Raab & Moskowitz Asset Management LLC

CIK

1616664

Location

Chatham, NJ

Portfolio Value

Micro $41,992,594

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	18.0%	$45,762,157	16
Consumer Defensive	16.5%	$41,992,594	9
Consumer Cyclical	13.2%	$33,627,633	9
Healthcare	13.1%	$33,378,480	15
Financial Services	13.0%	$33,191,009	14
Industrials	10.5%	$26,626,776	17
Communication Services	6.5%	$16,633,551	8
Energy	4.2%	$10,679,440	6
Unclassified	3.3%	$8,493,932	4
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
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
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

9 positions · $41,992,594 total · Consumer Defensive 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	14,039	-64	$13,988,880	+15.0%	33.31%
WMT	Walmart Inc. Consumer Defensive	Reduced	89,846	-1,304	$11,166,060	+10.0%	26.59%
PEP	Pepsico Inc Consumer Defensive	Reduced	39,959	-1,247	$6,205,233	+4.9%	14.78%
PM	Philip Morris International Inc. Consumer Defensive	Added	16,464	+45	$2,722,157	+3.4%	6.48%
KO	Coca Cola Co Consumer Defensive	Reduced	31,857	-507	$2,422,724	+7.1%	5.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	15,353	+1,737	$2,217,587	+13.6%	5.28%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	29,877	+1,309	$1,722,110	+12.0%	4.10%
MO	Altria Group, Inc. Consumer Defensive	Reduced	13,058	-450	$861,697	+10.6%	2.05%
UL	Unilever PLC Consumer Defensive	Held	12,044	0	$686,146	−12.9%	1.63%