Raab--Moskowitz-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "IAG",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  null,
  "ASML",
  "T",
  "CAT",
  "AVGO",
  null,
  "DUK",
  null,
  "GILD",
  null,
  "BA-PA",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  "UNP",
  "QCOM",
  "ICE",
  "META",
  "IVW",
  null,
  "LHX",
  null,
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  null,
  "GE",
  "ORCL",
  "KHC",
  "VHT",
  null,
  "IWF",
  "PEP",
  "PNC",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  null,
  "DGX",
  null,
  null,
  "SHEL",
  "RTX",
  "STX",
  null,
  "SPYG",
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "TEL",
  "TGT",
  "TJX",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "SCHW",
  null,
  null,
  "VCIT",
  "VIG",
  null,
  "SNY",
  "TSM",
  null,
  "VYM",
  "VRTX",
  "K",
  "ADSK",
  "AMD",
  "SDY",
  "WM",
  "ROIV",
  null,
  "PEG",
  "AMZN",
  "IVE",
  null,
  "VGT",
  "VUG",
  "VFH",
  "MGK",
  null,
  "VXUS",
  "MGV",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "NSC",
  "CRM",
  null,
  "DIA",
  null,
  "LYV",
  "DGRO",
  "SPYV",
  "NUE",
  null,
  "AXS",
  "BAC",
  "BRK-B",
  null,
  "BA",
  "BMY",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "STZ",
  "ED",
  "COST",
  "CSX",
  "DE",
  "RSP",
  "EWJ",
  null,
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 177
Total Value: 397610301
Accession Number: 0001172661-25-001920
Form Type: 13F-HR
CIK: raab--moskowitz-asset-management
Manager Name: Raab--Moskowitz-Asset-Management

Data Enrichment

80% identified

141 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $397.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MCCORMICK & CO INC

MKC|579780206

Shares:3.5K

Value:$288.6K

% of Portfolio:0.1% ($288.6K/$397.6M)

922908629

VO|922908629

Shares:1.0K

Value:$262.2K

% of Portfolio:0.1% ($262.2K/$397.6M)

AMGEN INC

AMGN|031162100

Shares:814

Value:$253.6K

% of Portfolio:0.1% ($253.6K/$397.6M)

464287150

ITOT|464287150

Shares:2.1K

Value:$252.3K

% of Portfolio:0.1% ($252.3K/$397.6M)

46429B697

USMV|46429B697

Shares:2.5K

Value:$231.2K

% of Portfolio:0.1% ($231.2K/$397.6M)

TARGET CORP

TGT|87612E106

Shares:2.1K

Value:$220.8K

% of Portfolio:0.1% ($220.8K/$397.6M)

78468R101

Shares:7.4K

Value:$216.3K

% of Portfolio:0.1% ($216.3K/$397.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.6K

Value:$215.6K

% of Portfolio:0.1% ($215.6K/$397.6M)

Chubb Ltd

CB|H1467J104

Shares:704

Value:$212.6K

% of Portfolio:0.1% ($212.6K/$397.6M)

464287408

IVE|464287408

Shares:1.1K

Value:$212.3K

% of Portfolio:0.1% ($212.3K/$397.6M)

81369Y308

Shares:2.6K

Value:$210.1K

% of Portfolio:0.1% ($210.1K/$397.6M)

AXIS CAPITAL HOLDINGS LTD

AXS|G0692U109

Shares:2.1K

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$397.6M)

92204A108

Shares:624

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$397.6M)

Roivant Sciences Ltd.

