David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
MSFT - Microsoft Corp. 5.82 Add 20.07% 171,359 $97.36 $63,432,000 $390.99 301.60% $349.20 $551.05
MAVF - Matrix Advisors Value ETF 4.43 Reduce 1.10% 410,346 $96.65 $48,319,559 $136.79 41.53% $106.84 $137.63
GOOG - Alphabet Inc. 3.79 Reduce 8.72% 143,865 $44.06 $41,269,125 $350.67 695.85% $180.20 $404.23
PNC - The PNC Financial Services Group, Inc. 3.65 Add 0.17% 191,401 $139.73 $39,828,583 $252.85 80.96% $174.19 $256.00
JPM - JPMorgan Chase & Co. 3.63 Reduce 1.18% 134,535 $42.07 $39,574,905 $334.53 695.11% $276.43 $341.91
MS - Morgan Stanley 3.59 Reduce 8.62% 238,060 $65.14 $39,177,478 $221.09 239.43% $132.07 $230.47
AAPL - Apple Inc. 3.57 Add 4.41% 153,271 $69.47 $38,898,605 $317.31 356.73% $200.70 $323.45
PEP - PepsiCo, Inc. 3.44 Add 17.89% 241,281 $147.44 $37,468,510 $138.49 -6.07% $128.66 $168.19
QCOM - QUALCOMM Inc. 3.39 Add 32.03% 287,239 $119.13 $36,990,693 $183.98 54.44% $121.54 $258.96
USB - U.S. Bancorp 3.38 Reduce 0.01% 709,170 $47.13 $36,883,939 $62.34 32.28% $41.79 $63.39
AMGN - Amgen Inc. 3.22 Reduce 3.61% 99,810 $257.98 $35,117,981 $360.45 39.72% $264.02 $388.36
MDT - Medtronic plc 2.99 Add 1.67% 375,696 $91.39 $32,554,077 $83.57 -8.56% $72.65 $103.76
BNY - The Bank of New York Mellon Cor 2.66 Reduce 6.47% 244,520 $46.14 $29,007,445 $151.27 227.85% $91.65 $155.08
AMZN - Amazon.com, Inc. 2.59 Add 8.10% 135,469 $109.77 $28,214,031 $247.31 125.29% $196.00 $278.56
TXN - Texas Instruments Inc. 2.46 Add 3.27% 138,263 $171.92 $26,842,415 $298.57 73.67% $150.97 $334.03
CMCSA - Comcast Corp. 2.38 Add 50.59% 903,971 $35.70 $25,952,999 $23.97 -32.85% $21.83 $32.20
NEE - NextEra Energy, Inc. 2.26 Reduce 1.17% 264,712 $60.88 $24,586,416 $88.38 45.18% $67.73 $98.03
TSN - Tyson Foods, Inc. 2.20 Add 0.85% 375,168 $56.85 $24,037,041 $57.92 1.89% $49.30 $68.90
GNRC - Generac Holdings Inc. 2.02 Reduce 0.11% 112,868 $137.02 $22,046,506 $226.95 65.64% $134.80 $296.44
GS - The Goldman Sachs Group, Inc. 1.97 Reduce 9.41% 25,361 $224.76 $21,454,844 $1,045.91 365.34% $677.66 $1,125.00
AMAT - Applied Materials, Inc. 1.84 Reduce 18.48% 58,533 $189.48 $20,006,014 $575.39 203.67% $153.78 $739.67
LMT - Lockheed Martin Corp. 1.83 Reduce 0.07% 33,055 $494.47 $19,978,105 $520.68 5.30% $399.34 $687.50
SBUX - Starbucks Corp. 1.83 Reduce 1.60% 222,580 $83.21 $19,940,909 $107.34 29.00% $76.49 $108.25
AEP - American Electric Power Co., Inc. 1.79 Reduce 19.70% 148,772 $87.78 $19,501,074 $135.63 54.51% $100.46 $140.58
META - Meta Platforms, Inc. 1.73 Add 2.34% 32,939 $247.42 $18,845,110 $656.73 165.43% $519.78 $793.65
VOO - Vanguard S&P 500 ETF 1.67 Add 8.05% 30,455 $479.32 $18,198,307 $688.50 43.64% $561.54 $697.12
