David Katz's Portfolio Shows Significant Shifts in Tech and Financial Sectors During Quarter
David Katz's portfolio, valued at approximately $1.09 billion as of March 31, 2026, saw notable changes in major holdings, with increases in Microsoft, Qualcomm, and PepsiCo, alongside decreases in Alphabet and Morgan Stanley.
As of March 31, 2026, David Katz's portfolio managed by Matrix Advisors Value Fund is valued at approximately $1.09 billion. The portfolio's top holdings reflect a diversified approach across various sectors, with Technology and Financial Services being prominent allocations.
Among the notable changes during the quarter, David Katz increased his stake in Microsoft (MSFT) by 20.07%, adding 28,642 shares. Similarly, there was a substantial increase in Qualcomm (QCOM) holdings, with a 32.03% share growth and an addition of 69,682 shares. The investor also boosted their position in PepsiCo (PEP) by 17.89%, acquiring 36,613 shares.
In contrast, the investor reduced exposure in several key holdings. Alphabet (GOOG) saw a decrease of 8.72% in share count, while Morgan Stanley (MS) experienced an 8.62% reduction. Additionally, JPMorgan Chase (JPM) and Apple (AAPL) holdings saw slight decreases of 1.18% and 8.49% respectively, though their allocations remain significant at 3.63% and 3.57% of the total portfolio.
Financial Services holdings showed mixed results. While PNC Financial Services (PNC) saw a minimal increase of just 0.17% in shares, US Bancorp (USB) maintained a stable position with virtually no change (-0.01%).
For a complete overview of David Katz's investment profile and performance, visit his profile on Insiderset: https://www.insiderset.com/investor/david-katz-matrix. Detailed analysis of each stock in his portfolio, including Microsoft, Alphabet, Qualcomm, and others, is available on Insiderset.