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Portfolio (Quarterly) Guide ↗

Raab & Moskowitz Asset Management LLC

· CIK 0001616664
13F Portfolio $450M AUM 187 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 187 New
Page 4 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LNG CHENIERE ENERGY INC Energy 6,885.0 $2.0M 0.43% NEW $283.76 -18.6%
62 UNH UNITEDHEALTH GROUP INC Healthcare 6,949.0 $1.9M 0.42% NEW $270.59 +50.7%
63 IWF ISHARES TR 4,147.0 $1.8M 0.39% NEW $426.40 -71.1%
64 MDLZ MONDELEZ INTL INC Consumer Defensive 29,877.0 $1.7M 0.38% NEW $57.64 +7.8%
65 LLY ELI LILLY & CO Healthcare 1,850.0 $1.7M 0.38% NEW $919.80 +22.0%
66 FTGC FIRST TR EXCHANGE TRAD FD VI 58,679.0 $1.7M 0.38% NEW $28.71 -3.0%
67 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,929.0 $1.6M 0.36% NEW $327.07 +22.0%
68 ABT ABBOTT LABORATORIES Healthcare 15,536.0 $1.6M 0.35% NEW $102.67 -11.7%
69 DIA STATE STR SPDR DOW JONES IND Financial Services 3,295.0 $1.5M 0.34% NEW $463.23 +12.6%
70 ISHARES TR 32,885.0 $1.5M 0.34% NEW $46.23
71 GOOG ALPHABET INC Communication Services 5,243.0 $1.5M 0.34% NEW $286.88 +29.4%
72 DGRW WISDOMTREE TR 15,737.0 $1.4M 0.31% NEW $87.84 +10.3%
73 AMD ADVANCED MICRO DEVICES INC Technology 6,729.0 $1.4M 0.30% NEW $203.43 +149.4%
74 PAAA PGIM ETF TR 26,078.0 $1.3M 0.30% NEW $51.18 +0.4%
75 RTX RTX CORPORATION Industrials 6,840.0 $1.3M 0.29% NEW $192.91 -3.2%
76 ITA ISHARES TR 6,015.0 $1.3M 0.29% NEW $218.75 +9.5%
77 LMBS FIRST TR EXCHANGE-TRADED FD 26,364.0 $1.3M 0.29% NEW $49.81 +0.3%
78 XLK SELECT SECTOR SPDR TR 9,182.0 $1.2M 0.27% NEW $132.90 +40.3%
79 NEE NEXTERA ENERGY INC Utilities 13,086.0 $1.2M 0.27% NEW $92.88 -7.2%
80 VIKING HOLDINGS LTD 15,912.0 $1.2M 0.26% NEW $73.48
Page 4 of 10  ·  187 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 18.9%
Consumer Defensive 17.1%
Healthcare 13.8%
Consumer Cyclical 13.4%
Financial Services 12.3%
Industrials 10.8%
Communication Services 7.5%
Energy 4.4%
Utilities 1.4%
Basic Materials 0.4%