
| ALPHABET INC | 22 | Q2 2024 | 3.3% |
| EATON CORP PLC | 22 | Q2 2024 | 3.3% |
| NVIDIA CORPORATION | 22 | Q2 2024 | 6.3% |
| HOME DEPOT INC | 22 | Q2 2024 | 2.8% |
| NEXTERA ENERGY INC | 22 | Q2 2024 | 2.3% |
| JOHNSON & JOHNSON | 22 | Q2 2024 | 1.9% |
View MOSELEY INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| 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 |
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.