David Katz — Portfolio & Holdings
David Katz of Matrix Asset Advisors manages $1.09B across 105 reported positions as of the latest 13F filing, according to Nexqual.
Key Facts
| Investor | David Katz |
|---|---|
| Firm | Matrix Asset Advisors |
| Assets Under Management (13F) | $1.09B |
| Number of Positions | 105 |
| Reporting Period | Latest |
Top Holdings
David Katz's largest reported holdings: MSFT, MAVF, GOOG, PNC, JPM.
Source: Compiled by Nexqual from public SEC 13F filings, June 9, 2026 at 22:44 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: June 9, 2026 at 22:44 UTC. This page is informational and not investment advice.