Raab & Moskowitz Asset Management LLC has disclosed its latest 13F-HR filing, revealing a total portfolio value of $503,357,519 as of September 30, 2026. This report is significant as it provides insights into the firm’s investment strategies and positions across various sectors, particularly in technology and healthcare.

According to the filing, the firm holds substantial investments in major companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. The report indicates a total of 196 positions, showcasing a diverse portfolio aimed at maximizing returns for its clients.

Background

Raab & Moskowitz Asset Management LLC is an asset management firm based in Chatham, New Jersey. The company is categorized as an "other" entity type, focusing on managing investments for various clients. The firm has been active in filing reports with the SEC, with its most recent filings including 13F-HR forms that detail its holdings and investment strategies.

What the Filing Says

The filing states, "The total value of the portfolio is $503,357,519, with 196 positions reported." This figure reflects a strategic approach to asset management, where the firm aims to balance risk and return through diversified investments.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the asset management industry. By revealing its investment strategies, Raab & Moskowitz provides insights that could influence market perceptions and investment decisions among peers.

What's Next

The filing does not specify what happens next regarding the firm’s investment strategies or potential changes in its portfolio. However, it is expected that Raab & Moskowitz will continue to monitor market trends and adjust its holdings accordingly in future reports.