Raab & Moskowitz Asset Management LLC 13F Portfolio

CIK 1616664 Filing since Q1 2014 Q3 2026 filed Nov 2, 2026
Holdings as of Sep 30, 2026, from the 13F filed Nov 2, 2026.

Portfolio Snapshot

105 positions · Q3 2026

Raab & Moskowitz Asset Management LLC reported 105 positions worth $259.58M for the quarter ended Sep 30, 2026, down 1.9% on the prior quarter. It opened 2 new positions, added to 6, trimmed 74 and exited 4. Its largest holding is Apple Inc. at 9.8% of the portfolio.

Portfolio Value
$259.58M
-1.9% QoQ · +1.3% YoY
Positions
105
2 new · 4 sold out
Top 10 Concentration
48.9%
of portfolio value
Largest Position
AAPL 9.8%
Apple Inc.
Net Buying
-$8.49M
$2.15M bought · $10.64M sold
Turnover
0.8%
of the portfolio traded
Top Sector
Technology
29.4% of value
Track Record
51
quarters on file since Q1 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
29.42%
Technology
Technology29.42%
Consumer Staples14.52%
Financial Services13.96%
Healthcare13.73%
Consumer Discretionary11%
Industrials10.55%
Energy3.92%
Communication Services1.53%
Utilities0.956%
Basic Materials0.409%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer StaplesFinancial ServicesHealthcareConsumer DiscretionaryIndustrialsEnergyCommunication ServicesUtilitiesBasic MaterialsReal EstateOther

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
GLD Spdr Gold Trust +2,751 +316.2% $1.05M 0.531%
NOW ServiceNow, Inc. +5,507 – $737.99K 0.284%
PLTR Palantir Technologies Inc. +1,709 – $319.67K 0.123%
NVDA Nvidia Corp +71 +1.0% $16.21K 0.63%
XOM ExxonMobil Holdings Corp +95 +0.4% $15.46K 1.45%
MDLZ Mondelez International, Inc. +226 +0.8% $13.07K 0.666%
EPD Enterprise Products Partners L.P. +21 +0.2% $747.84 0.142%
PEG Public Service Enterprise Group Inc +3 +0.0% $202.03 0.23%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
MAR Marriott International Inc -2,523 -66.2% $897.35K 0.176%
AVGO Broadcom Inc. -2,081 -18.2% $730.81K 1.26%
AAPL Apple Inc. -2,122 -2.7% $706.67K 9.84%
MSFT Microsoft Corp -1,254 -3.8% $643.18K 6.25%
PWR Quanta Services, Inc. -870 -4.1% $559.00K 4.99%
GOOGL Alphabet Inc. -1,193 -3.8% $410.49K 4%
ROIV Roivant Sciences Ltd. -11.0K -100.0% $389.29K Exited
TJX Tjx Companies Inc -2,936 -3.2% $388.46K 4.58%
AMD Advanced Micro Devices Inc -570 -8.7% $348.69K 1.41%
VZ Verizon Communications Inc -7,539 -13.9% $345.81K 0.826%

New Positions

Q3 2026
Holding Shares Trade Value Weight
NOW ServiceNow, Inc. +5,507 $737.99K 0.284%
PLTR Palantir Technologies Inc. +1,709 $319.67K 0.123%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
ROIV Roivant Sciences Ltd. -11.0K $389.29K 0.147%
AMAT Applied Materials Inc -409 $295.81K 0.112%
IONS Ionis Pharmaceuticals Inc -3,115 $246.99K 0.093%
ALL Allstate Corp -900 $214.15K 0.081%
Holdings · Q3 2026

105 Positions

As ofSep 30, 2026
Value$259.58M
Top 1048.9%
Avg position$2.47M
# Activity
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Showing 1–15 of 105 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Raab & Moskowitz Asset Management.

About Raab & Moskowitz Asset Management LLC’s 13F Portfolio

What are Raab & Moskowitz Asset Management LLC’s largest holdings?

As of its Q3 2026 13F filing, Raab & Moskowitz Asset Management LLC’s five largest positions were Apple Inc. (AAPL) at 9.8%, Microsoft Corp (MSFT) at 6.3%, Quanta Services, Inc. (PWR) at 5.0%, Costco Wholesale Corp (COST) at 4.8%, Berkshire Hathaway Inc (BRK-B) at 4.7% of the reported portfolio.

How much is Raab & Moskowitz Asset Management LLC’s portfolio worth?

Raab & Moskowitz Asset Management LLC reported a 13F portfolio worth $259.58M across 105 positions for Q3 2026. That is down 1.9% from the previous quarter.

What did Raab & Moskowitz Asset Management LLC buy in Q3 2026?

Its largest purchases by value were Spdr Gold Trust ($1.05M), ServiceNow, Inc. ($737.99K), Palantir Technologies Inc. ($319.67K). It opened 2 new positions.

What did Raab & Moskowitz Asset Management LLC sell in Q3 2026?

Its largest sales by value were Marriott International Inc ($897.35K), Broadcom Inc. ($730.81K), Apple Inc. ($706.67K). It exited 4 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Raab & Moskowitz Asset Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.