David Katz's Portfolio Shows Significant Tech and Consumer Position Increases in Q1 2026
David Katz's portfolio, valued at approximately $1.09 billion as of March 31, 2026, saw notable increases in Microsoft, Qualcomm, and PepsiCo shares, while positions in Alphabet, Morgan Stanley, and others decreased or remained stable.
As of March 31, 2026, David Katz's portfolio managed by Matrix Advisors Value Fund is valued at approximately $1.09 billion. The portfolio demonstrates notable quarterly trends across various sectors, with significant increases in certain holdings and adjustments in others.
Technology sector holdings show mixed activity. While Microsoft (MSFT) saw a substantial increase in shares (20.07%), Apple (AAPL) also increased modestly (4.41%), the investor reduced exposure to Alphabet (GOOG) significantly (-8.72%) and Morgan Stanley (MS) (-8.62%).
In the Financial Services sector, David Katz maintained a diversified position, with holdings in JPMorgan Chase (JPM), US Bancorp (USB), and PNC Financial Services Group (PNC). USB and PNC showed minimal change, while JPMorgan experienced a slight decrease (-1.18%).
The Consumer Defensive sector saw a strong performer in PepsiCo (PEP), which increased its share count by 17.89%. Qualcomm (QCOM) in Technology also showed a significant increase of 32.03% in shares.
For detailed insights into David Katz's investment strategy and performance, visit his profile on Insiderset: https://www.insiderset.com/investor/david-katz-matrix.
To explore specific stock holdings and company profiles, refer to the links below for Microsoft (MSFT): Microsoft, Alphabet (GOOG): Alphabet, and PepsiCo (PEP): PepsiCo.