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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 107 of 111 rows. Rows without a quote are marked unavailable.

1MSFTMICROSOFT CORP6.50%Reduce -0.1%141,099$59.47M$421.5052w: $366.50 - $468.35; reported $421.50
2JPMJPMORGAN CHASE & CO.4.24%Reduce -3.0%161,806$38.79M$239.7152w: $164.30 - $254.31; reported $239.71
3BKBANK NEW YORK MELLON CORP4.11%Reduce -4.9%489,288$37.59M$76.8352w: $51.79 - $82.72; reported $76.83
4AAPLAPPLE INC3.90%Add +1.5%142,768$35.75M$250.4252w: $164.08 - $260.10; reported $250.42
5MSMORGAN STANLEY3.85%Reduce -7.0%280,424$35.25M$125.7252w: $83.09 - $136.24; reported $125.72
6PNCPNC FINL SVCS GROUP INC3.55%Reduce -3.9%168,547$32.5M$192.8552w: $139.69 - $216.26; reported $192.85
7CSCOCISCO SYS INC3.53%Reduce -4.9%545,864$32.32M$59.2052w: $44.50 - $60.23; reported $59.20
8GOOGALPHABET INC3.37%Reduce -1.0%162,225$30.89M$190.4452w: $131.55 - $202.88; reported $190.44
9USBUS BANCORP DEL3.25%Reduce -0.6%621,618$29.73M$47.8352w: $37.81 - $53.98; reported $47.83
10CMCSACOMCAST CORP NEW2.98%Reduce -0.6%726,705$27.27M$37.5352w: $34.14 - $44.15; reported $37.53
11QCOMQUALCOMM INC2.92%Add +3.9%174,254$26.77M$153.6252w: $134.94 - $230.63; reported $153.62
12AMZNAMAZON COM INC2.89%Reduce -0.5%120,742$26.49M$219.3952w: $144.05 - $233.00; reported $219.39
13MDTMEDTRONIC PLC2.83%Add +5.1%323,955$25.88M$79.8852w: $75.96 - $92.68; reported $79.88
14AMGNAMGEN INC2.65%Add +96.0%93,022$24.25M$260.6452w: $253.30 - $346.85; reported $260.64
15METAMETA PLATFORMS INC2.43%Reduce -6.2%37,968$22.23M$585.5152w: $340.01 - $638.40; reported $585.51
16AEPAMERICAN ELEC PWR CO INC2.31%Reduce -0.2%229,614$21.18M$92.2352w: $75.22 - $105.18; reported $92.23
17GSGOLDMAN SACHS GROUP INC2.15%Reduce -5.0%34,316$19.65M$572.6252w: $372.07 - $612.73; reported $572.62
18SBUXSTARBUCKS CORP2.06%Reduce -1.7%206,469$18.84M$91.2552w: $71.55 - $103.32; reported $91.25
19ABBVABBVIE INC2.02%Add +2.7%104,029$18.49M$177.7052w: $153.58 - $207.32; reported $177.70
20PYPLPAYPAL HLDGS INC2.00%Reduce -4.6%214,063$18.27M$85.3552w: $55.77 - $93.66; reported $85.35
21HDHOME DEPOT INC1.94%Reduce -0.9%45,568$17.73M$388.9952w: $323.77 - $439.37; reported $388.99
22NEENEXTERA ENERGY INC1.82%Add +1.0%232,315$16.65M$71.6952w: $53.95 - $86.10; reported $71.69
23TXNTEXAS INSTRS INC1.79%Add +0.1%87,455$16.4M$187.5152w: $155.46 - $220.39; reported $187.51
24MTBM & T BK CORP1.78%Reduce -5.5%86,822$16.32M$188.0152w: $128.31 - $225.70; reported $188.01
25WFCWELLS FARGO CO NEW1.74%Reduce -4.5%226,756$15.93M$70.2452w: $46.12 - $78.13; reported $70.24
