Raab & Moskowitz Asset Management LLC

Q3 2026 13F-HR Holdings

Location
Chatham, NJ
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
196
Total value ($000)
$503,358
Net value change ($000)
+6,099 (1.2%)
New positions
7
Sold out positions
9
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VBIL 4,563 NEW
MSFT 3,960 32.3%
EXXONMOBIL HOLDINGS CORP 3,752 NEW
AAPL 2,735 12.0%
SCHD 2,066 32.9%
SGOV 1,682 112.8%
QUAL 1,296 39.5%
DVY 1,212 9.2%
GLD 1,059 330.9%
BIL 860 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,139 -100.0%
PWR -2,189 -14.5%
TJX -2,169 -15.4%
VIG -1,223 -15.9%
AVGO -1,034 -24.0%
MAR -954 -67.6%
WMT -928 -9.2%
HD -878 -27.1%
GOOGL -827 -7.4%
MCD -559 -19.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,564 (0.5% 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