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David Katz's portfolio, valued at approximately $1.11 billion as of December 2025, shows mixed quarterly movements, with notable increases in Microsoft and EA Series Trust, alongside decreases in Alphabet, Morgan Stanley, and JPMorgan Chase.

David Katz's Matrix Advisors Value Fund portfolio, as of December 31, 2025, shows strong concentration in technology and financial services sectors, with Microsoft and JPMorgan leading holdings.

A detailed look at David Katz's top holdings in the Matrix Advisors Value Fund as of December 31, 2025, highlighting key share changes and sector allocations.

This analysis examines David Katz's portfolio concentration as of December 31, 2025, highlighting key holdings and sector distribution.

A detailed look at David Katz's top holdings as of December 31, 2025, including significant allocations to Microsoft, Morgan Stanley, and Alphabet Inc.

Matrix Advisors Value Fund's David Katz adjusted his portfolio in Q4 2025, increasing positions in USB and QCOM while reducing holdings in MS, JPM, and others.

David Katz's Matrix Advisors Value Fund portfolio totaled $1.11 billion as of December 2025. Key holdings included Microsoft, EA Series Trust, Alphabet, Morgan Stanley, and Apple.

Jim Cullen's Cullen Value Fund portfolio, as of December 31, 2025, shows a concentrated approach with significant allocations to Technology and Financial Services sectors.

A snapshot of Jim Cullen's top holdings in the Cullen Value Fund as of December 31, 2025, highlighting significant changes in shares and portfolio allocations.

Jim Cullen's portfolio, valued at approximately $766 million as of December 31, 2025, showed notable shifts in Technology and Financial Services sectors, with significant increases in Berkshire Hathaway Inc. and modest gains in Amazon, while several holdings experienced declines.

Analysis of Jim Cullen's portfolio concentration as of December 31, 2025, highlighting major holdings including Berkshire Hathaway, Apple, and Walmart.

Jim Cullen's Cullen Value Fund, valued at $766 million as of December 2025, saw notable changes in its top holdings, including reductions in Apple and Walmart, increases in Berkshire Hathaway and JPMorgan, and a new position in Amazon.

Jim Cullen's Cullen Value Fund portfolio, valued at approximately $766 million as of December 31, 2025, features significant changes in top holdings like Apple and Alphabet, alongside steady positions in Berkshire Hathaway and Microsoft.

Eagle Capital Management's portfolio, as of December 31, 2025, shows a strategic allocation favoring broad-market ETFs and significant exposure to the Technology sector.

A detailed look at Ravenel Boykin Curry IV's top holdings as of December 31, 2025, highlighting significant changes in share positions and sector allocations.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio saw notable changes in Q4 2025, with substantial increases in SCHD and VUSB shares, decreases in several tech stocks, and minor adjustments elsewhere.

Analysis of Ravenel Boykin Curry IV's portfolio concentration as of December 31, 2025, highlighting top holdings and share changes.

Ravenel Boykin Curry IV's portfolio, managed by Eagle Capital Management, as of December 31, 2025, is heavily concentrated in technology stocks and exchange-traded funds, with significant allocations to AVGO, GOOGL, AAPL, MSFT, and SPY.

Eagle Capital Management's Ravenel Boykin Curry IV adjusted his portfolio holdings in Q4 2025, focusing on specific sectors and individual stocks.

Eagle Capital Management's portfolio for Ravenel Boykin Curry IV, as of December 31, 2025, shows significant changes in holdings like SCHD and AVGO.

Edgar Wachenheim III of Greenhaven Associates maintains a portfolio heavily concentrated in Consumer Cyclical stocks, with General Motors leading at 20.01% allocation, as of December 31, 2025.

Greenhaven Associates' Edgar Wachenheim III saw significant changes in his top holdings as of Dec 31, 2025, with notable reductions in GM and increases in AVTR and BAX.

Edgar Wachenheim III's portfolio, valued at $6.11 billion as of December 2025, saw major changes in holdings like Baxter International and General Motors, reflecting notable share increases and decreases.

Analysis of Edgar Wachenheim III's portfolio concentration in Consumer Cyclical stocks and notable share changes as of December 31, 2025.