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 XLK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,316 0.03 $132.90 $307,804 SEC
2025   Q4 2,316 0.03 $143.97 $333,439 SEC
2025   Q3 2,316 0.03 Add 0.70% <0.01 $124.63–141.45 · VW $133.32i $326,397 SEC
2025   Q2 2,300 0.03 $126.62 $291,215 SEC
2025   Q1 2,300 0.03 Reduce 2.54% <0.01 $100.36–121.57 · VW $111.55i $237,452 SEC
2024   Q4 2,360 0.03 $116.26 $274,374 SEC
2024   Q3 2,360 0.03 $112.88 $266,397 SEC
2024   Q2 2,360 0.03 Reduce 4.07% <0.01 $96.02–116.29 · VW $104.18i $267,000 SEC
2024   Q1 2,460 0.03 $104.14 $256,172 SEC
2023   Q4 2,460 0.03 Reduce 2.38% <0.01 $79.75–96.86 · VW $88.65i $236,750 SEC
2023   Q3 2,520 0.03 Reduce 14.11% <0.01 $80.31–90.73 · VW $86.17i $206,552 SEC
2023   Q2 2,934 0.04 $86.93 $255,053 SEC
2023   Q1 2,934 0.03 Buy 0.03 $60.40–75.57 · VW $69.69i $221,532 SEC
Price snapshot:
Current price$181.28
Avg. buy price$75.96
+/- since buy138.66%
52-week low$125.94
52-week high$198.49