Data as of Q4 2025 (Dec 31, 2025)

Raab & Moskowitz Asset Management LLC

โ€ขCIK: 1616664โ€ขFiling: Q4 2025

**Raab & Moskowitz Asset Management LLC** manages $457M across a diversified portfolio of 189 positions. The fund exhibits significant concentration in mega-cap technology and market leaders, notably holding AAPL ($22.4M) and VTI ($22.3M) as top two positions. Further allocations include substantial stakes in MGK ($19.2M), MSFT ($15.9M), and TJX ($15.3M). This structure suggests a core conviction in established, high-quality growth and dividend-paying equities.

Total AUM
$457.2M
QoQ Performance
+2.2%
Positions
130
Top 10 Concentration
33.6%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL4.9%
VTI4.9%
MGK4.2%
MSFT3.5%
TJX3.3%
BRK/B2.8%
COST2.7%
VYM2.5%

๐Ÿ“ˆ Biggest Buys

VYMI
VANGUARD WHITEHALL FDS
+445.8%
0.5% of portfolio
PULS
PGIM ETF TR
+23.3%
1.1% of portfolio
NFLX
NETFLIX INC
+865.4%
0.2% of portfolio
UL
UNILEVER PLC
NEW
0.2% of portfolio
XLK
SELECT SECTOR SPDR TR
+118.0%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

PEG
PUBLIC SVC ENTERPRISE GRP IN
-61.9%
0.2% of portfolio
PFE
PFIZER INC
-14.2%
1.3% of portfolio
PEP
PEPSICO INC
-10.0%
1.3% of portfolio
LNG
CHENIERE ENERGY INC
-29.1%
0.3% of portfolio
VTI
VANGUARD INDEX FDS
-2.2%
4.9% of portfolio

Sector Breakdown

Other53.9%
Technology13.5%
Consumer9.3%
Financial7.5%
Healthcare6.8%
ETF2.4%
Consumer Staples2.3%
Industrial2.1%

๐Ÿšช Exited Positionssold since Q3 2025

UL
UNILEVER PLC
SOLD
$838.2K
KHC
KRAFT HEINZ CO
SOLD
$245.3K
CB1A
CONSTELLATION BRANDS INC
SOLD
$245.1K
FXY
INVESCO CURRENCYSHARES JAPAN
SOLD
$203.1K

Changes from Q3 2025

NEW5 new positions
โ†‘47 increased
โ†“102 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023