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David Katz - Matrix Asset Advisors

As of Q1 2026, this manager reported 105 long-equity positions worth $1.09B in aggregate.

As of Q1 2026, David Katz's Matrix Asset Advisors held 105 long-equity positions with a reported value of $1.09B.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 99 of 107 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP6.76%Reduce -0.3%141,215$60.76M$430.3052w: $311.21 - $468.35; reported $430.30
2BKBANK NEW YORK MELLON CORP4.11%Reduce -1.0%514,356$36.96M$71.8652w: $39.66 - $73.19; reported $71.86
3JPMJPMORGAN CHASE & CO.3.91%Reduce -7.9%166,791$35.17M$210.8652w: $135.19 - $225.48; reported $210.86
4AAPLAPPLE INC3.64%Add +1.6%140,607$32.76M$233.0052w: $164.08 - $237.23; reported $233.00
5PNCPNC FINL SVCS GROUP INC3.61%Reduce -0.8%175,392$32.42M$184.8552w: $109.40 - $187.78; reported $184.85
6MSMORGAN STANLEY3.50%Reduce -0.7%301,627$31.44M$104.2452w: $69.42 - $109.11; reported $104.24
7CSCOCISCO SYS INC3.40%Add +0.1%574,239$30.56M$53.2252w: $44.50 - $54.59; reported $53.22
8CMCSACOMCAST CORP NEW3.40%Add +0.9%730,834$30.53M$41.7752w: $34.14 - $44.15; reported $41.77
9USBUS BANCORP DEL3.18%Reduce -0.3%625,030$28.58M$45.7352w: $30.47 - $47.31; reported $45.73
10QCOMQUALCOMM INC3.17%Add +15.8%167,660$28.51M$170.0552w: $104.33 - $230.63; reported $170.05
11MDTMEDTRONIC PLC3.09%Add +11.1%308,366$27.76M$90.0352w: $68.84 - $91.49; reported $90.03
12GOOGALPHABET INC3.05%Add +0.5%163,875$27.4M$167.1952w: $121.46 - $193.31; reported $167.19
13AEPAMERICAN ELEC PWR CO INC2.62%Reduce -0.2%229,980$23.6M$102.6052w: $69.38 - $105.18; reported $102.60
14METAMETA PLATFORMS INC2.58%Reduce -1.8%40,489$23.18M$572.4452w: $279.40 - $577.40; reported $572.44
15AMZNAMAZON COM INC2.51%Reduce -0.8%121,287$22.6M$186.3352w: $118.35 - $201.20; reported $186.33
16SBUXSTARBUCKS CORP2.28%Add +9.7%209,955$20.47M$97.4952w: $71.55 - $107.66; reported $97.49
17ABBVABBVIE INC2.22%Reduce -30.3%101,261$20M$197.4852w: $135.85 - $199.95; reported $197.48
18NEENEXTERA ENERGY INC2.16%Reduce -0.2%230,026$19.44M$84.5352w: $47.15 - $85.56; reported $84.53
19HDHOME DEPOT INC2.07%Add +0.0%46,001$18.64M$405.2052w: $274.26 - $405.31; reported $405.20
20TXNTEXAS INSTRS INC2.01%Reduce -0.3%87,403$18.05M$206.5752w: $139.48 - $214.66; reported $206.57
21GSGOLDMAN SACHS GROUP INC1.99%Reduce -10.1%36,108$17.88M$495.1152w: $289.36 - $517.26; reported $495.11
22PYPLPAYPAL HLDGS INC1.95%Reduce -1.4%224,308$17.5M$78.0352w: $50.25 - $80.63; reported $78.03
23UNPUNION PAC CORP1.86%Add +8.1%67,900$16.74M$246.4852w: $199.33 - $258.66; reported $246.48
24MTBM & T BK CORP1.82%Add +0.2%91,870$16.36M$178.1252w: $108.53 - $180.64; reported $178.12
25AMGNAMGEN INC1.70%Add +5.3%47,449$15.29M$322.2152w: $249.70 - $346.85; reported $322.21
26GILDGILEAD SCIENCES INC1.69%Reduce -0.9%181,662$15.23M$83.8452w: $62.07 - $87.87; reported $83.84
27UNHUNITEDHEALTH GROUP INC1.59%Reduce -1.5%24,523$14.34M$584.6852w: $436.38 - $607.94; reported $584.68
28TELTE CONNECTIVITY PLC1.57%New93,749$14.16M$150.9952w: $115.00 - $159.98; reported $150.99
29FDXFEDEX CORP1.52%Add +0.4%50,047$13.7M$273.6852w: $181.06 - $252.89; reported $273.68
30LHXL3HARRIS TECHNOLOGIES INC1.51%Reduce -1.4%57,218$13.61M$237.8752w: $160.25 - $245.60; reported $237.87
31WFCWELLS FARGO CO NEW1.49%Add +0.2%237,435$13.41M$56.4952w: $38.39 - $62.55; reported $56.49
