Raab & Moskowitz Asset Management LLC

CIK: 0001616664SEC EDGAR →

Portfolio Value

$457.2B

Holdings

189

As of

Q4 2025

New Positions

187

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

82,388$22.4B
4.90%
2

VANGUARD INDEX FDS

66,560$22.3B
4.88%
3

VANGUARD WORLD FD

46,495$19.2B
4.20%
4

MICROSOFT CORP

32,920$15.9B
3.48%
5

TJX COS INC NEW

99,538$15.3B
3.34%
6

BERKSHIRE HATHAWAY INC DEL

25,079$12.6B
2.76%
7

COSTCO WHSL CORP NEW

14,103$12.2B
2.66%
8

VANGUARD WHITEHALL FDS

81,041$11.6B
2.54%
9

INVESCO EXCHANGE TRADED FD T

58,714$11.2B
2.46%
10

ALPHABET INC

34,275$10.7B
2.35%

Quarterly Changes

Top Buys

VYMI↑ Increased
$2.0B
PULS↑ Increased
$938.1M
VYM↑ Increased
$823.8M
LLY↑ Increased
$813.9M
ULNEW
$787.0M

Top Sells

GOOGL↓ Decreased
$2.3B
AAPL↓ Decreased
$1.3B
PEG↓ Decreased
$1.2B
PFE↓ Decreased
$1.2B
MSFT↓ Decreased
$1.1B

New Positions (5)

$787.0M · 12K shares
$603.0M · 11K shares
$259.0M · 4K shares
$217.0M · 10K shares
$205.0M · 528 shares

Closed Positions (4)

$838.2M · 14K shares
$245.3M · 9K shares
$245.1M · 2K shares
$203.1M · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services93$210.9B46.1%
Technology16$55.1B12.1%
Consumer Cyclical9$36.7B8.0%
Consumer Defensive9$35.7B7.8%
Healthcare15$33.4B7.3%
Unknown11$32.5B7.1%
Industrials17$23.6B5.2%
Communication Services8$18.2B4.0%
Energy5$7.6B1.7%
Utilities5$2.8B0.6%
Basic Materials1$568.0M0.1%