Latest Raab & Moskowitz Asset Management LLC Stock Portfolio

Raab & Moskowitz Asset Management LLC Performance:

2025 Q4: 0.66%YTD: 11.24%2024: 16.36%

Performance for 2025 Q4 is 0.66%, and YTD is 11.24%, 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 $457.2 Millions as of 31 Dec, 2025.

The top stock holdings of Raab & Moskowitz Asset Management LLC are AAPL, VB, EDV. The fund has invested 4.9% of it's portfolio in APPLE INC and 4.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off UNILEVER PLC, KRAFT HEINZ CO (KHC) and CONSTELLATION BRANDS INC (STZ) stocks. They significantly reduced their stock positions in PUBLIC SVC ENTERPRISE GRP IN (PEG), NIKE INC (NKE) and CHENIERE ENERGY INC (LNG). Raab & Moskowitz Asset Management LLC opened new stock positions in UNILEVER PLC, BLACKROCK ETF TRUST II (HYMU) and VANGUARD TAX-MANAGED FDS (VEA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD WHITEHALL FDS (VIGI) and SELECT SECTOR SPDR TR (XLB).

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 0.66% in the last quarter. In trailing 12 months, it's portfolio return was 11.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc	787,678
blackrock etf trust ii	603,689
vanguard tax-managed fds	259,760
ishares tr	217,679
rockwell automation inc	205,429

New stocks bought by Raab & Moskowitz Asset Management LLC

Additions

Ticker	% Inc.
netflix inc	865
vanguard whitehall fds	445
select sector spdr tr	117
select sector spdr tr	100
spdr series trust	86.32
first tr exchange-traded fd	86.31
viking holdings ltd	86.23
first tr exchange-traded fd	80.85

Additions to existing portfolio by Raab & Moskowitz Asset Management LLC

Reductions

Ticker	% Reduced
public svc enterprise grp in	-61.91
nike inc	-30.32
ishares tr	-29.21
cheniere energy inc	-29.13
novo-nordisk a s	-22.28
oracle corp	-21.07
ge vernova inc	-14.8
advanced micro devices inc	-14.75

Raab & Moskowitz Asset Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc	-838,219
kraft heinz co	-245,297
invesco currencyshares japan	-203,053
constellation brands inc	-245,099

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

Sector Distribution

Raab & Moskowitz Asset Management LLC has about 47.4% of it's holdings in Others sector.

Sector	%
Others	47.4
Technology	11.8
Consumer Defensive	8.2
Consumer Cyclical	7.8
Healthcare	7.2
Financial Services	5.4
Industrials	5.2
Communication Services	4.3
Energy	1.6

Market Cap. Distribution

Raab & Moskowitz Asset Management LLC has about 51.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.4
MEGA-CAP	32.5
LARGE-CAP	19.3

Stocks belong to which Index?

About 51.6% of the stocks held by Raab & Moskowitz Asset Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.6
Others	47.7

Top 5 Winners (%)		%
ROIV	roivant sciences ltd	43.4 %
LLY	eli lilly & co	40.4 %
AMD	advanced micro devices inc	30.0 %
GOOG	alphabet inc	28.6 %
GOOG	alphabet inc	28.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.4 M
AAPL	apple inc	1.4 M
MRK	merck & co inc	1.1 M
TJX	tjx cos inc new	0.9 M
LLY	eli lilly & co	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
XLB	select sector spdr tr	-42.8 %
XLB	select sector spdr tr	-41.1 %
ORCL	oracle corp	-27.5 %
LNG	cheniere energy inc	-14.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6.5 M
MSFT	microsoft corp	-1.1 M
XLB	select sector spdr tr	-1.0 M
COST	costco whsl corp new	-0.9 M
HD	home depot inc	-0.6 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 187 stocks in it's portfolio. About 33.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Raab & Moskowitz Asset Management LLC last quarter.

Last Reported on: 20 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.90	82,388	22,398,000	reduced	-0.54

AAXJ	ishares tr	0.31	6,576	1,411,810	reduced	-2.81

AAXJ	ishares tr	0.08	4,072	345,428	unchanged	0.00

AAXJ	ishares tr	0.07	9,762	302,219	reduced	-29.21

ABBV	abbvie inc	1.32	26,382	6,028,090	added	1.3

ABT	abbott labs	0.43	15,601	1,954,690	unchanged	0.00

ACES	alps etf tr	0.17	16,140	758,903	reduced	-6.82

ACWF	ishares tr	0.32	31,919	1,450,720	added	49.88

ACWF	ishares tr	0.19	12,370	858,720	added	2.1

ACWV	ishares inc	0.10	6,816	472,553	reduced	-6.19

ADSK	autodesk inc	0.30	4,578	1,355,130	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.12	23,500	557,622	reduced	-4.08

AGZD	wisdomtree tr	0.10	10,650	438,993	unchanged	0.00

AMD	advanced micro devices inc	0.42	8,942	1,915,020	reduced	-14.75

AMGN	amgen inc	0.06	848	277,569	unchanged	0.00

AMPS	ishares tr	0.20	9,942	936,154	added	74.76

AMPS	ishares tr	0.17	14,071	760,538	reduced	-7.3

AMZN	amazon com inc	2.00	39,678	9,158,560	added	0.97

AOA	ishares tr	0.10	11,832	438,849	added	0.73

ASET	flexshares tr	0.13	7,860	592,408	reduced	-0.82