32TMOTHERMO FISHER SCIENTIFIC INC1.36%Reduce -2.2%19,753$12.22M$618.5752w: $415.60 - $627.88; reported $618.57
33ZBHZIMMER BIOMET HOLDINGS INC1.19%Reduce -0.6%99,495$10.74M$107.9552w: $102.00 - $133.90; reported $107.95
34VOOVANGUARD INDEX FDS1.13%Add +9.5%19,317$10.19M$527.6852w: $375.95 - $529.92; reported $527.68
35TSNTYSON FOODS INC1.11%Add +11.8%167,827$10M$59.5652w: $44.94 - $66.88; reported $59.56
36VEAVANGUARD TAX-MANAGED FDS1.06%Add +13.6%180,407$9.53M$52.8152w: $41.48 - $53.40; reported $52.81
37RTXRTX CORPORATION0.95%Reduce -0.3%70,381$8.53M$121.1652w: $68.56 - $123.70; reported $121.16
38BDXBECTON DICKINSON & CO0.95%Add +37.6%35,295$8.51M$241.1052w: $171.97 - $211.89; reported $241.10
39PFEPFIZER INC0.94%Reduce -2.0%291,405$8.43M$28.9452w: $25.20 - $34.11; reported $28.94
40VYMVANGUARD WHITEHALL FDS0.94%Add +9.2%65,726$8.43M$128.2052w: $98.40 - $128.44; reported $128.20
41GDGENERAL DYNAMICS CORP0.86%Add +0.3%25,448$7.69M$302.2052w: $214.53 - $309.97; reported $302.20
42IWFISHARES TR0.81%Add +12.1%19,412$7.29M$375.3952w: $64.00 - $95.70; reported $375.39
43FIFISERV INC0.72%Reduce -3.1%35,971$6.46MNo quoteNo quote
44PEPPEPSICO INC0.60%Add +3.0%31,497$5.36M$170.0552w: $155.83 - $183.41; reported $170.05
45IWRISHARES TR0.49%Add +10.9%49,939$4.4M$88.1452w: $64.66 - $88.53; reported $88.14
46IJRISHARES TR0.47%Add +22.9%36,016$4.21M$116.9652w: $87.32 - $120.74; reported $116.96
47LOWLOWES COS INC0.43%Add +30.3%14,390$3.9M$270.8552w: $181.85 - $271.27; reported $270.85
48MDYSPDR S&P MIDCAP 400 ETF TR0.41%Add +23.7%6,514$3.71M$569.7052w: $424.22 - $574.28; reported $569.70
49TCHPT ROWE PRICE ETF INC0.26%Add +2.9%59,381$2.35M$39.6452w: $26.15 - $40.43; reported $39.64
50IWMISHARES TR0.26%Add +0.1%10,601$2.34M$220.8852w: $161.67 - $228.63; reported $220.88
51VWOVANGUARD INTL EQUITY INDEX F0.21%Add +7.0%40,161$1.92M$47.8552w: $37.46 - $48.60; reported $47.85
52IVVISHARES TR0.21%Add +53.1%3,254$1.88M$576.9052w: $411.02 - $577.47; reported $576.90
53EFAISHARES TR0.14%-15,277$1.28M$83.6352w: $65.68 - $84.56; reported $83.63
54BRK-BBERKSHIRE HATHAWAY INC DEL0.14%-2,774$1.28M$460.2652w: $330.58 - $484.82; reported $460.26
55IWDISHARES TR0.14%Add +14.1%6,604$1.25M$189.8052w: $143.34 - $190.37; reported $189.80
56VUGVANGUARD INDEX FDS0.13%Add +3.4%3,152$1.21M$383.9352w: $43.44 - $65.36; reported $383.93
57NVDANVIDIA CORPORATION0.12%Add +1.2%8,807$1.07M$121.4452w: $39.23 - $140.76; reported $121.44
58VTIVANGUARD INDEX FDS0.11%-3,417$967.58K$283.1752w: $202.44 - $284.35; reported $283.17
59GLDSPDR GOLD TR0.11%-3,966$963.98K$243.0652w: $168.30 - $247.37; reported $243.06
60AXPAMERICAN EXPRESS CO0.10%-3,212$871.09K$271.2052w: $140.91 - $272.68; reported $271.20
61AFLAFLAC INC0.08%-6,201$693.27K$111.8052w: $74.89 - $112.10; reported $111.80
62VIGVANGUARD SPECIALIZED FUNDS0.08%Reduce -0.8%3,453$684K$198.0952w: $149.67 - $198.44; reported $198.09
63VTVVANGUARD INDEX FDS0.08%Add +155.1%3,877$676.81K$174.5752w: $131.42 - $174.92; reported $174.57
64QQQINVESCO QQQ TR0.07%Add +12.8%1,250$609.99K$487.9952w: $342.35 - $503.52; reported $487.99
65SPYXSPDR SER TR0.06%Add +21.5%11,784$556.8K$47.2552w: $33.32 - $47.26; reported $47.25
66JNJJOHNSON & JOHNSON0.06%Add +0.9%3,375$546.95K$162.0652w: $143.13 - $168.85; reported $162.06
67SDYSPDR SER TR0.06%Add +0.1%3,849$546.78K$142.0652w: $109.87 - $142.62; reported $142.06
