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 key holdings and observable share changes.
As of March 31, 2026, David Katz's Matrix Advisors Value Fund portfolio, valued at approximately $1.09 billion, showed notable changes in its top holdings. Katz, known for his value-oriented investment approach, adjusted his positions across various sectors during the reporting period.
In the Technology sector, Microsoft (MSFT) saw a significant increase in its share count by 20.07%, while QUALCOMM (QCOM) experienced a substantial 32.03% increase. Conversely, Alphabet (GOOG) and Morgan Stanley (MS) reported notable decreases in their share counts, with changes of -8.72% and -8.62%, respectively.
The Financial Services sector featured mixed movements, with US Bancorp (USB) maintaining its position with minimal change, while PNC Financial Services (PNC) saw a slight increase of 0.17%. JPMorgan Chase (JPM) and Morgan Stanley (MS) both experienced small decreases.
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