Raab & Moskowitz Asset Management LLC
Filing Date
Global Rank
#3,402
/ 8,232
▲ 116
Top Industry
Drug Manufacturers - General
11.4%
3Y Alpha vs SPY
-2.2%
Period ended 2 months ago
Filed May 21, 2026 · 24d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.7%
SPY
+76.3%
Annualised alpha
-2.2%
Max drawdown
−14.6%
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
105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.9%
−0.6 pts
Top 5
28.8%
−0.9 pts
Top 10
47.0%
+0.0 pts
HHI
301
Diversified−2
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.0% | $45,762,157 |
| Consumer Defensive | 16.5% | $41,992,594 |
| Consumer Cyclical | 13.2% | $33,627,633 |
| Healthcare | 13.1% | $33,378,480 |
| Financial Services | 13.0% | $33,191,009 |
| Industrials | 10.5% | $26,626,776 |
| Communication Services | 6.5% | $16,633,551 |
| Energy | 4.2% | $10,679,440 |
| Unclassified | 3.3% | $8,493,932 |
| Utilities | 1.2% | $3,051,751 |
| Basic Materials | 0.4% | $1,002,060 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| LMT | Lockheed Martin Corp | +1 | 1,472 | $889,662 | |
| GE | General Electric Co | +1 | 1,310 | $371,738 | |
| MA | Mastercard Inc | +1 | 1,094 | $546,628 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
3 positions ·
$1,002,060 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NUE |
Nucor Corp
Basic Materials
|
Held | 3,488 | $589,820 | 58.86% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 3,516 | $206,670 | 20.62% | |
| IAG |
Iamgold Corp
Basic Materials
|
Held | 10,923 | $205,570 | 20.51% |