David Katz - Matrix Asset Advisors
As of Q3 2026, David Katz reported 100 long-equity positions worth $1.21B in aggregate.
Copy-investor backtest
- Latest quarter
- -0.96%
- 1-year
- +15.71%
- 3-year
- +69.25%
- 5-year
- +54.27%
- 3-year vs S&P 500
- -10.16%
- 5-year vs S&P 500
- -19.80%
- 5-year top 5
- +91.19%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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