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
← All SPYG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,047 0.03 Add 1.63% <0.01 $93.61–109.12 · VW $102.61i $298,332 SEC
2025   Q4 2,998 0.03 $106.70 $319,887 SEC
2025   Q3 2,998 0.03 $104.51 $313,321 SEC
2025   Q2 2,998 0.03 Reduce 4.46% <0.01 $68.65–95.53 · VW $84.77i $285,769 SEC
2025   Q1 3,138 0.03 Reduce 8.00% <0.01 $78.00–92.76 · VW $85.97i $252,201 SEC
2024   Q4 3,411 0.03 $87.90 $299,827 SEC
2024   Q3 3,411 0.03 Add 6.20% <0.01 $71.01–84.16 · VW $79.47i $282,908 SEC
2024   Q2 3,212 0.03 $80.01 $257,000 SEC
2024   Q1 3,212 0.03 $73.15 $234,958 SEC
2023   Q4 3,212 0.03 Buy 0.03 $56.78–65.53 · VW $61.27i $208,973 SEC
Price snapshot:
Current price$118.10
Avg. buy price$66.61
+/- since buy77.29%
52-week low$93.49
52-week high$122.77