26UNPUNION PAC CORP1.71%Add +1.2%68,721$15.67M$228.0452w: $218.55 - $258.66; reported $228.04
27GILDGILEAD SCIENCES INC1.65%Reduce -10.1%163,338$15.09M$92.3752w: $62.07 - $98.90; reported $92.37
28FDXFEDEX CORP1.52%Reduce -1.1%49,524$13.93M$281.3352w: $188.92 - $252.89; reported $281.33
29TELTE CONNECTIVITY PLC1.45%Reduce -1.2%92,655$13.25M$142.9752w: $128.52 - $159.98; reported $142.97
30LHXL3HARRIS TECHNOLOGIES INC1.29%Reduce -1.6%56,323$11.84M$210.2852w: $200.18 - $265.74; reported $210.28
31VOOVANGUARD INDEX FDS1.18%Add +4.1%20,109$10.83M$538.8052w: $428.64 - $559.96; reported $538.80
32TMOTHERMO FISHER SCIENTIFIC INC1.11%Reduce -1.5%19,456$10.12M$520.2352w: $493.30 - $627.88; reported $520.23
33VEAVANGUARD TAX-MANAGED FDS1.08%Add +14.8%207,181$9.91M$47.8252w: $45.91 - $53.40; reported $47.82
34PEPPEPSICO INC1.07%Add +104.7%64,477$9.8M$152.0652w: $149.71 - $183.41; reported $152.06
35TSNTYSON FOODS INC1.05%Add +0.1%167,977$9.65M$57.4452w: $51.16 - $66.88; reported $57.44
36ZBHZIMMER BIOMET HOLDINGS INC1.04%Reduce -9.3%90,227$9.53M$105.6352w: $101.47 - $133.90; reported $105.63
37VYMVANGUARD WHITEHALL FDS0.96%Add +5.3%69,204$8.83M$127.5952w: $109.47 - $135.07; reported $127.59
38UNHUNITEDHEALTH GROUP INC0.96%Reduce -29.0%17,411$8.81M$505.8652w: $436.38 - $630.73; reported $505.86
39RTXRTX CORPORATION0.88%Reduce -0.7%69,897$8.09M$115.7252w: $83.96 - $128.70; reported $115.72
40IWFISHARES TR0.88%Add +3.6%20,107$8.07M$401.5852w: $73.45 - $104.88; reported $401.58
41GDGENERAL DYNAMICS CORP0.74%Add +0.5%25,571$6.74M$263.4952w: $247.36 - $316.90; reported $263.49
42PFEPFIZER INC0.73%Reduce -13.1%253,278$6.72M$26.5352w: $24.48 - $31.54; reported $26.53
43FIFISERV INC0.70%Reduce -13.1%31,264$6.42MNo quoteNo quote
44DGDOLLAR GEN CORP NEW0.67%New81,217$6.16M$75.8252w: $72.12 - $168.07; reported $75.82
45BRK-BBERKSHIRE HATHAWAY INC DEL0.62%Add +353.0%12,567$5.7M$453.2852w: $355.94 - $491.67; reported $453.28
46IJRISHARES TR0.53%Add +17.2%42,211$4.86M$115.2252w: $101.50 - $128.61; reported $115.22
47IWRISHARES TR0.53%Add +8.9%54,406$4.81M$88.4052w: $75.00 - $96.01; reported $88.40
48MDYSPDR S&P MIDCAP 400 ETF TR0.41%Add +0.8%6,566$3.74M$569.5752w: $487.66 - $624.13; reported $569.57
49LOWLOWES COS INC0.39%Reduce -0.1%14,381$3.55M$246.8052w: $209.55 - $287.01; reported $246.80
50BACBANK AMERICA CORP0.31%Add +912.5%63,801$2.8M$43.9552w: $31.27 - $48.08; reported $43.95
51TCHPT ROWE PRICE ETF INC0.28%Add +1.9%60,480$2.55M$42.1152w: $30.05 - $43.95; reported $42.11
52IWMISHARES TR0.26%Add +0.2%10,622$2.35M$220.9552w: $187.53 - $244.98; reported $220.95
53IVVISHARES TR0.21%Add +0.4%3,266$1.92M$588.6952w: $468.65 - $612.09; reported $588.69
