David Katz Portfolio Update: March 31, 2026
David Katz's Matrix Advisors Value Fund portfolio totaled $1.09 billion as of March 31, 2026. The portfolio features significant Technology holdings including Microsoft and Apple, alongside Financial Services diversification.
David Katz's Matrix Advisors Value Fund portfolio totaled $1,090,181,068 as of March 31, 2026.
The portfolio includes significant Technology holdings such as Microsoft (MSFT), Alphabet (GOOG), and Apple (AAPL), alongside substantial Financial Services positions including JPMorgan Chase (JPM), PNC Financial Services (PNC), and US Bancorp (USB).
Among the notable changes, David Katz increased his stake in Microsoft by 20.07%, adding 28,642 shares. Similarly, Pepsico (PEP) saw a 17.89% increase in holdings, while Qualcomm (QCOM) experienced a 32.03% share growth. Conversely, Alphabet (GOOG) decreased its position by 8.72%, and Morgan Stanley (MS) saw an 8.62% reduction in shares.
For more detailed information on David Katz's investment activities, please visit https://www.insiderset.com/investor/david-katz-matrix. For specific stock analysis, explore the profiles at https://www.insiderset.com/investors/stocks/MSFT, https://www.insiderset.com/investors/stocks/GOOG, and other relevant stock pages.