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  Sysco Corp. (SYY)
← All SYY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q4 0 0.00 Sell 100.00% 0.10 $29.75–32.40 · VW $31.31i SEC
2012   Q3 21,515 0.10 Add 7.79% <0.01 $28.44–31.90 · VW $30.47i $673,000 SEC
2012   Q2 19,960 0.09 Reduce 21.00% 0.02 $27.05–29.88 · VW $28.77i $595,000 SEC
2012   Q1 25,266 0.10 Add 20.88% 0.02 $28.42–31.18 · VW $29.50i $754,000 SEC
2011   Q4 20,901 0.09 Add 16.90% 0.01 $26.87–30.64 · VW $29.21i $613,000 SEC
2011   Q3 17,880 0.07 Add 12.67% <0.01 $25.09–30.77 · VW $27.86i $463,000 SEC
2011   Q2 15,870 0.06 Add 27.01% 0.01 $28.39–32.76 · VW $30.58i $495,000 SEC
2011   Q1 12,495 0.04 Add 47.52% 0.01 $27.31–29.92 · VW $28.71i $346,000 SEC
2010   Q4 8,470 0.03 Buy 0.03 $28.50–30.54 · VW $29.39i $249,000 SEC
Price snapshot:
Current price$83.46
52-week low$67.23
52-week high$90.56