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Latest Raab & Moskowitz Asset Management LLC Stock Portfolio

$449Million– No. of Holdings #185

Raab & Moskowitz Asset Management LLC Performance:
2026 Q1: -0.27%YTD: -0.27%2025: 13.3%
Performance for 2026 Q1 is -0.27%, and YTD is -0.27%, and 2025 is 13.3%.

About Raab & Moskowitz Asset Management LLC and 13F Hedge Fund Stock Holdings

On 2026-05-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Raab & Moskowitz Asset Management LLC reported an equity portfolio of $449.6 Millions as of 31 Mar, 2026.

The top stock holdings of Raab & Moskowitz Asset Management LLC are VB, AAPL, EDV. The fund has invested 4.8% of it's portfolio in VANGUARD INDEX FDS and 4.5% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (AOA), NOVO-NORDISK A S (NVO) and MCCORMICK & CO INC (MKC) stocks. They significantly reduced their stock positions in TAIWAN SEMICONDUCTOR MANUFAC (TSM), ISHARES INC (EMGF) and ASML HLDG NV (ASML). Raab & Moskowitz Asset Management LLC opened new stock positions in MARATHON PETE CORP (MPC) and FREEPORT MCMORAN INC (FCX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), ISHARES TR (DMXF) and DUKE ENERGY CORP NEW (DUK).
Raab & Moskowitz Asset Management LLC Equity Portfolio Value
Last Reported on: 21 May, 2026

Raab & Moskowitz Asset Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Raab & Moskowitz Asset Management LLC made a return of -0.27% in the last quarter. In trailing 12 months, it's portfolio return was 15.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marathon pete corp219,762
freeport mcmoran inc206,670
New stocks bought by Raab & Moskowitz Asset Management LLC

Additions

Ticker% Inc.
vanguard whitehall fds144
ishares tr79.98
ishares tr69.31
duke energy corp new53.39
schwab strategic tr45.39
vanguard star fds37.21
ishares tr35.98
vanguard scottsdale fds35.73
Additions to existing portfolio by Raab & Moskowitz Asset Management LLC

Reductions

Ticker% Reduced
taiwan semiconductor manufac-73.16
ishares inc-64.11
asml hldg nv-63.76
ishares inc-60.06
ishares tr-58.58
ishares tr-57.39
live nation entertainment in-42.74
marriott intl inc new-42.7
Raab & Moskowitz Asset Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-438,849
novo-nordisk a s-232,572
mccormick & co inc-208,212
rockwell automation inc-205,429
Raab & Moskowitz Asset Management LLC got rid off the above stocks

Sector Distribution

Raab & Moskowitz Asset Management LLC has about 48.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Communication Services
  • Energy
Sector%
Others48.1
Technology10.2
Consumer Defensive9.2
Healthcare7.3
Consumer Cyclical7.2
Industrials5.9
Financial Services4.7
Communication Services3.9
Energy2.3

Market Cap. Distribution

Raab & Moskowitz Asset Management LLC has about 51.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED48.1
MEGA-CAP34.9
LARGE-CAP16.4

Stocks belong to which Index?

About 50.8% of the stocks held by Raab & Moskowitz Asset Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50050.8
Others48.7
Top 5 Winners (%)%
LNG
cheniere energy inc
45.3 %
STX
seagate technology hldngs pl
41.9 %
XOM
exxon mobil corp
40.9 %
XLB
select sector spdr tr
35.9 %
CVX
chevron corporation
35.4 %
Top 5 Winners ($)$
PWR
quanta svcs inc
2.7 M
COST
costco wholesale corporation
1.9 M
XOM
exxon mobil corp
1.2 M
WMT
walmart inc
1.2 M
CVX
chevron corporation
1.0 M
Top 5 Losers (%)%
CRM
salesforce inc
-26.2 %
QCOM
qualcomm inc
-24.3 %
ORCL
oracle corp
-24.3 %
MSFT
microsoft corp
-23.4 %
ADSK
autodesk inc
-19.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.7 M
EDV
vanguard world fd
-2.1 M
AAPL
apple inc
-1.5 M
VB
vanguard index fds
-1.0 M
AMZN
amazon com inc
-0.9 M

Raab & Moskowitz Asset Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Raab & Moskowitz Asset Management LLC

Raab & Moskowitz Asset Management LLC has 185 stocks in it's portfolio. About 32.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for Raab & Moskowitz Asset Management LLC last quarter.

Last Reported on: 21 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions