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CIK: 0001616664
Total reported value
$497.3M
$497.3M
189 檔
19.1%
The Q4 2025 SEC filing reveals that Raab & Moskowitz Asset Management LLC held a total portfolio value of $497.3M, covering 189 public equity positions.
Raab & Moskowitz Asset Management LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.90% | +0.12% | -0.54% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.88% | +0.34% | -2.25% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.20% | +0.29% | -1.63% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.25% | -0.03% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.34% | -0.52% | -0.28% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.76% | -0.16% | -0.56% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.66% | -0.50% | -0.26% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.54% | +0.03% | +5.71% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.46% | — | +0.91% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | +0.22% | -1.26% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.22% | -0.46% | -0.17% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.21% | +0.03% | -0.54% | |
| 13 | PWR | Quanta Services Inc | Stock-Industrials | 2.05% | +0.47% | -1.95% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.02% | +0.14% | +3.68% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.03% | +0.97% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.65% | -0.02% | -1.28% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.56% | +0.34% | -0.89% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.05% | +1.30% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.31% | -0.35% | -14.21% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.29% | -0.32% | -10.02% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | — | -0.48% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | -0.07% | -1.98% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | — | -0.65% | |
| 24 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.11% | -0.08% | +23.28% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.09% | -1.36% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | +0.03% | +0.88% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.08% | -7.02% | |
| 28 | PHO | Invesco Water Resources ETF | ETF-Other | 0.91% | -0.06% | -0.08% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.24% | -0.01% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.02% | -1.01% | |
| 31 | FIW | First Trust Water ETF | ETF-Other | 0.79% | -0.01% | +4.47% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.01% | +0.16% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.11% | +0.98% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.16% | +0.89% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.02% | -10.55% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-Other | 0.68% | -0.01% | -0.26% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.05% | -0.18% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.28% | +2.11% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | +0.26% | +11.84% | |
| 40 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.60% | -0.04% | -3.01% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.06% | +1.40% | |
| 42 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.58% | -0.08% | -7.26% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.23% | -1.48% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.58% | -0.01% | — | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.56% | -0.09% | +0.50% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.55% | -0.01% | -0.44% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.55% | — | -0.96% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.54% | -0.04% | +445.76% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.54% | +0.14% | +23.11% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | -0.17% | -7.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.26% | Trim |
| 2 | VYMI | Vanguard Int High Dvd Yld In | +0.5% | +445.76% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.2% | -1.98% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | -0.54% | Trim |
| 5 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +23.28% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +1.40% | Add |
| 7 | VIK | Viking Holdings Ltd | +0.1% | +86.23% | Add |
| 8 | LMBS | First Trust Low Duration Opp | +0.1% | +86.31% | Add |
| 9 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +5.71% | Add |
| 10 | WMT | Walmart Inc | +0.1% | -0.17% | Trim |
| 11 | TJX | Tjx Companies Inc | +0.1% | -0.28% | Trim |
| 12 | IQLT | Ishares Msci International Q | +0.1% | +49.88% | Add |
| 13 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +23.11% | Add |
| 14 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +80.85% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -1.36% | Trim |
| 16 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +74.76% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +0.97% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -4.30% | Trim |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +11.84% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +0.88% | Add |
| 21 | VHT | Vanguard Health Care ETF | +0.1% | -0.26% | Trim |
| 22 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 23 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | +86.32% | Add |
| 24 | MAR | Marriott International -cl A | 0% | -7.26% | Trim |
| 25 | AXP | American Express Co | 0% | -0.44% | Trim |
| 26 | XOM | Exxon Mobil CORP | 0% | +2.11% | Add |
| 27 | AMD | Advanced Micro Devices | 0% | -14.75% | Trim |
| 28 | DVY | Ishares Select Dividend ETF | 0% | +3.68% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.91% | Add |
| 30 | NFLX | Netflix Inc | -0.1% | +865.36% | Add |
| 31 | PG | Procter & Gamble Co/the | -0.1% | -6.01% | Trim |
| 32 | ORCL | Oracle CORP | -0.1% | -21.07% | Trim |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -10.31% | Trim |
| 34 | LYV | Live Nation Entertainment In | -0.1% | -8.05% | Trim |
| 35 | VZ | Verizon Communications Inc | -0.1% | -7.07% | Trim |
| 36 | NKE | Nike Inc -cl B | -0.1% | -30.32% | Trim |
| 37 | PEP | Pepsico Inc | -0.2% | -10.02% | Trim |
| 38 | LNG | Cheniere Energy Inc | -0.2% | -29.13% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | -10.55% | Trim |
| 40 | COST | Costco Wholesale CORP | -0.3% | -0.26% | Trim |
| 41 | PEG | Public Service Enterprise Gp | -0.3% | -61.91% | Trim |
| 42 | PFE | Pfizer Inc | -0.3% | -14.21% | Trim |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.03% | Trim |
| 44 | UL | Unilever PLC | — | EXIT | Sold out |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 47 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 48 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 49 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 50 | IBTI | Ishares Ibonds Dec 2028 Term | — | NEW | New buy |
According to official SEC Form 13F filings, Raab & Moskowitz Asset Management LLC reported a total U.S. public equity portfolio value of $497.3M across 189 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VTI, MGK) accounted for 19.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $787.7K
Top Position Liquidated / Trimmed
UL
前期市值: $838.2K
During Q4 2025, Raab & Moskowitz Asset Management LLC's top holdings by market value included AAPL (4.9%)、VTI (4.9%)、MGK (4.2%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2025, Raab & Moskowitz Asset Management LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 24 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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