Institutional Investor · CIK 0001616664
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
181
Total Value
$444.94M
Total Shares
3.29M
Latest Filing
May 21, 2026
CIK
0001616664
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 67,699 | $21.72M | 0.0040% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-21 | 79,208 | $20.10M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 44,914 | $16.50M | 0.0125% | SH | — | View | |
| Consumer Cyclical | Apparel - Retail | 2026-03-31 | 2026-05-21 | 94,361 | $15.07M | 0.0085% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-21 | 14,039 | $13.99M | 0.0032% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 88,643 | $13.13M | 0.0149% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-21 | 33,072 | $12.24M | 0.0004% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-21 | 24,826 | $11.90M | 0.0012% | SH | — | View |
| Industrials | Engineering & Construction | 2026-03-31 | 2026-05-21 | 21,075 | $11.57M | 0.0140% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 74,238 | $11.24M | 0.0507% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 58,331 | $11.19M | 0.0137% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-21 | 89,846 | $11.17M | 0.0011% | SH | — | View |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 53,140 | $10.43M | 0.0047% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 31,914 | $9.18M | 0.0003% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-21 | 37,251 | $7.76M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 32,811 | $7.06M | 0.0061% | SH | — | View | |
PGIM Ultra Short Bond…(PULS) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 132,183 | $6.54M | 0.0418% | SH | — | View |
Pfizer Inc.(PFE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 232,244 | $6.52M | 0.0041% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 9,135 | $6.37M | 0.0007% | SH | — | View | |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 52,718 | $6.34M | 0.0021% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 66,613 | $6.28M | 0.0332% | SH | — | View | |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-05-21 | 39,959 | $6.21M | 0.0029% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 23,202 | $5.67M | 0.0010% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 25,782 | $5.61M | 0.0015% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-21 | 18,606 | $5.47M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 7,172 | $4.68M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 146,815 | $4.50M | 0.0053% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-21 | 24,031 | $4.08M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 57,755 | $3.86M | 0.1812% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-21 | 17,598 | $3.64M | 0.0009% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-21 | 74,146 | $3.61M | 0.0010% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 11,425 | $3.54M | 0.0002% | SH | — | View |
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 8,045 | $3.51M | 0.0002% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-03-31 | 2026-05-21 | 10,701 | $3.33M | 0.0015% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 32,216 | $3.32M | 0.1797% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 5,099 | $3.32M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 5,529 | $3.19M | 0.5675% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 41,204 | $3.18M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 53,893 | $3.05M | 0.0094% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-21 | 9,177 | $3.02M | 0.0009% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-21 | 9,718 | $2.94M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 10,655 | $2.90M | 0.0161% | SH | — | View | |
FT Cboe Vest S&P…(KNG) | Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-21 | 59,162 | $2.88M | 0.0855% | SH | — | View |
| Communication Services | Telecommunications Services | 2026-03-31 | 2026-05-21 | 56,595 | $2.84M | 0.0014% | SH | — | View | |
| Industrials | Waste Management | 2026-03-31 | 2026-05-21 | 12,031 | $2.76M | 0.0030% | SH | — | View | |
| Consumer Defensive | Tobacco | 2026-03-31 | 2026-05-21 | 16,464 | $2.72M | 0.0011% | SH | — | View | |
| Technology | Computer Hardware | 2026-03-31 | 2026-05-21 | 6,531 | $2.56M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 12,364 | $2.45M | 0.0219% | SH | — | View | |
| Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-05-21 | 31,857 | $2.42M | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 12,199 | $2.34M | 0.0050% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 29,536 | $2.34M | 0.0204% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-03-31 | 2026-05-21 | 11,156 | $2.32M | 0.0028% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-05-21 | 15,353 | $2.22M | 0.0007% | SH | — | View | |
