Raab & Moskowitz Asset Management LLC

CIK

1616664

Location

Chatham, NJ

Portfolio Value

Small $250,466,440

Diversification

Diversified

Filing Date

Global Rank

#3,727 / 8,605 ▲ 15 · as of Mar 2026

Top Industry

Drug Manufacturers - General 11.6%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed May 21, 2026 · 49d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.4%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−14.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

104 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.6 pts

Top 5

29.3%

−0.8 pts

Top 10

47.7%

+0.3 pts

HHI

308

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.3%	$45,762,157	16
Consumer Defensive	16.8%	$41,992,594	9
Consumer Cyclical	13.4%	$33,627,633	9
Healthcare	13.3%	$33,378,480	15
Financial Services	13.3%	$33,191,009	14
Industrials	10.7%	$26,730,932	17
Communication Services	6.6%	$16,633,551	8
Unclassified	3.4%	$8,493,932	4
Energy	2.6%	$6,602,341	5
Utilities	1.2%	$3,051,751	4
Basic Materials	0.4%	$1,002,060	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	+1,737	15,353	$2,217,587
DUK	Duke Energy CORP	+1,471	4,226	$553,352
MDLZ	Mondelez International, Inc.	+1,309	29,877	$1,722,110
JPM	Jpmorgan Chase & Co	+910	18,606	$5,473,140
NVDA	Nvidia Corp	+730	4,893	$853,339
MRK	Merck & Co., Inc.	+437	52,718	$6,341,448
WM	Waste Management Inc	+290	12,031	$2,764,603
CVX	Chevron Corp	+226	17,598	$3,641,026
MSFT	Microsoft Corp	+152	33,072	$12,242,262
SNY	Sanofi	+125	9,307	$448,411
PEG	Public Service Enterprise Group Inc	+108	9,026	$730,654
ED	Consolidated Edison Inc	+78	4,880	$552,318
QQQ	Invesco Qqq Trust, Series 1	+70	5,529	$3,191,228
PM	Philip Morris International Inc.	+45	16,464	$2,722,157
MCD	Mcdonalds Corp	+25	10,701	$3,325,763
MA	Mastercard Inc	+1	1,094	$546,628
GE	General Electric Co	+1	1,310	$371,738
LMT	Lockheed Martin Corp	+1	1,472	$889,662
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−10,190	74,146	$3,614,617
PFE	Pfizer Inc	−8,720	232,244	$6,521,411
TJX	Tjx Companies Inc /De/	−5,177	94,361	$15,069,451
LYV	Live Nation Entertainment, Inc.	−4,812	6,447	$983,231
MAR	Marriott International Inc /Md/	−3,673	4,929	$1,612,128
VZ	Verizon Communications Inc	−3,608	56,595	$2,841,069
AAPL	Apple Inc.	−3,180	79,208	$20,102,198
MS	Morgan Stanley	−2,952	4,464	$734,640
DIS	Walt Disney Co	−2,724	9,228	$889,394
BMY	Bristol Myers Squibb Co	−2,579	16,565	$1,004,667
AMZN	Amazon Com Inc	−2,427	37,251	$7,758,265
GOOGL	Alphabet Inc.	−2,361	31,914	$9,177,189
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−2,270	833	$281,512
AMD	Advanced Micro Devices Inc	−2,213	6,729	$1,368,880
CMCSA	Comcast Corp	−2,084	25,238	$724,582
CRM	Salesforce, Inc.	−1,512	5,130	$957,617
WMT	Walmart Inc.	−1,304	89,846	$11,166,060
PEP	Pepsico Inc	−1,247	39,959	$6,205,233
NKE	NIKE, Inc.	−1,131	13,422	$708,950
PWR	Quanta Services, Inc.	−1,122	21,075	$11,570,596
JNJ	Johnson & Johnson	−834	23,202	$5,671,496
AVGO	Broadcom Inc.	−750	11,425	$3,536,151
ASML	Asml Holding NV	−746	424	$560,031
LLY	ELI LILLY & Co	−679	1,850	$1,701,574
BA	Boeing Co	−657	9,886	$1,967,610
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	900	$219,762
FCX	Freeport-Mcmoran Inc	3,516	$206,670
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	4,571	$232,572
MKC	Mccormick & Co Inc	3,057	$208,212
ROK	Rockwell Automation, Inc	528	$205,428
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 positions · $250,466,440 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	79,208	-3,180	$20,102,198	−10.3%	8.03%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	94,361	-5,177	$15,069,451	−1.4%	6.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	14,039	-64	$13,988,880	+15.0%	5.59%
