Raab & Moskowitz Asset Management LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 156 stocks valued at a total of $255.00Mil. The top holdings were AAPL(4.96%), VTI(3.99%), and MSFT(3.44%).
According to GuruFocus data, these were Raab & Moskowitz Asset Management LLC’s top five trades of the quarter.
Walmart Inc
During the quarter, Raab & Moskowitz Asset Management LLC bought 3,835 shares of NYSE:WMT for a total holding of 30,956. The trade had a 0.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $138.51.
On 08/16/2022, Walmart Inc traded for a price of $132.6 per share and a market cap of $363.48Bil. The stock has returned -9.83% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Walmart Inc has a price-earnings ratio of 28.50, a price-book ratio of 4.74, a price-earnings-to-growth (PEG) ratio of 7.13, a EV-to-Ebitda ratio of 13.78 and a price-sales ratio of 0.64.
The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 7.
PepsiCo Inc
During the quarter, Raab & Moskowitz Asset Management LLC bought 2,559 shares of NAS:PEP for a total holding of 34,887. The trade had a 0.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.33.
On 08/16/2022, PepsiCo Inc traded for a price of $179.28 per share and a market cap of $247.42Bil. The stock has returned 17.34% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, PepsiCo Inc has a price-earnings ratio of 27.01, a price-book ratio of 13.34, a price-earnings-to-growth (PEG) ratio of 6.93, a EV-to-Ebitda ratio of 16.86 and a price-sales ratio of 3.06.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 5.
iShares MSCI Global Agriculture Producers ETF
The guru established a new position worth 10,522 shares in ARCA:VEGI, giving the stock a 0.16% weight in the equity portfolio. Shares traded for an average price of $44.67 during the quarter.
On 08/16/2022, iShares MSCI Global Agriculture Producers ETF traded for a price of $43.89 per share and a market cap of $285.29Mil. The stock has returned 10.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI Global Agriculture Producers ETF has a price-earnings ratio of 12.44 and a price-book ratio of 2.21.
Vanguard Short-Term Government Bond ETF
Raab & Moskowitz Asset Management LLC reduced their investment in NAS:VGSH by 7,918 shares. The trade had a 0.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.85.
On 08/16/2022, Vanguard Short-Term Government Bond ETF traded for a price of $58.75 per share and a market cap of $14.83Bil. The stock has returned -3.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
KeyCorp
The guru sold out of their 19,800-share investment in NYSE:KEY. Previously, the stock had a 0.15% weight in the equity portfolio. Shares traded for an average price of $19.38 during the quarter.
On 08/16/2022, KeyCorp traded for a price of $19.45 per share and a market cap of $18.14Bil. The stock has returned -2.22% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, KeyCorp has a price-earnings ratio of 8.52, a price-book ratio of 1.46, a price-earnings-to-growth (PEG) ratio of 1.29 and a price-sales ratio of 2.61.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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