TGT - Target Corp. 1.60 Add 0.14% 143,783 $99.60 $17,426,493 $134.77 35.31% $81.83 $142.82
WFC - Wells Fargo & Co. 1.58 Reduce 0.13% 216,482 $31.59 $17,234,150 $87.67 177.53% $72.78 $96.73
HD - The Home Depot, Inc. 1.56 Add 2.29% 51,622 $302.81 $16,977,890 $337.11 11.33% $286.95 $418.06
VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares 1.53 Add 11.09% 260,896 $50.98 $16,718,197 $69.76 36.83% $54.12 $72.85
MTB - M&T Bank Corp. 1.49 Reduce 8.75% 78,775 $134.80 $16,284,410 $242.55 79.93% $170.99 $244.57
FDX - FedEx Corp. 1.44 Reduce 19.94% 44,099 $161.95 $15,707,046 $313.74 93.72% $170.81 $344.08
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 1.41 Add 5.57% 104,118 $116.78 $15,419,869 $160.86 37.74% $128.80 $161.32
LOW - Lowe's Companies, Inc. 1.41 Add 0.05% 65,069 $229.93 $15,374,498 $207.70 -9.67% $203.40 $291.66
PYPL - PayPal Holdings, Inc. 1.11 Reduce 0.26% 267,229 $75.87 $12,086,774 $47.65 -37.20% $38.22 $78.82
IWF - iShares Russell 1000 Growth ETF 1.05 Add 10.62% 107,024 $78.38 $11,408,712 $121.59 55.13% $102.14 $129.03
TMO - Thermo Fisher Scientific Inc. 1.02 Add 5.65% 22,547 $181.93 $11,082,684 $528.51 190.50% $401.89 $642.71
ABBV - AbbVie Inc. 0.78 Add 2.32% 39,175 $83.35 $8,520,213 $248.00 197.52% $180.35 $261.64
IJR - iShares Core S&P Small-Cap ETF 0.78 Add 8.10% 67,969 $110.67 $8,449,179 $144.99 31.01% $105.71 $149.35
PG - The Procter & Gamble Co. 0.67 Add 2220.46% 50,911 $143.02 $7,353,606 $148.37 3.74% $135.63 $166.00
NKE - NIKE, Inc. 0.64 Buy 132,752 $52.82 $7,011,961 $43.76 -17.15% $40.00 $78.03
STZ - Constellation Brands, Inc. 0.64 Add 1.91% 46,280 $135.42 $6,942,000 $134.51 -0.67% $124.80 $173.43
TEL - TE Connectivity plc 0.63 Reduce 29.84% 32,664 $44.58 $6,827,429 $198.18 344.50% $171.73 $251.59
ACN - Accenture plc 0.60 Add 67.73% 33,007 $235.65 $6,544,965 $138.52 -41.22% $116.75 $285.21
IWR - iShares Russell Mid-Cap ETF 0.53 Add 1.09% 59,571 $78.67 $5,792,130 $109.78 39.54% $90.20 $111.43
VTV - Vanguard Value Index Fund ETF Shares 0.53 Add 12.12% 29,464 $181.18 $5,780,856 $219.36 21.07% $170.78 $221.07
BRK.B - Berkshire Hathaway CL B 0.51 11,595 $386.36 $5,556,324 $496.85 28.60% $455.19 $516.85
MDY - State Street SPDR S&P MIDCAP 400 ETF Trust 0.34 Reduce 2.24% 5,979 $497.99 $3,687,642 $685.98 37.75% $553.64 $704.45
TCHP - T. Rowe Price Blue Chip Growth ETF 0.31 Add 2.04% 76,249 $57.83 $3,368,681 $49.73 -14.01% $42.26 $53.26
ADP - Automatic Data Processing, Inc. 0.25 Buy 13,591 $203.18 $2,761,419 $251.05 23.56% $186.74 $307.44
BAC - Bank of America Corp. 0.25 Reduce 4.08% 55,081 $42.43 $2,685,221 $59.50 40.22% $43.80 $60.83
IWM - iShares Russell 2000 ETF 0.23 Reduce 0.44% 10,281 $168.90 $2,549,741 $293.48 73.76% $210.16 $302.72