54VWOVANGUARD INTL EQUITY INDEX F0.21%Add +7.6%43,225$1.9M$44.0452w: $38.83 - $49.57; reported $44.04
55HUMHUMANA INC0.18%New6,598$1.67M$253.7152w: $213.31 - $475.00; reported $253.71
56VUGVANGUARD INDEX FDS0.14%Reduce -0.5%3,136$1.29M$410.4552w: $50.05 - $71.45; reported $410.45
57IWDISHARES TR0.13%Add +0.4%6,630$1.23M$185.1352w: $160.98 - $200.42; reported $185.13
58NVDANVIDIA CORPORATION0.13%Reduce -0.5%8,767$1.18M$134.2952w: $47.32 - $152.89; reported $134.29
59EFAISHARES TR0.13%Add +0.2%15,313$1.16M$75.6152w: $72.58 - $84.56; reported $75.61
60BDXBECTON DICKINSON & CO0.12%Reduce -86.7%4,679$1.06M$226.8752w: $171.97 - $196.45; reported $226.87
61VTIVANGUARD INDEX FDS0.11%-3,417$990.3K$289.8252w: $232.40 - $302.95; reported $289.82
62AXPAMERICAN EXPRESS CO0.10%Reduce -0.8%3,187$945.87K$296.7952w: $177.81 - $307.82; reported $296.79
63VTVVANGUARD INDEX FDS0.10%Add +41.5%5,486$928.78K$169.3052w: $146.67 - $182.38; reported $169.30
64COSTCOSTCO WHSL CORP NEW0.09%Add +64.3%894$819.15K$916.2752w: $640.51 - $1008.25; reported $916.27
65SPYXSPDR SER TR0.07%Add +19.3%14,054$676.72K$48.1552w: $38.16 - $50.01; reported $48.15
66VIGVANGUARD SPECIALIZED FUNDS0.07%Add +0.1%3,455$676.63K$195.8452w: $167.82 - $205.20; reported $195.84
67QQQINVESCO QQQ TR0.07%Add +2.0%1,275$651.62K$511.0852w: $395.34 - $539.15; reported $511.08
68AFLAFLAC INC0.07%-6,201$641.43K$103.4452w: $75.08 - $115.50; reported $103.44
69ACNACCENTURE PLC IRELAND0.06%Add +105.6%1,655$582.21K$351.7952w: $278.69 - $387.51; reported $351.79
70GOOGLALPHABET INC0.06%Reduce -2.5%2,986$565.25K$189.3052w: $130.67 - $201.42; reported $189.30
71SDYSPDR SER TR0.06%Add +0.1%3,852$508.89K$132.1152w: $121.52 - $144.45; reported $132.11
72ESGDISHARES TR0.05%Add +54.1%6,563$499.71K$76.1452w: $72.83 - $85.04; reported $76.14
73JNJJOHNSON & JOHNSON0.05%-3,375$488.09K$144.6252w: $142.75 - $168.85; reported $144.62
74XOMEXXON MOBIL CORP0.05%Add +0.2%4,417$475.14K$107.5752w: $95.77 - $126.34; reported $107.57
75ETNEATON CORP PLC0.05%Add +59.4%1,342$445.37K$331.8752w: $231.84 - $379.99; reported $331.87
76INTUINTUIT0.05%Add +55.6%700$439.95K$628.5052w: $557.29 - $714.78; reported $628.50
77WMTWALMART INC0.05%-4,841$437.38K$90.3552w: $51.87 - $96.18; reported $90.35
78COFCAPITAL ONE FINL CORP0.05%-2,414$430.46K$178.3252w: $123.23 - $198.30; reported $178.32
79DCGODOCGO INC0.05%New100,000$424K$4.2452w: $2.75 - $5.61; reported $4.24
80DHRDANAHER CORPORATION0.04%-1,703$390.92K$229.5552w: $222.53 - $281.70; reported $229.55
81PGPROCTER AND GAMBLE CO0.04%Add +0.1%2,185$366.32K$167.6552w: $146.28 - $180.43; reported $167.65