68XOMEXXON MOBIL CORP0.06%Add +1.6%4,408$516.71K$117.2252w: $95.77 - $123.75; reported $117.22
69GOOGLALPHABET INC0.06%Add +14.9%3,062$507.83K$165.8552w: $120.21 - $191.75; reported $165.85
70PARAPARAMOUNT GLOBAL0.06%Reduce -86.0%47,115$500.36KNo quoteNo quote
71COSTCOSTCO WHSL CORP NEW0.05%-544$482.27K$886.5252w: $540.23 - $923.83; reported $886.52
72DHRDANAHER CORPORATION0.05%-1,703$473.47K$278.0252w: $182.09 - $281.70; reported $278.02
73CVSCVS HEALTH CORP0.05%Reduce -61.4%7,161$450.28K$62.8852w: $52.77 - $83.25; reported $62.88
74NUENUCOR CORP0.05%New2,698$405.62K$150.3452w: $133.42 - $203.00; reported $150.34
75WMTWALMART INC0.04%-4,841$390.91K$80.7552w: $49.85 - $81.60; reported $80.75
76PGPROCTER AND GAMBLE CO0.04%Add +2.3%2,183$378.1K$173.2052w: $141.45 - $177.94; reported $173.20
77COFCAPITAL ONE FINL CORP0.04%-2,414$361.45K$149.7352w: $88.23 - $154.18; reported $149.73
78ESGDISHARES TR0.04%Add +34.1%4,259$358.48K$84.1752w: $65.73 - $85.04; reported $84.17
79MCDMCDONALDS CORP0.04%Add +0.4%1,074$327.04K$304.5152w: $243.53 - $306.96; reported $304.51
80MRKMERCK & CO INC0.04%-2,862$325.01K$113.5652w: $99.14 - $134.63; reported $113.56
81IWNISHARES TR0.03%New1,765$294.44K$166.8252w: $124.97 - $174.83; reported $166.82
82BMYBRISTOL-MYERS SQUIBB CO0.03%Add +0.3%5,619$290.73K$51.7452w: $39.35 - $58.06; reported $51.74
83ACNACCENTURE PLC IRELAND0.03%-805$284.55K$353.4852w: $278.69 - $387.51; reported $353.48
84SPYGSPDR SER TR0.03%Add +6.2%3,411$282.91K$82.9452w: $56.78 - $84.16; reported $82.94
85IEMGISHARES INC0.03%Add +3.2%4,926$282.82K$57.4152w: $45.57 - $58.66; reported $57.41
86INTUINTUIT0.03%-450$279.45K$621.0052w: $473.56 - $676.62; reported $621.00
87ETNEATON CORP PLC0.03%-842$279.07K$331.4452w: $191.82 - $345.19; reported $331.44
88VBVANGUARD INDEX FDS0.03%Add +8.3%1,168$277.12K$237.2652w: $174.84 - $238.96; reported $237.26
89CLCOLGATE PALMOLIVE CO0.03%Reduce -0.7%2,583$268.14K$103.8152w: $67.62 - $109.30; reported $103.81
90LLYELI LILLY & CO0.03%Add +1.7%302$267.55K$885.9452w: $516.57 - $972.53; reported $885.94
91VVISA INC0.03%Reduce -2.5%969$266.43K$274.9552w: $227.78 - $293.07; reported $274.95
92XLKSELECT SECTOR SPDR TR0.03%-1,180$266.4K$225.7652w: $79.75 - $119.07; reported $225.76
93VOVANGUARD INDEX FDS0.03%Add +11.4%989$260.94K$263.8552w: $48.70 - $66.11; reported $263.85
94PFSPROVIDENT FINL SVCS INC0.03%-13,623$252.84KNo quoteNo quote
95BACBANK AMERICA CORP0.03%-6,301$250.02K$39.6852w: $24.96 - $44.44; reported $39.68
96IBMINTERNATIONAL BUSINESS MACHS0.03%New1,123$248.27K$221.0852w: $135.87 - $224.15; reported $221.08
97IWBISHARES TR0.03%-721$226.82K$314.6052w: $224.41 - $314.80; reported $314.60
98TSLATESLA INC0.02%New833$217.94K$261.6352w: $138.80 - $271.00; reported $261.63
99ITGARTNER INC0.02%New400$202.7K$506.7652w: $323.61 - $521.64; reported $506.76
100CGENCOMPUGEN LTD0.02%Add +3.3%93,833$169.84K$1.8152w: $0.53 - $3.03; reported $1.81
101SKYXSKYX PLATFORMS CORP0.01%Add +30.0%130,000$110.5K$0.8552w: $0.72 - $1.95; reported $0.85
102MRKRMARKER THERAPEUTICS INC0.00%-15,000$42.3K$2.8252w: $2.40 - $6.16; reported $2.82
107TELTE CONNECTIVITY LTD-Sold0$0No quoteNo quote
106DUKDUKE ENERGY CORP NEW-Sold0$0No quoteNo quote
105DCGODOCGO INC-Sold0$0No quoteNo quote
104AONAON PLC-Sold0$0No quoteNo quote
103APHAMPHENOL CORP NEW-Sold0$0No quoteNo quote