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 VXF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.11 $141.33–157.67 · VW $150.13i SEC
2023   Q2 5,315 0.11 Buy 0.11 $132.56–149.70 · VW $140.40i $791,031 SEC
2023   Q1 0 0.00 Sell 100.00% 0.11 $131.02–154.03 · VW $142.84i SEC
2022   Q4 5,315 0.11 $132.86 $706,151 SEC
2022   Q3 5,315 0.11 $127.19 $676,000 SEC
2022   Q2 5,315 0.11 $131.14 $697,000 SEC
2022   Q1 5,315 0.12 $165.57 $880,000 SEC
2021   Q4 5,315 0.13 $182.88 $972,000 SEC
2021   Q3 5,315 0.14 Buy 0.14 $176.20–192.81 · VW $185.31i $969,000 SEC
Price snapshot:
Current price$239.19
52-week low$189.02
52-week high$247.67