82VOVANGUARD INDEX FDS0.04%Add +34.7%1,332$351.94K$264.2252w: $56.22 - $71.40; reported $264.22
83TSLATESLA INC0.04%-833$336.4K$403.8452w: $138.80 - $488.54; reported $403.84
84ADPAUTOMATIC DATA PROCESSING IN0.03%New1,090$319.08K$292.7352w: $231.27 - $309.63; reported $292.73
85NUENUCOR CORP0.03%-2,698$314.88K$116.7152w: $113.94 - $203.00; reported $116.71
86MCDMCDONALDS CORP0.03%Add +0.3%1,077$312.21K$289.8952w: $243.53 - $317.90; reported $289.89
87BMYBRISTOL-MYERS SQUIBB CO0.03%Reduce -3.0%5,449$308.2K$56.5652w: $39.35 - $61.08; reported $56.56
88VVISA INC0.03%-969$306.24K$316.0452w: $252.70 - $321.62; reported $316.04
89SPYGSPDR SER TR0.03%-3,411$299.83K$87.9052w: $62.97 - $91.49; reported $87.90
90IWNISHARES TR0.03%-1,765$289.76K$164.1752w: $144.20 - $183.51; reported $164.17
91MRKMERCK & CO INC0.03%-2,862$284.71K$99.4852w: $94.48 - $134.63; reported $99.48
92VBVANGUARD INDEX FDS0.03%Add +0.1%1,169$280.87K$240.2652w: $202.66 - $263.35; reported $240.26
93CVSCVS HEALTH CORP0.03%Reduce -13.8%6,175$277.2K$44.8952w: $43.56 - $83.25; reported $44.89
94XLKSELECT SECTOR SPDR TR0.03%-1,180$274.37K$232.5252w: $91.71 - $120.94; reported $232.52
95IEMGISHARES INC0.03%Add +0.2%4,937$257.8K$52.2252w: $47.34 - $59.00; reported $52.22
96PFSPROVIDENT FINL SVCS INC0.03%-13,623$257.07KNo quoteNo quote
97LMTLOCKHEED MARTIN CORP0.03%New526$255.6K$485.9452w: $413.92 - $618.95; reported $485.94
98AONAON PLC0.03%New691$248.18K$359.1652w: $268.06 - $395.33; reported $359.16
99IBMINTERNATIONAL BUSINESS MACHS0.03%Add +0.2%1,125$247.31K$219.8352w: $157.89 - $239.35; reported $219.83
100AVGOBROADCOM INC0.03%New1,060$245.75K$231.8452w: $104.15 - $251.88; reported $231.84
101CLCOLGATE PALMOLIVE CO0.03%-2,583$234.82K$90.9152w: $79.39 - $109.30; reported $90.91
102GLDSPDR GOLD TR0.03%Reduce -75.6%966$233.9K$242.1352w: $183.78 - $257.71; reported $242.13
103LLYELI LILLY & CO0.03%-302$233.14K$772.0052w: $579.05 - $972.53; reported $772.00
104IWBISHARES TR0.03%Add +0.1%722$232.53K$322.0652w: $257.07 - $336.18; reported $322.06
105APHAMPHENOL CORP NEW0.02%New3,056$212.24K$69.4552w: $46.95 - $75.78; reported $69.45
106HONHONEYWELL INTL INC0.02%New909$205.33K$225.8952w: $178.76 - $228.81; reported $225.89
107PARAPARAMOUNT GLOBAL0.02%Reduce -59.0%19,310$201.98KNo quoteNo quote
108SKYXSKYX PLATFORMS CORP0.02%Add +21.8%158,333$183.67K$1.1652w: $0.72 - $1.87; reported $1.16
109CGENCOMPUGEN LTD0.02%-93,833$143.56K$1.5352w: $1.35 - $3.03; reported $1.53
110MRKRMARKER THERAPEUTICS INC0.01%-15,000$46.65K$3.1152w: $2.44 - $5.99; reported $3.11
111ITGARTNER INC-Sold0$0No quoteNo quote