MSFT	Microsoft Corp Technology	Added	33,072	+152	$12,242,262	−23.1%	4.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	24,826	-253	$11,896,619	−5.6%	4.75%
PWR	Quanta Services, Inc. Industrials	Reduced	21,075	-1,122	$11,570,596	+23.5%	4.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	89,846	-1,304	$11,166,060	+10.0%	4.46%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,914	-2,361	$9,177,189	−14.5%	3.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,251	-2,427	$7,758,265	−15.3%	3.10%
PFE	Pfizer Inc Healthcare	Reduced	232,244	-8,720	$6,521,411	+8.7%	2.60%
MRK	Merck & Co., Inc. Healthcare	Added	52,718	+437	$6,341,448	+15.2%	2.53%
PEP	Pepsico Inc Consumer Defensive	Reduced	39,959	-1,247	$6,205,233	+4.9%	2.48%
JNJ	Johnson & Johnson Healthcare	Reduced	23,202	-834	$5,671,496	+14.0%	2.26%
ABBV	AbbVie Inc. Healthcare	Reduced	25,782	-600	$5,607,327	−7.0%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,606	+910	$5,473,140	−4.0%	2.19%
CVX	Chevron Corp Energy	Added	17,598	+226	$3,641,026	+37.5%	1.45%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	74,146	-10,190	$3,614,617	−22.1%	1.44%
AVGO	Broadcom Inc. Technology	Reduced	11,425	-750	$3,536,151	−16.1%	1.41%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,701	+25	$3,325,763	+1.9%	1.33%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,099	-265	$3,316,083	−9.3%	1.32%
QQQ	Invesco Qqq Trust, Series 1	Added	5,529	+70	$3,191,228	−4.8%	1.27%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,177	-104	$3,018,223	−5.5%	1.21%
V	Visa Inc. Financial Services	Reduced	9,718	-58	$2,937,168	−14.3%	1.17%
VZ	Verizon Communications Inc Communication Services	Reduced	56,595	-3,608	$2,841,069	+15.9%	1.13%
WM	Waste Management Inc Industrials	Added	12,031	+290	$2,764,603	+7.2%	1.10%
PM	Philip Morris International Inc. Consumer Defensive	Added	16,464	+45	$2,722,157	+3.4%	1.09%
STX	Seagate Technology Holdings plc Technology	Reduced	6,531	-120	$2,558,584	+39.7%	1.02%
KO	Coca Cola Co Consumer Defensive	Reduced	31,857	-507	$2,422,724	+7.1%	0.97%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	11,156	-434	$2,321,452	−4.0%	0.93%
HON	Honeywell International Inc Industrials	Reduced	9,449	-391	$2,239,913	+11.3%	0.89%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	15,353	+1,737	$2,217,587	+13.6%	0.89%
AXP	American Express Co Financial Services	Reduced	6,779	-23	$2,050,511	−18.5%	0.82%
BA	Boeing Co Industrials	Reduced	9,886	-657	$1,967,610	−14.0%	0.79%
LNG	Cheniere Energy, Inc. Energy	Reduced	6,885	-225	$1,953,687	+41.4%	0.78%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,949	-35	$1,880,329	−18.4%	0.75%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	29,877	+1,309	$1,722,110	+12.0%	0.69%
LLY	ELI LILLY & Co Healthcare	Reduced	1,850	-679	$1,701,574	−37.4%	0.68%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,929	-3,673	$1,612,128	−39.6%	0.64%
ABT	Abbott Laboratories Healthcare	Reduced	15,536	-65	$1,595,081	−18.4%	0.64%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,295	-23	$1,526,211	−4.3%	0.61%
AMD	Advanced Micro Devices Inc Technology	Reduced	6,729	-2,213	$1,368,880	−28.5%	0.55%
RTX	RTX Corp Industrials	Reduced	6,840	-75	$1,319,436	+4.0%	0.53%
NEE	Nextera Energy Inc Utilities	Reduced	13,086	-25	$1,215,427	+15.5%	0.49%
VIK	Viking Holdings Ltd Consumer Cyclical	Reduced	15,912	-646	$1,169,213	−1.1%	0.47%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,358	-56	$1,148,854	−7.6%	0.46%
CAT	Caterpillar Inc Industrials	Reduced	1,587	-75	$1,124,326	+18.1%	0.45%
ADSK	Autodesk, Inc. Technology	Held	4,578	0	$1,095,973	−19.1%	0.44%
NFLX	Netflix Inc Communication Services	Held	10,590	0	$1,018,228	+2.5%	0.41%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	16,565	-2,579	$1,004,667	−2.7%	0.40%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	6,447	-4,812	$983,231	−38.7%	0.39%