Raab & Moskowitz Asset Management LLC

Q1 2026 13F-HR Holdings

Location
Chatham, NJ
Holdings as of
3/31/2026
Date filed
5/21/2026
Form type
13F-HR
Num holdings
187
Total value ($000)
$449,645
Net value change ($000)
-7,591 (-1.7%)
New positions
2
Sold out positions
4
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VYMI 3,824 155.8%
PWR 2,203 23.5%
DVY 2,018 21.9%
COST 1,827 15.0%
SCHD 1,734 62.6%
VYM 1,497 12.9%
PULS 1,465 28.8%
XOM 1,168 40.2%
WMT 1,011 10.0%
CVX 993 37.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,679 -23.1%
MGK -2,689 -14.0%
AAPL -2,296 -10.3%
GOOGL -1,551 -14.5%
IGV -1,445 -68.6%
AMZN -1,401 -15.3%
MAR -1,057 -39.6%
BAC -1,024 -22.1%
LLY -1,016 -37.4%
EWJ -933 -62.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type