VWO - Vanguard Emerging Markets Stock Index Fund 0.22 Add 5.97% 45,178 $41.91 $2,441,875 $58.79 40.28% $48.11 $61.52
VO - Vanguard Mid-Cap Index Fund ETF Shares 0.20 Add 51.80% 30,736 $69.81 $2,206,800 $80.84 15.80% $68.37 $81.29
IVV - iShares Core S&P 500 ETF 0.20 Add 0.34% 3,289 $416.09 $2,148,257 $752.58 80.87% $613.71 $761.95
INTU - Intuit Inc. 0.15 Add 720.67% 3,693 $442.01 $1,596,779 $289.76 -34.45% $251.72 $804.66
EFA - iShares MSCI EAFE ETF 0.13 Add 0.01% 14,855 $65.05 $1,442,837 $103.24 58.72% $83.87 $105.52
VUG - Vanguard Growth Index Fund ETF Shares 0.13 Add 4.64% 19,746 $39.85 $1,437,309 $86.15 116.18% $69.56 $90.50
NVDA - NVIDIA Corp. 0.13 Reduce 2.48% 7,855 $65.39 $1,369,947 $203.53 211.27% $161.80 $236.26
IWD - iShares Russell 1000 Value ETF 0.12 Add 0.02% 6,306 $167.41 $1,347,349 $247.62 47.91% $188.56 $249.26
GOOGL - Alphabet Inc. 0.10 Reduce 0.51% 3,922 $123.86 $1,127,939 $352.51 184.61% $175.98 $408.37
VTI - Vanguard Total Stock Market Index Fund ETF Shares 0.09 3,134 $221.62 $1,005,441 $369.78 66.86% $300.49 $373.63
AXP - American Express Co. 0.08 Reduce 2.28% 2,996 $61.65 $906,232 $354.43 474.93% $285.29 $384.36
QQQ - Invesco QQQ Trust 0.08 Add 0.90% 1,464 $364.31 $844,711 $711.74 95.36% $548.92 $747.83
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 0.06 Reduce 7.58% 3,267 $135.81 $702,706 $238.48 75.60% $199.91 $240.08
AFL - Aflac Inc. 0.06 Add 0.16% 6,253 $27.26 $686,051 $123.30 352.25% $94.93 $124.00
VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares 0.06 Buy 6,100 $109.69 $669,109 $125.14 14.09% $105.10 $132.77
SPYX - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.06 Reduce 3.99% 12,504 $39.73 $663,095 $61.45 54.66% $50.38 $62.09
XOM - ExxonMobil Holdings Corp. 0.06 Reduce 19.79% 3,842 $74.27 $651,791 $144.51 94.58% $102.27 $175.22
COF - Capital One Financial Corp. 0.05 3,178 $107.44 $579,763 $203.02 88.96% $174.23 $257.54
ESGD - iShares ESG Aware MSCI EAFE ETF 0.05 Reduce 1.24% 5,961 $75.57 $569,991 $102.32 35.40% $83.54 $104.50
COST - Costco Wholesale Corp. 0.05 Reduce 0.71% 559 $661.14 $556,568 $926.43 40.13% $841.69 $1,096.50
SDY - State Street SPDR S&P Dividend ETF 0.05 Add 0.05% 3,782 $99.73 $552,006 $154.57 54.99% $131.94 $156.82
ASTS - AST SpaceMobile, Inc. 0.04 Reduce 8.81% 5,380 $46.73 $445,841 $67.58 44.62% $36.08 $133.86
CVS - CVS Health Corp. 0.04 6,175 $62.32 $443,489 $105.90 69.93% $57.05 $106.39
GLD - SPDR Gold Shares 0.04 Reduce 8.47% 984 $210.99 $423,405 $367.13 74.00% $300.96 $509.70
WMT - Walmart Inc. 0.04 Reduce 14.13% 3,191 $41.51 $396,585 $114.78 176.51% $93.45 $135.16
JNJ - Johnson & Johnson 0.04 Reduce 47.78% 1,622 $97.83 $396,482 $257.77 163.48% $151.03 $269.43
