Raab & Moskowitz Asset Management LLC

Q2 2026 13F-HR Holdings

Location
Chatham, NJ
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
198
Total value ($000)
$497,259
Net value change ($000)
+47,614 (10.6%)
New positions
12
Sold out positions
6
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 3,977 18.3%
STX 3,743 146.3%
PWR 3,569 30.8%
MGK 3,197 19.4%
AAPL 2,713 13.5%
AMD 2,442 178.4%
VGT 2,397 37.6%
GOOGL 2,035 22.2%
DVY 1,881 16.7%
SCHD 1,782 39.6%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,136 -100.0%
WMT -1,123 -10.1%
PFE -1,076 -16.5%
TJX -1,013 -6.7%
COST -1,004 -7.2%
XOM -938 -23.0%
PEP -924 -14.9%
CVX -733 -20.1%
VZ -543 -19.1%
MCD -452 -13.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 44 (0.0% of total reported value)
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