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David Katz's portfolio, valued at approximately $1.11 billion as of December 2025, shows mixed quarterly movements, with notable increases in Microsoft and EA Series Trust, alongside decreases in Alphabet, Morgan Stanley, and JPMorgan Chase.

David Katz's Matrix Advisors Value Fund portfolio, as of December 31, 2025, shows strong concentration in technology and financial services sectors, with Microsoft and JPMorgan leading holdings.

A detailed look at David Katz's top holdings in the Matrix Advisors Value Fund as of December 31, 2025, highlighting key share changes and sector allocations.

This analysis examines David Katz's portfolio concentration as of December 31, 2025, highlighting key holdings and sector distribution.

A detailed look at David Katz's top holdings as of December 31, 2025, including significant allocations to Microsoft, Morgan Stanley, and Alphabet Inc.

Matrix Advisors Value Fund's David Katz adjusted his portfolio in Q4 2025, increasing positions in USB and QCOM while reducing holdings in MS, JPM, and others.

David Katz's Matrix Advisors Value Fund portfolio totaled $1.11 billion as of December 2025. Key holdings included Microsoft, EA Series Trust, Alphabet, Morgan Stanley, and Apple.

Jim Cullen's Cullen Value Fund portfolio, as of December 31, 2025, shows a concentrated approach with significant allocations to Technology and Financial Services sectors.

A snapshot of Jim Cullen's top holdings in the Cullen Value Fund as of December 31, 2025, highlighting significant changes in shares and portfolio allocations.

Jim Cullen's portfolio, valued at approximately $766 million as of December 31, 2025, showed notable shifts in Technology and Financial Services sectors, with significant increases in Berkshire Hathaway Inc. and modest gains in Amazon, while several holdings experienced declines.

Analysis of Jim Cullen's portfolio concentration as of December 31, 2025, highlighting major holdings including Berkshire Hathaway, Apple, and Walmart.

Jim Cullen's Cullen Value Fund, valued at $766 million as of December 2025, saw notable changes in its top holdings, including reductions in Apple and Walmart, increases in Berkshire Hathaway and JPMorgan, and a new position in Amazon.