Raab & Moskowitz Asset Management LLC
Top Portfolio Positions
104 positions ·
$242,542,764 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
79,208 | $20,102,198 | 8.29% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
94,361 | $15,069,451 | 6.21% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
14,039 | $13,988,880 | 5.77% |
| MSFT |
Microsoft Corp
Technology
|
33,072 | $12,242,262 | 5.05% |
| PWR |
Quanta Services, Inc.
Industrials
|
21,075 | $11,570,596 | 4.77% |
| WMT |
Walmart Inc.
Consumer Defensive
|
89,846 | $11,166,060 | 4.60% |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,914 | $9,177,189 | 3.78% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,251 | $7,758,265 | 3.20% |
| PFE |
Pfizer Inc
Healthcare
|
232,244 | $6,521,411 | 2.69% |
| MRK |
Merck & Co., Inc.
Healthcare
|
52,718 | $6,341,448 | 2.61% |
Portfolio Trend
Holdings in PEG
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $730,654 | 9,026 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $716,115 | 8,918 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,954,215 | 23,415 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,970,569 | 23,409 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,926,478 | 23,408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,943,185 | 22,999 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,980,908 | 22,205 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,583,591 | 21,487 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,444,918 | 21,637 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $371,425 | 6,074 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $501,320 | 8,809 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $579,392 | 9,254 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $599,769 | 9,604 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $610,678 | 9,967 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $402,438 | 7,157 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $637,229 | 10,070 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $491,890 | 7,027 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $478,454 | 7,170 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $426,482 | 7,003 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $418,359 | 7,003 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $421,650 | 7,003 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $419,818 | 7,201 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $395,406 | 7,201 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $347,757 | 7,074 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,289 | 6,063 | Shares | Sole | 2020-05-14 | |
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