APH - Amphenol Corp. 0.04 3,056 $69.45 $386,126 $155.99 124.61% $94.55 $178.52
V - Visa Inc. 0.03 1,149 $246.05 $347,368 $357.75 45.40% $293.28 $365.02
IJH - iShares Core S&P Mid-Cap ETF 0.03 Add 0.41% 5,125 $62.10 $346,091 $75.24 21.15% $60.50 $77.28
AVGO - Broadcom Inc. 0.03 1,099 $276.96 $340,151 $384.05 38.67% $267.62 $494.22
MCD - McDonald's Corp. 0.03 Add 0.37% 1,094 $287.80 $339,927 $272.61 -5.28% $264.53 $337.56
PLTR - Palantir Technologies Inc. 0.03 2,313 $136.38 $338,346 $130.04 -4.65% $106.37 $207.52
IWN - iShares Russell 2000 Value ETF 0.03 1,765 $166.82 $334,626 $219.78 31.75% $152.96 $223.90
DHR - Danaher Corp. 0.03 Reduce 0.59% 1,693 $228.79 $320,993 $200.16 -12.51% $160.60 $241.78
NUE - Nucor Corp. 0.03 Reduce 24.31% 1,868 $150.43 $315,879 $233.00 54.89% $130.11 $270.24
ETN - Eaton Corp. plc 0.03 862 $274.86 $308,312 $402.85 46.57% $310.09 $436.74
XLK - State Street Technology Select Sector SPDR ETF 0.03 2,316 $75.96 $307,804 $181.28 138.66% $125.94 $198.49
VB - Vanguard Small-Cap Index Fund ETF Shares 0.03 Add 0.09% 1,149 $193.48 $300,866 $296.18 53.08% $231.36 $304.70
SPYG - State Street SPDR Portfolio S&P 500 Growth ETF 0.03 Add 1.63% 3,047 $66.61 $298,332 $118.10 77.29% $93.49 $122.77
IEMG - iShares Core MSCI Emerging Markets ETF 0.03 Add 8.47% 4,162 $52.24 $290,313 $78.49 50.26% $58.19 $86.49
LLY - Eli Lilly and Co. 0.03 Reduce 4.31% 311 $784.79 $285,592 $1,181.87 50.60% $619.40 $1,249.45
QQQM - Invesco NASDAQ 100 ETF 0.02 1,054 $193.02 $250,451 $293.06 51.83% $225.86 $307.85
IWB - iShares Russell 1000 ETF 0.02 Add 0.14% 698 $291.13 $248,781 $410.01 40.83% $336.14 $414.25
SKYX - SKYX Platforms Corp. 0.02 201,666 $1.28 $225,866 $1.17 -8.33% $0.95 $3.29
AON - Aon plc 0.02 648 $359.16 $209,161 $367.35 2.28% $303.79 $379.20
MPC - Marathon Petroleum Corp. 0.02 Buy 854 $244.18 $208,530 $296.88 21.58% $154.97 $299.05
CL - Colgate-Palmolive Co. 0.02 Buy 2,383 $85.23 $203,103 $93.21 9.36% $73.64 $98.72
MRK - Merck & Co., Inc. 0.02 Reduce 41.61% 1,671 $66.47 $201,005 $124.03 86.61% $74.18 $130.29
SCHD - Schwab U.S. Dividend Equity ETF 0.02 Buy 6,521 $30.68 $200,052 $32.56 6.13% $25.28 $32.72
CGEN - Compugen Ltd. 0.02 93,833 $6.84 $199,864 $2.30 -66.39% $1.30 $3.24
DCGO - DocGo Inc. 0.01 100,000 $4.24 $62,910 $0.64 -84.97% $0.45 $1.78
SCWO - 374Water Inc. 0.00 10,000 $2.04 $28,400 $1.92 -5.88% $1.60 $10.90
MRKR - Marker Therapeutics, Inc. 0.00 15,000 $4.78 $19,500 $1.46 -69.47% $0.81 $4.07
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Financial Services 24.08
Technology 18.97
Unknown 14.56
Consumer Defensive 8.66
Healthcare 8.18
Consumer Cyclical 8.06
Communication Services 8.00
Industrials 5.35
Utilities 4.04
Energy 0.08
Basic Materials 0.03