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Home > Institutional Investor > Raab & Moskowitz Asset Management Llc > Profile

Instuitional Investor - Raab & Moskowitz Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Raab & Moskowitz Asset Management Llc
Portfolio Value $408,085,627
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 85,705 $21,462,301 5.25%
2.
Vanguard Index Fds
 66,554 $19,287,945 4.72%
3.
Vanguard World Fd
 51,633 $17,731,387 4.34%
4.
Microsoft Corp
 MSFT 35,910 $15,136,111 3.7%
5.
Costco Wholesale Corp W
 COST 15,129 $13,862,671 3.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)