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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 2 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYMI VANGUARD WHITEHALL FDS 66,613.0 $6.3M 1.40% NEW $94.24 +7.7%
22 PEP PEPSICO INC Consumer Defensive 39,959.0 $6.2M 1.38% NEW $155.29 -5.9%
23 JNJ JOHNSON & JOHNSON Healthcare 23,202.0 $5.7M 1.26% NEW $244.44 -3.8%
24 ABBV ABBVIE INC Healthcare 25,782.0 $5.6M 1.25% NEW $217.49 +2.3%
25 JPM JPMORGAN CHASE & CO Financial Services 18,606.0 $5.5M 1.22% NEW $294.16 +12.6%
26 IVV ISHARES TR 7,172.0 $4.7M 1.04% NEW $653.18 +15.1%
27 SCHD SCHWAB STRATEGIC TR 146,815.0 $4.5M 1.00% NEW $30.68 +6.0%
28 XOM EXXON MOBIL CORP Energy 24,031.0 $4.1M 0.91% NEW $169.66 -16.9%
29 PHO INVESCO EXCHANGE TRADED FD T 57,755.0 $3.9M 0.86% NEW $66.86 +1.5%
30 CVX CHEVRON CORPORATION Energy 17,598.0 $3.6M 0.81% NEW $206.90 -12.9%
31 BAC BANK AMERICA CORP Financial Services 74,146.0 $3.6M 0.80% NEW $48.75 +16.6%
32 AVGO BROADCOM INC Technology 11,425.0 $3.5M 0.79% NEW $309.50 +21.7%
33 VUG VANGUARD INDEX FDS 8,045.0 $3.5M 0.78% NEW $436.81 -80.1%
34 MCD MCDONALDS CORP Consumer Cyclical 10,701.0 $3.3M 0.74% NEW $310.79 -7.4%
35 FIW FIRST TR EXCHANGE-TRADED FD 32,216.0 $3.3M 0.74% NEW $103.13 +3.5%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,099.0 $3.3M 0.74% NEW $650.30 +15.4%
37 QQQ INVESCO QQQ TR Financial Services 5,529.0 $3.2M 0.71% NEW $577.17 +26.5%
38 VXUS VANGUARD STAR FDS 41,204.0 $3.2M 0.71% NEW $77.11 +12.3%
39 SPYV SPDR SERIES TRUST 53,893.0 $3.0M 0.68% NEW $56.58 +8.9%
40 HD HOME DEPOT INC Consumer Cyclical 9,177.0 $3.0M 0.67% NEW $328.90 +2.5%
Page 2 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%