| Industrials | Conglomerates | 2026-03-31 | 2026-05-21 | 9,449 | $2.14M | 0.0015% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-21 | 6,779 | $2.05M | 0.0010% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 3,424 | $2.05M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 16,467 | $1.99M | 0.0153% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 20,296 | $1.99M | 0.0046% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 9,886 | $1.97M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 25,567 | $1.96M | 46.4855% | SH | — | View | |
| Energy | Oil & Gas Midstream | 2026-03-31 | 2026-05-21 | 6,885 | $1.95M | 0.0033% | SH | — | View | |
| Healthcare | Medical - Healthcare Plans | 2026-03-31 | 2026-05-21 | 6,949 | $1.88M | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 4,147 | $1.77M | 0.0004% | SH | — | View | |
| Consumer Defensive | Food Confectioners | 2026-03-31 | 2026-05-21 | 29,877 | $1.72M | 0.0023% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 1,850 | $1.70M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-05-21 | 58,679 | $1.68M | 0.0636% | SH | — | View | |
| Consumer Cyclical | Travel Lodging | 2026-03-31 | 2026-05-21 | 4,929 | $1.61M | 0.0019% | SH | — | View | |
Abbott Laboratories(ABT.SW) | Healthcare | Medical - Devices | 2026-03-31 | 2026-05-21 | 15,536 | $1.60M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 3,295 | $1.53M | 0.0039% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 32,885 | $1.52M | 0.0126% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-21 | 5,243 | $1.50M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 15,737 | $1.38M | 0.0092% | SH | — | View | |
| Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 6,729 | $1.37M | 0.0004% | SH | — | View | |
PGIM AAA CLO ETF(PAAA) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 26,078 | $1.33M | 0.0137% | SH | — | View |
RTX Corporation(RTX) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 6,840 | $1.32M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 26,364 | $1.31M | 0.0212% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 9,182 | $1.22M | 0.0017% | SH | — | View | |
NextEra Energy, Inc. Series…(NEE-PN) | Utilities | Regulated Electric | 2026-03-31 | 2026-05-21 | 13,086 | $1.22M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 7,933 | $1.16M | 0.0054% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-21 | 1,358 | $1.15M | 0.0005% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-05-21 | 1,587 | $1.12M | 0.0003% | SH | — | View |
Autodesk, Inc.(ADSK) | Technology | Software - Application | 2026-03-31 | 2026-05-21 | 4,578 | $1.10M | 0.0022% | SH | — | View |
Alerian MLP ETF(AMLP) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 20,211 | $1.06M | 0.0087% | SH | — | View |
FT Cboe Vest Rising…(RDVI) | Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-21 | 41,025 | $1.05M | 0.0366% | SH | — | View |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 6,044 | $1.05M | 0.0080% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-03-31 | 2026-05-21 | 10,590 | $1.02M | 0.0003% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-21 | 16,565 | $1.00M | 0.0008% | SH | — | View | |
| Communication Services | Entertainment | 2026-03-31 | 2026-05-21 | 6,447 | $983.23K | 0.0028% | SH | — | View | |
Salesforce, Inc.(CRM.NE) | Technology | Software - Application | 2026-03-31 | 2026-05-21 | 5,130 | $957.53K | 0.0000% | SH | — | View |
iShares MSCI USA Min…(USMV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 10,108 | $937.43K | 0.0043% | SH | — | View |
CSX Corporation(CSX) | Industrials | Railroads | 2026-03-31 | 2026-05-21 | 22,607 | $928.02K | 0.0012% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 1,472 | $889.66K | 0.0006% | SH | — | View | |
| Communication Services | Entertainment | 2026-03-31 | 2026-05-21 | 9,228 | $889.35K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 12,344 | $866.30K | 0.0023% | SH | — | View | |
| Consumer Defensive | Tobacco | 2026-03-31 | 2026-05-21 | 13,058 | $861.70K | 0.0008% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-21 | 2,483 | $857.01K | 0.0013% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-21 | 4,893 | $853.28K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 18,665 | $849.63K | 0.0119% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-21 | 5,609 | $813.05K | 0.0073% | SH | — | View | |
MetLife, Inc.(MET) | Financial Services | Insurance - Life | 2026-03-31 | 2026-05-21 | 11,300 | $799.14K | 0.0018% | SH | — | View |
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