David Katz's Portfolio Shows Significant Tech and Consumer 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 movements across various sectors, reflecting changes in holdings without indicating investment strategy.
Significant increases were observed in several holdings. Microsoft (MSFT) saw its share increase by 20.07%, while Technology sector holdings like Qualcomm (QCOM) experienced a substantial 32.03% growth in shares. Consumer Defensive stock PepsiCo (PEP) also showed strong growth with a 17.89% increase in shares.
In contrast, decreases were noted in several positions. Alphabet (GOOG) experienced an 8.72% reduction in shares, while Financial Services holdings Morgan Stanley (MS) saw an 8.62% decrease. Other positions like JPMorgan Chase (JPM) and US Bancorp (USB) showed minimal or no change.
The portfolio maintains diversification across Technology, Financial Services, and Consumer Defensive sectors. For a complete view of David Katz's investment profile, visit his profile on Insiderset: https://www.insiderset.com/investor/david-katz-matrix.
For detailed analysis of specific holdings, explore the individual stock profiles on Insiderset: Microsoft, Qualcomm, PepsiCo, and many others listed in the portfolio data.