David Katz Portfolio Update: December 2025 Holdings

David Katz's Matrix Advisors Value Fund portfolio totaled $1.11 billion as of December 2025.

Katz's portfolio held significant positions in major technology companies like Microsoft (MSFT) and Alphabet (GOOG), financial institutions such as Morgan Stanley (MS) and JPMorgan Chase (JPM), and exposure to the EA Series Trust fund (MAVF).

Notable changes included a small increase in Microsoft (MSFT) holdings and a significant increase in the EA Series Trust (MAVF) position. Conversely, Alphabet (GOOG) and JPMorgan Chase (JPM) saw substantial decreases in their allocations.

Other key holdings included Apple (AAPL), Medtronic (MDT), and several other financial institutions, with varying degrees of change from the previous period.

For detailed information on David Katz's investment activities, please visit his profile. For specific stock information, please visit the respective company pages, such as Microsoft, Alphabet, Morgan Stanley, and JPMorgan Chase.