Raab & Moskowitz Asset Management LLC

CIK 0001616664 · Q2 2026

13F Equity AUM

$497.3M

+10.6% QoQ

Positions

193

+6 QoQ

AUM Rank

#3,675

Top 42%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #3,083 · Top 37%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 19.7%Top 10: 32.8%Top 20: 51.0%

VTI5.2%

AAPL4.6%

MGK4.0%

PWR3.0%

VYM3.0%

TJX2.8%

DVY2.6%

COST2.6%

RSP2.5%

BRK/B2.5%

Others (183)67.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.5%

Technology11.5%

Consumer Defensive7.4%

Healthcare7.0%

Consumer Cyclical6.8%

Industrials5.8%

Communication Services3.8%

Other4.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 193Median: 0.19%Avg: 0.52%

0–0.5%

141(23.4%)

0.5–1%

23(15.2%)

1–3%

25(44.7%)

3–5%

3(11.6%)

5%+

1(5.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 193vs 20 funds

0%Low

193

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New12Increased44Decreased105Exited6

New Positions

SGOV0.3%

+15K

JEPI0.3%

+24K

HONEYWELL INTL INC0.2%

+5K

HONEYWELL AEROSPACE …0.2%

+5K

INTC0.1%

+3K

AMAT0.1%

+409

DMX0.1%

+5K

DELL0.1%

+541

ROK0.1%

+525

SHV0.0%

+2K

Increased

MGK4.0%

+179K(+399%)

VGT1.8%

+64K(+703%)

SCHD1.3%

+51K(+35%)

VUG1.0%

+51K(+628%)

IWF0.4%

+12K(+300%)

DVY2.6%

+10K(+13%)

PULS1.4%

+6K(+5%)

SPYD0.2%

+5K(+29%)

BINC0.2%

+5K(+42%)

NVDA0.3%

+4K(+90%)

Decreased

PFE1.1%

-6,128(-3%)

LYV0.1%

-2,959(-46%)

EWJ0.1%

-2,466(-37%)

SPYV0.6%

-2,443(-5%)

BAC0.5%

-2,315(-4%)

NKE0.1%

-2,263(-17%)

IQLT0.3%

-2,216(-7%)

VCIT0.1%

-2,066(-43%)

DIS0.1%

-2,052(-22%)

IBTH0.1%

-1,898(-8%)

Exited

-9,449

-19,450

-5,996

-2,722

-1,669

-7,546

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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