Latest Raab & Moskowitz Asset Management LLC Stock Portfolio

Raab & Moskowitz Asset Management LLC Performance:

2025 Q3: 6.71%YTD: 10.51%2024: 16.36%

Performance for 2025 Q3 is 6.71%, and YTD is 10.51%, and 2024 is 16.36%.

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

In it's latest 13F Holdings report, Raab & Moskowitz Asset Management LLC reported an equity portfolio of $447.3 Millions as of 30 Sep, 2025.

The top stock holdings of Raab & Moskowitz Asset Management LLC are VB, AAPL, EDV. The fund has invested 5% of it's portfolio in VANGUARD INDEX FDS and 4.7% of portfolio in APPLE INC.

The fund managers got completely rid off KELLANOVA (K), ACCENTURE PLC IRELAND (ACN) and CAVA GROUP INC stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), VANGUARD INDEX FDS (VB) and NOVO-NORDISK A S. Raab & Moskowitz Asset Management LLC opened new stock positions in ISHARES TR (ACWF), VANGUARD WHITEHALL FDS (VIGI) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), ISHARES TR (IJR) and ISHARES TR (IBCE).

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 6.71% in the last quarter. In trailing 12 months, it's portfolio return was 10.39%.

New Buys

Ticker	$ Bought
ishares tr	941,114
vanguard whitehall fds	423,061
spdr series trust	307,326
ishares tr	260,392
invesco exchange traded fd t	224,772
ishares tr	207,589
ionis pharmaceuticals inc	203,783
ishares tr	201,660

New stocks bought by Raab & Moskowitz Asset Management LLC

Additions

Ticker	% Inc.
ishares tr	87.69
ishares tr	56.73
ishares tr	46.4
ishares tr	42.91
schwab strategic tr	28.69
ishares tr	28.04
first tr exchange-traded fd	27.9
eli lilly & co	23.28

Additions to existing portfolio by Raab & Moskowitz Asset Management LLC

Reductions

Ticker	% Reduced
goldman sachs group inc	-31.3
vanguard index fds	-25.56
novo-nordisk a s	-21.7
salesforce inc	-19.99
live nation entertainment in	-19.51
kraft heinz co	-19.18
ishares inc	-18.37
csx corp	-18.14

Raab & Moskowitz Asset Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
kellanova	-322,335
cava group inc	-239,887
axis cap hldgs ltd	-215,946
accenture plc ireland	-280,359
vanguard world fd	-226,088

Raab & Moskowitz Asset Management LLC got rid off the above stocks

Sector Distribution

Raab & Moskowitz Asset Management LLC has about 46.3% of it's holdings in Others sector.

Sector	%
Others	46.3
Technology	12
Consumer Defensive	8.9
Consumer Cyclical	8
Healthcare	7.1
Financial Services	5.3
Industrials	5.2
Communication Services	4.2
Energy	1.8
Utilities	1.1

Market Cap. Distribution

Raab & Moskowitz Asset Management LLC has about 53% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	46.3
MEGA-CAP	32.4
LARGE-CAP	20.6

Stocks belong to which Index?

About 52.5% of the stocks held by Raab & Moskowitz Asset Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52.5
Others	46.9

Top 5 Winners (%)		%
	iamgold corp	75.9 %
STX	seagate technology hldngs pl	63.6 %
TSLA	tesla inc	37.5 %
GOOG	alphabet inc	37.3 %
GOOG	alphabet inc	36.6 %

Top 5 Winners ($)		$
AAPL	apple inc	4.1 M
GOOG	alphabet inc	2.4 M
TJX	tjx cos inc new	2.1 M
EDV	vanguard world fd	1.7 M
VB	vanguard index fds	1.7 M

Top 5 Losers (%)		%
	novo-nordisk a s	-17.5 %
STZ	constellation brands inc	-16.3 %
UPS	united parcel service inc	-15.9 %
VRTX	vertex pharmaceuticals inc	-12.0 %
CMCSA	comcast corp new	-11.9 %

Top 5 Losers ($)		$
COST	costco whsl corp new	-0.9 M
PM	philip morris intl inc	-0.3 M
CRM	salesforce inc	-0.3 M
HON	honeywell intl inc	-0.2 M
MDLZ	mondelez intl inc	-0.2 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 186 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Raab & Moskowitz Asset Management LLC last quarter.

Last Reported on: 18 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.72	82,836	21,092,700	added	1.85

AAXJ	ishares tr	0.32	6,766	1,415,860	reduced	-0.56

AAXJ	ishares tr	0.10	13,791	436,059	reduced	-8.27

AAXJ	ishares tr	0.07	4,072	295,464	reduced	-13.23

ABBV	abbvie inc	1.35	26,044	6,030,200	reduced	-0.63

ABT	abbott labs	0.47	15,601	2,089,570	reduced	-0.88

ACES	alps etf tr	0.18	17,322	812,921	reduced	-0.67

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.21	21,297	941,114	new

ACWF	ishares tr	0.18	12,115	824,759	added	0.04

ACWV	ishares inc	0.11	7,266	495,614	reduced	-18.37

ADSK	autodesk inc	0.32	4,578	1,454,290	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.13	24,500	570,451	reduced	-5.77

AGZD	wisdomtree tr	0.10	10,650	431,219	added	10.94

AMD	advanced micro devices inc	0.38	10,489	1,697,020	reduced	-9.81

AMGN	amgen inc	0.05	848	239,314	reduced	-1.85

AMPS	ishares tr	0.18	15,179	790,219	reduced	-2.33

AMPS	ishares tr	0.12	5,689	541,267	added	87.69

AMZN	amazon com inc	1.93	39,295	8,628,080	reduced	-0.59

AOA	ishares tr	0.09	11,746	403,358	added	8.2