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Raab & Moskowitz Asset Management LLC — 13F Holdings & Portfolio

CIK 1616664 · latest 13F-HR filed 2026-07-28

Backtest portfolio

Raab & Moskowitz Asset Management LLC manages $497.3M in 13F-reported U.S. long-equity assets across 198 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (5.17%), AAPL (4.59%), MGK (3.96%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 6, added to 96, and trimmed 39.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10 TOWNSQUARE, SUITE 100
CHATHAM, NJ 07928
Phone
(973) 635-8889
Filing Manager
Raab & Moskowitz Asset Management LLC
Chatham, NJ
Signatory
Daniel H. Moskowitz
Member/Chief Compliance Officer
Loading holdings…
AUM

$497.3M

Long-equity book

Holdings

198

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+12 / −6 / ↑96 / ↓39

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$4.0M +18.3%
  • SEAGATE TECHNOLOGY HLDNGS PL$3.7M +146.3%
  • QUANTA SVCS INC$3.6M +30.9%
  • VANGUARD WORLD FD$3.2M +19.4%
  • APPLE INC$2.7M +13.5%
Show all 96 →

Top Trims

  • WALMART INC-$1.1M -10.1%
  • PFIZER INC-$1.1M -16.5%
  • TJX COS INC NEW-$1.0M -6.7%
  • COSTCO WHOLESALE CORPORATION-$1.0M -7.2%
  • EXXON MOBIL CORP-$938.3K -23.0%
Show all 39 →

New Positions

  • ISHARES TR$1.5M
  • J P MORGAN EXCHANGE TRADED F$1.4M
  • HONEYWELL AEROSPACE INC$1.1M
  • HONEYWELL INTL INC$1.1M
  • INTEL CORP$354.6K
Show all 12 →

Exited Positions

  • HONEYWELL INTL INC$2.1M
  • GOLDMAN SACHS ETF TR$431.9K
  • ISHARES TR$280.9K
  • PALANTIR TECHNOLOGIES INC$244.1K
  • ISHARES TR$228.8K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $25.7M 5.17% 69,441 SH
2 APPLE INC AAPL 037833100 $22.8M 4.59% 78,845 SH
3 VANGUARD WORLD FD MGK 921910816 $19.7M 3.96% 224,090 SH
4 QUANTA SVCS INC PWR 74762E102 $15.1M 3.04% 21,027 SH
5 VANGUARD WHITEHALL FDS VYM 921946406 $14.7M 2.95% 92,893 SH
6 TJX COS INC NEW TJX 872540109 $14.1M 2.83% 92,789 SH
7 ISHARES TR DVY 464287168 $13.1M 2.64% 83,948 SH
8 COSTCO WHOLESALE CORPORATION COST 22160K105 $13.0M 2.61% 13,881 SH
9 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $12.4M 2.49% 58,196 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $12.4M 2.49% 24,708 SH
11 MICROSOFT CORP MSFT 594918104 $12.3M 2.47% 32,910 SH
12 VANGUARD INDEX FDS VTV 922908744 $11.7M 2.35% 53,586 SH
13 ALPHABET INC GOOGL 02079K305 $11.2M 2.25% 31,374 SH
14 WALMART INC WMT 931142103 $10.0M 2.02% 88,671 SH
15 VANGUARD WORLD FD VGT 92204A702 $8.8M 1.76% 73,376 SH
16 AMAZON COM INC AMZN 023135106 $8.8M 1.76% 36,783 SH
17 VANGUARD SPECIALIZED FUNDS VIG 921908844 $7.7M 1.55% 32,547 SH
18 PGIM ETF TR PULS 69344A107 $6.9M 1.38% 138,435 SH
19 VANGUARD WHITEHALL FDS VYMI 921946794 $6.7M 1.36% 68,682 SH
20 MERCK & CO INC MRK 58933Y105 $6.7M 1.34% 51,773 SH
21 ABBVIE INC ABBV 00287Y109 $6.4M 1.30% 25,628 SH
22 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $6.3M 1.27% 6,531 SH
23 SCHWAB STRATEGIC TR SCHD 808524797 $6.3M 1.26% 198,228 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $6.1M 1.22% 18,491 SH
25 JOHNSON & JOHNSON JNJ 478160104 $5.8M 1.17% 22,910 SH
26 PFIZER INC PFE 717081103 $5.4M 1.09% 226,116 SH
27 PEPSICO INC PEP 713448108 $5.3M 1.06% 39,005 SH
28 ISHARES TR IVV 464287200 $5.2M 1.04% 6,899 SH
29 VANGUARD INDEX FDS VUG 922908736 $5.0M 1.02% 58,599 SH
30 BROADCOM INC AVGO 11135F101 $4.3M 0.87% 11,405 SH
31 BANK OF AMER CORP BAC 060505104 $4.1M 0.83% 72,754 SH
32 INVESCO QQQ TR QQQ 46090E103 $4.1M 0.82% 5,520 SH
33 INVESCO EXCHANGE TRADED FD T PHO 46137V142 $4.0M 0.80% 57,388 SH
34 ADVANCED MICRO DEVICES INC AMD 007903107 $3.8M 0.77% 6,560 SH
35 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.8M 0.76% 5,084 SH
36 FIRST TR EXCHANGE-TRADED FD FIW 33733B100 $3.6M 0.73% 33,010 SH
37 VANGUARD STAR FDS VXUS 921909768 $3.5M 0.71% 41,274 SH
38 ISHARES TR QUAL 46432F339 $3.3M 0.66% 14,953 SH
39 VISA INC V 92826C839 $3.3M 0.66% 9,564 SH
40 HOME DEPOT INC HD 437076102 $3.2M 0.65% 9,201 SH
41 VANGUARD WORLD FD VHT 92204A504 $3.2M 0.64% 10,673 SH
42 EXXON MOBIL CORP XOM 30231G102 $3.1M 0.63% 22,958 SH
43 SPDR SERIES TRUST SPYV 78464A508 $3.1M 0.63% 51,450 SH
44 FIRST TR EXCHANGE-TRADED FD KNG 33739Q705 $3.0M 0.60% 59,020 SH
45 PHILIP MORRIS INTL INC PM 718172109 $3.0M 0.60% 16,464 SH
46 CHEVRON CORPORATION CVX 166764100 $2.9M 0.58% 17,545 SH
47 MCDONALDS CORP MCD 580135101 $2.9M 0.58% 10,633 SH
48 UNITEDHEALTH GROUP INC UNH 91324P102 $2.9M 0.57% 6,879 SH
49 PNC FINL SVCS GROUP INC PNC 693475105 $2.6M 0.53% 10,731 SH
50 SPDR SERIES TRUST SPTM 78464A805 $2.6M 0.52% 28,696 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $497.3M 198 0001172661-26-002860
2026-03-31 2026-05-21 $449.6M 187 0001172661-26-002433
2025-12-31 2026-01-20 $457.2M 189 0001172661-26-000221
2025-09-30 2025-11-18 $447.3M 188 0001172661-25-005201