David Katz Portfolio Snapshot: Top Holdings Changes March 2026
A snapshot of David Katz's Matrix Advisors Value Fund portfolio as of March 31, 2026, highlighting significant changes in top holdings like Microsoft and Qualcomm.
As of March 31, 2026, David Katz's Matrix Advisors Value Fund portfolio, valued at approximately $1.09 billion, showed notable shifts in its top holdings. Katz, known for his value-oriented investment approach, adjusted several positions during the reporting period.
Among the top holdings, Microsoft (MSFT) saw a significant increase in shares, rising by 20.07% compared to the prior period. Similarly, Qualcomm (QCOM) experienced a substantial 32.03% increase in its share count, indicating confidence in these technology leaders.
On the other hand, Alphabet (GOOG) and Morgan Stanley (MS) reduced their share count by 8.72% and 8.62%, respectively, while the mutual fund EA Series Trust (MAVF) saw a slight decrease of 1.1%.
These adjustments reflect a dynamic strategy focused on capitalizing on growth opportunities while managing exposure to certain sectors. For more details on David Katz's investment profile, visit https://www.insiderset.com/investor/david-katz-matrix. You can explore each stock's performance and filings by visiting their respective pages on InsiderSet.