ROIV|G76279101

Shares:11.0K

Value:$111.0K

% of Portfolio:0.0% ($111.0K/$397.6M)

IAMGOLD CORP

IAG|450913108

Shares:10.9K

Value:$68.3K

% of Portfolio:0.0% ($68.3K/$397.6M)

46267XAE8

Shares:—

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$397.6M)

09061GAK7

Shares:—

Value:$28.2K

% of Portfolio:0.0% ($28.2K/$397.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCCORMICK & CO INC(MKCcusip579780206)	3.5K	QoQ +5.00% (+167) YoY -13.38% (-542)	All Managers (Combined)	$288.6K	0.1% ($288.6K/$397.6M)	QoQ +13.36% (+$34.0K) YoY -7.18% (-$22.3K)
(VOcusip922908629)	1.0K	QoQ 0.00% (-0) YoY -15.85% (-191)	All Managers (Combined)	$262.2K	0.1% ($262.2K/$397.6M)	QoQ -2.08% (-$5.6K) YoY -12.90% (-$38.8K)
AMGEN INC(AMGNcusip031162100)	814	QoQ -0.12% (-1) YoY -1.09% (-9)	All Managers (Combined)	$253.6K	0.1% ($253.6K/$397.6M)	QoQ +19.38% (-$41.2K) YoY +8.37% (-$19.6K)
(ITOTcusip464287150)	2.1K	QoQ -7.80% (-175) YoY NEW(+2.1K)	All Managers (Combined)	$252.3K	0.1% ($252.3K/$397.6M)	QoQ -12.54% (-$36.2K) YoY NEW(+$252.3K)
(USMVcusip46429B697)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$231.2K	0.1% ($231.2K/$397.6M)	QoQ NEW(+$231.2K) YoY NEW(+$231.2K)
TARGET CORP(TGTcusip87612E106)	2.1K	QoQ -10.79% (-256) YoY -11.64% (-279)	All Managers (Combined)	$220.8K	0.1% ($220.8K/$397.6M)	QoQ -31.12% (-$99.8K) YoY -47.96% (-$203.6K)
(cusip78468R101)✕	7.4K	QoQ -21.14% (-2.0K) YoY -50.39% (-7.5K)	All Managers (Combined)	$216.3K	0.1% ($216.3K/$397.6M)	QoQ -20.52% (-$55.9K) YoY -49.84% (-$215.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$215.6K	0.1% ($215.6K/$397.6M)	QoQ NEW(+$215.6K) YoY NEW(+$215.6K)
Chubb Ltd(CBcusipH1467J104)	704	QoQ NEW(+704) YoY NEW(+704)	All Managers (Combined)	$212.6K	0.1% ($212.6K/$397.6M)	QoQ NEW(+$212.6K) YoY NEW(+$212.6K)
(IVEcusip464287408)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$212.3K	0.1% ($212.3K/$397.6M)	QoQ -0.15% (-$334) YoY NEW(+$212.3K)
(cusip81369Y308)✕	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$210.1K	0.1% ($210.1K/$397.6M)	QoQ +3.89% (+$7.9K) YoY NEW(+$210.1K)
AXIS CAPITAL HOLDINGS LTD(AXScusipG0692U109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$397.6M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
(cusip92204A108)✕	624	QoQ -26.93% (-230) YoY -26.93% (-230)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$397.6M)	QoQ -36.63% (-$117.5K) YoY -25.14% (-$68.2K)
Roivant Sciences Ltd.(ROIVcusipG76279101)	11.0K	QoQ 0.00% (-0) YoY NEW(+11.0K)	All Managers (Combined)	$111.0K	0.0% ($111.0K/$397.6M)	QoQ -14.70% (-$19.1K) YoY NEW(+$111.0K)
IAMGOLD CORP(IAGcusip450913108)	10.9K	QoQ 0.00% (+0) YoY NEW(+10.9K)	All Managers (Combined)	$68.3K	0.0% ($68.3K/$397.6M)	QoQ +21.12% (+$11.9K) YoY NEW(+$68.3K)
(cusip46267XAE8)✕	—	QoQ - YoY -	All Managers (Combined)	$29.6K	0.0% ($29.6K/$397.6M)	QoQ +1.56% (+$456) YoY -0.23% (-$71)
(cusip09061GAK7)✕	—	QoQ - YoY -	All Managers (Combined)	$28.2K	0.0% ($28.2K/$397.6M)	QoQ +1.30% (+$364) YoY -5.12% (-$1.5K)