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
Holding/activity history for  Invesco NASDAQ 100 ETF (QQQM)
← All QQQM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,054 0.02 $237.62 $250,451 SEC
2025   Q4 1,054 0.02 Reduce 21.93% <0.01 $239.10–262.23 · VW $251.40i $266,578 SEC
2025   Q3 1,350 0.03 Reduce 11.18% <0.01 $226.25–249.99 · VW $237.13i $333,612 SEC
2025   Q2 1,520 0.03 $227.10 $345,192 SEC
2025   Q1 1,520 0.03 Buy 0.03 $174.24–222.64 · VW $204.72i $293,390 SEC
Price snapshot:
Current price$293.06
Avg. buy price$193.02
+/- since buy51.83%
52-week low$225.86
52-week high$307.85